< Key Hightlight >

Two US telecommunications giants – AT&T and Verizon – head the thematic rankings in GlobalData’s telecom services sector scorecard. Both companies have similar scores across the 10 themes that matter most to their industry, but AT&T takes the top spot thanks to its superior score for the Internet of Things (5 out of 5, compared to Verizon’s 4 out of 5) and telecom convergence (4 out of 5, compared to Verizon’s 3 out of 5). 

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

The rest of the top 10 is an international affair, made up of companies from eight different countries: Japan (Softbank), Germany (Deutsche Telekom), France (Orange), the United Arab Emirates (Etisalat), South Korea (SK Telecom), Saudi Arabia (Saudi Telecom), China (China Mobile), and Spain (Telefonica).

Reasons to buy

Companies that invest in the right themes become success stories; those that miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders that invade your sector. 

To help our clients gain a competitive advantage, we have developed GlobalData’s thematic research ecosystem. This single, integrated global research platform provides an easy-to-use framework for tracking all themes across all companies in all sectors. 

This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats.

Companies mentioned

Advanced Info Service 

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 

US Cellular 

Verizon 

Vodacom 

Vodafone 

Zain