Telecommunications Network Operators: 3Q19 Market Review

Table Of Contents

1. Abstract
2. Market overview
3. Single-company drilldowns
4. Revenue and capex by country
5. Key stats through 3Q19
6. Operator rankings
7. TNO-131: Revenue, capex and headcount for 131 TNOs
8. TNO-40: Cost breakdowns for 40 large TNOs
9. Subs & traffic
10. Exchange rates
11. About (including methodology)

Figure & Charts

1) TNOs: Annualized revenue ($M) and YoY growth (%), 3Q14-3Q19
2) TNOs: Annualized capex ($M) and capital intensity (%), 3Q14-3Q19
3) Labor cost/revenue (%), 2018
4) Labor cost and labor cost per employee, 2018 YoY change (%)
5) Change in annualized operating margins (YoY percentage point difference 3Q13-3Q19)
6) Local currency value vs. US$ (QoQ change)
7) Top 20 share of the market, 3Q19
8) Top 20 TNOs by total capex, 3Q19
9) Top 20 TNOs by total revenue, 3Q19
10) TNOs: YoY growth in single quarter revenues
11) TNOs: Annualized capital intensity, 3Q11-3Q19
12) TNOs: Revenue and RPE, annualized 3Q14-3Q19
13) TNOs: Capex and capital intensity (annualized), 3Q14-3Q19
14) TNOs: Total headcount trends, 3Q11-3Q19
15) TNOs: Revenue and RPE trends, 2011-18
16) TNOs: Capex and capital intensity, 2011-18 ($ Mn)
17) TNOs: Capex and capital intensity, 3Q14-3Q19 ($ Mn)
18) TNOs: Revenue and RPE trends, 3Q14-3Q19
19) Top 40 TNOs by total opex, 3Q19
20) Top 40 TNOs by labor costs, 3Q19

Coverage

Visuals