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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37 Reports from MTN Consulting, LLC

   
  • Gen AI hype grips telecom industry as telcos unravel its potential

    Gen Ai Hype Grips Telecom Industry As Telcos Unravel Its Potential This brief report explores the transformative potential of generative artificial intelligence (Gen AI) in two specific telco domains. The report also discusses the in-house Gen AI development efforts of telcos, workforce trends arisi ... Read More

  • Webscale Network Operators: 3Q23 Market Review

    Webscale Network Operators: 3Q23 Market Review This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (4Q22-3Q23), webscalers represented $2.32 trillion (T) in revenues (+3.7% YoY), $289 billion (B) in R&D spending (+13.1 ... Read More

  • Capex forecast check, 3Q23: Telco spending slips

    Capex Forecast Check, 3q23: Telco Spending Slips This comment provides an early review of 3Q23 market growth and spending metrics for the telecommunications operator (telco) market. MTN Consulting’s latest forecast called for $320B of telco capex in 2023, down only slightly from the $328B recorded i ... Read More

  • Capex Forecast Check, 3q23: Webscale & CNNO

    Capex Forecast Check, 3q23: Webscale & CNNO This short note provides an early review of 3Q23 market growth and capex spending figures for two of the three operator segments we cover: webscale, and carrier-neutral. (Our third segment, telco, will be addressed in a few weeks as more earnings reports a ... Read More

  • China’s Digital Silk Road, Huawei, And The Entity List

    China’s Digital Silk Road, Huawei, And The Entity List This brief addresses the enduring power of Huawei in the market for telecommunications network infrastructure (Telco NI). Per MTN Consulting’s latest Telco NI vendor share report, Huawei retains over 17% of this market globally, far ahead of the ... Read More

  • Telecom Network Operators: 2Q23 Market Review

    Telecom Network Operators: 2Q23 Market Review This report reviews the growth and development of the telecommunications network operator (TNO, or telco) market. The report tracks a wide range of financial stats for 139 telcos across the globe, from 1Q11 through 2Q23. In the annualized 2Q23 period, te ... Read More

  • Carrier-neutrals Hope To Ride The Genai Wave: 1H23 Update

    Carrier-neutrals Hope To Ride The Genai Wave: 1H23 Update This brief is focused on the carrier-neutral network operator (CNNO) sector. CNNOs sell independent, carrier-neutral access to network infrastructure, including bandwidth (fiber), data center and tower/small cell assets. The biggest CNNOs by ... Read More

  • Webscale Network Operators: 2Q23 Market Review

    Webscale Network Operators: 2Q23 Market Review This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (3Q22-2Q23), webscalers represented $2.28 trillion (T) in revenues (+3.3% YoY), $285 billion (B) in R&D spending (+18.2 ... Read More

  • Operators Fail To Break Energy Addiction In 2022

    Operators Fail To Break Energy Addiction In 2022 This brief examines energy consumption in the network operator industry, spanning telcos, webscalers, and carrier-neutral operators (CNNOs). The report assesses energy consumption trends alongside revenues and other metrics, and highlights energy effi ... Read More

  • Network Operator Forecast Through 2027: Mid-Year Update

    Network Operator Forecast Through 2027: Mid-Year Update This forecast spreadsheet details MTN Consulting’s forecast for revenues, capex, headcount, and other metrics across three segments of network operators: telecom operators (telcos), webscale network operators (webscalers), and carrier-neutral o ... Read More

  • Telco Network Energy Efficiency Rising 12% per year

    Telco Network Energy Efficiency Rising 12% per year For a group of 16 telcos, MTN Consulting has analyzed data on network traffic, energy consumption, carbon emissions, and revenues. This brief examines the relationship between energy consumption and network traffic in the telco market. The group of ... Read More

  • Telecom’s Biggest Vendors: 1Q23

    Telecom’s Biggest Vendors: 1Q23 The goal of this report series is to equip telecom industry decision-makers with a comprehensive view of spending trends and vendor market power in their industry. To do this we assess technology vendors’ revenues in the telecom vertical, across a wide range of compan ... Read More

