Strategic Intelligence: Telecom Infrastructure Sector Scorecard Q1 2025 Update

Strategic Intelligence: Telecom Infrastructure Sector Scorecard Q1 2025 Update

Summary

As in all sectors, the tariffs instituted by the Trump administration will bring discomfort and uncertainty to suppliers and customers alike.

The telecom technology and software vendor ecosystem is concentrated, with a small number of vendors that command an overwhelming market share. Yet that ecosystem necessarily depends on complex supply chains that span the globe.

The US tariffs, now paused for 90 days, will require vendors to reposition or overhaul their supply chains, if they can, and rethink the positioning of their manufacturing facilities. They may also consider re-exporting their equipment through locations less impacted by the tariff regime or by any reciprocal measures other countries may impose on US exports.

Scope

• This sector scorecard provides a top-down, comprehensive outlook for the key players in the telecom infrastructure sector over the next two years, based on the key themes set to transform their industry landscape.

• Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
• GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.
• At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
• Our thematic engine tags over 180 million data items across six alternative data sets—patents, jobs, deals, filings, social media, and news—to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.