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    Telcos pay 5G price: higher debt, lower margins in 2022

    This brief report presents data aimed at shedding light on the following question: can telcos afford to pay for their future investment needs? The report considers debt, cash, and margin…

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    Telecom industry downsizes further in 2022

    This brief report addresses workforce trends in the telecom industry, with a focus on the telecom network operator (telco) sector. It presents data on telco sector employees over time, company-level…

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    Telecom industry needs to up its green game

    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…

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    Telecom Network Operator Bundle

    Telecom Network Operator Bundle

    MTN Consulting’s Telecom Network Operator (TNO) bundle provides clients with a deep dive into the telecommunications segment of network operators. The bundle’s products help clients understand how telcos are growing…

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    Telecom’s biggest vendors: 2Q19 edition

    The goal of this report series is to equip telecom industry decision-makers with a comprehensive view of spending trends and vendor market power in their industry. To do this we…

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    Telecom’s biggest vendors – 1Q20 edition

    Telco NI market undergoing disruption in 2020, from COVID-19, Huawei, and the webscale sector

    MTN Consulting has now finalized its analysis of vendor sales of network infrastructure (NI) products and services…

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    Telecom’s biggest vendors – 1Q21 edition

    After struggling for the first three quarters of 2020, the telecom network infrastructure (telco NI) market has surged in the last two quarters. That is due to recovery from the…

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    Telecom’s biggest vendors – 1Q22 edition

    Some of Telco NI’s recent growth is a bounce back from COVID-plagued 2020, when telco spending weakened. But more of the growth is due to high overall demand. Telcos are…

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    Telecom’s biggest vendors – 1Q23 edition

    The Telco NI market is fueled by spending in the telecom operator (telco) sector, so the financial health and spending patterns of the telco market are worth reviewing.

    Vendors in the…

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MTN Consulting, LLC is an independent industry analyst firm founded in 2017. Our mission is to provide best-in-class data, insight, and strategic support to the telecommunications and cloud industries.

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To inquire about our research or consulting services, or schedule a briefing, contact MTNC Chief Analyst Matt Walker (matt@mtn-c.com)

© 2022 MTN Consulting, LLC. All rights reserved.
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  • Telco NI vendor market in 2Q21 - preliminary findings
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  • Webscalers ramp up push into telecom in 1Q21
  • NI News: Big telco merger in Canada comes as industry capex poised for uptick in 2021
  • NI News: Telco network spending bounces back with strong 4Q20 vendor results
  • NI News: Webscale earnings and 2021 capex outlook
  • NI News: India unlikely to rise above 4% share of telco NI in 2021
  • NI News: Telco-webscale collaboration growing in 2021
  • NI News: Webscale sector’s capex push to bring many more data centers online in 2021-23
  • NI News: Cell tower companies pondering what to be when they grow up
  • NI News: Autonomous vehicle and robot highlights from CES 2021
  • NI News: Telco collaboration with webscale sector picking up steam
  • NI News: New capex forecast on the way
  • NI News - 22 October 2020
  • NI News - 23 September 2020
  • Global Network Infrastructure Newsletter - 8 August 2020
  • Global Network Infrastructure Newsletter - 1 July 2020
  • Global Network Infrastructure Newsletter - 28 April 2020
  • Global Network Infrastructure Newsletter - 20 April 2020
  • Global Network Infrastructure Newsletter - 6 March 2020
  • Global Network Infrastructure Newsletter - 16 JAN 2020
  • Global Network Infrastructure Newsletter - 14 NOV 2019
  • Global Network Infrastructure Newsletter - 31 OCT 2019
  • Global Network Infrastructure Newsletter - 24 OCT 2019
  • Global Network Infrastructure Newsletter - 17 OCT 2019