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).


Webscale Network Operators: 4Q20 Market Review

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

Telco Capex: 4Q20 Results & Outlook

By Matt Walker published on March 30, 2021 The global telecom industry bounced back in 4Q20 with 3.4% and 1.2% YoY growth in revenues and capex, respectively. Revenues for CY2020 declined 1.1% to $1.794 trillion. This is not exactly a s... read more

Biden aims to revamp US chip & telecom prowess amid China conflict

By Matt Walker published on March 19, 2021 The November 2020 election of Joe Biden to become the 46th President of the United States is having a number of sweeping effects. The most crucial one relates to the COVID-19 pandemi... read more

LEO satellite boom: Will the ‘second coming’ endure?

By Arun Menon published on March 8, 2021 The space communications industry is in the midst of a dramatic transformation, thanks to the advent of space technology companies such as SpaceX, and OneWeb. Both these new-age operators start... read more

Telecommunications Network Operators: 3Q20 Market Review

By Arun Menon published on January 29, 2021 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through September 2020 (3Q20). The report tracks rev... read more

Telecom’s biggest vendors – 3Q20 edition

By Matt Walker published on January 15, 2021 Introduction The market for telecom network infrastructure (telco NI) vendor products and services grew in 3Q20, surprisingly, despite widespread economic downturns related to the COVID-19 pandemic. For all reporting vendors, telc... read more

Network operator capex to hit $520B in 2025

By Matt Walker published on December 30, 2020 KEY FINDINGS Revenue growth for telco, webscale and carrier-neutral sector will average 1, 10, and 7% through 2... read more

Webscale Network Operators: 3Q20 Market Review

By Matt Walker published on December 11, 2020 COVID-19 forces the world to become even more online The COVID-19 pandemic has depressed economic growth glob... read more

Visualizing World Markets, 2011-19

By Matt Walker published on October 27, 2020 The purpose of this report is to provide a compilation of demographic, economic and telecommunications statistics for a large number of countries (167) in a user-friendly format. Users simply select a country of interest on the "Country Profiler" tab... read more

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