Telecom Services Sector Scorecard - Thematic Intelligence

Telecom Services Sector Scorecard - Thematic Intelligence


Spanish telecommunications giant Telefónica has maintained its position at the top of the thematic rankings in GlobalData’s telecom services sector scorecard. As in Q1 2023, the company is narrowly ahead of US vendors AT&T and Verizon.

Key Highlights

Indeed, the make-up of the top 10 has remained unchanged over the last three months, with Telefónica, AT&T, and Verizon joined by Europe’s Deutsche Telekom, Orange, and BT, SK Telecom and Softbank from Asia Pacific, T-Mobile US from North America, and Etisalat from the Middle East. The only change in the order has been SK Telecom jumping from 10th in Q1 to 7th in Q2.

According to our thematic scores, the activity of several telcos in the cybersecurity theme will be detrimental to their future performance. This is particularly damaging as cybersecurity is an important theme for the telecom services sector, with a weighting of 15% on GlobalData’s thematic screen. Three other themes have a weighting of 15%: 5G, digitalization, and cloud. Of the 58 companies in the telecom services sector scorecard, nine have scores of either 1 or 2 for the cybersecurity theme.

  • 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.
Reasons to Buy
  • 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 145 million data items across five alternative data sets—patents, jobs, deals, filings, 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.

Executive Summary
Top Themes for 2023
Sector Scorecard: Telecom Services
Who’s who
Thematic screen
Valuation screen
Risk screen
Our Thematic Research Methodology
About GlobalData
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List of Figures
Figure 1: The biggest themes driving growth in the tech, media, and telecom industry
Figure 2: Who does what in the telecom services space?
Figure 3: Thematic screen
Figure 4: Valuation screen
Figure 5: Risk screen
Figure 6: Our five-step approach for generating a sector scorecard

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