GNI - 订阅服务：网路基础设施市场综合财务与经济趋势分析

GNI 是 MTN Consulting, LLC 提供的订阅服务，提供全球网路基础设施市场的全面财务和经济资讯。

GNI 涵盖三大市场细分领域的 190 多家网路营运商：传统营运商、超大规模营运商和中立营运商。 MTN Consulting, LLC 的部分研究着重于各个细分领域，同时也探讨这三大领域之间的互动以及它们之间的合作随时间推移而发生的变化。

MTN Consulting, LLC 的研究也提供全球供应商供应链分析以及市场占有率和竞争格局分析。

GNI 提供哪些服务

季度市场趋势报告（12 份报告）

电信市场追踪报告（季度）

• 140 家全球电信业者的财务状况与支出趋势
• 收入、资本支出（包括软体）、营运费用、劳动成本、获利能力等

超大规模市场追踪报告（季度）

• 25 家超大规模/人工智慧运算公司的财务和支出分析
• 资本支出（网路和 IT）、研发费用、併购、能源消耗和供应商收入趋势

电信网路基础设施供应商追踪报告（季度）

• 业绩137 家电信市场供应商
• 电信业者收入、员工分析及更多资讯

年度追踪与洞察报告

• 操作员中立基础设施评估（铁塔、资料中心、光纤）
• 网路支出及多年预测
• 供应商占有率及需求趋势
• 营运商营运成本深度分析，包括网路成本、人力成本、能源成本、软体成本和营运费用

更多内容

• 涵盖营运商和供应商的季度时间序列资料（超过 15 年）
• 成本结构详细视觉化，包括人工成本、频谱成本、软体成本和能源成本
• 稳健的资本支出 (CAPEX) 和营运费用 (OPEX) 分析跨多种网路类型的基准测试
• 追踪市场上的众多供应商
• 跨细分市场分析，展示营运商、超大规模公司和营运商中立提供者之间相互影响的支出决策

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