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In Telecom, Tower Companies Soared While Operators Struggled
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In Telecom, Tower Companies Soared While Operators Struggled

The 2022 Telecommunications Value Creators Report

Franck Luisada, Vaishali Rastogi, Maikel Wilms, Simon Bamberger, Michaela Novakov and Hady Farag
Boston Consulting Group, 2022
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9

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  • Eye Opening
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Recommendation

If you thought the COVID-19 pandemic was great for telecom operators, you’re probably not alone. Internet usage was way up, which makes sense when lockdowns moved everything, from work to socializing, online. But telecom operators didn’t benefit from the pandemic, despite being vital to keeping the world running. They lost out on roaming charges, and regulations kept them from raising prices. How will they add value from 2022 onwards? This special report from the Boston Consulting Group offers some guidelines.

Take-Aways

  • Over the past five years, telecommunications infrastructure companies had a median annual total shareholder return (TSR) of 24%, while telecom operators reported only a 7% TSR.
  • To continue attracting capital, infrastructure companies must make smart investments, expand into operations management and improve service through digitization.
  • Telecom operators will have to simplify internal operations, employ AI across the board, improve sustainability, deploy fiber and partner with existing 5G providers.

About the Authors

Franck Luisada, Vaishali Rastogi, Maikel Wilms, Simon Bamberger, Michaela Novakov and Hady Farag are professionals with the Boston Consulting Group.

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