Global Network Infrastructure (GNI)

MTN Consulting covers network infrastructure markets at both a global and local level. Our Global Network Infrastructure (GNI) tracker covers network operators & their supply chains, worldwide. This provides large vendors, operators, and investors a stream of data & insight on network spending. The goal is to help vendors plan for the needs of their customers, and help network operators deploy their technology budgets wisely.

GNI’s annual deliverables include:

  • Market landscape reviews: 1 per year, per segment
  • Quarterly spending assessments: 3 per year, per segment
  • Annual spending forecast
  • Annual vendor share analysis
  • Tech Insight report: 1 per quarter
  • Network Operator profile: 1 per quarter

All of our trackers are available for purchase with or without an allotment of analyst inquiry hours.

For more information, please send a note to  sales@www.mtn-c.com.

Products

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

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

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

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

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

Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating

By Matt Walker published on May 3, 2024 This note summarizes 2023 capex results for each of three segments of network operators tracked by MTN Consulting: telco, webscale, and carrier-neutral. The note also discusses capex-related ne... read more

LEO Satellite News Tracker: 1Q24

By Arun Menon published on March 7, 2024 The LEO (Low Earth Orbit) satellite industry is rapidly evolving, with advancements in technology, new launches, regulatory changes, and market developments shaping its trajectory. Keeping trac... read more