By Subramanian Venkatraman
This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through June 2020 (2Q20). The report tracks revenue, capex and employee for 138 individual telecommunications network operators (TNOs). For a sub-group of 50 large TNOs, the report also assesses labor cost, opex and operating profit trends. Our coverage timeframe spans 1Q11-2Q20 (38 quarters). The report’s format is Excel.
- Table Of Contents
- Figure & Charts
- Coverage
- Visuals
Table Of Contents
- Abstract
- Market snapshot
- Analysis
- Key stats through 2Q20
- Operator rankings
- Company Drilldown & Benchmarking
- Country breakouts
- Regional breakouts
- Raw Data
- Subs & traffic
- Exchange rates
- Methodology & Scope
- About
Figure & Charts
1) TNOs: Annualized revenue ($M) and YoY growth (%), 2Q15-2Q20
2) TNOs: Annualized capex ($M) and capital intensity (%), 2Q15-2Q20
3) Labor cost/revenue (%), 2019
4) Labor cost and labor cost per employee, 2019 YoY change (%)
5) Change in annualized operating margins (YoY percentage point difference 2Q15-2Q20)
6) Local currency value vs. US$ (QoQ change)
7) Top 20 share of the market, 2Q20
8) Top 20 TNOs by total capex, 2Q20
9) Top 20 TNOs by total revenue, 2Q20
10) TNOs: YoY growth in single quarter revenues
11) TNOs: Annualized capital intensity, 2Q15-2Q20
12) TNOs: Revenue and RPE, annualized 2Q15-2Q20
13) TNOs: Capex and capital intensity (annualized), 2Q15-2Q20
14) TNOs: Total headcount trends, 2Q15-2Q20
15) TNOs: Revenue and RPE trends, 2011-19
16) TNOs: Capex and capital intensity, 2011-19 ($ Mn)
17) TNOs: Capex and capital intensity, 2Q15-2Q20 ($ Mn)
18) TNOs: Revenue and RPE trends, 2Q15-2Q20
19) Top 50 TNOs by total opex, 2Q20
20) Top 50 TNOs by labor costs, 2Q20
21) TNOs: Software as % of total capex
22) TNOs: Software & spectrum spend
23) TNOs: Total M&A, spectrum and capex (excl. spectrum)
24) Top 50 TNOs by total debt: 2011-19
25) Top 50 TNOs by total net debt: 2011-19
26) Top 50 TNOs by long term debt: 2011-19
27) Top 50 TNOs by short term debt: 2011-19
28) Top 50 TNOs by total cash and short term investments ($M): 2011-19
Coverage
Operator coverage:
| A1 Telekom Austria | Advanced Info Service (AIS) | Airtel | Altice Europe | Altice USA | America Movil | AT&T | Axiata | Axtel | Batelco |
| BCE | Bezeq Israel | Bouygues Telecom | BSNL | BT | Cable ONE, Inc. | Cablevision | Cell C | Cellcom Israel | CenturyLink |
| Cequel Communications | Charter Communications | China Broadcasting Network | China Mobile | China Telecom | China Unicom | Chunghwa Telecom | Cincinatti Bell | CK Hutchison | Clearwire |
| Cogeco | Com Hem Holding AB | Comcast | Consolidated Communications | Cyfrowy Polsat | DEN Networks Limited | Deutsche Telekom | Digi Communications | DirecTV | Dish Network |
| Dish TV India Limited | DNA Ltd. | Du | EE | Elisa | Entel | Etisalat | Fairpoint Communications | Far EasTone Telecommunications Co., Ltd. | Frontier Communications |
| Globe Telecom | Grupo Clarin | Grupo Televisa | Hathway Cable & Datacom Limited | Idea Cellular Limited | Iliad SA | KDDI | KPN | KT | Leap Wireless |
| LG Uplus | Liberty Global | M1 | Manitoba Telecom Services | Maroc Telecom | Maxis Berhad | Megafon | MetroPCS Communications | Millicom | Mobile Telesystems |
| MTN Group | MTNL | NTT | Oi | Omantel | Ono | Ooredoo | Orange | PCCW | PLDT |
| Proximus | Quebecor Telecommunications | Rakuten | Reliance Communications Limited | Reliance Jio | Rogers | Rostelecom | Safaricom Limited | Sasktel | Shaw |
| Singtel | SITI Networks Limited | SK Telecom | Sky plc | SmarTone | SoftBank | Spark New Zealand Limited | Sprint | StarHub | STC (Saudi Telecom) |
| SureWest Communications | Swisscom | Taiwan Mobile | Tata Communications | Tata Teleservices | TDC | TDS | Tele2 AB | Telecom Argentina | Telecom Egypt |
| Telecom Italia | Telefonica | Telekom Malaysia Berhad | Telenor | Telia | Telkom Indonesia | Telkom SA | Telstra | Telus | Thaicom |
| Time Warner | Time Warner Cable | TPG Telecom Limited | True Corp | Turk Telekom | Turkcell | Veon | Verizon | Virgin Media | Vivendi |
| Vodafone | Vodafone Idea Limited | VodafoneZiggo | Wind Tre | Windstream | Zain | Zain KSA | Ziggo |
Regional coverage:
| Asia | Americas | Europe | MEA |
Visuals
