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Operators take baby steps towards sustainability as climate change worsens rapidly

By Matt Walker published on December 20, 2024 This short report is focused on the energy consumption and environmental policies of the world’s network operators. It presents data on energy demand, use of renewables, emissions, and energy... read more

Webscale Network Operators: 3Q24 Market Review

By Matt Walker published on December 13, 2024 After declining 5% in 2023, webscale capex has grown at incredibly fast, unsustainable rates in 2024: up by 25%, 51%, and 58% YoY in the first three quarters of the year. 3Q24 capex of $75.6B p... read more

Vendor profile: QNu Labs

By Arun Menon published on November 25, 2024 This vendor profile provides a brief introduction to QNu Labs Private Limited (also referred to as QuNu Labs). QNu Labs, an In... read more

Network Operator Capex Forecast: 4Q24 Edition

By Matt Walker published on November 15, 2024 This forecast presents MTN Consulting’s projections for growth and development of three sectors of network operators: telcos, webscalers, and carrier-neutral operators. read more

Vendor profile: Scytale Alpha

By Matt Walker and Arun Menon published on November 6, 2024 This vendor profile provides a brief introduction to Scytale Alpha Private Limited (Scytale Alpha). Scytale Alpha is an Indian... read more

Driving India’s telecom revolution: Key imperatives from IMC 2024

By Arun Menon published on October 31, 2024 This brief highlights key strategic imperatives from India Mobile Congress (IMC) 2024. The 8th annual India Mobile Congress (I... read more

Telecommunications Network Operators: 2Q24 Market Review

By Arun Menon published on October 16, 2024 Single quarter revenues for telecom network operators (telcos) dipped again by 1.4% year-over-year (YoY) in 2Q24 to post $437.8 billion (B). The ongoing strength of the US dollar, particularly ... read more

Telecom’s biggest vendors – 2Q24 edition

By Arun Menon published on September 27, 2024 The Telco Network Infrastructure (NI) market is driven by telecom operator (telco) spending, making the financial health and spending trends of telcos critical to examine. While 2Q24 telco spen... read more

Will the data center gold rush come to an end?

By Matt Walker published on September 26, 2024 This short brief is focused on data center demand and the role of generative AI in spurring an uptick in investments, particularly in the webscale sector. This brief supports our pending capex ... read more

Review of 2Q24 capex and outlook for all segments

By Matt Walker and Arun Menon published on September 12, 2024 This brief report reviews actual capex through June 2024 and the full-year outlook for key companies in three segments of communications network operators: telco, webscale and carrier-neutral.<... read more