Tariffs and telcos: Uncertainty and long-term moves

Tariffs and telcos: Uncertainty and long-term moves

£1,500.00 excl VAT

No one can foresee how and when import tariffs will stabilise – but some long-term implications are starting to arise.

Description

Format: PDF filePages: 5Author: Marina KoytchevaPublication date: May 2025

 

Our latest coffee break reading looks at the short- and long-term impacts we see emerging in the telecom sector from US tariffs.

 

Our insight focuses on several key aspects, including:

  • Uncertainty is the only certain thing
  • The device market could suffer, affecting telcos in turn
  • Impact on network equipment is even harder to assess
  • But some deeper changes are already showing
  • Opportunities for telcos

Technologies and industry terms referenced include: AI, Apple, AT&T, Bell Canada, China, consumer spending, defence, devices, Ericsson, generative AI, Huawei, manufacturing, Nokia, Samsung, smartphone, tariffs, telcos, Telus, US, Verizon