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Telecom industry needs to up its green game

By Matt Walker published on December 8, 2023 This note addresses carbon footprint trends in the telecom industry. We present data on emissions by the telecom services sector and their major suppliers in the 2020-22 period, and assess indu... read more

Gen AI hype grips telecom industry as telcos unravel its potential

By Arun Menon published on November 24, 2023 This brief report explores the transformative potential of generative artificial intelligence (Gen AI) in two specific telco domains. The report also discusses the in-house Gen AI development e... read more

Webscale Network Operators: 3Q23 Market Review

By Matt Walker published on November 23, 2023 This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (4Q22-3Q23), webscalers represented $2.32 trillion (T) in r... read more

Capex forecast check, 3Q23: Telco spending slips

By Matt Walker published on November 15, 2023

This comment provides an early review of 3Q23 market growth and spending metrics for the telecommunications operator (telco) market. MTN Consulting’s latest forecast called f... read more

Capex forecast check, 3Q23: webscale & CNNO

By Matt Walker published on November 8, 2023

This short note provides an early review of 3Q23 market growth and capex spending figures for two of the three operator segments we cover: webscale, and carrier-neutral. (Our t... read more

China’s digital silk road, Huawei, and the entity list

By Matt Walker published on October 16, 2023 This brief addresses the enduring power of Huawei in the market for telecommunications network infrastructure (Telco NI). Per MTN Consulting’s latest Telco NI vendor share report, Huawei reta... read more

Telecommunications Network Operators: 2Q23 Market Review

By Arun Menon published on September 27, 2023 Capex declined again in the latest single quarter after managing a recovery of sorts in 1Q23. Telcos in the US, China, and Europe are moving past peak 5G capital investment levels and are looki... read more

Carrier-neutrals hope to ride the GenAI wave

By Matt Walker published on September 12, 2023 This brief is focused on the carrier-neutral network operator (CNNO) sector. CNNOs sell independent, carrier-neutral access to network infrastructure, including bandwidth (fibe... read more

Webscale Network Operators: 2Q23 Market Review

By Matt Walker published on September 4, 2023 This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (3Q22-2Q23), webscalers represented $2.28 trillion (T) in r... read more

Operators fail to break energy addiction in 2022

By Matt Walker published on August 22, 2023 This brief examines energy consumption in the network operator industry, spanning telcos, webscalers, and carrier-neutral operators (CNNOs). The report assesses energy consumption trends alongs... read more