Webscale market imbalance: revenues rise 14% while capex jumps 63%

These are figures from analyst firm MTN Consulting for the third quarter of 2025 compared with the same period in 2024. The study notes that there are “very few proven business models” and that advertising remains a very important source of revenue for large companies, but warns that it will be subject to consumer conditions in 2026.

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Globales · Internet & OTT15/12/2025

Webscale market imbalance: revenues rise 14% while capex jumps 63%

These are figures from analyst firm MTN Consulting for the third quarter of 2025 compared with the same period in 2024. The study notes that there are “very few proven business models” and that advertising remains a very important source of revenue for large companies, but warns that it will be subject to consumer conditions in 2026.

América Latina · Fixed Broadband · Terrestrial Backbones10/12/2025

Optical fiber value chain restructuring opens opportunities for the region

A recent report by the Inter-American Development Bank indicates that Brazil, Mexico, and Argentina are well positioned to integrate into the new global flows being created for cable and fiber manufacturing. The goal would be to supply regional expansions and meet the needs of the U.S. market.

Globales · Fixed Broadband09/12/2025

Fixed broadband: Subscribers reach 1.33 billion in the top 30 markets

According to a report by Point Topic, the number is expected to reach 1.54 billion connections by 2030. The report also highlights that fiber-optic (FTTP) will be the dominant and fastest-growing technology, followed by FWA and satellite, while coaxial cable, DSL, and FTTX (copper local loop) are expected to decline.

Globales · Economy04/12/2025

WEF says that if the ICT sector reduces its environmental impact, it can add US$ 800 billion in value

A new study to be discussed at the 2026 Davos Forum highlights the economic benefits of reducing the use of natural resources through strategies such as circular economy practices, recycling, and the use of renewable energy.

América Latina · Submarine Cables · Terrestrial Backbones · Data Center03/12/2025

Data center fervor pushes Latin American carrier ecosystem to become AI-Ready

Terrestrial networks and submarine cables ecosystem prepares to meet demands of Generative AI and the new processing capabilities required by existing and upcoming AI data centers

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