By Arun Menon
This is MTN Consulting’s comprehensive, Excel-based assessment of the Carrier-Neutral Network Operator (CNNO) market sector, including detailed financial & operational results from 2011 through June, 2019 (2Q19).
Tower CNNOs covered include: American Tower, Arqiva, Balitower, Bharti Infratel, Cellnex, China Tower, Crown Castle, EI Towers, GTL Infrastructure, IBS, Inwit, SMN, SBA Communications, STP, Tower Bersama, and Telxius/Telefonica.
Data center CNNOs: CoreSite Realty, CyrusOne, Digital Realty, DuPont Fabros (now part of DRT), Equinix, Interxion, and QTS.
Bandwidth CNNOs: Chorus Limited, Internap, Level 3, Lumos, Superloop, Uniti Group, Zayo, Cogent, NBN Australia
Description
This is MTN Consulting’s comprehensive, Excel-based assessment of the Carrier-Neutral Network Operator (CNNO) market sector, including detailed financial & operational results from 2011 through June, 2019 (2Q19).
Tower CNNOs covered include: American Tower, Arqiva, Balitower, Bharti Infratel, Cellnex, China Tower, Crown Castle, EI Towers, GTL Infrastructure, IBS, Inwit, SMN, SBA Communications, STP, Tower Bersama, and Telxius/Telefonica.
Data center CNNOs: CoreSite Realty, CyrusOne, Digital Realty, DuPont Fabros (now part of DRT), Equinix, Interxion, and QTS.
Bandwidth CNNOs: Chorus Limited, Internap, Level 3, Lumos, Superloop, Uniti Group, Zayo, Cogent, NBN Australia
Table of Contents
- Abstract
- Analysis
- CNNO Segment Overview
- Market Snapshot
- CNNO Market: Key Stats thru 2Q19
- Segment Drilldowns
- Company Drilldowns
- KPIs by Company
- Exchange Rates
- About
Figure & Charts
- Revenues by type of CNNO (US$M)
- Revenues by CNNO type, 1H18 vs. 1H19 (US$M)
- Capex by type of CNNO (US$M)
- Capital intensity by type of CNNO
- Capex & acquisition spending, CNNO total (US$M)
- Net PP&E by type of CNNO (US$M)
- CNNO towers & average tenancy ratio, global ex-China
- Growth of data centers & rentable space since 2011
- NRSF per data center (K)
- Revenues by company, 2Q19: CNNO market segment (US$M)
- Net PP&E by company, 2Q19: CNNO market segment (US$M)
- Data center CNNOs: Net rentable square feet, 2Q19 (million)
- Data center CNNOs: # of data centers, 2Q19
- Tower CNNOs: # of towers by company, 2Q19
- Tower CNNOs: employees, 2Q19
- Tower CNNOs: Net Profit (US$M) and Net Margin (%), 1Q14-2Q19
- Tower CNNOs: Net PP&E (US$M) and Net PP&E/Revenues, 1Q14-2Q19
- Tower CNNOs: FCF (US$M) and FCF/Revenues (%), 1Q14-2Q19
- Data center CNNOs: Net Profit (US$M) and Net Margin (%), 1Q14-2Q19
- Data center CNNOs: Net PP&E (US$M) and Net PP&E/Revenues, 1Q14-2Q19
- Data center CNNOs: FCF (US$M) and FCF/Revenues (%), 1Q14-2Q19
- Cash from operations (US$M): Tower CNNOs vs. Data center CNNOs, 1Q14-2Q19
- Cash & short term investments (US$M): Tower CNNOs vs. Data center CNNOs, 1Q14-2Q19
- Net profit margin by type of CNNO
- Net Profit by type of CNNO (US$M)
- Free cash flow/revenues by type of CNNO (US$M)
Visuals
