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).
Products
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 moreGen 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 moreWebscale 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 moreCapex forecast check, 3Q23: Telco spending slips
By Matt Walker published on November 15, 2023This 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, 2023This 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