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MTN Consulting, LLC

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Driving India's Telecom Revolution - Key Imperatives from IMC 2024: IMC 2024 Highlights Homegrown Infrastructure Push, Quantum Advances, AI Innovations, Semiconductor Ecosystem Development, and the Roadmap to 6G
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US $ 1,000 -> £Ü 1,411,000 (ºÎ°¡¼¼ º°µµ)
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US $ 3,000 -> £Ü 4,234,000 (ºÎ°¡¼¼ º°µµ)
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
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US $ 2,000 -> £Ü 2,823,000 (ºÎ°¡¼¼ º°µµ)
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?
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1562736
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9 Pages
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US $ 1,500 -> £Ü 2,117,000 (ºÎ°¡¼¼ º°µµ)
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
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18 Pages
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US $ 1,000 -> £Ü 1,411,000 (ºÎ°¡¼¼ º°µµ)
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
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US $ 2,000 -> £Ü 2,823,000 (ºÎ°¡¼¼ º°µµ)
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
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1514360
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16 Pages
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US $ 1,000 -> £Ü 1,411,000 (ºÎ°¡¼¼ º°µµ)
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
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1512805
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14 Pages
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US $ 1,000 -> £Ü 1,411,000 (ºÎ°¡¼¼ º°µµ)
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US $ 3,000 -> £Ü 4,234,000 (ºÎ°¡¼¼ º°µµ)
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1398379
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US $ 3,000 -> £Ü 4,234,000 (ºÎ°¡¼¼ º°µµ)
Gen AI Hype Grips Telecom Industry as Telcos Unravel its Potential: Network Optimization and Differentiated Customer Experience are Promising Starting Points, but Regulatory Uncertainty Will Be a Major Impediment
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1388504
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13 Pages
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US $ 1,000 -> £Ü 1,411,000 (ºÎ°¡¼¼ º°µµ)
Capex Forecast Check, 3Q23: Telco Spending Slips, Preliminary 3Q23 - Bad Quarter for Many Vendors, plus Cautious Telco Commentary, Points to Full-year Telco Capex of ~$300B, Down 5-10%
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5 Pages
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US $ 800 -> £Ü 1,129,000 (ºÎ°¡¼¼ º°µµ)
Capex Forecast Check, 3Q23 - Webscale & CNNO: Preliminary Results for 3Q23: Full-year Capex Likely to be 5-10% Lower than 7/23 Forecast, but Tech Portion of Spend is Trending Upwards
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1379504
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6 Pages
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US $ 800 -> £Ü 1,129,000 (ºÎ°¡¼¼ º°µµ)
Carrier-neutrals Hope to Ride the GenAI Wave - 1H23 Update: CNNO Revenues on Track to Hit $100B in 2023, Capital Intensity >35% as Sector Attacks Opportunities in Generative AI and 5G Densification
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1347333
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2023³â 09¿ù
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10 Pages
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US $ 1,000 -> £Ü 1,411,000 (ºÎ°¡¼¼ º°µµ)
Telco Network Energy Efficiency Rising 12% Per Year: Average Telco Carried 15.5 Terabytes of Traffic Per MWh of Energy Consumed in 2022, From 12.3 in 2020, More Efficiency is Essential to Control Costs, Emissions
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1309748
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9 Pages
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US $ 1,000 -> £Ü 1,411,000 (ºÎ°¡¼¼ º°µµ)
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US $ 3,000 -> £Ü 4,234,000 (ºÎ°¡¼¼ º°µµ)
Satellite Players Bet on Direct-to-Device (D2D), IoT, and Cloud for Next Big Liftoff: Partnerships will Allay Disruption Fears among Telcos, yet only Fundamentally Strong Satellite Businesses will Thrive and Attract Capital amid Gloomy Outlook
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1274857
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11 Pages
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US $ 1,000 -> £Ü 1,411,000 (ºÎ°¡¼¼ º°µµ)
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10 Pages
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US $ 1,000 -> £Ü 1,411,000 (ºÎ°¡¼¼ º°µµ)
Telcos Pay 5G Price - Higher Debt, Lower Margins in 2022: Investments Have Surged Since COVID, Putting Some Telcos in Tough Spot - Need to Manage Higher Debt as Interest Rates Rise and New Revenues Fail to Appear
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8 Pages
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US $ 1,000 -> £Ü 1,411,000 (ºÎ°¡¼¼ º°µµ)
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1266270
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6 Pages
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US $ 1,000 -> £Ü 1,411,000 (ºÎ°¡¼¼ º°µµ)
Energy Costs Spike 2022 Opex for Carrier-neutral Sector: For Many Carrier-neutral Operators, Energy is Largest Operational Expense and Can Account for Up to 80% of Opex (ex-D&A), Costs Surged in 2022 for Many
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1266271
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6 Pages
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US $ 800 -> £Ü 1,129,000 (ºÎ°¡¼¼ º°µµ)
Telco NI Vendor Growth Slips to 2% YoY in 2022: Preliminary Results, Based on 105 Vendor Reports, Suggest Telco Spending Has Plateaued After 5G/COVID Spike, Supply Chain Issues Are Easing
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1238873
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2023³â 03¿ù
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9 Pages
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US $ 1,000 -> £Ü 1,411,000 (ºÎ°¡¼¼ º°µµ)
Huge Capex Outlays for 5G Fail to Drive Revenues: New Data Shows Telcos Highly Reliant on One-time Device Sales - Equipment Now Over 11% of Total Revenues, Little Evidence of a 5G Pickup in Service Revenues
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1234467
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7 Pages
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US $ 800 -> £Ü 1,129,000 (ºÎ°¡¼¼ º°µµ)
Carrier-neutral Growth Slows in 2022 Amid Consolidation: Market Approaches $100B in Annual Revenues, Still Central to Operator Industry Health, But Not Immune to Economic Pressures, Private Equity Players Ramp Up
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1172495
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8 Pages
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US $ 1,200 -> £Ü 1,693,000 (ºÎ°¡¼¼ º°µµ)
Telco Climate Goals Require Vendor Support: Supply Chain Accounts for Over Half of Typical Telco's Carbon Footprint, Tackling This is Only Way to Support a More Aggressive Path Towards a Net Zero Future
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1168240
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12 Pages
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US $ 1,200 -> £Ü 1,693,000 (ºÎ°¡¼¼ º°µµ)
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