Areas of expertise: capex, opex, telco procurement, M&A, venture capital, telecoms/IT convergence, vendor services, energy in telecoms, packet/optical, data centers, submarine networks, and market sizing & forecasting.
Matt is a Principal Analyst in Ovum’s Intelligent Networks practice and is based in Arizona, US. His 17 years of analyst experience include 11 based in Asia. Matt covers network operators, focused on technology use, network strategies, capex/opex, competitive landscape, and vendor relationships.
Matt manages Ovum’s capex research and forecasting, addressing traditional communication service providers (CSPs) as well as Internet content providers, and carrier-neutral providers (CNPs) of cell tower & data center infrastructure. As part of this, Matt tracks the evolving landscape of network operators, and the complex relationship between CSPs, ICPs, and CNPs. Matt is currently writing a series of profiles of ICPs such as Google, Microsoft, and Netflix, looking at how their networks play into broader corporate strategy. Relatedly, he writes often about data center cost and design issues, and vendor strategies amid accelerating telecoms/IT convergence.
Matt’s published research spans the technology spectrum, including such topics as software-centric networks (SDN/NFV), packet/optical convergence, mobile backhaul, FTTx, Carrier Ethernet, submarine networks, and vendor-provided services. He also looks at policy control/monetization, network energy, and cybersecurity.
Before joining the analyst world in 1998, Matt worked as an economist for Exeter Associates, where he managed consulting projects involving telecoms network cost modeling and electricity demand forecasting.
Matt received a BA in political science in 1994 and an MS in applied economics in 1995 from the University of Rochester.