Our Standard subscription to GNI includes access to all of our published company and market reports.
Company insights
The global telecommunications and cloud computing sectors are composed of hundreds of vendors & thousands of network operators across the globe, but a handful of companies drive the market. To effectively understand these key players, MTN Consulting publishes playbooks and similar company-focused studies. Access to these paybooks allows you to assess the company’s:
- Latest quarter KPIs including revenues, capex, opex, R&D etc.
- Key tech-related spending priorities;
- Network vendor relationships, M&A, and partnerships across different network product categories
- Market landscape
- Network-related strategy
Market Insights
MTN Consulting’s published research covers a wide range of market issues. Each quarter, our “Market Review” trackers assess the growth and development of three segments of network operators: telco, webscale, and carrier-neutral. We also provide a summary report assessing overall trends, with a focus on network spending, including vendor market share. Customers of our annual GNI information service will receive all of these reports and underlying data.
- Global coverage with company and segment-level drilldowns
- Annualized and quarterly trends across financial data series
- Coverage timeframe spans 1Q11-2Q19
- Network-related spending estimates at market- and company-level
- Tracks 130 individual telcos, 30+ carrier-neutral operators, and over 25 webscale players
- Deep dive opex and labor cost analysis.
- Operators take baby steps towards sustainability as climate change worsens rapidly
- Webscale Network Operators: 3Q24 Market Review
- Vendor profile: QNu Labs
- Network Operator Capex Forecast: 4Q24 Edition
- Vendor profile: Scytale Alpha
- Driving India’s telecom revolution: Key imperatives from IMC 2024
- Telecommunications Network Operators: 2Q24 Market Review
- Telecom’s biggest vendors – 2Q24 edition
- Will the data center gold rush come to an end?
- Review of 2Q24 capex and outlook for all segments
- Webscale Network Operators: 2Q24 Market Review
- Telecom’s biggest vendors – 1Q24 edition
- Telecommunications Network Operators: 1Q24 Market Review
- India’s CDOT continues to punch above its weight
- Telco vendors navigate major market shifts as 5G winter sets in
- Webscale Network Operators: 1Q24 Market Review
- Carrier-Neutral Network Operators: 4Q23 Market Review
- Telecom’s biggest vendors – 4Q23 edition
- Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating
- Telecommunications Network Operators: 4Q23 Market Review
- Webscale Network Operators: 4Q23 Market Review
- LEO Satellite News Tracker: 1Q24
- Telecom’s biggest vendors – 3Q23 edition
- Telecommunications Network Operators: 3Q23 Market Review
- Network Operator Forecast Through 2028
- Telecom industry needs to up its green game
- Gen AI hype grips telecom industry as telcos unravel its potential
- Webscale Network Operators: 3Q23 Market Review
- Capex forecast check, 3Q23: Telco spending slips
- Capex forecast check, 3Q23: webscale & CNNO
- China’s digital silk road, Huawei, and the entity list
- Telecommunications Network Operators: 2Q23 Market Review
- Telecom’s biggest vendors – 2Q23 edition
- Carrier-neutrals hope to ride the GenAI wave
- Webscale Network Operators: 2Q23 Market Review
- Operators fail to break energy addiction in 2022
- Network Operator Forecast Through 2027: Mid-Year Update
- Telecommunications Network Operators: 1Q23 Market Review
- Telco network energy efficiency rising 12% per year
- Telecom’s biggest vendors – 1Q23 edition
- Telco Opex Analyzer, 2016-22
- Webscale Network Operators: 1Q23 Market Review
- Satellite players bet on direct-to-device (D2D), IoT, and cloud for next big liftoff
- Vendors need green credentials to win telco business
- Telcos pay 5G price: higher debt, lower margins in 2022
- Telecom industry downsizes further in 2022
- Energy costs spike 2022 opex for carrier-neutral sector
- Telecom’s biggest vendors – 4Q22 edition
- Telecommunications Network Operators: 4Q22 Market Review
- Carrier-Neutral Network Operators: 4Q22 Market Review
- Webscale Network Operators: 4Q22 Market Review
- Telco NI vendor growth slips to 2% YoY in 2022
- Huge capex outlays for 5G fail to drive revenues
- Webscale capex exceeds $200 billion in 2022
- Telecommunications Network Operators: 3Q22 Market Review
- Network Operator Forecast Through 2027
- Carrier-neutral growth slows in 2022 amid consolidation
- Telecom’s biggest vendors – 3Q22 edition
- Telco climate goals require vendor support
- Webscale Network Operators: 3Q22 Market Review
- Telco NI vendor revenue growth slows to 3% in 3Q22
- Network operator power use grew 10% in 2021
- Huawei’s quest for resurgence
- Telecom’s biggest vendors – 2Q22 edition
- Telecommunications Network Operators: 2Q22 Market Review
- Optics demand strong on eve of ECOC
- Data center spending surges in carrier-neutral market in 1H22
