Global - Industry - Carrier Revenues and Profitability

Synopsis

Archived report. This report was archived in 2005 and has not been updated. Incumbent carriers were very profitable until the global move to deregulate and allow much higher levels of competition. This slowed growth, and provided carriers with incentives to replace the lost revenues by moving into other markets and, most easily, by acquiring other companies. This was assisted by the ease of acquiring funds from the world’s stock markets in which telecommunications companies were the darlings. With the collapse of the stock market euphoria, the bubble burst and profits turned into huge losses for many. This report covers the history of the revenue growth, and analyses the improving results since 2003.

Table of Contents

• 1. Synopsis
• 2. Telecoms market revenues under pressure - analysis
  • 2.1 Mobile data fails to compensate for decline in mobile voice ARPUs
  • 2.2 Broadband no premium product
  • 2.3 Corporates build and operate their own networks
  • 2.4 Telcos need to change their business model
  • 2.5 Cheaper from globally connected China and India
  • 2.6 Ebbers also the industry scapegoat
• 3. Historic industry statistics
  • 3.1 Pre-2001 industry downturn
    • 3.1.1 Carriers
    • 3.1.2 Service Providers
    • 3.1.3 A growing trade in companies
  • 3.2 The crunch of the early 00s
  • 3.3 Still sluggish in 2002
  • 3.4 An improvement in global Telco results in 2003
    • 3.4.1 Telstra climbing the charts
  • 3.5 Deloitte’s top telco forecast for 2005
  • 3.6 Results for 2004, 2005
  • 3.7 ….. but share prices are falling
• 4. Related reports

• Table 1 – Prices paid for mobile customers – 1999 - 2000
• Table 2 – Global telco revenues – 1996 - 2005
• Table 3 – Major global operators by revenue growth – 2001 - 2005
• Table 4 – Global financials for selected telcos – 2003 - 2005