Global Network Infrastructure (GNI) - Subscription Service: Comprehensive Financial and Economic Coverage of the Global Network Infrastructure Market

GNI is MTN Consulting's annual subscription that provides comprehensive financial and economic coverage of the global network infrastructure market. GNI covers over 190 network operators across three market segments: telecommunications, webscale (aka hyperscale), and carrier-neutral. Some of our research is focused on individual segments, but we also help clients understand how the three segments work together and how that collaboration is changing over time. Our research also analyzes the global vendor supply chain with market share and competitive insights.

WHAT GNI DELIVERS

Quarterly Market Trackers (12 reports)

Telco Market Tracker (4x/year)

• Financial health and spending trends across 140 global telcos
• Revenues, capex (incl. software), opex, labor costs, profitability, etc.

Webscale Market Tracker (4x/year)

• Financial and spending analysis of 25 hyperscale / AI compute players
• Capex (network & IT), R&D, M&A, energy use, vendor sales exposure

Telco Network Infrastructure Vendor Tracker (4x/year)

• Performance of 137 vendors selling into the telco market
• Telco-specific revenues, headcount analysis, etc.

Annual Trackers & Insight Reports

• Carrier-neutral infrastructure review (towers, data centers, fiber)
• Network spending and multi-year forecasts
• Vendor share and demand dynamics
• Telco opex deep dive across network costs, labor, energy, software, and operating costs

Insights & content that stand out

• 15+ years of quarterly time-series data across operators and vendors
• Detailed visibility into cost structures, including labor, spectrum, software, and energy
• Robust capex and opex benchmarking across multiple network types
• Broad vendor universe tracked in the market
• Cross-segment analysis showing how telcos, webscalers, and carrier-neutral providers influence each other's spending decisions