These are extraordinary times for telecommunications companies. On the one hand, record sales are being reported - on the other hand, various factors are causing margins to come under pressure. High investments in the 5G infrastructure are necessary to cope with the increased broadband demand due to the Corona pandemic and the expected future needs. This is compounded by, among other things, increased competition from new market entrants and stricter regulation, not least due to the increased importance of ESG issues. And on top of that, there is the threat of a recession. A difficult mixed situation.
Companies have four business models in focus
Where is the industry heading? What will be crucial for competitiveness and resilience? Find the answers in our report "Future of telco". It identifies four future telecom business models that are currently emerging around the world. Our authors analyse key business competencies required for the success of each model. The report also provides approaches to future practices that help managers shape them.
Seven signals of change in the telecommunications industry
While change in the telecommunications industry is constant, the factors driving change are constantly changing. The report identifies and elaborates on the seven most important market factors that telecom executives should be addressing right now:
Dr. Markus Kreher
Partner, Audit, Regulatory Advisory
KPMG AG Wirtschaftsprüfungsgesellschaft
- Traditional business models are being challenged
- Special new customer expectations
- Enormously competitive "hyperscaler" companies
- A possible global recession
- Technology can create new opportunities - and threats
- Meeting the ESG agenda
- Telecom companies are unlikely to be able to avoid stricter regulations indefinitely
As the "signals of change" put pressure on traditional business models, different strategic recommendations for action and imperatives emerge. Read all the background and details in the report, which you can download here: