Telco strategies for recession and recovery
With the world’s economies expected to return to growth in 2010, we examine how the economic downturn has impacted service providers and how they are shaping up for recovery.
Executive summary
In a nutshell
Ovum view
Impact of recession
Market view
Regional variations
How have service providers been affected?
Impact of the recession on consumer spend
How service providers are dealing with recession
Review of business impacts the entire ecosystem
Accelerating employee release programmes
Targeting cost reduction on the supply side
Stockpiling cash
Preparing for recovery
Telco plans for recovery
M&A
In a nutshell
Ovum view
Impact of recession
Market view
Regional variations
How have service providers been affected?
Impact of the recession on consumer spend
How service providers are dealing with recession
Review of business impacts the entire ecosystem
Accelerating employee release programmes
Targeting cost reduction on the supply side
Stockpiling cash
Preparing for recovery
Telco plans for recovery
M&A
LIST OF TABLES
Table 1: World economic projections – GDP growth (% change year-on-year)
Table 2: The big picture: region by region
Table 1: World economic projections – GDP growth (% change year-on-year)
Table 2: The big picture: region by region
LIST OF FIGURES
Figure 1: Impact of recession on service provider revenues
Figure 2: Revenue growth for selected tier-1 service providers
Figure 3: Opex growth plotted against total revenue growth (3Q09)
Figure 4: Survey results: Cutting back on consumer telecoms services
Figure 5: Survey results – Where will consumers make their telecoms spending cuts
Figure 6: Capital intensity for selected tier-1 service providers
Figure 7: Cash months of opex for selected tier-1 service providers
Figure 1: Impact of recession on service provider revenues
Figure 2: Revenue growth for selected tier-1 service providers
Figure 3: Opex growth plotted against total revenue growth (3Q09)
Figure 4: Survey results: Cutting back on consumer telecoms services
Figure 5: Survey results – Where will consumers make their telecoms spending cuts
Figure 6: Capital intensity for selected tier-1 service providers
Figure 7: Cash months of opex for selected tier-1 service providers
