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    Webscale Supply Chain Developments in 2019

    Deploying 5G will be expensive and many telcos are already short on cash. Telcos are seeking ways to benefit from the webscale sector’s scale & software expertise, while not giving…

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    Webscale tracker bundles (Single User)

    MTN Consulting’s “Webscale Playbook” series analyzes the “Super 8” webscale network operators (WNOs), i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent. For each company, this report assesses:

    latest…

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    Will the data center gold rush come to an end?

    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…

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MTN Consulting, LLC is an independent industry analyst firm founded in 2017. Our mission is to provide best-in-class data, insight, and strategic support to the telecommunications and cloud industries.

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To inquire about our research or consulting services, or schedule a briefing, contact MTNC Chief Analyst Matt Walker (matt@mtn-c.com)

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  • Telco NI vendor market in 2Q21 - preliminary findings
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  • NI News: Big telco merger in Canada comes as industry capex poised for uptick in 2021
  • NI News: Telco network spending bounces back with strong 4Q20 vendor results
  • NI News: Webscale earnings and 2021 capex outlook
  • NI News: India unlikely to rise above 4% share of telco NI in 2021
  • NI News: Telco-webscale collaboration growing in 2021
  • NI News: Webscale sector’s capex push to bring many more data centers online in 2021-23
  • NI News: Cell tower companies pondering what to be when they grow up
  • NI News: Autonomous vehicle and robot highlights from CES 2021
  • NI News: Telco collaboration with webscale sector picking up steam
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  • NI News - 22 October 2020
  • NI News - 23 September 2020
  • Global Network Infrastructure Newsletter - 8 August 2020
  • Global Network Infrastructure Newsletter - 1 July 2020
  • Global Network Infrastructure Newsletter - 28 April 2020
  • Global Network Infrastructure Newsletter - 20 April 2020
  • Global Network Infrastructure Newsletter - 6 March 2020
  • Global Network Infrastructure Newsletter - 16 JAN 2020
  • Global Network Infrastructure Newsletter - 14 NOV 2019
  • Global Network Infrastructure Newsletter - 31 OCT 2019
  • Global Network Infrastructure Newsletter - 24 OCT 2019
  • Global Network Infrastructure Newsletter - 17 OCT 2019