MTN Consulting’s published research covers a wide range of market issues. Each quarter, our three market segment trackers assess the growth and development of telco, webscale, and carrier-neutral network operators. Other market insight reports focus on telco labor costs and layoffs; investment bubble risk in webscale/data center; connected car ecosystems; smart cities (aka surveillance cities); and, policy & regulatory issues (with a focus on US-China relations).
By Arun Menon published on December 29, 2022
Stalled revenue growth and macro pressures somewhat impacted the capex spend of telcos in the latest quarter. Telco investments declined, for the first time since 4Q20, by 5% on a YoY basis to ... read more
By Matt Walker published on December 16, 2022
Revenues from the aggregate of our three segments – telco, webscale, and carrier-neutral – were $4,121 billion (B) in 2021, and will grow to $5,755B by 2027. Three segment capex ended 2021 ... read more
By Matt Walker published on December 14, 2022
This short note provides a brief review of the development of the carrier-neutral network operator (CNNO) market through the third quarter of 2022 (3Q22).
By Matt Walker published on December 9, 2022
Early figures for the 3Q22 telco market are now available. Global telco revenues were $435.0B, down 6.6% YoY, the fourth straight decline in a row. That pushes annualized revenues to $1,821.6B,... read more
By Matt Walker published on December 6, 2022
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 (up... read more
By Matt Walker published on November 24, 2022
This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 3Q22, webscalers represent $2.23 trillion (T) in revenues... read more
By Matt Walker published on November 10, 2022
This brief report provides a preliminary review of the 3Q22 vendor market for Telco Network Infrastructure.
As of November 9, ... read more
By Matt Walker published on October 25, 2022
This brief examines power consumption in the network operator industry, spanning telcos, webscalers, and carrier-neutral operators (CNNOs). This is based on a bottoms-up review... read more
By Arun Menon published on October 4, 2022
To rebuild its supply chain, Huawei is aspiring to build end-to-end home-grown innovation to power both its hardware- and cloud-related businesses. While its chip subsidiary, HiSilicon, designs... read more
By Matt Walker published on September 22, 2022
Despite stalled revenue growth and macro pressures, telcos continue to go on a spending spree. For the annualized 2Q22 period, telco capex was $329.5B, while the ratio of capex to revenues (i.e... read more