Summary
As the need to deploy superfast access networks (FTTx, 5G…) becomes more and more pressing, telcos are having to sustain massive investments.
Based on an analysis of the global marketplace and its players (24 countries and more than 30 telcos covered), this report provides details on fixed and mobile CapEx from 2017 to 2022 and compares the different regional trends.
- What has telcos’ CapEx dynamic been over the past 5 years?
- Which regions have seen the highest increase in telecoms infrastructure CapEx? And the lowest?
- What is telcos’ revenue to CapEx ratio?
- What are the largest telco’s CapEx trends?
Table of contents
1. Telecom service revenu
1.1. Worldwide revenue trend per segment
1.2. Worldwide revenue trend per region
2. CapEx
2.1. Worldwide Capex
2.2. Downward CapEx trends worldwide
2.3. Regional trends
2.4. World largest telcos
2.5. Wide array of CapEx to sales ratios
2.6. EBITDA margins
2.7. CapEx margins
3. Select Telcos
3.1. Comcast
3.2. China Telecom
3.3. Vodafone
3.4. KT
List of tables and figures
1. Telecom service revenu
Figure 1: Telecom service revenue worldwide, by segment, 2016-2026
Figure 2: Regional distribution of telecom service revenue, in 2016-2021-2026
2. CapEx
Figure 3: Telcos’ CapEx worldwide, 2017-2022
Figure 4: Telcos’ CapEx CAGR 2017-2022 by region
Figure 5: Regional distribution of telcos’ CapEx in 2022
Figure 6: Regional breakdown of telecom service revenues in 2022
Figure 7: Top 30 telecom operators based on revenue in 2022
Figure 8: Highest spending ratios amongst the world’s top 30 telcos
Figure 9: Lowest spending ratios amongst the world’s top 30 telcos
Figure 10: EBITDA margin for the world’s top telcos, 2017-2022
Figure 11: CapEx-to-sales ratio for the world’s top telcos, 2017-2022
3. Select Telcos
Figure 12: Comcast’s Total customers
Figure 13: Comcast’s Mobile and Broadband ARPUs
Figure 14: Comcast’s CapEx 2016-2021
Figure 15: Comcast’s CapEx to sales ratio 2017-2022
Figure 16: China Telecom’s Total customers
Figure 17: China Telecom’s Mobile and Broadband ARPUs
Figure 18: China Telecom’s CapEx 2017-2022
Figure 19: Structure of China Telecom’s CapEx (2022)
Figure 20: Vodafone’s Total customers
Figure 21: Vodafone’s Mobile and Broadband ARPUs
Figure 22: Vodafone’s CapEx 2018-2023
Figure 23: Vodafone’s CapEx to sales ratio 2018-2023
Figure 24: KT’s Total customers
Figure 25 KT’s Mobile and Broadband ARPUs
Figure 26: KT’s CapEx 2017-2022
Figure 27: KT’s CapEx to sales ratio 2017-2022
Geographic area
Players
- America Móvil
- AT&T
- BCE
- Bharti Airtel
- BT
- Century Link
- Charter (Time Warner Cable until 2016)
- China Mobile
- China Telecom
- China Unicom
- Comcast
- Deutsche Telecom
- Etisalat
- KDDI
- KT
- Liberty Global
- MTN
- NTT
- Orange
- SFR/Altice
- SK Telecom
- Softbank
- Swisscom
- Telecom Italia
- Telefonica
- Telenor
- TeliaSonera
- Telstra
- Verizon
Other details
- Reference: M00098MRA
- Delivery: on the DigiWorld Interactive platform
- Languages available: English
- Tags: telecom CapEx, telecom capital expenditure, telecom services revenue
