We just published our latest Carrier Economics Report – covering the second half of 2017 and detailing capital expenditure (capex), revenue, capital intensity, and subscriber trends by region for the top wireless and wireline telecom carriers. With publication of the … Continued


The Microwave Transmission market dropped to a new quarterly revenue low in 2Q17, declining 18 percent year-over-year (Y/Y). The main factors driving this disappointing quarter was a sharp reduction of purchases in the Indian region and broad slowdown in the … Continued


The Storage Systems market – including both External Storage (arrays) and Internal Storage (inside servers) – is projected to go through a number of transitions for the next few years that will change how storage is used, the types of … Continued








With overall revenues of the storage industry now in decline as of 1Q15, the nearly $40 B per year industry that consists of external storage and internal server-based storage is showing signs it is in turmoil. There are ample signs … Continued