Company insights

Company insights

The global telecommunications 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 later in 2018.

Products

Webscale Playbook: Alphabet

December 3, 2018

This report is the third in MTN Consulting’s Webscale Playbook series, which analyze the “Super 8” webscale network operators (WNOs), i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent. The objective of this report is to assess Alphabet’s... READ MORE


Webscale Playbook: Alibaba

October 24, 2018

This report is the second in MTN Consulting’s Webscale Playbook series, which analyze the “Super 8” webscale network operators, i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent. The objective of this report is to assess Alibaba’s: ... READ MORE


Webscale Playbook: Amazon

September 27, 2018

This report is the first in MTN Consulting’s Webscale Playbook series, which analyze the “Super 8” webscale network operators (WNOs), i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent. The objective of this report is to assess Amazon’s:&... READ MORE


Publication schedule: 3Q18

July 14, 2018

This summarizes MTN Consulting’s recently published research and publication plans for the next three months. Each listed report falls under one of our three trackers.    Research calendar - 3Q18 ... READ MORE


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