MTN Consulting helps investors and innovators profit from change in the telecommunications, cloud and IoT industries.

Our three core offerings


Our research reports quantify global network infrastructure (GNI) spending across telecom, webscale/cloud, and carrier-neutral markets. By assessing the key companies and technologies shaping telecom, cloud and IoT markets, we help clients profit from market volatility. Clients of our GNI subscription service receive all reports.

Market data

We track network infrastructure spending and vendor share across companies representing over $3 Trillion in annual revenues. This generates thousands of data points each quarter, across multiple industry segments. Clients have several ways to access this data.


We advise clients in scenario planning, market sizing & forecasting, capital management, benchmarking, M&A due diligence, and marketing strategy. We bring experience and independence to the table, and access to the proprietary databases generated by our GNI subscription program.

Our Blogs

5G – Need for Harmonized Spectrum...

Optimistic 5G forecasts assume that telcos’ spectrum needs are met Ericsson recently predicted that by 2024 5G subscriptions will reach 1.9 billion, 35 percent of traffic will be carried by 5G networks and up to 65 perce more

Posted by: Saad Asif* on October 4, 2019
5G to follow a politicized path in developing markets – telcos b...

Huawei has dominated telecom news since the arrest last December of the Chinese vendor’s CFO in Vancouver. Since then, the US Commerce Department has restricted Huawei’s access to US-built tech components, including Googl more

Posted by: Matt Walker on September 30, 2019
Reliance Jio’s aggressive cloud push with Microsoft fret Amazon and ...

After taking the Indian telecom scene by storm to reach the pinnacle (by subscriber base) in just three years of commercialization, Reliance Jio Infocomm (Jio) is all set to spread its wings into the booming Indian cloud mark more

Posted by: Arun Menon on August 28, 2019
Tencent Holdings: 2Q19 Earnings Snapshot...

Tencent posted its 2Q19 earnings on August 14, 2019. MTN Consulting's one-slide review is now available for download: MTN Consulting - Earnings snapshot 2Q19 - Tencent   - Cover Image: Tencent President Marti more

Posted by: Arun Menon on August 15, 2019