Employee-related productivity was broadly stable in the telecoms industry between 2023 and 2025. However, most operators accelerated their workforce...
Hyperscaler capex was less than half that of telecoms 5 years ago, but it is now over three times greater. Are big tech businesses facing the same...
Towercos must shift from expansion to efficiency, while safeguarding their financial performance. Workforce reduction is one of the most common...
Towercos are shifting their focus from rapid expansion to the development of an efficient operating model for the long term. This report provides a...
Operators have long fixated on EBITDA margins, and this shows no sign of abating. However, this focus may be working against the long-term interests...
On 5 May, Vodafone announced that it had agreed to buy Hutchison’s 49% stake in VodafoneThree in the UK. The deal is the latest in a series of...
In this podcast, Analysys Mason’s experts discuss why lower EBITDA margins for business divisions may not indicate poor performance, and they...
It is strategically important for the telecoms industry to understand the financial performance of fibre operators, since these operators are...
The gap between business and consumer divisions appears to be growing, at least when measured by traditional indicators, such as EBITDA per employee...
TIM Brasil’s repurchase of its fibre carve-out I-Systems is one of a number of asset repurchases in fibre and towers. We assess whether this is...
