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
Latest report
LEO Satellite News Tracker: 1Q24
The LEO (Low Earth Orbit) satellite industry is rapidly evolving, with advancements in technology, new launches, regulatory changes, and market developments shaping its trajectory. Keeping track of these dynamic changes is crucial for operators, vendors, investors, and policymakers. This news tracker from MTN Consulting provides comprehensive coverage and analysis of the latest developments in this sector. The LEO Satellite News Tracker includes coverage across several news categories (partnership, supply chain, market entry and exit, funding, regulations, M&A, etc.) spanning five key regions (Asia-Pacific, Europe, North America, Latin America, Middle East & Africa). Data is tracked from publicly available sources, including press releases from operators and vendors, as well as prominent industry media outlets. Coverage period is 1-Jan-23 to 6-Feb-24.
Latest reports
- March 7, 2024 LEO Satellite News Tracker: 1Q24
- January 9, 2024 Telecom’s biggest vendors – 3Q23 edition
- December 23, 2023 Telecommunications Network Operators: 3Q23 Market Review
- December 21, 2023 Network Operator Forecast Through 2028
- December 8, 2023 Telecom industry needs to up its green game
In The Press
-
April 2023
Engineering Networks for a Net Zero Future -
January 2023
Telco capex to hold up in 2023 – analyst
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
LEO Satellite News Tracker: 1Q24
The LEO (Low Earth Orbit) satellite industry is rapidly evolving, with advancements in technology, new launches, regulatory changes, and market developments shaping its trajectory. Keeping track of these dynamic changes is crucial for operators, vendors, investors, and policymakers. This news tracker from MTN Consulting provides comprehensive coverage and analysis of the latest developments in this sector. The LEO Satellite News Tracker includes coverage across several news categories (partnership, supply chain, market entry and exit, funding, regulations, M&A, etc.) spanning five key regions (Asia-Pacific, Europe, North America, Latin America, Middle East & Africa). Data is tracked from publicly available sources, including press releases from operators and vendors, as well as prominent industry media outlets. Coverage period is 1-Jan-23 to 6-Feb-24.
Latest reports
- March 7, 2024 LEO Satellite News Tracker: 1Q24
- January 9, 2024 Telecom’s biggest vendors – 3Q23 edition
- December 23, 2023 Telecommunications Network Operators: 3Q23 Market Review
- December 21, 2023 Network Operator Forecast Through 2028
- December 8, 2023 Telecom industry needs to up its green game
In The Press
-
-
April 2023
Engineering Networks for a Net Zero Future -
-
-
January 2023
Telco capex to hold up in 2023 – analyst
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.
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.
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.
In The Press
Ericsson, Nokia, Huawei brace for flat 2023 capex
SDxCentral
Engineering Networks for a Net Zero Future
ISEMag
Telcos need to build businesses as well as networks
LightReading
Rakuten Symphony telco NI revenue jumps 193% in 4Q22
ETTelecom
Telco capex to hold up in 2023 – analyst
TelecomTV
Satellite industry stokes disruption concerns for telcos — Menon
FierceWireless
Network operators focus on energy savings as costs soar
LightReading
Ericsson, Nokia win India 5G deals, but Samsung makes crucial headway
FierceWireless
Telecoms may face shut down of mobile network due to energy crisis
Telecomlead
Cisco, Microsoft, Samsung See Telecom Spend Share Surge
SDxCentral
Webscale Giants Gain Capex Clout
SDxCentral
Telecom Operators, Webscale Providers Set for 5G Tango
SDxCentral
Blogs
With each passing day, the 2G and 3G layers of telcos' mobile networks are looming as heavy loads on operating expenses (opex). That's due to multiple issues but especially energy consumption and related costs. With the exist
read moreVendors continue to wrestle with supply chain constraints in the telecom sector. That's clear from several recent vendor earnings reports, including those issued by Dell, HPE, and Ciena in recent weeks. Telco spending, though
read moreTelco network spending has been on the rise over the last few quarters. Vendor sales of network infrastructure to the telco vertical ("Telco NI”) totaled $55.5B in 1Q22, up 5.7% YoY. On an annualized basis, Telco NI revenue
read moreTelco NI's top 3 Telcos buy products & services from dozens of different vendors. Our research tracks 130. Some are relatively easy to classify into a segment, e.g. Corning, a "cabling & connectivity" vendor in our
read moreIt was the Greek philosopher Heraclitus who coined the phrase, “Change is the only constant in life.” Well over a thousand years later, Benjamin Franklin continued the thought, saying, “When you are finished changing
read moreOne of the many telecom stats we track is "labor costs", i.e. what telcos spend in salaries and benefits to support their workforce. Not a lot of other analyst firms track labor costs, if any. It's not an easy one to track, a
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