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

Telco climate goals require vendor support

This brief report addresses the role of the supply chain in telco efforts to reduce their overall measured carbon footprint across Scopes 1 (direct energy), 2 (electricity purchases), and 3 (upstream and downstream value chain). With each passing year, the outlook for climate change worsens and its impact becomes more tangible. Costs are now clearly visible as society pays more to cope with extreme heat and cold, protect against flooding, clean up after abnormal weather events, relocate populations, reinforce structures, and many other measures. Yet national governments continue to struggle to find common ground, and private, voluntary action to cope with climate change is often more about lip service than real action. The network operator sector is no exception. While there are some standouts, most operators are embarrassingly conservative in their approach to carbon footprint reductions. That’s especially true for the telco sector. It’s easy to focus on reducing energy consumption, as it has a direct impact on the bottom line, but investing in renewable energy is harder to support. More important, most telcos are just beginning to focus on their indirect (Scope 3) emissions, the bulk of which relate to their supply chain. The tipping point has arrived, though. Telcos need to become leaders in aggressively reducing their carbon footprints, and that will have a direct impact on how they engage with vendors. A small number of telcos already quantify the environmental performance of their suppliers within the procurement process; that will grow, and standards will become more stringent. Organizations like the Joint Audit Cooperation (JAC) will push this along. Vendors need to get ready.

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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

Telco climate goals require vendor support

This brief report addresses the role of the supply chain in telco efforts to reduce their overall measured carbon footprint across Scopes 1 (direct energy), 2 (electricity purchases), and 3 (upstream and downstream value chain). With each passing year, the outlook for climate change worsens and its impact becomes more tangible. Costs are now clearly visible as society pays more to cope with extreme heat and cold, protect against flooding, clean up after abnormal weather events, relocate populations, reinforce structures, and many other measures. Yet national governments continue to struggle to find common ground, and private, voluntary action to cope with climate change is often more about lip service than real action. The network operator sector is no exception. While there are some standouts, most operators are embarrassingly conservative in their approach to carbon footprint reductions. That’s especially true for the telco sector. It’s easy to focus on reducing energy consumption, as it has a direct impact on the bottom line, but investing in renewable energy is harder to support. More important, most telcos are just beginning to focus on their indirect (Scope 3) emissions, the bulk of which relate to their supply chain. The tipping point has arrived, though. Telcos need to become leaders in aggressively reducing their carbon footprints, and that will have a direct impact on how they engage with vendors. A small number of telcos already quantify the environmental performance of their suppliers within the procurement process; that will grow, and standards will become more stringent. Organizations like the Joint Audit Cooperation (JAC) will push this along. Vendors need to get ready.

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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Quantifying the energy cost savings from 2G/3G network shutdowns...
Posted by: Samir Ahmad on 18/10/2022

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

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Telco capital intensity hits 10 year peak in 2Q22...
Posted by: Matt Walker on 06/09/2022

Vendors 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

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Vendor landscape continues to shift in telecom market as cloud and 5G ...
Posted by: Matt Walker on 29/07/2022

Telco 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

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Telecom’s top 3 vendors betting big on enterprise expansion; Hua...
Posted by: Matt Walker on 14/06/2022

Telco 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

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After failure to adapt to 4G, telcos need to evolve...
Posted by: Melvin Bankhead III, Contributing Writer on 19/05/2022

It 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

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Telcos are upgrading their workforce, but it comes at a price...
Posted by: Matt Walker on 11/05/2022

One 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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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:

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