MTN Consulting is focused on network operators & their technology supply chains, tracking the economics of the network operator business and assessing the big shifts that impact technology spending trends. Our coverage includes:

3 major network operator markets

  • Telecom Network Operator (TNO)
  • Webscale Network Operator (WNO)
  • Carrier-Neutral Network Operator (CNNO)

190+ operators

Across the three major network operator markets in all key regions

40+ time series

10+ years’ market- and operator-wise data across quarters and years starting 2011

~50 reports published per year

  • Market data and insight reports spanning –
  • quarterly market reviews
  • operator and vendor deep dives
  • benchmarking and strategic assessments
  • forecast/outlook analysis
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Latest report

India’s quest to conquer the 5G summit

The Indian telecom sector is amid a dramatic transformation, thanks to the advent of the fifth generation (5G) telecommunications technology. 5G has the capability to connect almost everything through seamless interaction between internet-enabled devices. A wide range of industries and sectors are set to get redefined with 5G, opening immense opportunities for investment and growth. If the 4G era saw telcos offering fast connectivity and content, 5G will offer much beyond that by bringing the immersive-ness factor, through the metaverse for instance, which will make digital experiences more tangible. The Indian government’s push towards a digital economy also augurs well for 5G’s prospects in the country. Below are key highlights from the report:

  • After a pandemic-induced delay, Indian telcos are prepping for a year-end commercial roll-out of 5G. The initial confirmed list released by DoT includes 13 cities for commercial 5G launch this year. All three leading telcos are conducting 5G trials currently.
  • As seen in markets such as Brazil and South Africa, the Indian telcos are likely to adopt 5G NSA and Dynamic Spectrum Sharing (DSS) models for rapid deployment of the network. These deployment models allow telcos to use much of their existing 4G infrastructure to offer 5G.
  • The delay in 5G roll-out brings two-pronged benefits for the telcos: a substantial base of 5G-enabled smartphones, which offers a ready market for telcos ahead of the 5G launch; and, more mature technology and vendor ecosystem, which could drive down network equipment costs.
  • Despite these benefits, the journey to 5G will not be without significant hurdles. These include regulatory concerns (such as spectrum pricing, and uncertainty around Chinese vendors) to infrastructure-related issues (low tower fiberization), along with the prevailing industry health (high debt levels and Vodafone Idea crisis).
  • Reliance Jio will the operator to watch out for as the telco is building an end-to-end indigenous 5G solution that comprises software and possibly a bit of hardware. The greenfield operator expects to export the solution to foreign markets once the solution’s capability is tested on a pan-India scale.

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MTN Consulting is focused on network operators & their technology supply chains, tracking the economics of the network operator business and assessing the big shifts that impact technology spending trends. Our coverage includes:

  • 3 major network operator markets
  • 190+ operators
  • 40+ time series
  • 50 reports published per year

Latest report

India’s quest to conquer the 5G summit

The Indian telecom sector is amid a dramatic transformation, thanks to the advent of the fifth generation (5G) telecommunications technology. 5G has the capability to connect almost everything through seamless interaction between internet-enabled devices. A wide range of industries and sectors are set to get redefined with 5G, opening immense opportunities for investment and growth. If the 4G era saw telcos offering fast connectivity and content, 5G will offer much beyond that by bringing the immersive-ness factor, through the metaverse for instance, which will make digital experiences more tangible. The Indian government’s push towards a digital economy also augurs well for 5G’s prospects in the country. Below are key highlights from the report:

  • After a pandemic-induced delay, Indian telcos are prepping for a year-end commercial roll-out of 5G. The initial confirmed list released by DoT includes 13 cities for commercial 5G launch this year. All three leading telcos are conducting 5G trials currently.
  • As seen in markets such as Brazil and South Africa, the Indian telcos are likely to adopt 5G NSA and Dynamic Spectrum Sharing (DSS) models for rapid deployment of the network. These deployment models allow telcos to use much of their existing 4G infrastructure to offer 5G.
  • The delay in 5G roll-out brings two-pronged benefits for the telcos: a substantial base of 5G-enabled smartphones, which offers a ready market for telcos ahead of the 5G launch; and, more mature technology and vendor ecosystem, which could drive down network equipment costs.
  • Despite these benefits, the journey to 5G will not be without significant hurdles. These include regulatory concerns (such as spectrum pricing, and uncertainty around Chinese vendors) to infrastructure-related issues (low tower fiberization), along with the prevailing industry health (high debt levels and Vodafone Idea crisis).
  • Reliance Jio will the operator to watch out for as the telco is building an end-to-end indigenous 5G solution that comprises software and possibly a bit of hardware. The greenfield operator expects to export the solution to foreign markets once the solution’s capability is tested on a pan-India scale.

