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).


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

Telco Capex: 2Q20 Results and Outlook

By Matt Walker published on October 1, 2020 Summary Webscale capex hit an all-time high in 2Q20, but the opposite happened in telecom. Telco capex in 2Q2... read more

Telecom’s biggest vendors – 2Q20 edition

By Matt Walker published on September 25, 2020 Vendors signal a weak 2H in telco market after another YoY decline in 2Q20; China boosts Huawei Vendor revenues in the telco network infrastructure (telco NI) market declined again in 2Q20 on a year-over-year (YoY) basis, for the third stra... read more

Telecommunications Network Operators: 2Q20 Market Review

By Subramanian Venkatraman published on September 22, 2020 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through June 2020 (2Q20). The report tracks revenue,... read more

Commentary: Webscale Capex in 2Q20

By Matt Walker published on September 16, 2020 Summary Economies across the globe remain ravaged by the COVID-19 pandemic, with high unemployment and steep ... read more

Webscale Network Operators: 2Q20 Market Review

By Arun Menon published on September 11, 2020 Shrugging off COVID-19 concerns, the webscale sector witnessed yet another strong quarter in 2Q20 aided by continued investments in network infrastructure. Single-quarter revenue growth inched past the pre-COVID levels (14.3% in 4Q19) to post 15.1% i... read more