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

Automation’s rise and the telecom engineer

By Matt Walker published on August 13, 2020 Automation is the key to telcos controlling their network engineering costs The telecommunications industry... read more

Commentary: Politics cloud Huawei’s future

By Matt Walker published on July 11, 2020 Summary Huawei held its global industry analyst summit (GAS 2020) in late May, just days after the U.S. Comme... read more

Telecommunications Network Operators: 1Q20 Market Review

By Subramanian Venkatraman and Matt Walker published on July 1, 2020 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through January 2020 (1Q20). The report tracks reven... read more

Webscale Network Operators: 1Q20 Market Review

By Arun Menon and Matt Walker published on June 30, 2020 Webscale networks are centered around immense, “hyperscale” data centers and undersea cable systems that support network traffic from the tech companies' online retail, video, and social media platforms, along with cloud services. Webscale networ... read more

Commentary: Webscale Capex in 1Q20

By Matt Walker published on June 25, 2020 Summary While the telco sector struggled to achieve any growth at all in the first quarter of 2020 (1Q20), th... read more

Commentary: Telco Capex in 1Q20

By Matt Walker published on June 20, 2020 Summary Telecom network operator (telco) capital expenditures (capex) declined by approximately 1.3% year-ove... read more

Telecom’s biggest vendors – 1Q20 edition

By Matt Walker published on June 10, 2020 Telco NI market undergoing disruption in 2020, from COVID-19, Huawei, and the webscale sector MTN Consulting has now finalized its analysis of vendor sales of network infrastructure (NI) products and services to the telco sector for the qua... read more

Carrier-Neutral Network Operators: 4Q19 Market Review

By Arun Menon and Matt Walker published on June 2, 2020 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, 2019 (4Q19). Tower CNNOs covered incl... read more

Telco software capex on the rise

By Matt Walker published on May 4, 2020 Software is central to telco efforts to compete Over the last two decades, ... read more

The spectrum cost challenge to 5G

By Matt Walker published on April 27, 2020 Success of 5G relies heavily on affordable spectrum Telecom operators are in the midst of an expensive networ... read more