Alternative Data News and Insight

Following increased client interest, we highlight relevant datasets that can be used to monitor the telecommunications sector. The report will specifically draw attention to datasets that can help gauge consumer churn, market penetration of devices and carriers, and high-level consumer behaviour trends. We also discuss the significant limitations associated with these datasets.

Although the global pandemic slowed down 5G rollout in many regions, deployment activity seems to be picking up pace once again – as of April 2021, over 160 mobile operators have launched a 5G network in 61 countries. With the adoption of 5G growing at a rapid rate, we highlight the alternative datasets available for investors hoping to monitor its success.

2019 marks the start of the next generation of communication: 5G. While the US and China rollout the technology using existing 4G networks and infrastructure, we look forward to 2025 - when 5G is expected to be operating without any reliance on its predecessor. In this Intelligence report, we use alternative data to try to answer 1) which telco operators are likely to dominate the market six years from now, and 2) how much they stand to earn with their innovations.