Global Network Infrastructure - Subscription Service: Tracking Global Markets for Communications Network Infrastructure Hardware, Software & Services
|出版商||MTN Consulting, LLC||商品編碼||756463|
|對應通訊網路基礎設施的硬體、軟體、服務的全球市場相關追蹤服務 Global Network Infrastructure - Subscription Service: Tracking Global Markets for Communications Network Infrastructure Hardware, Software & Services|
|出版日期: 年間契約型資訊服務||內容資訊: 英文||
通訊業者相關分析的基礎是對市場整體與主要企業定量資料的確實理解。本服務每一季會發行以Excel為主的報告，統整Telecom Network Operator(TNO)、WNO、CNNO市場相關追蹤調查的結果。報告中會評估各部門在財務面與策略面的動態，提供放眼市場的短期性建議，以及從長期視角出發的TNO、CNNO、WNO各部門相關未來1年市場預測。
Telecommunications network operators (TNOs) continue to face slow revenue growth, rising labor costs, and high network capital expenditures (capex). The cost of powering and maintaining networks are also challenges. To cope, telcos are digitally transforming their operations, restructuring their physical asset base, and learning from the webscale world. Webscale network operators (WNOs) have grown to be among the world's largest companies, and are investing in a range of markets with network needs: connected cars, remote health care, drones and more. WNOs spend big in the cloud, and are pressuring traditional supply chains through their support for open networking, direct work with the ODM/EMS sector, and self-designed chips. A third segment of companies, carrier-neutral network operators (CNNOs) have emerged to help carry and connect a growing portion of the world's network traffic.
In 2017 these three groups of companies employed over 7.7 million people, accounting for $3 trillion in revenues and $400 billion in capex. Their technology spending supports hundreds of vendors across different parts of the value chain. Yet the spending is not stable, or easily predictable. That's especially the case today, as US-China disputes impact supply chains.
MTN Consulting's ‘Global Network Infrastructure (GNI)’ service provides clients with insightful, timely analysis of technology spending trends (capex and opex) at over 150 network operators across three markets: telecommunications, webscale, and carrier-neutral. For vendors, GNI helps you understand and plan for the needs of your customers, providing a deep view into spending, and hard data on market trends. For network operators, GNI helps you deploy your technology budgets wisely, and learn from other players in the market.
The foundation of our network operator analysis is a deep, quantitative understanding of the overall market and its key players. Each quarter, GNI clients receive Excel-based reports tracking the TNO, WNO, and CNNO markets. These reports assess financial & strategic developments in each segment, and give near-term guidance on market outlook. For a longer-term view, our GNI service includes an annual market forecast for each of the TNO, CNNO, and WNO segments.
The quarterly tracker & annual forecast provide high-level market analysis, and dig deep into network spending trends and related opportunities for vendors. GNI clients also receive a bi-annual review of vendor market share in the TNO segment.
Other core deliverables include:
MTN Consulting's quarterly tracking includes over 100 TNOs, 40 CNNOs, and 30 WNOs. Our vendor market share analysis considers over 150 suppliers from all parts of the food chain. Some of the key companies in each area include:
A number of companies operate across segments, and this changes over time. For instance, we track HPE, IBM, Oracle, and SAP as both technology vendors (of servers and telecom software, for instance), and as Webscale operators due to their public clouds. Within the network operator space, some operators function across segments or evolve into different segments through M&A. CenturyLink is both a telco and a carrier-neutral provider, for instance, by virtue of its Level 3 acquisition. In this and similar cases, we allocate data across segments proportionately.