  • Telco Opex Analyzer, 2016-22

    Telco Opex Analyzer, 2016-22 This report examines opex trends in the telecommunications network operator (TNO, or telco) market. This new edition has expanded the sample telco group coverage from 30 to 33 companies, and added a year of data coverage (2022). This new edition is now based on sample of ... Read More

  • Webscale Network Operators: 4Q22 Market Review

    Webscale Network Operators: 4Q22 Market Review This report reviews the growth and development of the webscale network operator (WNO) market. In the most recent 12 months (2Q22-1Q23), webscalers represented $2.25 trillion (T) in revenues (+3% YoY), $280 billion (B) in R&D spending (+22% YoY), and ... Read More

  • Vendors need green credentials to win telco business

    Vendors Need Green Credentials To Win Telco Business This brief report addresses telco procurement in the context of the rising importance of environmental sustainability. It discusses how telcos are tracking the greenness of their external spend and placing more importance on vendors’ environmental ... Read More

  • Satellite Players Bet On Direct-to-device (D2d), Iot, And Cloud For Next Big Liftoff

    Satellite Players Bet On Direct-to-device (D2d), Iot, And Cloud For Next Big Liftoff This brief report explores three potential new growth markets for satellite operators who are looking to overcome intense competition, tough macro conditions, and the niche nature of their market. The report also di ... Read More

  • Telcos Pay 5g Price: Higher Debt, Lower Margins In 2022

    Telcos Pay 5g Price: Higher Debt, Lower Margins In 2022 This brief report presents data aimed at shedding light on the following question: can telcos afford to pay for their future investment needs? The report considers debt, cash, and margin metrics, for the industry overall and for specific key pl ... Read More

  • Telecom Industry Downsizes Further In 2022

    Telecom Industry Downsizes Further In 2022 This brief report addresses workforce trends in the telecom industry, with a focus on the telecom network operator (telco) sector. It presents data on telco sector employees over time, company-level trends, and the outlook for the future. At year-end 2022, ... Read More

  • Telecom Network Operators: 4Q22 Market Review

    Telecom Network Operators: 4Q22 Market Review This report reviews the growth and development of the telecommunications network operator (TNO, or telco) market. The report tracks a wide range of financial stats for 139 telcos across the globe, from 1Q11 through 4Q22. In 2022, telcos represented $1.78 ... Read More

  • Carrier-Neutral Network Operators: 4Q22 Market Review

    Carrier-Neutral Network Operators: 4Q22 Market Review This interactive spreadsheet model is a detailed financial and operational review of the carrier-neutral network operator (CNNO) market for the 2011-2022 period. This report tracks 47 CNNOs across the globe, including 10 focused primarily on band ... Read More

  • Huge Capex Outlays For 5g Fail To Drive Revenues

    Huge Capex Outlays For 5g Fail To Drive Revenues This brief presents a new data series compiled by MTN Consulting. We already publish quarterly total revenues for the global telco market. This new series provides a breakdown of revenues into several categories: services, equipment (devices, handsets ... Read More

  • Telecom Network Operators: 3Q22 Market Review

    Telecom Network Operators: 3Q22 Market Review Telco investments declined, for the first time since 4Q20, by 5% on a YoY basis to post $77B in 3Q22. The decline in the latest quarter also knocked down annualized capex a bit, to $325.7B in 3Q22. Due to multiple quarters of strong capex spend, annualiz ... Read More

  • Network Operator Forecast Through 2027 (December 2022 update)

    Network Operator Forecast Through 2027 (December 2022 update) This forecast spreadsheet details MTN Consulting’s forecast for revenues, capex, headcount, and other metrics across three segments of network operators: telecom operators (telcos), webscale network operators (webscalers), and carrier-neu ... Read More

  • Telco climate goals require vendor support

    Summary Telcos dominate power consumption within network operator business Scope 3 emissions overview Scope 3 examples: Swisscom and MTN Group Supply chain accounts for 50-80% of total emissions for many telcos Telcos’ current climate goals and the relationship to procurement Implications for procur ... Read More

  • Webscale Network Operators: 3Q22 Market Review

    Webscale Network Operators: 3Q22 Market Review This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 3Q22, webscalers represent $2.23 trillion (T) in revenues (+8% YoY), $255 billion (B) in R&D spending (+23% YoY), ... Read More

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