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Telecommunications Network Operators: 2Q22 Market Review

This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through June 2022 (2Q22). The report tracks revenue, capex and employees for 138 individual telecommunications network operators (TNOs). For a sub-group of 79 large TNOs, the report also assesses labor cost, opex and operating profit trends. The report also covers annual data for other financial metrics such as debt, cash & short term investments, M&A spend and cash flow from operations for all the 79 companies from the TNO-79 subset. Our coverage timeframe spans 1Q11-2Q22 (46 quarters). The report's format is Excel.

Annualized capex and capital intensity hit 10-year peak

Despite stalled revenue growth and macro pressures, telcos continue to be on a spending spree. Telco investments grew for the sixth straight quarter with the industry reaching a new capex peak. For the annualized 2Q22 period, telco capex was $329.5B, while the ratio of capex to revenues (i.e. capital intensity) was 17.8%. Both figures represent new record highs...

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Matt Walker
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