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 2019 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.

Products

Webscale Playbook: Facebook

By Arun Menon and Matt Walker published on July 2, 2019 Description This report is the sixth in MTN Consulting’s Webscale Playbook series, which analyze the “Super 8” webscale network operators (WNOs), i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent... read more

TNO Playbook: AT&T

By Subramanian Venkatraman published on June 18, 2019 Description This report is the first in MTN Consulting’s TNO Playbook series. This report ... read more

Webscale Playbook: Microsoft

By Arun Menon and Matt Walker published on March 4, 2019 Description This report is the fifth in MTN Consulting’s Webscale Playbook series, which analyze the “Super 8” webscale network operators (WNOs), i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent... read more

Webscale Playbook: Baidu

By Arun Menon and Matt Walker published on December 14, 2018 Description This report is the fourth in MTN Consulting’s Webscale Playbook series, which analyze the “Super 8” webscale network operators (WNOs), i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencen... read more

Webscale Playbook: Alphabet

By Arun Menon and Matt Walker published on December 3, 2018 Description This report is the third in MTN Consulting’s Webscale Playbook series, which analyze the “Super 8” webscale network operators (WNOs), i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent... read more

Webscale Playbook: Alibaba

By Arun Menon and Matt Walker published on October 25, 2018 Description This report is the second in MTN Consulting’s Webscale Playbook series, which analyze the “Super 8” webscale network operators, i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent. The ... read more

Webscale Playbook: Amazon

By Arun Menon and Matt Walker published on September 27, 2018 Description This report is the first in MTN Consulting’s Webscale Playbook series, which analyze the “Super 8” webscale network operators (WNOs), i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent... read more