Two US telecommunications giants – AT&T and Verizon
The thematic screen of GlobalData’s telecom services sector scorecard has shown little sign of change in the first quarter of 2024. The top 10 is the same as it was in Q4 2023, with Telefónica in the top spot ahead of Orange and SK Telecom. Rounding out the top 10 are two US companies (Verizon and AT&T), two European companies (Deutsche Telekom and BT), two Middle Eastern companies (E& and Saudi Telecom), and one Japanese company (NTT).
Telecom Services Theme Map
Some of the biggest themes impacting the telecom services sector are AI, healthtech, fintech, energy transition, and the future of mobility, among others. Our theme map for the telecom services industry highlights the big themes driving share prices and is the result of a series of interviews with senior industry executives and investors, reflecting an up-to-date view of the challenges faced by them. Some of the TMT themes will significantly impact companies over the coming year, but they will all be relevant over the next two to five years.
Telecom Services Sector Theme Map 2023
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Telecom Services Sector Scorecard
At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecards have three screens: a thematic screen, a valuation screen, and a risk screen.
The telecom services sector scorecard has three screens:
- The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
- The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
- The risk screen ranks companies within a particular sector based on overall investment risk.
Telecom Services Sector Scorecard – Thematic Screen
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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.
Key Highlights
Telecom carriers continue to face global challenges, including uncertainty created by geopolitics, the economic climate, and issues with supply chains. They also benefit from technology advancements in areas such as cloud, enterprise digitalization, and virtualization, which have enabled carriers to bring different technology components together and deliver value to customers through a strong portfolio of services.
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 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.
