Telecomunicazioni
Telecoms industry faces challenging conditions in 2023 amid market pressure and economic uncertainty
The industry is experiencing a mix of declining revenue and increasing investment costs. It has underperformed compared to the market index over the past decade, reporting a low return in 2021 (7 percentage points below the European market, and a similar performance against the markets in North America and Asia ), and it has some of the highest capital expenditure thanks to network and infrastructure investments, particularly relating to deploying 5G, the further evolution of 5G architecture and the prospect of 6G.
"After a decade of low inflation and low interest rates, the telecoms sector faces the uncertainty of how it will be affected by these cost increases and the degree to which it can increase its own prices in response," said Larry Goldman , Chief Analyst at Analysys Mason. "Combined with high investment costs and questions about potential returns, the market outlook is challenging as the telecoms industry tries to steer its path through price rises, rolling out network availability and launching new services."
Analysys Mason has outlined the 10 key focus areas for the telecoms industry in 2023.
operators may raise retail prices, but ARPU may not keep pace with inflation, meaning a cut in real terms.
– they most focus on reducing energy costs, starting with decommissioning older networks.
we expect significant developments in 2023 beyond the first moves made by Apple, Globalstar, SpaceX/Starlink and T-Mobile.
These observations are supported by more detailed analysis in three separate reports for: consumer and enterprise services, networks and software and satellite.
The full 2023 predictions can be found on the Analysys Mason website.
Analysys Mason is the world's leading management consultancy focused on TMT, a critical enabler of economic, environmental and social transformation. We bring together unparalleled commercial and technical understanding to deliver bespoke consultancy on strategy, transaction support, transformation, regulation and policy, further strengthened by globally respected research.
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