Network Operator Capex Ends 2023 at $543B, Down 3% YoY - Webscalers Guiding Up, Telcos Moderating


Dublin, June 05, 2024 (GLOBE NEWSWIRE) -- The "Network Operator Capex Ends 2023 at $543B, Down 3% YoY; Webscalers Guiding Up, Telcos Moderating" report has been added to ResearchAndMarkets.com's offering.

This report summarizes 2023 capex results for each of three segments of network operators tracked: telco, webscale, and carrier-neutral.

The report also discusses capex-related news from early 2024, and presents an informal update to the December 2023 spending forecast. That forecast projects capex in 2024, by segment, to amount to $309 billion (B) for telco (2023 actual: $315B), $203B for webscale (2023: $192B), and $39B for carrier-neutral (2023: $35B). That would total to $552B, just 1.6% growth above the 2023 actual.

While telco spending is expected to be tightly controlled in 2024, the generative AI (GenAI) hype will push webscale & carrier-neutral capex higher than expected by at least another $10-20 billion. Telco capex in 2024, though, is likely to come in about $10-20B less than anticipated last year, roughly offsetting the webscale/CNNO outperformance.

Key Topics Covered:

  • Summary
  • 2023 capex came in ~$30B less than expected in 2022
  • Telco spending has weak second half in 2023, off to slow start in 2024
  • Webscale capex was $192B in 2023, a bit light, but is booming in YTD2024
  • Carrier-neutral capex was $35B in 2023, with upside driven by hyperscale
  • Generative AI and telecom

Companies Featured

  • Alphabet
  • Altice USA
  • Amazon
  • AMD
  • American Tower
  • Apple
  • AT&T
  • Bayer
  • BCE
  • Charter Communications
  • Ciena
  • Cintas
  • Cisco
  • Comcast
  • DigitalBridge
  • Equinix
  • Ericsson
  • Huawei
  • Intel
  • Liberty Global
  • Mercedes Benz
  • Meta
  • Microsoft
  • Nokia
  • NVIDIA
  • Oracle
  • Swisscom
  • Telefonica
  • Telenor
  • TSMC
  • Verizon
  • Walmart

For more information about this report visit https://www.researchandmarkets.com/r/gb9lyk

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