By Subramanian Venkatraman and Matt Walker
This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through December 2019 (4Q19). The report tracks revenue, capex and employee for 133 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 1Q11-4Q19 (36 quarters). The report’s format is Excel.
- Table Of Contents
- Figure & Charts
- Coverage
- Visuals
Table Of Contents
- Abstract
- Market snapshot
- Market overview
- Key stats through 4Q19
- Operator rankings
- Single-company drilldowns
- Revenue and capex by country
- TNO-133: Revenue, capex and headcount for 133 TNOs
- TNO-50: Cost breakdowns for 50 large TNOs
- Raw Data
- Subs & traffic
- Exchange rates
- About (including methodology)
Figure & Charts
1) TNOs: Annualized revenue ($M) and YoY growth (%), 4Q14-4Q19
2) TNOs: Annualized capex ($M) and capital intensity (%), 4Q14-4Q19
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 4Q13-4Q19)
6) Local currency value vs. US$ (QoQ change)
7) Top 20 share of the market, 4Q19
8) Top 20 TNOs by total capex, 4Q19
9) Top 20 TNOs by total revenue, 4Q19
10) TNOs: YoY growth in single quarter revenues
11) TNOs: Annualized capital intensity, 4Q11-4Q19
12) TNOs: Revenue and RPE, annualized 4Q14-4Q19
13) TNOs: Capex and capital intensity (annualized), 4Q14-4Q19
14) TNOs: Total headcount trends, 4Q11-4Q19
15) TNOs: Revenue and RPE trends, 2011-19
16) TNOs: Capex and capital intensity, 2011-19 ($ Mn)
17) TNOs: Capex and capital intensity, 4Q14-4Q19 ($ Mn)
18) TNOs: Revenue and RPE trends, 4Q14-4Q19
19) Top 40 TNOs by total opex, 4Q19
20) Top 40 TNOs by labor costs, 4Q19
Coverage
| Countries | ||||
| Argentina | Finland | Japan | Norway | Taiwan |
| Australia | France | Kenya | Oman | Thailand |
| Austria | Germany | Kuwait | Philippines | Turkey |
| Bahrain | Hong Kong | Luxembourg | Poland | UAE |
| Brazil | India | Malaysia | Qatar | UK |
| Canada | Indonesia | Mexico | Russia | USA |
| Chile | Israel | Morocco | South Korea | |
| China | Italy | Singapore | Spain | |
| Denmark | Netherlands | South Africa | Sweden | |
| Egypt | New Zealand | Saudi Arabia | Switzerland | |
| Companies | ||||
| Altice USA | Advanced Info Service (AIS) | A1 Telekom Austria | Batelco | Oi |
| America Movil | Axiata | Altice Europe | Bezeq Israel | Quebecor Telecommunications |
| AT&T | Bharti Airtel Limited | Bouygues Telecom | Cellcom Israel | Rogers |
| Axtel | BSNL | BT | Cell C | Sasktel |
| BCE | China Mobile | Com Hem Holding AB | Du | Shaw Communications |
| Cable ONE, Inc. | China Telecom | Cyfrowy Polsat | Etisalat | Sprint |
| Cablevision | China Unicom | Deutsche Telekom | Maroc Telecom | SureWest Communications |
| CenturyLink | Chunghwa Telecom | Digi Communications | MTN Group | TDS |
| Cequel Communications | CK Hutchison | DNA Ltd. | Omantel | Telecom Argentina |
| Charter Communications | DEN Networks Limited | EE | Ooredoo | Telus |
| Cincinatti Bell | Dish TV India Limited | Elisa | Safaricom Limited | Time Warner |
| Clearwire | Far EasTone Telecommunications Co., Ltd. | Iliad SA | STC (Saudi Telecom) | Time Warner Cable |
| Cogeco | Globe Telecom | KPN | Telecom Egypt | Verizon |
| Comcast | Hathway Cable & Datacom Limited | Liberty Global | Telkom SA | Windstream |
| Consolidated Communications | Idea Cellular Limited | Megafon | Zain | Singtel |
| DirecTV | KDDI | Mobile Telesystems | Zain KSA | SITI Networks Limited |
| Dish Network | KT Corporation | Orange | Telia | SK Telecom |
| Entel | LG Uplus | Proximus | Veon | SmarTone |
| Fairpoint Communications | M1 | Rostelecom | Virgin Media | SoftBank |
| Frontier Communications | Maxis Berhad | Sky plc | Vivendi | Spark New Zealand Limited |
| Grupo Clarin | MTNL | Swisscom | Vodafone | StarHub |
| Grupo Televisa | NTT | TDC | Wind Tre | Taiwan Mobile |
| Leap Wireless | PCCW | Tele2 AB | Telstra | Tata Communications Limited |
| Manitoba Telecom Services | PLDT | Telecom Italia | Thaicom | Tata Teleservices |
| MetroPCS Communications | Reliance Communications Limited | Telefonica | TPG Telecom Limited | Telekom Malaysia Berhad |
| Millicom | Reliance Jio | Telenor | True Corp | Telkom Indonesia |
| Turkcell | Vodafone Idea Limited | Turk Telekom | ||
Visuals
