We are actively monitoring our telecoms and pay-TV forecast portfolio countries for possible impact from COVID-19, and are ready to revise our projections as and when required.
Our daily monitoring covers a large variety of dimensions related to COVID-19, including:
The potential impact on GDP and employment.
The impact on telco’s 5G rollout projects – a slowdown in rollout could result from travel restrictions on staff responsible for network deployment, as well as disruption to equipment shipments and manufacturing.
The impact on telco retail operations – a shortage of staff in shops or shops closing down may have a negative impact on subscriber acquisition.
The impact on telco call centre operations (on-shore and off-shore) – a shortage of staff in call centres or temporary call centre closures could have a negative impact on customer retention activities, renewals and customer support.
The impact on telecoms revenue – a telecoms ARPU uplift could potentially occur due to an increase in service usage resulting from reduced physical mobility (e.g. a rise in mobile/fixed data usage, mobile calls, video usage, and virtual meetings/conference calling).
The impact on handset sales – driven by potential disruption in handset manufacturing supply chains.
You can access our continually updated market data forecasts here [https://technology.globaldata.com/analysis?reporttype=11001]
You can access our continually updated market share forecasts here [https://technology.globaldata.com/analysis?reporttype=11003]