Telecom Services Sector Scorecard, Q3 2023 Update – Thematic Intelligence
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Telecom Services Sector Scorecard Thematic Intelligence Report Overview
The telecom services companies include mobile operators, fixed-line telecom operators, cable TV operators, and satellite TV operators. GlobalData has developed a unique thematic research ecosystem designed to take a holistic view of the big themes that impact companies in the technology, media, and telecom (TMT) industry. Our thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors.
Our thematic scoring methodology allows us to identify which companies will do well in the market in the future, as well as the companies that will falter due to their lack of investment in these key themes.
Report Pages | 12 |
Top Themes | · Artificial Intelligence
· Healthtech · Fintech · Energy Transition · Future of Mobility · Others |
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Telecom Services Theme Map
Some of the biggest themes impacting the telecom services sector are AI, healthtech, fintech, energy transition, and the future of mobility, among others. Our theme map for the telecom services industry highlights the big themes driving share prices and is the result of a series of interviews with senior industry executives and investors, reflecting an up-to-date view of the challenges faced by them. Some of the TMT themes will significantly impact companies over the coming year, but they will all be relevant over the next two to five years.
Telecom Services Sector Theme Map 2023
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Telecom Services Sector Scorecard
At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecards have three screens: a thematic screen, a valuation screen, and a risk screen.
The telecom services sector scorecard has three screens:
- The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
- The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
- The risk screen ranks companies within a particular sector based on overall investment risk.
Telecom Services Sector Scorecard – Thematic Screen
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Scope
- This sector scorecard provides a top-down, comprehensive outlook for the key players in the telecom services sector over the next two years, based on the key themes set to transform their industry landscape.
Key Highlights
According to our thematic scores, the activity of several telcos in the cybersecurity theme will be detrimental to their future performance. This is particularly damaging as cybersecurity is an important theme for the telecom services sector, with a weighting of 15% on GlobalData’s thematic screen. Three other themes have a weighting of 15%: 5G, digitalization, and cloud. Of the 58 companies in the telecom services sector scorecard, nine have thematic scores of either 1 or 2 out of 5 for the cybersecurity theme, suggesting that their activity in this theme will be detrimental to their future performance.
Reasons to Buy
- Companies that invest in the right themes become success stories and those who miss the important themes in their industry end up as failures.
- GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying important themes early, enabling companies to make the right investments ahead of the competition and secure that all-important competitive advantage.
- At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
- Our thematic engine tags over 145 million data items across five alternative data sets—patents, jobs, deals, filings, and news—to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.
Altice
America Movil
AT&T
BCE
Bharti Airtel
BT
Charter Communication
China Mobile
China Telecom
China Unicom
Chunghwa Telecom
Comcast
Cox
Deutsche Telekom
Digi
Dish Network
Etisalat
Globe Telecom
Iliad
KDDI
KPN
KT
Lumen
M1
Maxis
Mobily
MTN Group
NTT
NTT DoCoMo
Ooredoo
Orange
PLDT
Proximus
Rakuten
Reliance Industries
Rogers Comms
Saudi Telecom
SingTel
SK Telecom
Softbank
Spark New Zealand
Swisscom
Tata Communications
Telecom Italia
Telefonica
Telekom Malaysia
Telekomunikasi Indonesia
Telenor
Telia
Telstra
Telus
T-Mobile US
UScellular
Verizon
Vodacom
Vodafone
Zain
Table of Contents
Frequently asked questions
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What are the biggest themes impacting the telecom services sector?
Some of the biggest themes impacting the telecom services sector are artificial intelligence (AI), healthtech, fintech, energy transition, and the future of mobility, among others.
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Who are the operators included within the universe of telecom services companies?
The universe of telecom services companies includes mobile operators, fixed-line telecom operators, cable TV operators, and satellite TV operators.
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How has the theme map for the telecom services sector been created?
The theme map for the telecom services sector is the result of a series of interviews with senior industry executives and investors, reflecting an up-to-date view of the challenges faced by them.
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