Market insights

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).


Telco Opex Analyzer, 2016-20

By Matt Walker and Arun Menon published on November 26, 2021 MTN Consulting’s Telco Opex Analyzer analyzes the opex trends of a subset of key telcos in the telecommunications sector. The report’s dashboard allows a user to dig into o... read more

Highlights from Nokia’s 2021 analyst event

By Matt Walker published on November 24, 2021 Nokia held an online forum for industry analysts last week. Over four days of presentations, the company presented a compelling case for why it will remain a top tier supplier ... read more

Oracle Cloud rollout ramps up with Singapore opening

By Matt Walker published on November 10, 2021 Oracle announced the launch of its 33rd cloud region this week, in Singapore. It plans... read more

Telco NI vendor revenues trending upwards

By Matt Walker published on October 29, 2021 The purpose of this report is to provide an early view of telco network spending trends by the vendors and a short outlook based on 3Q21 earnings.... read more

Facebook leading webscale network R&D

By Matt Walker published on October 29, 2021 The webscale sector of network operators spent nearly $1 trillion on R&D in the last decade. A rising portion of that R&D has targeted innovations in how their networks are built and op... read more

Telecommunications Network Operators: 2Q21 Market Review

By Arun Menon published on October 4, 2021 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through June 2021 (2Q21). The report tracks revenue,... read more

Webscale Network Operators: 2Q21 Market Review

By Matt Walker published on October 1, 2021 Webscale revenues now $1.96 trillion over four quarters, more than telecom The step change in revenue growth ... read more

Telecom’s biggest vendors – 2Q21 edition

By Matt Walker published on September 30, 2021 What a difference a year makes. Vendor revenues in the telco network infrastructure market (telco NI) grew again in 2Q21, rising 5.1% YoY after a 10.0% jump in 1Q21. Overall for the first half ... read more

Network operator capex to hit $591B in 2025

By Matt Walker published on August 23, 2021 Summary This commentary explains the network spending forecast update issued in August 2021, comparing it to ... read more

Competitive Intelligence Briefing: Data Center Chips

By Arun Menon published on August 12, 2021 Summary The battle is getting intense in the lucrative data center chips market amid supply chain shortages and delays caused by Covid-19 pandemic. Central to this ba... read more