电信业的调研结果要点.pdf

ceosurvey.pwc21st CEO SurveyTelecom leaders maintain optimismKey findings from the Telecommunications industry2 | PwC’s 21st CEO Survey: Telecommunications4A continued positive outlook…6…But digitisation is prompting a greater reliance on outside help9Other threats remain, though less pronouncedX12 Conclusion13 21st CEO Survey Methodology14 PwC industry contactsContents3 | PwC’s 21st CEO Survey: TelecommunicationsIntroductionFor this report, we defined telecommunications companies as those that manage the channels delivering messages, information, and entertainment. These are the wireless and traditional telephone providers, as well as cable television distributors and internet providers. As for the burgeoning number of companies that use the internet for connecting to customers, PwC classifies most of them as “technology” companies. (See Key findings from the Technology industry.)Despite the rising threat of digital disruption, telecommunications leaders remain remarkably optimistic about the near future, according to the findings of PwC’s 21st CEO survey. They’re positive about the world economy as well as their own companies. Even as they invest in automation, they expect their workforces to expand. And while threats such as cyberattacks and renewed regulation from populist governments are in the background, CEOs report that these threats are manageable for now.Thomas Tandetzki Global Telecom and TMT Assurance Leader, PwC Germany4 | PwC’s 21st CEO Survey: TelecommunicationsMore than half of telecom CEOs, 57%, say they think global economic growth will improve in 2018, and only 5% expect a decline. As it turned out, 2017 was a banner year for global growth, so further improvement would mean quite a good year indeed. And while the telecom CEOs registered more optimism last year than the CEOs overall, this year the other industry leaders have caught up, with 57% expressing optimism about global growth and only 5% expecting a decline, in line with the telecom CEOs’ responses.A continued positive outlook…5 | PwC’s 21st CEO Survey: TelecommunicationsTelecom CEOs remain confident about growthQ How confident are you about your company’s prospects for revenue growth over the next 12 months and next 3 years? Telecommunications GlobalSource: PwC, 21st Annual Global CEO Survey. Base: Telecommunications respondents.Exhibit 1Very confidentNext 12 monthsNext 3 yearsSomewhat confidentNot very confidentNot confident at allDon’t know/refused7%7%3%10%7%2%1%1%53%45%46%40%43%42%47%46%Moving to their own companies, 90% of telecom leaders say they are somewhat or very confident about growth prospects for 2018, and likewise over the next three years (see exhibit 1). Their confidence matches the overall survey group.That confidence extends to hiring. Even as telecom companies are investing in automation, 60% of CEOs report that they expect to expand their workforces, while 22% foresee a decrease.This confidence does come with an asterisk. Close to half of the leaders, 43%, were extremely concerned about uncertainty in economic growth – a jump from last year, when only 28% were extremely concerned. The prospects for these giant companies are closely tied to macroeconomic conditions, so they have more to lose from uncertainty than other industries. That’s a change from previous recessions, when the industry was non-cyclical as customers saw telecommunications as a basic utility.…But digitisation is prompting a greater reliance on outside helpDespite their optimism, CEOs report that they aren’t becoming complacent and are, in fact, looking beyond their own capabilities. Last year, 93% expected to push organic growth to boost revenues or profitability. This year only 68% are saying this. There’s greater interest in strategic alliances, joint ventures, acquisitions, and collaboration with entrepreneurs and start-ups.6 | PwC’s 21st CEO Survey: TelecommunicationsThe reason is apparent: the internet is increasingly disrupting conventional telecommunications markets. A large majority of leaders – 83% – expect disruption from direct and indirect competitors over the next five years. Three-quarters see disruption from changes in core technologies, customer behaviour, and industry regulation. And two-thirds see disruption from changes in distribution channels.When asked about threats to their business, 45% were ‘extremely concerned’ about the speed of technological change, as were 35% about new market entrants (see exhibit 2). Cyber threats drew extreme concern from 45%. All of these numbers are higher than the responses for the overall cross-industry sample. Cyberattacks are especially serious for telecoms, as these firms handle not only their own data but data for a great many other companies and customers. If telecoms can’t maintain privacy for consumers as they surf the web, then e-commerce won’t be able to fulfill its great potential.The main threat of digital disruption comes from web-based rivals on two fronts. If they work with exis...