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Thematic Analysis
Ecommerce Themes 2017 - Global Thematic Research
Before we look at the big themes, let us first put things into perspective by glancing at the share price performance of Ecommerce companies relative to other Internet & media sectors and relative to the S&P 500 index. Over the last two and half years, the S&P 500 index has increased by 16%. During that period, our equal-weighted index of the leading Ecommerce stocks has risen by 18%. Meanwhile, social media stocks have risen by 4%; digital marketing stocks have...
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Analyst Opinions
ICT investment trends in South Africa; Enterprise ICT spending patterns through to the end of 2017
South Africa is currently experiencing a difficult monetary policy environment that is leading to high inflation rates and weakening growth. However, the government is looking at encouraging SMEs and at improving the education system to boost performance and inclusion. Furthermore, local industries such as manufacturing, mining, and quarrying are expected to contribute significantly towards the GDP of the country.
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Sector Analysis
Mobile Data and WiFi Monetization: Convergent and user-centric offers take center stage
The insatiable demand for continuous broadband connectivity has turned mobile data into a revenue growth engine for mobile network operators (MNO). Operators are exploring diverse approaches to attract users and grow mobile data revenue, including network-centric, user-centric and WiFi-centric strategies. Some leading operators are building scale and revenue share through technological and performance leadership. Other operators are leveraging their powerful user analytics capabilities to design differentiated packaging and compelling offers to drive mobile data uptake and usage. In addition, MNOs...
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Analyst Opinions
Pharmaceutical Industry Business Confidence Report H2 2016
The existing economic environment is stable for the pharmaceutical industry, and customer confidence levels will remain constant in H2 2016 (July 2016–December 2016). Companies are slightly optimistic about economic conditions in North America and the Asia-Pacific due to positive momentum in the US, firm domestic demand, and strong government expenditure in India. The pharmaceutical industry is expected to record higher expenditure towards new product development and mergers and acquisitions in H2 2016 as compared to H1 2016. Moreover, executives with...
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Sector Analysis
Brazil: Demand for Mobile Data Services Remains Strong Amid Challenging Macroeconomic Conditions
In 2016, Brazil will be the largest telecom services market in Latin America. Disconnections in the pay-TV and circuit-switched markets will affect the growth of the telecom market in Brazil in 2016. Additionally, the challenging macroeconomic situation coupled with additional cuts in mobile termination rates (MTRs) and reductions in fixed circuit-switched tariffs terminating on mobile networks will further impact market growth and operator revenue. With recovery beginning in 2017 and the voice-to-data substitution trend in the mobile segment, growth in...
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Sector Analysis
Russia: Falling Voice Revenue and Macroeconomic Uncertainty to Slow the Growth of the Telecom Market
The telecommunications market in Russia will generate $19.3bn in service revenue in 2016. Telecom service revenue is expected to grow at a CAGR of 1.0% during 2016-2021, primarily driven by the growth in mobile data revenue. Mobile data will be the primary growth driver during the period, benefitting from LTE investments, along with higher smartphone penetration led by aggressive commercial efforts via operators’ own-brand retail chains. Pay-TV revenue will be another market driver. Operators are focusing on unleashing demand for...
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Sector Analysis
United Kingdom: Telecom Services Market Will Continue to Grow Through 2021 Driven by Data Services and Content
In 2016, the UK will be the largest telecom services market in Western Europe. Pyramid Research expects minor Brexit implications on the telecom industry outlook over the next five years since the telecom market is less vulnerable to macroeconomic changes and cycles than are other industries. Going forward, growth in the UK’s telecom market will be driven by further customer migration to faster-speed fixed and mobile networks – which generates an uplift in ARPU– and by richer content offerings for...
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Sector Analysis
China: 4G Network Expansion and Fiber Deployment Are High on Operators’ Agenda While Facing Greater Competition
The telecommunications market in China generated $199.0bn in service revenue in 2015. Telecom service revenue is expected to grow at a CAGR of 3.7% during 2016-2021, primarily driven by the growth in data revenue. Mobile data and broadband will be the fastest-growing segments over the 2016-2021 period. Operators are focusing on expansion of LTE networks, 5G technology trials and fiber network deployments. In addition, ongoing investments in network expansion and modernization will enable operators to monetize the growing demand of...
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Sector Analysis
Venezuela: Deteriorating Private Consumption and Foreign Exchange Controls Negatively Impact Telecom Sector Prospects
‘The telecom market in Venezuela is expected to grow at a CAGR of 77.4% (in local currency terms) during 2016-2021, owing to increasing uptake of mobile data services. Rising inflation and difficult operating conditions in the country will cause private consumption and investments to fall. Going forward, the devaluation of the local currency and poor economic conditions will continue to drag the telecom market in Venezuela, thereby impacting the investments.
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Sector Analysis
Central African Republic: Improved Political Stability Cause for Guarded Optimism
The telecommunications market in CAR generated $48.7m in service revenue in 2015 and will grow at a CAGR of 10.1% during 2016-2021. Mobile data and fixed Internet will be the fastest-growing segments over the forecast period. The volatile political and security situation will dampen growth in the short term. However, long-term plans by operators to expand mobile network coverage and the expected introduction of 3G services by additional operators will drive long-term growth in the telecom market.
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