Profitability of telecoms operators’ business divisions
07 October 2025 | Research
Strategy report | PPTX and PDF (6 slides) | Operator Spending| SME Services| Enterprise Services
The change in revenue mix and the shift towards IT services is affecting the structure, as well as the cost base, of operators’ business divisions. This is leading to structural differences between business and consumer divisions, and operators need to make investors aware of this.
This report provides:
- an analysis of the profitability of telecoms operators’ business units and a comparison with that of their consumer divisions, for five major operators
- an analysis of the different cost structures and financial metrics that characterise operators’ business and consumer divisions
- insights into how operators’ divisions are evolving and the relative changes in financial reporting that operators should highlight.
USD2199
Log in to check if this content is included in your content subscription.
Author

Michela Venturelli
Senior AnalystRelated items
Strategy report
The impact of sustainability on operator opex
Article
Hyper-automation can re-energise revenue growth, but only if operators look beyond mere cost reduction
Podcast
How operators can use AI services to grow their enterprise revenue