> **来源：[研报客](https://pc.yanbaoke.cn)** # KPMG Global Tech Report 2026: Telecommunications Summary ## Core Content The KPMG Global Tech Report 2026 highlights the current state and future outlook of the telecommunications sector in terms of technology maturity, AI adoption, and digital transformation. It emphasizes the sector's leadership in technology maturity, with a strong focus on governance, strategy, network and cloud infrastructure, cybersecurity, and enterprise data management. ## Key Findings - **Growth Confidence**: 89% of telecom organizations are confident in revenue growth over the next 24 months, with 88% reporting revenue growth over the past five years. - **Technology Adoption Posture**: - 47% identify as innovators or early adopters - 40% as fast followers - 13% as slow followers - **Digital Value Realization**: - 74% report realizing \$50 million or more from digital technologies in the past year - 8% report \$1 billion or more - **AI Contribution**: - 88% attribute 21%–40% of total digital value to AI and intelligent technologies - 54% are investing strategically in AI with value from use cases - 22% have achieved scaled AI deployment with consistent returns - **Maturity Levels**: - 82–87% of telecom organizations are at managed or optimized maturity levels across core capabilities - 50% are at optimized maturity in technology compliance ## AI and Emerging Technologies - **AI Adoption**: - 91% are investing in agentic AI for a hybrid human–digital workforce - 83% include AI-native roles in talent acquisition - 58% report hiring only if tasks cannot be completed by AI - **AI Challenges**: - 37% report too many disconnected AI projects with limited governance - 47% say some employees are feeling left behind - **Emerging Technology Priorities**: - Cybersecurity (78%) - Data and analytics (76%) - AI and automation (74%) - Cloud and multi-cloud (74%) - Post-quantum cryptography (73%) - Advanced simulation and digital twins (72%) - Edge computing (71%) - Modern delivery approaches (72%) ## Tech Investment and Execution - **Budget Allocation**: - 66% allocate 41%–60% of technology budgets to maintenance - 78% allocate 21%–40% to growth initiatives - 68% allocate 11%–30% to transformation - **ROI Outcomes**: - 46% report returns at or near breakeven - 47% report net value creation above 100% - **Execution Challenges**: - 77% report poor forecasting leading to negative consequences - 77% report cost and speed trade-offs negatively impacting other areas - 65% report difficulty in securing adequate sponsorship or funding ## Risk Perceptions - **Technology as Risk**: 58% believe technology is now a greater source of risk than resilience - **Top Concerns**: - Cybersecurity - Rising costs - Regulatory risk ## Future Outlook - **Confidence in Tech Change**: 93% of telecom respondents identified a major technology trend for the coming year - **Expected Implementation**: - 91% expect cloud/XaaS implementation - 90% expect edge computing implementation - 66% expect AI and automation to be fully scaled - **Strategic Actions**: - 48% will tighten spend amid geopolitical cost risks - 34% will strengthen data flows for scenario planning - 31% will renegotiate XaaS vendor contracts ## Strategic Recommendations 1. **Accelerate Learning**: Treat organizational knowledge as a strategic asset and institutionalize rapid learning loops and shared knowledge. 2. **Maximize Value Through Data-Driven Investment**: Make decisions based on maturity assessments and external benchmarks, while tracking and forecasting performance. 3. **Adopt an AI-First Mindset**: Embed trust, transparency, and responsibility in AI design and deployment. Turn responsible AI into a competitive advantage. 4. **Strengthen Data Foundation and Modernize Tech Stack**: Rationalize and modernize the tech stack, retire low-value legacy systems, and build modular and dynamic architectures. 5. **Build Adaptability**: Streamline decision-making and foster an innovative culture to support rapid pivots and adaptability. 6. **Redesign Talent Strategy**: Focus on upskilling, building AI fluency, and cultivating the next generation of leaders. 7. **Drive Strategic Ecosystem Partnerships**: Move from transactional to strategic co-creation with partners to enhance flexibility and innovation. 8. **Prepare for the Future**: Keep an eye on emerging technologies such as quantum computing, AGI, and ASI, and prepare for their potential impact. ## Conclusion The report underscores that while the telecom sector is technologically mature, the real challenge lies in translating this maturity into consistent, scalable outcomes. Leaders must balance strategic investment with execution discipline, value measurement, and risk controls. The ability to do so will determine the sector's success in navigating the complex and rapidly evolving technological landscape. ## Methodology The report is based on insights from 104 leaders from telecom companies with \$1 billion or more in revenue. These leaders represent both private (69%) and public (31%) organizations and hold senior roles such as Chief Technology Officer, Chief Data Officer, and National Sector Leader. The survey was conducted across EMEA (51%), the Americas (28%), and APAC (21%). ## Contacts - **Global**: Anna Scally (anna.scally@kpmg.ie) - **EMA**: Joe Cassidy (joe.cassidy@kpmg.co.uk), Diogo Sousa (dsousa@kpmg.com) - **Americas**: Chad Seiler (cseiler@kpmg.com), Dan Krausz (dkrausz@kpmg.ca) - **ASPAC**: Aseem Sharma (aseemsharma4@kpmg.com.sg)