MTN Consulting's market trackers are annual subscription services designed to meet a client's need for ongoing market intelligence. Each one includes a series of pre-defined reports, bundled with analyst support.

Global Network Infrastructure (GNI) tracker

Our Global Network Infrastructure (GNI) tracker covers network operators & their technology supply chains. This service provides extensive detail on network infrastructure spending, for a range of vertical markets, across the globe. Our goal is to help vendors understand and plan for the needs of their customers, and help network operators deploy their technology budgets wisely.

By industry, our focus is on telecommunications, webscale, and carrier-neutral network operators. In total, they account for over $400B in annual capex, over half of which is network-related. A large portion of operating expenses are also network-related, such as maintenance, site power, facility and fiber leasing costs. Managing these costs wisely is not an easy task in a stable market. It’s even more challenging during an industry transformation. When your competitors & customers are changing rapidly, having reliable data on market trends is a strategic necessity.

GNI's coverage includes :
  • Quarterly analysis of spending (capex & opex) by segment
  • Spending forecasts by operator segment
  • Vendor market share analysis by operator segment
  • M&A activity and opportunities
  • Cost optimization & digital transformation strategies
  • Open networking & implications for future networks
  • Technology drivers, including: open networking, 5G, IoT, AI, and autonomous vehicles

For more information about the GNI tracker, please contact us.

You can review a list of recently completed & planned GNI deliverables here.

China Network Infrastructure (CNI)

The US, China, India, Japan, Korea and Taiwan markets together drive the global tech industry. Each country has some mix of a large domestic market, local supply chain, and strong government support for the tech sector. China brings together all three of these factors.

Our China Network Infrastructure (CNI) tracker incorporates research coverage of China's network operators, vendors, home-grown technologies, and political issues. Each quarter we publish a CNI Outlook report, providing an in-depth view of local spenders & vendors, as well as policy & market dynamics. This includes an assessment of the global operations of China-based vendors, including Huawei, ZTE, Fiberhome, YOFC, and Hengtong. The CNI tracker also includes three in-depth vendor profiles per year, and an annual forecast.

MTN Consulting’s CNI tracker is available for purchase now.

We are launching India and Japan Network Infrastructure trackers in 2H18, and evaluating possible launch of US- and Taiwan-focused trackers.
As with the GNI tracker, our regional NI subscription services include bundled analyst support time.

Network Operator Segmentation

MTN Consulting tracks network operators & their technology supply chains. For each major network operator segment, we analyze technology investments on a quarterly basis. Network operators are classified into the following three groups:

Telecom Network Operators

Webscale Network Operators

Carrier-neutral Network Operators