MTN Consulting, LLC

MTN Consulting emerges as a distinctive autonomous analyst entity with a keen specialization in communications networks. Since its establishment in 2017, the firm has steadfastly channeled its efforts toward furnishing an invaluable confluence of data, profound insights, and strategic guidance to the telecommunications and cloud sectors. The core tenet underscoring MTN Consulting's research pursuits is the attainment of credible and comprehensive evaluations that encapsulate the present state and trajectory of the network infrastructure market.

Leveraging its expertise, MTN Consulting endeavors to unravel the intricate layers of the communications network landscape, thereby facilitating a lucid comprehension of the nuances and dynamics at play. This dedication to shedding light on both the micro and macro aspects of the industry enables stakeholders to navigate the evolving landscape with prudence and precision. As a dependable source of insight, the firm is instrumental in aiding industry players in identifying strategic pathways, harnessing opportunities, and mitigating challenges that shape the telecommunications and cloud domains.

MTN Consulting's ardent commitment to offering nuanced analyses serves as a compass for industry decision-makers, propelling them towards informed choices and forward-looking strategies within a realm marked by constant transformation and innovation.

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MTN Consulting, LLC

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Carrier-neutral operator market review, 4Q24: GenAI hype speeds up private equity’s push into sector

India’s Quantum Communication Journey: Insights from the International Quantum Communication Conclave 2025

Telecom’s biggest vendors, 4Q24: Vendor market upturn breaks nine-quarter decline

Greener Networks: Telcos Power Up Traffic Efficiency

Webscale Market Review, 4Q24: Annual Capex Breaks The $300B Mark

Vendor sustainability: Ciena leads the green charge among NEPs; chip, fiber, and Chinese vendors lag

Telecom’s Biggest Vendors – 3Q24 Edition

Telco Opex Analyzer, 2016-23 Telcos grapple with stubbornly high network opex; look to AI and automation for future gains

Telco Opex Analyzer, 2016-23 Telcos grapple with stubbornly high network opex; look to AI and automation for future gains

Operators take baby steps towards sustainability as climate change worsens rapidly

Webscale Network Operators: 3Q24 Market Review Capex jumps 58% YoY in 3Q24, pushing 12 mo. total over $250 billion; outlook remains strong, but reality check is needed for GenAI

Vendor profile: QNu Labs Indian quantum cryptography pioneer, founded in 2016 at IIT Madras, has a small production hub in Bengaluru and a growing global footprint; it targets US$24M revenue by FY26

Network Operator Capex Forecast: 4Q24 Edition Telco flatlines but GenAI-driven data center hype drives comms capex above $600B in 2024; webscale will lead market by 2028

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

Telecommunications Network Operators: 2Q24 Market Review Capex falls for fifth straight quarter, pushing annualized total down to ~$300B, but modest turnaround looms; revenues dip 1.4% YoY

Telecom’s biggest vendors – 2Q24 edition Vendor market decline moderates to 3.4% in 2Q24 as Huawei's recovery gains momentum; cautious optimism for 2H24 growth

Will the data center gold rush come to an end? Generative AI has taken the world by storm, despite the lack of proven revenue opportunities and huge legal challenges; where does the hype head next, and what happens to data center demand?"

Review of 2Q24 capex and outlook for all segments GenAI bubble: Capex for webscale and carrier-neutral sectors climbs by 51% and 19% YoY in 2Q24, respectively; telco capex is still on the decline as companies stabilize profitability

Webscale Network Operators: 2Q24 Market Review Capex surge of 51% YoY in 2Q24 the biggest bump since 2Q18; jitters about the Generative AI bubble weigh on outlook, though

India’s CDOT continues to punch above its weight Small agency is driving the “Make in India” policy in telecom infrastructure, and is a key tech developer, despite spending less than 20% of US FCC

Telco vendors navigate major market shifts as 5G winter sets in Telco spending downturn triggers vendor consolidation and operational overhaul; cloud demand stokes alliances as Open RAN gains traction amid mixed outlook

Webscale Network Operators: 1Q24 Market Review Capex surges by 25% YoY in 1Q24 as the Generative AI bubble expands and FOMO prevails

Carrier-Neutral Network Operators: 4Q23 Market Review Revenues up 5%, capex up 8%, in 2023; M&A slows to trickle as organic growth takes over; PE firms continue to reshape sector and GenAI hype builds

Telecom’s biggest vendors – 4Q23 edition Telco NI market plunges in 2H23, and near-term outlook is gloomy; Huawei turns corner as opposition weakens

Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating GenAI fervor pushing data center capex higher for webscale and CNNO, while telcos look for cost reductions; progress could help ease fears of excessive hype

Questions or Comments?