Read More

Our Three Core Offerings

Research

MTNC’s research is focused on communications network infrastructure, a market attracting $3.5 trillion in annual operator revenues. Our goal is to provide credible, holistic assessments of where the NI market currently stands and where it is headed. Reports address market and technology trends, key players, and country dynamics.

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Subscription

MTNC bundles its research into an annual subscription service called “Global Network Infrastructure”. GNI provides clients with an end-to-end view of the network operator business, assessing the big shifts that impact technology spending trends. GNI clients include technology vendors (chips, network equipment and software, IT services), operators, regulators, and investors.

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Consulting

Our consulting services include: scenario planning; market sizing, forecasting, and analysis; organizational strategy; marketing support; competitive benchmarking; and, due diligence support for M&A and PE transactions. We bring experience and independence to the table, and access to the proprietary databases generated by our GNI subscription program.

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Blogs

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Connected cars – Data protection, privacy, and cybersecurity...
Posted by: Waseem Haider on 03/09/2021

CONNECTED CAR TECH SERIES PART 4: Complex regulatory landscape threatens to restrict the market's development  Contributed by: Waseem Haider In the last three parts of our Connected Car Tech Series, we talked about the

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Telco NI vendor market in 2Q21 – preliminary findings...
Posted by: Matt Walker on 11/08/2021

Growth returns to telco NI market; momentum shifts to cloud, away from Huawei  Preliminary results show 2% YoY sales growth in 2Q21 Enough vendors have now reported their 2Q21 results to allow for some preliminary conc

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What Can President Biden Do to End the Disinformation Age?...
Posted by: Melvin Bankhead III on 25/01/2021

On Jan. 6, 2020, something extraordinarily dangerous occurred. During Congress’ certification of the Electoral College votes from the 2020 election, armed protesters stormed the Capitol Building, overwhelming police officer

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On the digital front, what can President Biden do to enhance our secur...
Posted by: Melvin Bankhead III on 28/12/2020

After Joseph R. Biden Jr. takes the oath of office on Jan. 20, 2021, the newly inaugurated president of the United States will need to contend with an America in turmoil. Naturally, the scourge of COVID-19, and its devasta

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Post-pandemic chip M&A splurge targets the data center market; ro...
Posted by: Arun Menon on 22/11/2020

After a prolonged hiatus, M&A activity in the semiconductor landscape ramped up significantly this year, nearing the record levels of 2015. The consolidation surge was particularly notable during the second half of 2020.

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THE RISE OF DIGITAL ADVERTISING AND THE DEATH OF OBJECTIVE JOURNALISM...
Posted by: Melvin Bankhead III on 09/07/2020

In the beginning, the people of Earth told their truths, voiced their opinions, and advertised their wares and services in print media such as newspapers and magazines. And the people of Earth looked upon their works, and

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Our Research Bundles

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MTN Consulting’s Market Data bundle is designed for clients who need to understand all three types of network operators we track – telecom, webscale, and carrier-neutral. The bundle includes all of our Excel-based Market Review reports tracking these individual operator segments.
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MTN Consulting’s Telecom Network Operator (TNO) bundle provides clients with a deep dive into the telecommunications segment of network operators. The bundle’s products help clients understand how telcos are growing and transforming their operations.
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MTN Consulting’s Webscale Network Operator (WNO) bundle provides a deep look at the webscale segment of network operators – how it’s growing, how individual WNOs are building out their networks, and which suppliers are benefiting.

Meet Our Partners

To best support client inquiries and sales opportunities, we work with a small number of channel partners, as follows:
Clients based in Europe can first contact our Head of Business Development for that region, Waseem Haider, who is based in Berlin. In addition, any client can always contact Matt directly to discuss business opportunities.

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