Market insights

MTN Consulting’s published research covers a wide range of market issues. Each quarter, our three market segment trackers assess the growth and development of telco, webscale, and carrier-neutral network operators. Other market insight reports focus on telco labor costs and layoffs; investment bubble risk in webscale/data center; connected car ecosystems; smart cities (aka surveillance cities); and, policy & regulatory issues (with a focus on US-China relations).

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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

Webscale Network Operators: 2Q24 Market Review

By Matt Walker published on August 23, 2024 After declining 5% in 2023, webscale capex has been on a tear for the first two quarters of 2024, growing 25% and 51% in 1Q24 and 2Q24 respectively. That pushed 2Q24 annualized capex to $226.4 ... read more

Telecom’s biggest vendors – 1Q24 edition

By Arun Menon published on August 14, 2024 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. In 1Q24, telco capex plu... read more

Telecommunications Network Operators: 1Q24 Market Review

By Arun Menon published on August 1, 2024 After staging a rebound of sorts in the previous two quarters, single quarter revenues for telecom network operators (telcos) dipped slightly by 0.7% year-over-year (YoY) in 1Q24 to post $446.1... read more

India’s CDOT continues to punch above its weight

By Matt Walker published on July 16, 2024 This brief is a short profile of India’s Centre for Development of Telematics (CDOT). CDOT is a widely misunderstood “publ... read more

Telco vendors navigate major market shifts as 5G winter sets in

By Arun Menon published on July 10, 2024 This brief analyzes demand for network infrastructure solutions (hardware, software, and services) in the telecommunications (telco) industry as of mid-2024. The brief addresses prospects for s... read more

Webscale Network Operators: 1Q24 Market Review

By Matt Walker published on June 13, 2024 Total capex for the four quarters ended 1Q24 was $204B, up 1.5%. For 1Q24 alone, capex was $56.9B, up a whopping 24.7%. Moreover, the tech piece of capex has been surging: Network/IT and softwa... read more