Market Landscape and Forecast: Telecom Operators

A comprehensive market landscape and five-year forecast

This report reviews hot topics in the UK telecom operator market and focuses on drivers of change. All major developments from the past six months are discussed, with a focus on their implications. A separate section provides an update on strategy for each major operator (BT/EE, O2, Vodafone and Three) and the virtual network operator market. A dedicated 5G section reviews recent activities and developments.

This qualitative analysis is complemented by a detailed five-year forecast of areas including 5G, subscriptions, data usage, SIM-only contracts, the enterprise market, churn and average revenue per user. The analysis benefits from our extensive research and detailed understanding of the UK telecom market. The forecast is revised and published twice a year, but changes in the market may prompt more updates. A summary of implications is provided for each client.