MTN Consulting is focused on network operators & their technology supply chains, tracking the economics of the network operator business and assessing the big shifts that impact technology spending trends. Our coverage includes:
3 major network operator markets
- Telecom Network Operator (TNO)
- Webscale Network Operator (WNO)
- Carrier-Neutral Network Operator (CNNO)
190+ operators
Across the three major network operator markets in all key regions
40+ time series
10+ years’ market- and operator-wise data across quarters and years starting 2011
~50 reports published per year
- Market data and insight reports spanning –
- quarterly market reviews
- operator and vendor deep dives
- benchmarking and strategic assessments
- forecast/outlook analysis
Latest report
Vendor profile: QNu Labs
This vendor profile provides a brief introduction to QNu Labs Private Limited (also referred to as QuNu Labs). QNu Labs, an Indian quantum technology leader headquartered in Bengaluru, specializes in quantum-secure data protection. Leveraging its hybrid approach combining Quantum Key Distribution (QKD) and Post-Quantum Cryptography (PQC), the company offers advanced security solutions for sectors such as defense, banking, telecommunications, and healthcare. Its product suite includes Tropos QRNG, a quantum random number generator; Armos QKD, a secure communication system for distances up to 150 km; Hodos PQC, a scalable cryptographic stack; and Tholos Key Vault, a data security solution. Cloud-based services such as Qosmos and Vault-as-a-Service, along with applications like QE Mail and QVPN, round out its offerings. The company’s in-house R&D and small manufacturing facility in Bengaluru underscores its commitment to the Make-in-India initiative, enabling local production of quantum-secure technologies and reducing reliance on imports. This facility produces critical components such as single photon detectors and time-to-digital converters. Partnerships with ISRO and IN-SPACe highlight its commitment to satellite-based QKD systems, paving the way for secure communication across terrestrial and satellite networks. Key milestones for QNu include securing defense contracts, such as deploying QKD systems for the Indian Navy, and winning the iDEX Open Challenge, showcasing its role in India’s defense innovation ecosystem. Its flagship QShield platform integrates NIST-compliant cryptographic algorithms, which aims to facilitate seamless adoption of quantum-safe systems. With $6.5 million raised in 2023 and a projected revenue of INR 2,000 million ($24 million) by FY2026, QNu Labs is expanding globally, targeting markets in the US, Europe, and West Asia. Through its quantum technologies and collaborations, QNu Labs is positioning itself as a global leader, ensuring robust security in a rapidly evolving digital landscape.
Latest reports
- November 25, 2024 Vendor profile: QNu Labs
- November 15, 2024 Network Operator Capex Forecast: 4Q24 Edition
- November 6, 2024 Vendor profile: Scytale Alpha
- October 31, 2024 Driving India’s telecom revolution: Key imperatives from IMC 2024
- October 16, 2024 Telecommunications Network Operators: 2Q24 Market Review
MTN Consulting is focused on network operators & their technology supply chains, tracking the economics of the network operator business and assessing the big shifts that impact technology spending trends. Our coverage includes:
- 3 major network operator markets
- 190+ operators
- 40+ time series
- 50 reports published per year
Latest report
Vendor profile: QNu Labs
This vendor profile provides a brief introduction to QNu Labs Private Limited (also referred to as QuNu Labs). QNu Labs, an Indian quantum technology leader headquartered in Bengaluru, specializes in quantum-secure data protection. Leveraging its hybrid approach combining Quantum Key Distribution (QKD) and Post-Quantum Cryptography (PQC), the company offers advanced security solutions for sectors such as defense, banking, telecommunications, and healthcare. Its product suite includes Tropos QRNG, a quantum random number generator; Armos QKD, a secure communication system for distances up to 150 km; Hodos PQC, a scalable cryptographic stack; and Tholos Key Vault, a data security solution. Cloud-based services such as Qosmos and Vault-as-a-Service, along with applications like QE Mail and QVPN, round out its offerings. The company’s in-house R&D and small manufacturing facility in Bengaluru underscores its commitment to the Make-in-India initiative, enabling local production of quantum-secure technologies and reducing reliance on imports. This facility produces critical components such as single photon detectors and time-to-digital converters. Partnerships with ISRO and IN-SPACe highlight its commitment to satellite-based QKD systems, paving the way for secure communication across terrestrial and satellite networks. Key milestones for QNu include securing defense contracts, such as deploying QKD systems for the Indian Navy, and winning the iDEX Open Challenge, showcasing its role in India’s defense innovation ecosystem. Its flagship QShield platform integrates NIST-compliant cryptographic algorithms, which aims to facilitate seamless adoption of quantum-safe systems. With $6.5 million raised in 2023 and a projected revenue of INR 2,000 million ($24 million) by FY2026, QNu Labs is expanding globally, targeting markets in the US, Europe, and West Asia. Through its quantum technologies and collaborations, QNu Labs is positioning itself as a global leader, ensuring robust security in a rapidly evolving digital landscape.
