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

Telco software capex on the rise

By Matt Walker published on May 4, 2020 Software is central to telco efforts to compete Over the last two decades, ... read more

The spectrum cost challenge to 5G

By Matt Walker published on April 27, 2020 Success of 5G relies heavily on affordable spectrum Telecom operators are in the midst of an expensive networ... read more

Telecom’s biggest vendors – 4Q19 edition

By Matt Walker published on April 17, 2020 This report is focused on technology spending by telecommunications network operators (TNOs, or telcos), covering 121 vendors from 2013-2019. Telco NI vendor revenues down 2% in 2019 Industry hype around 5G came to a head in 20... read more

Telecommunications Network Operators: 4Q19 Market Review

By Subramanian Venkatraman and Matt Walker published on April 16, 2020 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through December 2019 (4Q19). The report tracks reve... read more

Webscale Network Operators: 4Q19 Market Review

By Arun Menon and Matt Walker published on April 10, 2020 "Webscale networks are centered around immense, “hyperscale” data centers and undersea cable systems that support network traffic from the tech companies' online ret... read more

Operators facing power cost crunch

By Matt Walker published on March 27, 2020 For many years, telecommunications network operators (TNOs, or telcos) have faced slow revenue growth. Telco revenues grew 1-2% in 2017 and 2018, and declined 1.6% for the four... read more

Building the cloud: Webscale network supply chain analyzer

By Arun Menon and Matt Walker published on March 4, 2020 MTN Consulting's "Webscale Network Supply Chain Analyzer" tracks technology spending in this sector by digging deep into the webscale-related supply chains of each operator. The Analyzer tracks contracts/deals between WNOs and technology vendors acro... read more

Webscale Supply Chain Developments in 2019

By Matt Walker published on January 31, 2020 Deploying 5G will be expensive and many telcos are already short on cash. Telcos are seeking ways to benefit from the webscale sector’s scale & software expertise, while not giving up the... read more

Telecommunications Network Operators: 3Q19 Market Review

By Subramanian Venkatraman and Matt Walker published on January 13, 2020 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through September 2019 (3Q19). The report tracks rev... read more

Webscale Network Operators: 3Q19 Market Review

By Arun Menon and Matt Walker published on January 8, 2020 "After successive slumps in capex during the first two quarters of 2019, global webscale operators loosened their purse strings somewhat in 3Q19. Capex spend grew slightly by 1... read more