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Introduction

Total communications industry revenue increased by 1.9% to $3.6tn, driven by steady growth of internet content providers (ICPs) and carrier-neutral providers (CNPs). Communications service providers (CSPs) or telcos witnessed a 3.2% decline in revenues for the rolling 12 months ending September 30, 2019.

Highlights

  • Revenue from legacy fixed-line businesses continued to decline. Mobile revenue declined significantly in China, India, Japan, UK, and France due to pricing pressures and currency fluctuations. Increase in OTT services, e-commerce, and other digital services led to 9.2% growth in ICP revenues. CSPs' dependency on carrier-neutral providers for telecoms towers and data centers led to increase in CNP revenue by 7% in 3Q19.
  • The rolling 12-months' CP capex declined by 1.2% in 3Q19; CP capital intensity decreased from 14.6% in 3Q18 to 14.2% in 3Q19. Fixed CSP capex declined by 1.4%, while mobile CSP capex declined by 5.6% in 3Q19. Fixed capital intensity was at 18.2% while mobile capital intensity was 19.1% in 3Q19.

Features and Benefits

  • Assesses recent growth trends for four types of service providers – CSPs (both fixed and mobile), ICPs, and CNPs – accounting for $3.6tn in annual revenue.
  • Examines growth rates and market share data for planning, competitive intelligence, and marketing.
  • Assesses near-term outlook for CP capex and the vendors selling into the market.
  • Identifies key trends shaping major capex projects in 2019.

Key questions answered

  • Which communications provider segments saw revenue growth in 3Q19?
  • Which segments and companies are spending the most on their networks, and how is that changing over time?
  • What is driving growth in the ICP sector, and how are these companies impacting the broader communications tech industry?

Table of contents

Summary

  • Introduction
  • Download 1: Communications Provider Revenue & Capex Highlights: 3Q19

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