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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