Market insights

MTN Consulting’s published research covers a wide range of market issues. Each quarter, our three market segment trackers assess the growth and development of telco, webscale, and carrier-neutral network operators. Other market insight reports focus on telco labor costs and layoffs; investment bubble risk in webscale/data center; connected car ecosystems; smart cities (aka surveillance cities); and, policy & regulatory issues (with a focus on US-China relations).

Products

Intel’s Road to Redemption

By Arun Menon published on October 6, 2020 Summary After years of delay with 10nm chips, production roadblocks are again haunting Intel. The company has confirmed that its new line of server processors and chi... read more

Telco Capex: 2Q20 Results and Outlook

By Matt Walker published on October 1, 2020 Summary Webscale capex hit an all-time high in 2Q20, but the opposite happened in telecom. Telco capex in 2Q2... read more

Telecom’s biggest vendors – 2Q20 edition

By Matt Walker published on September 25, 2020 Vendors signal a weak 2H in telco market after another YoY decline in 2Q20; China boosts Huawei Vendor revenues in the telco network infrastructure (telco NI) market declined again in 2Q20 on a year-over-year (YoY) basis, for the third stra... read more

Telecommunications Network Operators: 2Q20 Market Review

By Subramanian Venkatraman published on September 22, 2020 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through June 2020 (2Q20). The report tracks revenue,... read more

Commentary: Webscale Capex in 2Q20

By Matt Walker published on September 16, 2020 Summary Economies across the globe remain ravaged by the COVID-19 pandemic, with high unemployment and steep ... read more

Webscale Network Operators: 2Q20 Market Review

By Arun Menon published on September 11, 2020 Shrugging off COVID-19 concerns, the webscale sector witnessed yet another strong quarter in 2Q20 aided by continued investments in network infrastructure. Single-quarter revenue growth inched past the pre-COVID levels (14.3% in 4Q19) to post 15.1% i... read more

Building the cloud: Webscale network supply chain analyzer (2Q20 edition)

By Arun Menon published on August 28, 2020 The world's largest technology companies are investing heavily in webscale networks. These are centered around enormous webscale, also known as "hyperscale" data centers, and the web of infrastructure connecting them. That includes optical interconne... read more

Automation’s rise and the telecom engineer

By Matt Walker published on August 13, 2020 Automation is the key to telcos controlling their network engineering costs The telecommunications industry... read more

Commentary: Politics cloud Huawei’s future

By Matt Walker published on July 11, 2020 Summary Huawei held its global industry analyst summit (GAS 2020) in late May, just days after the U.S. Comme... read more

Telecommunications Network Operators: 1Q20 Market Review

By Subramanian Venkatraman and Matt Walker published on July 1, 2020 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through January 2020 (1Q20). The report tracks reven... read more