Latest reports
- November 25, 2024 Vendor profile: QNu Labs
- November 15, 2024 Network Operator Capex Forecast: 4Q24 Edition
- November 6, 2024 Vendor profile: Scytale Alpha
- October 31, 2024 Driving India’s telecom revolution: Key imperatives from IMC 2024
- October 16, 2024 Telecommunications Network Operators: 2Q24 Market Review
In The Press
-
-
-
-
April 2024
What lies ahead for India’s Vodafone Idea -
Our Three Core Offerings
Research
MTNC’s research is focused on communications network infrastructure, a market attracting $3.5 trillion in annual operator revenues. Our goal is to provide credible, holistic assessments of where the NI market currently stands and where it is headed. Reports address market and technology trends, key players, and country dynamics.
Subscription
MTNC bundles its research into an annual subscription service called “Global Network Infrastructure”. GNI provides clients with an end-to-end view of the network operator business, assessing the big shifts that impact technology spending trends. GNI clients include technology vendors (chips, network equipment and software, IT services), operators, regulators, and investors.
Consulting
Our consulting services include: scenario planning; market sizing, forecasting, and analysis; organizational strategy; marketing support; competitive benchmarking; and, due diligence support for M&A and PE transactions. We bring experience and independence to the table, and access to the proprietary databases generated by our GNI subscription program.
In The Press
Southeast Asia emerging as the new battleground for cloud service providers
Fierce Network
Hyperscalers gain network infrastructure market share
Inform, TM Forum
Can CSPs realize opex reductions through AI?
Inform, TM Forum
What lies ahead for India’s Vodafone Idea
Fierce Network
SK Telecom’s enduring belief in metaverse spells hope for the technology
Fierce Network
BT confirms Starlink tests as it explores remote connectivity options
Fierce Network
Forecast on Telecoms Capex, Revenue and Business Models
Telecomlead
What does Qualcomm terminating its chip deal with Iridium mean for satellite telecom?
SDxCentral
ZTE stock slides on weaker earnings, falling revenue
LightReading
AT&T, Vodafone, AST hit a 5G satellite milestone
SDxCentral
Amazon, SpaceX extend reach with Vodafone, KDDI satellite deals
SDxCentral
Vodafone expands horizons with Amazon’s Project Kuiper
Fierce Network
Blogs
With each passing day, the 2G and 3G layers of telcos' mobile networks are looming as heavy loads on operating expenses (opex). That's due to multiple issues but especially energy consumption and related costs. With the exist
read moreVendors continue to wrestle with supply chain constraints in the telecom sector. That's clear from several recent vendor earnings reports, including those issued by Dell, HPE, and Ciena in recent weeks. Telco spending, though
read moreTelco network spending has been on the rise over the last few quarters. Vendor sales of network infrastructure to the telco vertical ("Telco NI”) totaled $55.5B in 1Q22, up 5.7% YoY. On an annualized basis, Telco NI revenue
read moreTelco NI's top 3 Telcos buy products & services from dozens of different vendors. Our research tracks 130. Some are relatively easy to classify into a segment, e.g. Corning, a "cabling & connectivity" vendor in our
read moreIt was the Greek philosopher Heraclitus who coined the phrase, “Change is the only constant in life.” Well over a thousand years later, Benjamin Franklin continued the thought, saying, “When you are finished changing
read moreOne of the many telecom stats we track is "labor costs", i.e. what telcos spend in salaries and benefits to support their workforce. Not a lot of other analyst firms track labor costs, if any. It's not an easy one to track, a
read moreOur Research Bundles
Meet Our Partners
Stay in the loop
Get our latest blog and research alerts by signing up below.