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. On the supply side, Huawei Technologies is the most influential vendor, but Cisco, Nokia, Ericsson, HPE, IBM, Intel and Nvidia are also important movers & shakers. On the demand side, key network operators include big telcos Vodafone, China Mobile, Verizon, AT&T, Telefonica, and Orange, as well as webscale network operators Facebook, Amazon, and Microsoft who also self-design. Crown Castle, Equinix, and American Tower are among the more significant carrier-neutral network operators.

To effectively understand these key players, MTN Consulting publishes playbooks and similar company-focused studies. In addition to the “Webscale Playbooks” already published, research underway in 2020 focuses on suppliers such as Huawei, Cisco and Ericsson, and telcos Softbank, China Mobile, Verizon and Telefonica. We also will be publishing additional playbooks on Facebook, Tencent, and Apple.