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
By Matt Walker and Arun Menon published on July 17, 2021
Over the last decade, the carrier-neutral network operator (CNNO) sector has evolved into a key part of the communications industry landscape. The CNNO model has helped telcos to slim down and ... read more
By Matt Walker published on July 16, 2021
MTN Consulting segments the carrier-neutral network operator (CNNO) market into three parts based on asset focus: towers, data centers, and bandwidth (fiber). These dividing lines have always b... read more
By Matt Walker published on June 30, 2021
After struggling for the first three quarters of 2020, the telecom network infrastructure (telco NI) market has surged in the last two quarters. That is due to recovery from th... read more
By Matt Walker published on June 29, 2021
Webscale surges to $1.84 trillion in revenues, on par with the telecom sector
read more
By Arun Menon published on June 28, 2021
This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through March 2021 (1Q21). The report tracks revenue... read more
By Matt Walker published on June 19, 2021
Revenues for the telecom sector saw a rebound in 1Q21, up 7.3% from 1Q20, to $473.2 billion. This is the fastest growth in at least a decade. Three factors are responsible. First, the base peri... read more
By Matt Walker published on June 9, 2021
The webscale sector of network operators shows no signs of slowing up.
After webscale network operator (WNO) revenues surged b... read more
By Arun Menon published on May 20, 2021
This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through December 2020 (4Q20). The report tracks reve... read more
By Matt Walker published on April 27, 2021
The market for telecom network infrastructure (telco NI) vendor products and services declined by a relatively modest 0.6% in 2020, surprisingly, despite widespread economic downturns related t... read more
By Matt Walker published on April 8, 2021
Webscale surges to $1.71 trillion in revenues, about to overtake telecom sector
The webscale market of operators contin... read more
