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
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
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
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
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
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
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
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
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
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
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
