COVID-19 Impact on Telecom Services - Thematic Research
Summary
The COVID-19 outbreak has now spread across the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the telecom services sector.
Key Highlights
Scope
Reasons to Buy
Summary
The COVID-19 outbreak has now spread across the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the telecom services sector.
Key Highlights
- National telecom operators have had to juggle several roles to provide support to governments and customers during the COVID-19 crisis. They have been giving subscribers extra data and speed boosts to make the stay-at-home experience more bearable.
- They have also been expected to provide extra capacity, set up emergency teams to maintain network quality for critical use cases, and provide insight into peoples’ movements in COVID-19-affected areas.
- COVID-19 is turning operators into multi-utilities, providing a service (internet connectivity) that is now as important to the public as electricity, gas, water, or sewage, whilst simultaneously serving national security interests.
- The challenge for operators is to balance this new role against their current go-to-market and competitive profiles in the age of COVID-19, and beyond.
Scope
- This report analyzes the impact of COVID-19 on the global telecom services sector.
- It identifies those companies that may benefit from the impact of COVID-19 over a 12-month period, as well as those companies that will lose out.
- It includes a thematic screen, that ranks the leading companies in this sector on the basis of overall leadership in the 10 themes that matter most to their industry, including COVID-19. This generates a leading indicator of future performance.
Reasons to Buy
- COVID-19 is by far the most significant theme to affect the technology industry in 2020. It is effectively a stress test on companies’ ability to cope with extreme shocks.
- COVID-19 will test the financial robustness of companies. Many companies will not survive this initial phase. Almost all others will suffer a significant drop in revenues.
- This report will help you understand the impact of COVID-19 on the telecom services sector and identify which types of companies could potentially benefit from the impact of COVID-19, as well as those businesses that are set to lose out.
Table of Contents
COVID-19 is Now a Major Theme for 2020- COVID-19 Impact on Telecom Services
- Telecom Services Sector Scorecard
- Thematic Briefing
Appendix: Thematic Research Methodology
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- SK Telecom
- Korea Telecom
- Etisalat
- China Telecom
- AT&T
- Saudi Telecom
- SingTel
- Ooredoo
- Orange
- Deutsche Telekom
- Vodafone
- China Unicom
- NTT
- Softbank
- Verizon
- BT
- Comcast
- China Mobile
- Telefonica
- Bharti Airtel
- Telstra
- Sigfox
- Chunghwa Telecom
- Telecom Italia
- US Cellular
- NTT DoCoMo
- KDDI
- Advanced Info Service
- KPN
- Proximus
- Mobily
- Vodacom
- Centurylink
- Iliad
- MTN Group
- Ingenu
- Swisscom
- Telia
- PLDT
- T-Mobile USA
- America Movil
- BCE
- Telenor
- Telus
- Rogers Comms
- Globe Telecom
- Veon
- Tata Communications
- GTT
- Maxis
- Altice
- Spark New Zealand
- Cox
- Charter Communication
- Telekomunikasi Indonesia
- Sprint
- Digi
