Publisher: MTN Consulting, LLC Published: Last 6 Months-
India’s Quantum Communication Journey: Insights from the International Quantum Communication Conclave 2025
This brief outlines the strategic initiatives, innovations, and milestones showcased at the International Quantum Communication Conclave 2025 that are steering India’s progress toward future-ready quantum networks. India is fast emerging as a significant player in the global race toward secure, quan ... Read More
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Carrier-neutral operator market review, 4Q24: GenAI hype speeds up private equity’s push into sector
This report reviews the growth and development of the carrier-neutral network operator (CNNO) market. The report tracks a wide range of financial stats for 47 CNNOs across the globe, from 1Q11 through 4Q24. For the full-year 2024, the companies covered by this study represented $106.7 billion (B) in ... Read More
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Telecom’s biggest vendors, 4Q24: Vendor market upturn breaks nine-quarter decline
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 company types and technology segments. ... Read More
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Greener Networks: Telcos Power Up Traffic Efficiency
In late 2023, MTN Consulting published an initial review of the relationship between traffic growth and energy consumption in telco networks. That review included data for 16 telcos, and focused on 2020-22 data. This updated analysis extends coverage to 30 telcos, and adds two years (2019 and 2023) ... Read More
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Webscale Market Review, 4Q24: Annual Capex Breaks The $300B Mark
This report reviews the growth and development of the webscale network operator (webscale, aka hyperscale) market since 2011. The webscale market consists of big tech providers building large networks of data centers as part of their operations. Our webscale tracker covers 22 companies. Coreweave is ... Read More
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Vendor sustainability: Ciena leads the green charge among NEPs; chip, fiber, and Chinese vendors lag
This brief report addresses energy consumption, use of renewables, and carbon emissions among key vendors to the telecommunications operator (telco) sector. MTN Consulting views climate change as an urgent crisis that is being ignored by too many of the world’s wealthiest countries & companies. This ... Read More
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Telecom’s Biggest Vendors – 3Q24 Edition
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 company types and technology segments. ... Read More
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Telco Opex Analyzer, 2016-23 Telcos grapple with stubbornly high network opex; look to AI and automation for future gains
"This report provides a deep dive into telco opex trends by category from 2016 to 2023, analyzing data from 32 companies across key regions. Managing opex wisely is essential for telcos to thrive and grow profitability: in 2023, global telco revenues fell 0.5% YoY to $1,778.1B. That marks a decade-l ... Read More
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Telco Opex Analyzer, 2016-23 Telcos grapple with stubbornly high network opex; look to AI and automation for future gains
"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 140 telcos across the globe, from 1Q11 through 3Q24. For the annualized 3Q24 period, telcos represented $1.77 trillion (T) in reven ... Read More
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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
This forecast presents our latest projections for the network operator market, spanning telecommunications operators (telcos), webscalers, and carrier-neutral network operators (CNNOs). The forecast is based on our quarterly coverage of over 175 operators, and reflects market realities through the e ... Read More
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Operators take baby steps towards sustainability as climate change worsens rapidly
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 efficiency efforts. This is an update of a report published in 2023 with new data and new analysis. The worl ... Read More
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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
"This report reviews the growth and development of the webscale network operator (WNO, or webscale) market since 2011. It covers 21 companies. In the most recent 12 months (4Q23-3Q24), webscalers represented $2.53 trillion (T) in revenues (+9.1% YoY), $307 billion (B) in R&D spending (+6.5% YoY), an ... Read More
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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
This vendor profile provides a brief introduction to QNu Labs Private Limited (also referred to as QuNu Labs). QNu Labs, an Indian quantum technology leader headquartered in Bengaluru, specializes in quantum-secure data protection. Leveraging its hybrid approach combining Quantum Key Distribution (Q ... Read More
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