Global Network Infrastructure (GNI)

MTN Consulting covers network infrastructure markets at both a global and local level. Our Global Network Infrastructure (GNI) tracker covers network operators & their supply chains, worldwide. This provides large vendors, operators, and investors a stream of data & insight on network spending. The goal is to help vendors plan for the needs of their customers, and help network operators deploy their technology budgets wisely.

GNI’s annual deliverables include:

  • Market landscape reviews: 1 per year, per segment
  • Quarterly spending assessments: 3 per year, per segment
  • Annual spending forecast
  • Annual vendor share analysis
  • Tech Insight report: 1 per quarter
  • Network Operator profile: 1 per quarter

All of our trackers are available for purchase with or without an allotment of analyst inquiry hours.

For more information, please send a note to


Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating

By Matt Walker published on May 3, 2024 This note summarizes 2023 capex results for each of three segments of network operators tracked by MTN Consulting: telco, webscale, and carrier-neutral. The note also discusses capex-related ne... read more

LEO Satellite News Tracker: 1Q24

By Arun Menon published on March 7, 2024 The LEO (Low Earth Orbit) satellite industry is rapidly evolving, with advancements in technology, new launches, regulatory changes, and market developments shaping its trajectory. Keeping trac... read more

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