Market Data Bundle
By Matt Walker

MTN Consulting’s Market Data bundle is designed for clients who need to understand all three types of network operators we track – telecom, webscale, and carrier-neutral. The bundle includes all of our Excel-based Market Review reports tracking these individual operator segments. These Market Review reports are include extensive trend analysis and allow deep dive assessments of performance over time for nearly 200 individual operators.

Below are the three types of reports within this bundle:

Telecom Market Reviews

Telecom Market Review reports are quarterly financial trackers of the telecom network operator (TNO) segment. Each report assesses growth, profitability, and technology spending trends for the overall telecom market and its key players. The TNO Market Review reports include:

  • Global coverage with company-level drilldowns of 130 companies
  • Latest quarterly KPIs such as revenues, capex and employee data
  • For a sub-group of 40 large TNOs, the report also assesses labor cost, opex and operating profit trends
  • Company-level annualized and quarterly trends
  • Spending outlook for the sector

Webscale Market Reviews

Webscale Market Review reports are quarterly financial trackers of the Webscale Network Operator (WNO) segment. Each report assesses growth, profitability, and technology spending trends for the overall WNO market and its key players . The WNO Market Review reports include:

  • Network-related spending estimates at market- and company-level, across quarters
  • Latest quarterly KPIs such as revenues, capex, opex, R&D, etc.
  • Company-level annualized and quarterly trends across over 10 financial data series
  • Global coverage with company-level drilldowns for 20 companies

Carrier-Neutral Market Reviews

Carrier-neutral network operator (CNNO) Market Review reports cover operators who sell independent, carrier-neutral access to network infrastructure, including fiber, data center and cell tower/small cell assets. The CNNO market is the smallest of the three network operator groups we track. However, CNNOs are essential in bringing efficiency to the communications industry, and helping cash-strapped telcos to focus investment & planning on their service platforms. Market Reviews covering the carrier-neutral segment are published twice yearly, and include:

  • Financial KPIs tracking the growth, profitability and spending patterns of the CNNO market and its key players
  • Company-level annualized and quarterly trends
  • Coverage of three distinct sub-segments: bandwidth (fiber), cell towers, and data centers. Companies tracked include American Tower, Arqiva, Balitower, Bharti Infratel, Cellnex, China Tower, Crown Castle, EI Towers, GTL Infrastructure, Inti Bangun Sejahtera, Inwit, Sarana Menara Nusantara, SBA Communications, SolusiTunas Pratama, Telxius, Tower Bersama Infrastructure; CoreSite Realty, CyrusOne, Digital Realty, DuPont Fabros, Equinix, Interxion, QTS Realty; Chorus Limited, Cogent, Internap, Level 3, Lumos, NBN Australia, Superloop, Uniti Group, Zayo
  • Assessment of outlook for the sector’s growth, considering both organic investment options and M&A

Market Data bundle subscribers receive a library of published research and access to 12 months of forthcoming reports, as detailed below. Bundle subscribers also receive one hour of analyst access inquiry.

Published Reports

Upcoming Reports

  • Telecommunications Network Operators: 3Q20 Market Review
  • Webscale Network Operators: 3Q20 Market Review
  • Carrier-Neutral Market Reviews: 2Q20