MTN Consulting, LLC

Filters

Categories

Carrier-neutral operator market review, 4Q24: GenAI hype speeds up private equity’s push into sector

India’s Quantum Communication Journey: Insights from the International Quantum Communication Conclave 2025

Telecom’s biggest vendors, 4Q24: Vendor market upturn breaks nine-quarter decline

Greener Networks: Telcos Power Up Traffic Efficiency

Webscale Market Review, 4Q24: Annual Capex Breaks The $300B Mark

Vendor sustainability: Ciena leads the green charge among NEPs; chip, fiber, and Chinese vendors lag

Telecom’s Biggest Vendors – 3Q24 Edition

Telco Opex Analyzer, 2016-23 Telcos grapple with stubbornly high network opex; look to AI and automation for future gains

Telco Opex Analyzer, 2016-23 Telcos grapple with stubbornly high network opex; look to AI and automation for future gains

Operators take baby steps towards sustainability as climate change worsens rapidly

Webscale Network Operators: 3Q24 Market Review Capex jumps 58% YoY in 3Q24, pushing 12 mo. total over $250 billion; outlook remains strong, but reality check is needed for GenAI

Vendor profile: QNu Labs Indian quantum cryptography pioneer, founded in 2016 at IIT Madras, has a small production hub in Bengaluru and a growing global footprint; it targets US$24M revenue by FY26

Network Operator Capex Forecast: 4Q24 Edition Telco flatlines but GenAI-driven data center hype drives comms capex above $600B in 2024; webscale will lead market by 2028

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

Telecommunications Network Operators: 2Q24 Market Review Capex falls for fifth straight quarter, pushing annualized total down to ~$300B, but modest turnaround looms; revenues dip 1.4% YoY

Telecom’s biggest vendors – 2Q24 edition Vendor market decline moderates to 3.4% in 2Q24 as Huawei's recovery gains momentum; cautious optimism for 2H24 growth

Will the data center gold rush come to an end? Generative AI has taken the world by storm, despite the lack of proven revenue opportunities and huge legal challenges; where does the hype head next, and what happens to data center demand?"

Review of 2Q24 capex and outlook for all segments GenAI bubble: Capex for webscale and carrier-neutral sectors climbs by 51% and 19% YoY in 2Q24, respectively; telco capex is still on the decline as companies stabilize profitability

Webscale Network Operators: 2Q24 Market Review Capex surge of 51% YoY in 2Q24 the biggest bump since 2Q18; jitters about the Generative AI bubble weigh on outlook, though

India’s CDOT continues to punch above its weight Small agency is driving the “Make in India” policy in telecom infrastructure, and is a key tech developer, despite spending less than 20% of US FCC

Telco vendors navigate major market shifts as 5G winter sets in Telco spending downturn triggers vendor consolidation and operational overhaul; cloud demand stokes alliances as Open RAN gains traction amid mixed outlook

Webscale Network Operators: 1Q24 Market Review Capex surges by 25% YoY in 1Q24 as the Generative AI bubble expands and FOMO prevails

Carrier-Neutral Network Operators: 4Q23 Market Review Revenues up 5%, capex up 8%, in 2023; M&A slows to trickle as organic growth takes over; PE firms continue to reshape sector and GenAI hype builds

Telecom’s biggest vendors – 4Q23 edition Telco NI market plunges in 2H23, and near-term outlook is gloomy; Huawei turns corner as opposition weakens

Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating GenAI fervor pushing data center capex higher for webscale and CNNO, while telcos look for cost reductions; progress could help ease fears of excessive hype

Questions or Comments?