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

Telecommunications Network Operators: 2Q19 Market Review

By Subramanian Venkatraman and Matt Walker published on October 23, 2019 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through June 2019 (2Q19). The report tracks revenue, capex and employee for 130 individual telecommunications network operator... read more

Webscale Network Operators: 2Q19 Market Review

By Arun Menon and Matt Walker published on October 23, 2019 MTN Consulting’s 2Q19 WNO Market Review analyzes the network infrastructure spending and financial position of webscale network operators (WNOs). WNOs are web-centric companies who own and operate large multi-country communications networks base... read more

Carrier-Neutral Network Operators: 2Q19 Market Review

By Arun Menon published on October 4, 2019 Description 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).... 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

Webscale Network Operators: 1Q19 Market Review

By Arun Menon and Matt Walker published on July 26, 2019 Description MTN Consulting’s 1Q19 WNO Market Review analyzes the network infrastructure spending and financial position of webscale network operators (WNOs). WNOs are web-centric companies whose operations and services rely h... read more

Telecommunications Network Operators: 1Q19 Market Review

By Subramanian Venkatraman and Matt Walker published on July 20, 2019 Description This market review provides a comprehensive assessment of the g... read more

Telecom’s biggest vendors: 1Q19 edition

By Matt Walker published on June 13, 2019 Description This report was prepared as part of MTN Consulting's GNI tracker. Our Network Infrastructure trackers cover network operators and their technology supply chains. Each provides detail on network infrastructure spending ... read more

Building the cloud: Webscale network supply chain analyzer

By Matt Walker and Arun Menon published on June 3, 2019 Description 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 ... read more

Telecom’s biggest vendors: 4Q18 edition

By Matt Walker published on May 18, 2019 Description This report was prepared as part of MTN Consulting's GNI tracker. Our Network Infrastructure trackers cover network operators and their technology supply chains. Each provides detail on network infrastructure spending ... read more

Carrier-Neutral Network Operators: 4Q18 Market Review

By Arun Menon and Matt Walker published on April 29, 2019 Description 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, 2018 (4Q... read more