Product Type: Market Research Report
Published by: Ovum Plc
Published: June 2009
Product Code: R464-1294Description Our initial review of 1Q09 telco results finds that, over the last two quarters, SPs have reacted quickly to adjust their cost base and cut discretionary capex: sustainability and profitability metrics have declined for many SPs, but modestly.
Table of Contents - Executive summary
- In a nutshell
- Ovum view
- Carrier financial results for 1Q09 by region
- Profitability: operating cash flow and net profit margins both down
- Sustainability: flat overall, but North America remains in a tough spot
- Capex and revenues both down 7-8% in 1Q09, keeping capital intensity flat year over year
- Note on service providers included in dataset
- Final report for 1Q09
- List of Figures
- Figure 1: Operating cash flow margin by region/carrier*
- Figure 2: Net profit margin by region/carrier
- Figure 3: EBITDA/net debt by region/carrier
- Figure 4: Cash months of opex by region/carrier
- Figure 5: Capital intensity and revenues by region
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