
Strategic Intelligence: Telecom Services Sector Scorecard Q2 2025 Update
Description
Strategic Intelligence: Telecom Services Sector Scorecard Q2 2025 Update
Summary
There was minimal movement in the thematic screen of GlobalData’s telecom services sector scorecard in Q2 2025. SK Telecom maintained its position at the top of the thematic rankings, ahead of three of Europe’s heavyweights: Orange, Telefónica, and Deutsche Telekom. The highest-ranked US company is Verizon, in ninth position on the thematic rankings, just ahead of Comcast in 10th.
The top of the thematic screen may be static, but there was significant activity among the middle-ranked players in Q2. On May 16, 2025, Charter Communications and Cox Communications announced plans to merge, creating a consolidated cable communications provider in the US with 37.6 million customers. Cox is currently ranked in 40th place in GlobalData’s thematic rankings, with Charter two places lower in 42nd.
Scope
Summary
There was minimal movement in the thematic screen of GlobalData’s telecom services sector scorecard in Q2 2025. SK Telecom maintained its position at the top of the thematic rankings, ahead of three of Europe’s heavyweights: Orange, Telefónica, and Deutsche Telekom. The highest-ranked US company is Verizon, in ninth position on the thematic rankings, just ahead of Comcast in 10th.
The top of the thematic screen may be static, but there was significant activity among the middle-ranked players in Q2. On May 16, 2025, Charter Communications and Cox Communications announced plans to merge, creating a consolidated cable communications provider in the US with 37.6 million customers. Cox is currently ranked in 40th place in GlobalData’s thematic rankings, with Charter two places lower in 42nd.
Scope
- This sector scorecard provides a top-down, comprehensive outlook for the key players in the telecom services 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.
- GlobalData has 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.
- First, we identify the top 10 themes transforming a sector across four categories (tech, macro, industry, and ESG). We also rank themes in order of priority by examining activity levels across 200 million alternative data signals, including patents, jobs, deals, filings, social media, and news.
- Second, we research each theme in detail, examining the value chain, key players, and trends. Additionally, we examine the impact of each theme across the 20 industries we cover. Our 200 million signals help identify the leading adopters of a theme in each sector.
- Finally, using our sector scorecards, we rank the companies most likely to succeed in a sector over the next five years.
Table of Contents
12 Pages
- Executive Summary
- Top Themes for 2025
- Sector Scorecard: Telecom Services
- Thematic Research Methodology
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