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KPIs: Telcos vs OTTs - KPIs Which Differentiate the Telcos and OTTs - Research and Markets

This report looks into the KPIs from both the telco and OTT angles. A simple comparison is not sufficient as these two industries have very different dynamics, and hence cannot be measured in the same way.
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This report looks into the KPIs from both the telco and OTT angles. A simple comparison is not sufficient as these two industries have very different dynamics, and hence cannot be measured in the same way.

This report goes in depth to identify what messages the KPIs can tell us about these two very different markets. How are they similar, or different, and what does that tell us about the way they operate?




1. Executive Summary

2. Methodology & definitions

3. Telecommunications market and key trends
3.1. Revenues
3.2. Subscribers
3.3. Average per-user revenue
3.4. EBITDA margin
3.5. CapEx over revenues
3.6. Free cash-flow
3.7. Market capitalisation

4. OTT market and key trends
4.1. Revenue
4.2. Per-user revenue
4.3. EBITDA
4.4. Capex
4.5. Free Cash Flow (FCF)
4.6. Market cap
4.7. Income

5. Crossing KPIs of telcos and OTTs
5.1. Average per user revenue
5.2. EBITDA
5.3. CapEx
5.4. Free Cash Flow
5.5. Market Cap
5.6. Income

6. Synthesis
6.1. The Chinese players (BAT and telcos) tend to show the more extreme trends
6.2. The GAFAM and BAT are valued higher than the telcos
6.3. The Internet players care about their user numbers more than their revenues


For more information about this report visit https://www.researchandmarkets.com/research/dxd54m/kpis_telcos_vs


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