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).

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Telecommunications Network Operators: 2Q21 Market Review

By Arun Menon published on October 4, 2021 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through June 2021 (2Q21). The report tracks revenue,... read more

Webscale Network Operators: 2Q21 Market Review

By Matt Walker published on October 1, 2021 Webscale revenues now $1.96 trillion over four quarters, more than telecom The step change in revenue growth ... read more

Telecom’s biggest vendors – 2Q21 edition

By Matt Walker published on September 30, 2021 What a difference a year makes. Vendor revenues in the telco network infrastructure market (telco NI) grew again in 2Q21, rising 5.1% YoY after a 10.0% jump in 1Q21. Overall for the first half ... read more

Network operator capex to hit $591B in 2025

By Matt Walker published on August 23, 2021 Summary This commentary explains the network spending forecast update issued in August 2021, comparing it to ... read more

Competitive Intelligence Briefing: Data Center Chips

By Arun Menon published on August 12, 2021 Summary The battle is getting intense in the lucrative data center chips market amid supply chain shortages and delays caused by Covid-19 pandemic. Central to this ba... read more

Carrier-Neutral Network Operators: 4Q20 Market Review

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

Tomorrow’s carrier-neutral operators to integrate tower, fiber and data center assets

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

Telecom’s biggest vendors – 1Q21 edition

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

Webscale Network Operators: 1Q21 Market Review

By Matt Walker published on June 29, 2021 Webscale surges to $1.84 trillion in revenues, on par with the telecom sector   read more

Telecommunications Network Operators: 1Q21 Market Review

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