News, a worldwide events calendar and quarterly workforce data on 145 telecom operators. Published by MTN Consulting.
News and a calendar of conferences, standards meetings and investor events. Every item links to its source.
Source: Verizon
Source: Netcracker newsroom
Source: Deutsche Telekom (via ad-hoc-news / dpa)
Source: Google Cloud newsroom
Europe · Sophia Antipolis, France
Middle East & Africa · Dubai, UAE
Americas · Austin, USA
Middle East & Africa · Dubai, UAE
Asia-Pacific · Wuzhen, China
Analysis on telecom operators, AI, and the workforce, from MTN Consulting's genAItelco Substack.
Latest post
While Western telcos chase AI cost savings, China's state operators monetize tokens, plus the latest benchmarks and vendor moves.
Read the full post →New analysis and news on telecom AI, free, delivered by Substack.
Telecom revenue has been flat for a decade, and whether AI changes that is an empirical question. Three ways to test it yourself: a free dashboard, the full underlying panel, or a report with the analysis done.
Also free: the Chinese AI at telcos tracker, which lists the telcos outside Mainland China that partner with one of China's AI model developers, with a source link for every row.
Free
Interactive dashboard tracking headcount, labor cost, and financial performance across 145 telecom operators. The free tier shows full history and every metric for 25 operators. For the other 47 operators in the 72-operator deep panel, it shows revenue, headcount and capex only.
Open the dashboard
Full access
The full edition adds quarterly labor costs, operating expense, EBIT, EBITDA and D&A for all 72 operators in the deep panel, from 1Q11 to 2Q26. The free tier withholds these for 47 of the 72. The 72-operator deep panel represents over 85% of global telecom employment and revenue (MTN Consulting estimate).
One-time purchase of the 2Q26 edition. Later quarterly editions are sold separately. We email your download link within one business day.
Buy now, $799
Report
"How Telcos Are Restructuring for the AI Era," a standalone report by Arun Menon, Principal Analyst & GNI Director at MTN Consulting, covering 144 operators and a 79-operator labor-cost panel through 4Q25. Delivered as a PDF by email.
Buy the report, $159genAItelco is a resource site from MTN Consulting on one question: how is telecom adapting to AI? Telecom revenue has been flat since the mid-2010s, and operators now use AI to cut costs in network operations, customer management, and back-office work. We test whether that shows up in operating data, instead of taking corporate optimism on trust.
The news feed, events calendar, and Resources page are free, and every news item links to its source. The Telco Workforce Monitor, a dashboard of headcount, labor cost, and financials for 145 telecom operators, has a free edition. The full edition costs $799 (one-time), and the Networks, AI, and Jobs report costs $159. Analysis runs on the genAItelco Substack.
MTN Consulting, LLC publishes the site. Founded in 2017, it is an independent research and advisory firm covering digital infrastructure: telecom networks, data centers, and AI infrastructure. MTN tracks more than 200 operators of three types: 145 telcos, over 25 hyperscalers, and about 50 carrier-neutral providers. It sells subscription research on all three, with modules on telecom AI, energy, and data center power. It also sells a report library and consulting projects built on its own datasets. Its clients include technology vendors, telcos, investors, regulators, and hyperscalers.
I am Matt Walker, MTN's founder and chief analyst. I started in energy regulation in 1996 and have spent about 30 years on telecom, data centers, and digital infrastructure. I judge the World Communication Awards, the Glomo awards at Mobile World Congress, the Global Connectivity Awards, and the TM Forum Excellence Awards. I experiment with AI aggressively and still ask every claim to show me the money.