- Webscale Network Operators: 2Q22 Market Review
- Telcos lean on new tech and partnerships to drive sweeping cost efficiencies
- Telecom’s biggest vendors – 1Q22 edition
- Telecommunications Network Operators: 1Q22 Market Review
- Network Operator Forecast Through 2026 (June 2022 update)
- Carrier-Neutral Network Operators: 4Q21 Market Review
- Telco Opex Analyzer, 2016-21
- Webscale Network Operators: 1Q22 Market Review
- Telcos aim for the cloud by partnering with webscale cloud providers
- Data Center Investment Tracker: 1Q22
- Telecommunications Network Operators: 4Q21 Market Review
- Telecom’s biggest vendors – 4Q21 edition
- Webscale Network Operators: 4Q21 Market Review
- Telco capex jumps 10% in 2021 to hit $325B
- Data Center Investment Tracker: 4Q21
- Amazon and Microsoft power 4Q21 webscale capex
- Tencent: Tech Spending Profile
- India’s quest to conquer the 5G summit
- Network Operator Forecast Through 2026
- Telecommunications Network Operators: 3Q21 Market Review
- Webscale Network Operators: 3Q21 Market Review
- Telecom’s biggest vendors – 3Q21 edition
- Telco Opex Analyzer, 2016-20
- Highlights from Nokia’s 2021 analyst event
- Oracle Cloud rollout ramps up with Singapore opening
- Telco NI vendor revenues trending upwards
- Facebook leading webscale network R&D
- Telecommunications Network Operators: 2Q21 Market Review
- Webscale Network Operators: 2Q21 Market Review
- Telecom’s biggest vendors – 2Q21 edition
- Network Spending Profile: Swisscom
- Network operator capex to hit $591B in 2025
- Competitive Intelligence Briefing: Data Center Chips
- Carrier-Neutral Network Operators: 4Q20 Market Review
- Tomorrow’s carrier-neutral operators to integrate tower, fiber and data center assets
- Telecom’s biggest vendors – 1Q21 edition
- Webscale Network Operators: 1Q21 Market Review
- Telecommunications Network Operators: 1Q21 Market Review
- Telco Capex: 1Q21 Results & Outlook
- Webscale Capex: 1Q21 Results & Outlook
- Network Spending Profile: Etisalat
- Telecommunications Network Operators: 4Q20 Market Review
- Telecom’s biggest vendors – 4Q20 edition
- Network Spending Profile: Orange
- Webscale Network Operators: 4Q20 Market Review
- Telco Capex: 4Q20 Results & Outlook
- Biden aims to revamp US chip & telecom prowess amid China conflict
- LEO satellite boom: Will the ‘second coming’ endure?
- Network Spending Profile: Comcast
- Network Spending Profile: Axiata
- Telecommunications Network Operators: 3Q20 Market Review
- Telecom’s biggest vendors – 3Q20 edition
- Network operator capex to hit $520B in 2025
- Webscale Network Operators: 3Q20 Market Review
- Visualizing World Markets, 2011-19
- Intel’s Road to Redemption
- Telco Capex: 2Q20 Results and Outlook
- Telecom’s biggest vendors – 2Q20 edition
- Telecommunications Network Operators: 2Q20 Market Review
- Commentary: Webscale Capex in 2Q20
- Webscale Network Operators: 2Q20 Market Review
- Building the cloud: Webscale network supply chain analyzer (2Q20 edition)
- CNNO Playbook: Crown Castle
- Webscale Playbook: Tencent
- Automation’s rise and the telecom engineer
- Telco Playbook: Jio Platforms Limited
- Commentary: Politics cloud Huawei’s future
- Webscale Network Operators: 1Q20 Market Review
- Telecommunications Network Operators: 1Q20 Market Review
- Commentary: Webscale Capex in 1Q20
- Commentary: Telco Capex in 1Q20
- Telecom’s biggest vendors – 1Q20 edition
- Carrier-Neutral Network Operators: 4Q19 Market Review
- Telco software capex on the rise
- The spectrum cost challenge to 5G
- Telecom’s biggest vendors – 4Q19 edition
- Telecommunications Network Operators: 4Q19 Market Review
- Webscale Network Operators: 4Q19 Market Review
- Operators facing power cost crunch
- Building the cloud: Webscale network supply chain analyzer
- Bumpy road ahead for 5G transition
- Webscale Playbook: Apple
- Webscale Supply Chain Developments in 2019
- Telecommunications Network Operators: 3Q19 Market Review
- Webscale Network Operators: 3Q19 Market Review
- Telecom’s biggest vendors – 3Q19 edition
- Webscale Playbook: Facebook
- TNO Playbook: AT&T
- Webscale Playbook: Microsoft
- Webscale Playbook: Alibaba
- Egypt: Network Infrastructure Overview
- Webscale Playbook: Baidu
- Webscale Playbook: Alphabet
- Webscale Playbook: Amazon
- Telecom Playbooks: China Mobile
- Webscale Playbook: Microsoft Update
- Webscale Playbook: Amazon Update
- Webscale Playbook: Facebook Update
- Webscale Playbook: Alphabet Update
- Webscale Playbooks: Yandex
- Webscale Playbooks: ByteDance
- Telecom’s biggest vendors: 3Q20 edition
- Telecom’s biggest vendors: 2Q20 edition
- Telecom’s biggest vendors: 1Q20 edition
- Telecommunications Network Operators: 3Q20 Market Review
- Webscale Network Operators: 3Q20 Market Review
- Carrier-Neutral Market Reviews: 2Q20
- Telecom Playbooks: Telefonica
- Telecom Playbooks: Verizon
- Telecom’s biggest vendors: 4Q19 edition
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