Our Standard subscription to GNI includes access to all of our published company and market reports.
Company insights
The global telecommunications and cloud computing sectors are composed of hundreds of vendors & thousands of network operators across the globe, but a handful of companies drive the market. To effectively understand these key players, MTN Consulting publishes playbooks and similar company-focused studies. Access to these paybooks allows you to assess the company’s:
- Latest quarter KPIs including revenues, capex, opex, R&D etc.
- Key tech-related spending priorities;
- Network vendor relationships, M&A, and partnerships across different network product categories
- Market landscape
- Network-related strategy
Market Insights
MTN Consulting’s published research covers a wide range of market issues. Each quarter, our “Market Review” trackers assess the growth and development of three segments of network operators: telco, webscale, and carrier-neutral. We also provide a summary report assessing overall trends, with a focus on network spending, including vendor market share. Customers of our annual GNI information service will receive all of these reports and underlying data.
- Global coverage with company and segment-level drilldowns
- Annualized and quarterly trends across financial data series
- Coverage timeframe spans 1Q11-2Q19
- Network-related spending estimates at market- and company-level
- Tracks 130 individual telcos, 30+ carrier-neutral operators, and over 25 webscale players
- Deep dive opex and labor cost analysis.
- LEO satellite boom: Will the ‘second coming’ endure?
- Network Spending Profile: Comcast
- Network Spending Profile: Axiata
- Telecommunications Network Operators: 3Q20 Market Review
- Telecom’s biggest vendors – 3Q20 edition
- Network operator capex to hit $520B in 2025
- Webscale Network Operators: 3Q20 Market Review
- Visualizing World Markets, 2011-19
- Intel’s Road to Redemption
- Telco Capex: 2Q20 Results and Outlook
- Telecom’s biggest vendors – 2Q20 edition
- Telecommunications Network Operators: 2Q20 Market Review
- Commentary: Webscale Capex in 2Q20
- Webscale Network Operators: 2Q20 Market Review
- Building the cloud: Webscale network supply chain analyzer (2Q20 edition)
- CNNO Playbook: Crown Castle
- Webscale Playbook: Tencent
- Automation’s rise and the telecom engineer
- Telco Playbook: Jio Platforms Limited
- Commentary: Politics cloud Huawei’s future
- Webscale Network Operators: 1Q20 Market Review
- Telecommunications Network Operators: 1Q20 Market Review
- Commentary: Webscale Capex in 1Q20
- Commentary: Telco Capex in 1Q20
- Telecom’s biggest vendors – 1Q20 edition
- Carrier-Neutral Network Operators: 4Q19 Market Review
- Telco software capex on the rise
- The spectrum cost challenge to 5G
- Telecom’s biggest vendors – 4Q19 edition
- Telecommunications Network Operators: 4Q19 Market Review
- Webscale Network Operators: 4Q19 Market Review
- Operators facing power cost crunch
- Building the cloud: Webscale network supply chain analyzer
- Bumpy road ahead for 5G transition
- Webscale Playbook: Apple
- Webscale Supply Chain Developments in 2019
- Telecommunications Network Operators: 3Q19 Market Review
- Webscale Network Operators: 3Q19 Market Review
- Telecom’s biggest vendors – 3Q19 edition
- Webscale Playbook: Facebook
- TNO Playbook: AT&T
- Webscale Playbook: Microsoft
- Webscale Playbook: Alibaba
- Egypt: Network Infrastructure Overview
- Webscale Playbook: Baidu
- Webscale Playbook: Alphabet
- Webscale Playbook: Amazon
- GNI Country Interactive Tool
- Open RAN/Open Source in GNI
- Vendor profiles: Huawei
- Vendor profiles: China Comservice
- Telco opex trends: network operations
- Connected car/autonomous vehicle market
- Vendor profiles: Sterlite
- Outlook for Data Center Investments in 2020-21
- Network operator spending forecast: 4Q19
- Webscale supply chain developments: 3Q20
- Webscale supply chain developments: 2Q20
- Webscale supply chain developments: 1Q20
- Telco NI share commentary: 2Q20
- Telco NI share commentary: 1Q20
- Telco NI share commentary: 4Q19
- Telco NI share commentary: 3Q19
- Network operator spending review: 2Q20
- Network operator spending review: 1Q20
- Network operator spending review: 4Q19
- Network operator spending review: 3Q19
- CNNO profiles: Bharti Infratel
- CNNO profiles: China Tower
- CNNO profiles: American Tower
- CNNO profiles: Crown Castle
- Vendor profiles: NEC
- Vendor profiles: Tejas
- Vendor profiles: ZTE
- Telecom Playbooks: DT
- Telecom Playbooks: China Mobile
- Webscale Playbook: Microsoft Update
- Webscale Playbook: Amazon Update
- Webscale Playbook: Facebook Update
- Webscale Playbook: Alphabet Update
- Webscale Playbooks: Yandex
- Webscale Playbooks: ByteDance
- Telecom’s biggest vendors: 3Q20 edition
- Telecom’s biggest vendors: 2Q20 edition
- Telecom’s biggest vendors: 1Q20 edition
- Telecommunications Network Operators: 3Q20 Market Review
- Webscale Network Operators: 3Q20 Market Review
- Carrier-Neutral Market Reviews: 2Q20
- Telecom Playbooks: Telefonica
- Telecom Playbooks: Verizon
- Telecom’s biggest vendors: 4Q19 edition
Click here to view the entire list of reports as part of this subscription
