MTN Consulting, LLC

Carrier-Neutral Network Operators - 4Q21 Market Review: CNNO Market Speeds Up Move to Converged Digital Infra Business Models in 2021 with Big M&A Deals, New PE Cash, Revenues Spike 13% YoY to $89.2B

Data Center Investment Tracker - 1Q22: The Data Center Boom Continues in 2022 with Capex Growth and Surging Interest from Money Managers

Telecommunications Network Operators - 4Q21 Market Review: Topline and Capex Growth Strongest in a Decade, as Market Rebounds from COVID and 5G Proliferates

Telecom's Biggest Vendors - 4Q21 Edition: Vendor Revenues Grow 8% in 2021 as COVID Eases, Huawei Bans, Cloud Transformations, 5G, and Fiber Builds Drive Share Movements

Webscale Network Operators - 4Q21 Market Review: Webscale Revenues Surge 25% to $2.1 Trillion in 2021, Capex of $175B Drives Global Data Center Demand

Network Operator Forecast Through 2026: Capex to Reach $629B by 2026, Up 37% from 2020, Webscale Will Account for Over 40% of Market

Telco Opex Analyzer, 2016-20: Network-related Opex Accounted for 51% of Telcos' Total Opex in 2020, Driven by Network Operations and Depreciation

Oracle Cloud Rollout Ramps up with Singapore Opening

Facebook Leading Webscale Network R&D - All Webscalers Spend Heavily on Network Infra, but FB is a Step Ahead: R&D Spend >20% of Revenues, Network Innovations Shared More Widely than Peers

Competitive Intelligence Briefing - Data Center Chips: Intel's Comeback Hinges on Execution, as Rivals Make Further Inroads with New Process Technologies

Tomorrow's Carrier-neutral Operators to Integrate Tower, Fiber and Data Center Assets: A New Breed of Integrated Owners of Infrastructure Network Assets Will Emerge Over the Next 2-3 Years, Converging Towers, Data Centers, and Fiber Networks

Telco Capex: 1Q21 Results & Outlook - Revenues Surge 7.3% YoY in 1Q21 but Industry Capital Intensity Trends Slightly Downwards, Investment Trends Favor Cloud, Virtualization, and Automation

Webscale Capex - 1Q21 Results & Outlook: Annualized Capex Surges 29% YoY to Reach $141.5 Billion in 1Q21, Network/IT Capex in Line with Forecast but eCommerce-related Capex Outperforming

Biden Aims to Revamp US Chip & Telecom Prowess Amid China Conflict: Activist Approach Aims at Communications Network Supply Chains and Semiconductor Development, Bipartisanship Appears Feasible

LEO Satellite Boom: Will the 'Second Coming' Endure? New Low-Earth Orbit (LEO) Satellite Networks to Play Key Support Role in 5G, IoT, and Cloud Markets

Building the Cloud - Webscale Network Supply Chain Analyzer, 2Q20 Edition: Database Tracks 648 Deals since 2010, including 90 in First 8 Months of 2020

Webscale Playbook - Tencent: Mega 'new infrastructure' Plan to Drive Network Spending amid U.S. Sanctions

Automation's Rise and the Telecom Engineer: Telco Labor Costs are 23% of Opex, Half Spent on the Network and IT Staff, Automation Tools Rising in Importance with Cost Pressures and COVID-19

Commentary - Telco Capex in 1Q20: Although Telco Capex Recorded a Surprisingly Stable ~1% Decline in 1Q20, COVID-19 and Huawei Disruptions are Slowing the March to 5G

Telco Software Capex on the Rise: Telcos' Capital Expenditure on Software was $50 billion in 2019, and Trending Upwards, COVID-19 Layoffs will Create Vendor Opportunities

The Spectrum Cost Challenge to 5G: Telco Capex, 2011-2019: Spectrum Adds Over 11% to Telco Capex Needs, Could Hinder 5G's Development Unless Regulators React