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 May 4, 2020
Software is central to telco efforts to compete
Over the last two decades, ... read more
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
By Matt Walker published on April 17, 2020
This report is focused on technology spending by telecommunications network operators (TNOs, or telcos), covering 121 vendors from 2013-2019.
Telco NI vendor revenues down 2% in 2019
Industry hype around 5G came to a head in 20... read more
By Subramanian Venkatraman and Matt Walker published on April 16, 2020
This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through December 2019 (4Q19). The report tracks reve... read more
By Arun Menon and Matt Walker published on April 10, 2020
"Webscale networks are centered around immense, “hyperscale” data centers and undersea cable systems that support network traffic from the tech companies' online ret... read more
By Matt Walker published on March 27, 2020
For many years, telecommunications network operators (TNOs, or telcos) have faced slow revenue growth. Telco revenues grew 1-2% in 2017 and 2018, and declined 1.6% for the four... read more
By Arun Menon and Matt Walker published on March 4, 2020
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
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
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
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
