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

Carrier-Neutral Network Operators: 2Q19 Market Review

By Arun Menon published on October 4, 2019 This is MTN Consulting’s comprehensive, Excel-based assessment of the Carrier-Neutral Network Operator (CNNO) market sector, including detailed financial & operational results from 2011 through June, 2019 (2Q19). Tower CNNOs covered include:... read more

Telecom’s biggest vendors: 2Q19 edition

By Matt Walker published on October 1, 2019 Objective The goal of this report series is to equip telecom industry decision-makers with a comprehensive view of spending trends and vendor market power in their industry. To do this we assess technology vendors' revenues in the... read more

Webscale Network Operators: 1Q19 Market Review

By Arun Menon and Matt Walker published on July 26, 2019 MTN Consulting’s 1Q19 WNO Market Review analyzes the network infrastructure spending and financial position of webscale network operators (WNOs). WNOs are web-centric companies whose operations and services rely heavily on hyperscale data center... read more

Telecommunications Network Operators: 1Q19 Market Review

By Subramanian Venkatraman and Matt Walker published on July 20, 2019 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through March 2019 (1Q19). The report tracks revenue, capex and employee for 130 individual telecommunications network operato... read more

Telecom’s biggest vendors: 1Q19 edition

By Matt Walker published on June 13, 2019 This report was prepared as part of MTN Consulting's GNI tracker.  Our Network Infrastructure trackers cover network operators and their technology supply chains. Each provides detail on network infrastructure spending & technology evolution, fo... read more

Building the cloud: Webscale network supply chain analyzer

By Matt Walker and Arun Menon published on June 3, 2019 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. This webscale network operato... read more

Telecom’s biggest vendors: 4Q18 edition

By Matt Walker published on May 18, 2019 This report was prepared as part of MTN Consulting's GNI tracker.  Our Network Infrastructure trackers cover network operators and their technology supply chains. Each provides detail on network infrastructure spending & technology evolution, fo... read more

Carrier-Neutral Network Operators: 4Q18 Market Review

By Arun Menon and Matt Walker published on April 29, 2019 This is MTN Consulting’s comprehensive, Excel-based assessment of the Carrier-Neutral Network Operator (CNNO) market sector, including detailed financial & operational results from 2011 through December, 2018 (4Q18). Tower CNNOs covered incl... read more

Telecommunications Network Operators: 4Q18 Market Review

By Matt Walker and Subramanian Venkatraman published on April 19, 2019 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through December 2018 (4Q18). The report tracks revenue, capex and employee for 130 individual telecommunications network oper... read more

Webscale Network Operators: 4Q18 Market Review

By Arun Menon and Matt Walker published on April 12, 2019 MTN Consulting’s 4Q18 WNO Market Review analyzes the network infrastructure spending and financial position of webscale network operators (WNOs). WNOs are web-centric companies whose operations and services rely heavily on hyperscale data center... read more