THE EUROPEAN TELECOM MARKET

MARKET ANALYSIS IN THE LIGHT

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global telecom industry and its prospects.

COMPANIES' BUSINESS STRATEGIES

Control of operating costs, development of services offered to businesses : the report details the growth levers prioritised by the world leaders in the telecom industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies..

2. MARKET FUNDAMENTALS

OVERVIEW

BUSINESS FUNDAMENTALS

ACTIVITY

THE MAIN GROUPS

3. THE MARKET AND LEADERS' ACTIVITY

THE INDUSTRY ENVIRONMENT

• Overview

• Economic factors

• Market environment

• Fixed connections

• Mobile connections

THE EUROPEAN TELECOMMUNICATIONS MARKET

• Market volume

• Market value

LEADERS'BUSINESS AND PERFORMANCE

• Revenue

• Operating income

• Individualized performance

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Competitive intensity

• Threat of new entrants

• Threat of substitutes

• Suppliers'bargaining power

LEADERS' STRATEGIES

• Overview

• Consolidation in key markets

• Developing high value-added services

• Debt reduction through disposals

• Focus on reducing operating costs

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Ranking of the 10 world leaders in the global telecom industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• Deutsche Telekom

• Orange

• Vodafone

• BT group

• Telefonica

• TIM

• Swisscom

• Altice France

• 3 Europe

• Iliad

Deutsche Telekom

Orange

Vodafone

BT group

Telefonica

TIM

Swisscom

Altice France

3 Europe

Iliad