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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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

Telecom’s biggest vendors – 3Q19 edition

By Matt Walker published on December 20, 2019 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 telecom vertical, across a wi... read more

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 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 telecom vertical, across a wi... read more

Building the cloud: Webscale network supply chain analyzer

By Matt Walker and Arun Menon published on June 3, 2019 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

Telecommunications Labor Market Review: Canada

By Matt Walker and Subramanian Venkatraman published on January 29, 2019 This report is the first in MTN Consulting’s “Telecommunications Labor Market Review” series. This series provides country-level analysis of labor markets in the telecommunications network operator (TNO) sector. Labor costs account for over 18-... read more

Egypt: Network Infrastructure Overview

By Matt Walker published on October 25, 2018 This report is the first in MTN Consulting’s series of country-level network studies, focused on Egypt. The objective of this report is to assess Egypt’s telecommunications market, addressing: Economic outlook and political environment Regula... read more