RESEARCH REPORT
In brief
Telcos at an inflection point: the next 1-3 years
+137%
Projected growth in data traffic by 2026 (24% YoY 2022-6), rising to 1.8 million petabytes. [source: Analysys Mason Datahub based on a sample of 27 countries]
-37%
Decline in median ARPU between 2012 and 2021 [source: Analysys Mason Datahub based on a sample of 27 countries]
$1.4T
Cost of capital expenditure to build and upgrade networks between 2022 and 2026. [source Analysys Mason]. Contrasted to -15.4% decline in ROIC over the past 5 years. [source CapIQ]
Telcos are facing 3 major industry-wide trends
Amidst change, charting pathways to profitability
Making the move from learners to leaders
Meet the team
April Wirtz
Managing Director – Strategy & Consulting, Communications & Media – North America
Jeffrey Berry
Managing Director – Accenture Strategy, Mergers & Acquisitions and Private Equity
Sean Delaney
Managing Director – Strategy and Consulting, Communications and Media
Ankit Dhamani
Senior Manager – Corporate Strategy and Mergers & Acquisitions, Communications and Media