Reports

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REPORTS

MTN Consulting’s stand-alone reports cover important companies, technology trends, and market issues, providing strategic insights to tech industry decision-makers.

Company insights

The global tech industry is composed of thousands of vendors & hundreds of network operators across the globe, but a handful of companies drive the market. On the supply side, Huawei Technologies is the most influential vendor, but Cisco, Nokia, Ericsson, ZTE, HPE, IBM, and Dell EMC are also important movers & shakers. On the demand side, key network operators include big telcos Vodafone, China Mobile, Verizon, AT&T, Telefonica, and Orange, as well as webscale network operators Facebook, Amazon, and Microsoft. Crown Castle, Equinix, and American Tower are among the more significant carrier-neutral network operators.

To effectively understand the biggest movers & shakers in the industry, MTN Consulting publishes short quarterly reports on each of the following companies:

  • Suppliers: Huawei, Ericsson, Cisco
  • Telco: Softbank, China Mobile, Verizon, Telefonica
  • Webscale: Facebook, Amazon, Alibaba

Additional company coverage is planned for 2H18.

Technology insights

Technological change underpins much of the change seen in the telecom industry over the last decade. New technologies were vital to the creation of a "cloud" industry sector, and the growing maturity of the IoT ecosystem. Understanding trends in telecom, cloud & IoT markets therefore must involve deep dive analysis of new technologies: what new process or service do they enable, what problem they claim to solve, what companies or processes they compete with, who benefits from the change, who are the early leaders, and what kind of market growth is likely.

In 2018, our technology-focused research target two big areas: self-driving (autonomous) vehicles, and artificial intelligence. Our planned reports for the year include the following:

  • Review of the autonomous car's impact on communications networks
  • Findings from the Arizona self-driving experiment: politics to vendors
  • LIDAR's future and vendor opportunities
  • AI in the telco, beyond call centers
  • Labor cost savings & AI: a quantitative review
  • AI & machine learning in the data center
Market insights

MTN Consulting publishes reports addressing a wide range of specific market issues, such as, telco strategies for opex reduction, or vendor opportunities in the data center. All of this market-focused research is incorporated into our GNI tracker. In addition, for each of the market segments we cover in GNI, we provide some research on a stand-alone basis.

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