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21st CEO Survey: Telecommunications Summary

Core Content

The 21st CEO Survey conducted by PwC reveals that telecom leaders remain optimistic about the future despite the challenges posed by digital disruption. The report highlights their confidence in global economic growth and their company's revenue prospects, even as they invest in automation. However, this optimism is tempered by concerns about economic uncertainty and the need to adapt to a rapidly changing digital landscape.

Main Findings

• Optimism about Growth:

  • 57% of telecom CEOs expect global economic growth to improve in 2018, with only 5% anticipating a decline.
  • 90% of telecom leaders are somewhat or very confident about their company's growth prospects for 2018 and the next three years.
  • This confidence aligns with the overall survey group.

• Workforce Expansion:

  • Despite automation investments, 60% of telecom CEOs expect to expand their workforces, while 22% anticipate a decrease.

• Digital Disruption:

  • 83% of telecom CEOs expect disruption from direct and indirect competitors over the next five years.
  • 75% foresee disruption from changes in core technologies, customer behavior, and industry regulation.
  • 67% expect disruption from changes in distribution channels.
  • 45% are extremely concerned about the speed of technological change, and 35% about new market entrants.
  • Cyber threats are a major concern, with 45% of CEOs extremely worried about them.

• Strategic Collaborations:

  • There is a growing interest in strategic alliances, joint ventures, acquisitions, and collaborations with entrepreneurs and start-ups.
  • Only 68% of telecom CEOs expect to push organic growth this year, down from 93% in the previous year.

• Other Threats:

  • Concerns about over-regulation (50%), rising tax burdens (47%), and terrorism (40%) are significant but less pronounced than digital disruption.
  • 37% of telecom CEOs are extremely concerned about the threat of populist governments.
  • While most CEOs are not extremely concerned about short-term performance pressures or trust from regulators, employees, and customers, 75% are concerned about the availability of digital skills.

• Talent Acquisition:

  • 43% of telecom CEOs find it somewhat or very easy to attract digital talent, higher than the overall average of 26%.
  • Telecoms are seen as offering stable employment, which is a key advantage over some other industries.

Key Insights

• Adaptation and Resilience:
  Telecom companies have shown resilience in the face of digital disruption, adapting their strategies and maintaining profitability.

• Strategic Shifts:
  The industry is moving beyond its traditional "dumb pipes" infrastructure to become content and service providers, requiring new capabilities and assets.

• Globalization and Populism:
  While telecom CEOs are optimistic about the internet, they are concerned about the rise of populist governments and regional trading blocs, which may limit international markets.

• Methodology:

  • The survey was conducted with 2,223 CEOs from 85 countries in late 2017.
  • 60 respondents (3%) were from the telecommunications industry, with a significant presence in China.
  • The survey included both quantitative data and qualitative interviews with CEOs and thought leaders from five continents.

Conclusion

Telecom CEOs are confident in their ability to adapt to digital disruption and continue thriving. While they face significant challenges, they are not complacent and are actively seeking partnerships and new strategies to stay competitive. The industry's ability to navigate these changes is crucial for its long-term success.

Methodology & Contacts

• Survey Methodology:

  • Conducted in the second half of 2017.
  • 77% of surveys were online, 11% by phone, and 12% by post or face-to-face.

• Industry Contacts:

  • Thomas Tandetzki: Global Telecom and TMT Assurance Leader, PwC Germany
    • Email: thomas.tandetzki@pwc.com
    • Phone: +49 211 981 1105
  • Wilson Chow: Global TMT Leader, PwC China/Hong Kong
    • Email: wilson.wy.chow@cn.pwc.com
    • Phone: +8675582618886

• Survey Access:

  • Interviews and survey results can be found at ceosurvey.pwc.com.
  • The research was conducted by PwC Research, the global centre of excellence for primary research and evidence-based consulting services.