Early view from 3Q21 earnings suggests telco network spending growth remains positive; results from Azure, GCP, Samsung and Corning strongest to date
The purpose of this report is to provide an early view of telco network spending trends by the vendors and a short outlook based on 3Q21 earnings. It look at the growth of a number of key vendors in the market, covering the gains and losses for these companies. The report also answers the question: Are telcos spending again?
