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Telco investment challenges

Dataset+Report - 17/10/2016 Telco investment challenges

CapEx dynamics

As the need to deploy superfast systems becomes apparent, telcos are signing more and more cooperation agreements (sharing, pooling, outsourcing) and seeking out new financing models. But they also need to keep up with network investments.

Based on an analysis of the global marketplace and its players (23 countries, 20 telcos profiled), this report provides with fixed and mobile CapEx from 2010 to 2015, and analyses why the pace of investment was maintained in 2015.


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1. Executive Summary
 1.1. Key trends
 1.2. 2015: Global CapEx growth driven by mobile and BRIC countries
 1.3. USA is the global leader country in terms of CapEx, and Asia-Pacific the leader in the region
 1.4. Germany remains ahead of the EU countries in terms of network investments followed by the UK and France
 1.5. High expenditure on wireless networks for emerging market countries
 1.6. The options for optimizing investment

2. Methodology
 2.1. Database - list of indicators
 2.2. Definitions, sources and methodology

3. The need for streamlining investment in a tight economic context
 3.1. A tight macro-economic context
 3.2. Operators maintain investment levels to cater for increased traffic...
 3.3. … and are moving toward better resource management and new models

4. Major CapEx trends
 4.1. Golbal CapEx trends
 4.1.1. Global CapEx growth rate have remained high
 4.1.2. Investments on mobile equipment are still growing
 4.1.3. Rebound in fixed investments since 2014
 4.2. Regional CapEx trends
 4.2.1. Overall trends in Europe
 4.2.2. Overall trends in North America
 4.2.3. Overall trends in Asia-Pacific
 4.2.4. Overall trends in Latin America
 4.2.5. Overall trends in Africa and Middle East
 4.3. Ranking countries in terms of CapEx
 4.3.1. Country ranking, by amount of investment
 4.3.2. Country ranking, by level of investment (CapEx/sales)
 4.4. Ranking operators in terms of CapEx
 4.4.1. Telco operator ranking, by investment
 4.4.2. Ranking telco operators, by investment efforts (CapEx/sales)
1. Executive Summary
 • Regional contribution to fixed and mobile CapEx in 2014
 • CapEx contributions compared to previous year
 • Breakdown of total CapEx worldwide, in 2015
 • Breakdown of total CapEx in the major telecom markets of the EU, in 2015
 • Breakdown of telco CapEx by type of country (emerging / advanced / BRIC) in 2015

3. The need for streamlining investment in a tight economic context
 • Slowdown in growth of telecom services markets, 2010-2016
 • Decline in mobile service revenues in Europe (EU28), 2010-2016
 • Current GDP trends in selected advanced countries, 2010-2017
 • EBITDA margins for selected operators,2010-2015
 • ‘Traffic trap’: scissors effect between traffic and revenue

4. Major CapEx trends
 • Fixed and mobile CapEx worldwide, 2010-2015
 • Regional contribution to global CapEx in 2015
 • Mobile CapEx by region, 2010-2015
 • Growth rates in mobile CapEx by region, 2010-2015
 • Fixed CapEx by region, 2010-2015
 • Growth in fixed CapEx by region, 2010-2015

 • Fixed and mobile investment in Europe, 2010-2015
 • Contribution of major European countries to CapEx from 2014 to 2015
 • Market share of major European countries in CapEx in 2015

 • Fixed and mobile investment in North America, 2010-2015
 • Contribution of the two North American countries to CapEx from 2014 to 2015
 • Market share of the two North American countries in CapEx in 2015

 • Fixed and mobile investment in Asia-Pacific, 2010-2015
 • Contribution of major Asia-Pacific countries to CapEx from 2014 to 2015
 • Market share of Asian countries in CapEx in 2015

 • Fixed and mobile investment in Latin America, 2010-2015
 • Market share of Latin American countries in CapEx in 2015

 • Fixed and mobile investment in Africa and Middle East, 2010-2015

 • Ranking of the top 15 countries according to CapEx in 2015
 • Share of mobile investment in total CapEx, 2010-2015

 • CapEx/sales ratio for selected countries, 2010-2015
 • Ranking of the top 15 countries in 2014 and 2015 by CapEx/sales ratio
 • Ranking of the top 20 operators according to the amount of investment in 2014 and 2015
 • Operator ranking in 2014 and 2015 according to CapEx/sales ratio
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Indicators per country for 23 countries*
• Total amount of investment or CapEx (capital expenditure)
• Amount of CapEx per market segment (fixed, mobile)
• CapEx/sales (gross revenues of operators analysed), if applicable
• CapEx/retail telecom service revenues, if applicable

Indicators per region for five regions*
• Total amount of investment or CapEx
• Amount of CapEx per market segment (fixed, mobile)

Data
• Historical data 2010-2015

Data conversion
• Country data was converted into euros (EUR).
• Exchange rates (average 2015 exchange rate according to the International Monetary Fund, or IMF) are specified in the tab entitled 'exchange rates' and were applied throughout the period

*Based on information publicly available

Five main regions
• Europe
• North America
• Latin America
• Asia-Pacific
• Africa-Middle East

European countries except Russia and Turkey, and North American countries as well as Australia, South Korea and Japan are considered the so-called advanced market countries of our panel. Other countries are considered emerging market countries.

Europe
 • Belgium
 • France
 • Germany
 • Italy
 • Netherlands
 • Poland
 • Russia
 • Spain
 • Sweden
 • Switzerland
 • Turkey
 • UK

Asia
 • Australia
 • China
 • India
 • Indonesia
 • Japan
 • South Korea

North America
 • Canada
 • USA

Latin America
 • Argentina
 • Brazil
 • Mexico

Africa-Middle East
• Amιrica Mσvil
• AT&T
• BCE
• Bharti Airtel
• BT
• China Mobile
• China Telecom
• China Unicom
• Comcast
• Deutsche Telekom
• Etisalat
• KDDI
• KPN
• MTN
• NTT
• Numericable-SFR
• Orange
• Softbank
• Swisscom
• Telecom Italia
• Telefσnica
• Telenor
• TeliaSonera
• Telstra
• Time Warner Cable
• Verizon
• Vimpelcom
• Vodafone
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