Strategic Intelligence: Telecom Infrastructure Sector Scorecard Q2 2025 Update

Following a pause in US tariffs, many sectors chose to adopt a wait-and-see approach. This was also the case for telecoms infrastructure vendors. The pause may bring more clarity, but that is far from certain. What the pause has brought is time to reflect and consider companies’ responses.

Although one of the mooted encouragements from the Trump administration is to use the tariffs policy to persuade companies to shift product manufacturing to the US, it is still too early to expect any movement from telecoms vendors on whether they would increase-or indeed, for some, start-US-based operations. While some have made polite noises, others have sat on their hands and will continue to do so. During the pause on tariff implementation, vendors will have been thinking about whether there is a need to overhaul their supply chains, and perhaps re-export equipment through locations less impacted by the tariff regime. However, that will depend on those countries’ deals with Trump.

Scope

• This sector scorecard provides a top-down, comprehensive outlook for the key players in the telecom infrastructure sector over the next two years, based on the key themes set to transform their industry landscape.

Reasons to Buy

• Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
• The analyst'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 the important themes early, enabling companies to make the right investments ahead of the competition and secure that all-important competitive advantage.
• The analyst has 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.
• First, we identify the top 10 themes transforming a sector across four categories (tech, macro, industry, and ESG). We also rank themes in order of priority by examining activity levels across 200 million alternative data signals, including patents, jobs, deals, filings, social media, and news.
• Second, we research each theme in detail, examining the value chain, key players, and trends. Additionally, we examine the impact of each theme across the 20 industries we cover. Our 200 million signals help identify the leading adopters of a theme in each sector.
• Finally, using our sector scorecards, we rank the companies most likely to succeed in a sector over the next five years.