The global telco scorecard Q2 2022

Summary

Thirteen major telecom operators across India, China, the United States, and Europe are compared on revenue, EBITDA, ARPU, and capital expenditure for the second quarter of 2022, revealing a starkly uneven quarter for the global telecom industry.

Indian operators post standout growth on both revenue and profitability, helped by tariff increases, while Chinese operators maintain steady momentum and 5G-driven ARPU stabilisation. US carriers face a more difficult quarter, with declining revenues even as capital spending on 5G climbs to a new share of revenue across the industry. Data usage growth, the discontinuation of legacy 3G networks in the United States, and telcos’ efforts to grow non-connectivity revenue streams round out the market and technology trends covered.

Network deployment momentum, new enterprise and consumer partnerships, mergers and acquisitions, and major contract announcements from the quarter are catalogued across operators including AT&T, Verizon, Vodafone, Reliance Jio, Bharti Airtel, China Telecom, Singtel, Telstra, and Telenor, alongside vendor partnerships spanning Ericsson, Nokia, Oracle, and F5.

• Operators covered: 13 telcos across India, China, the US, and Europe
• Topics: revenue and EBITDA trends, ARPU, CAPEX, network deployment, M&A, and major partnerships
• Metrics tracked include subscriber growth, active user rates, and data usage per subscriber
• Vendor ecosystem context spans Ericsson, Nokia, Oracle, and F5 partnership announcements