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1Q25 Financial Results Comparison and Analysis of Europe's Top 5 Telcos

Masarra Mohamed — Fri, 16 Jan 2026 05:00:00 GMT

This IDC Market Presentation report compares and analyzes 1Q25 results — January to March this year — of Europe's top 5 telcos: BT, Deutsche Telekom, Orange, Telefónica, and Vodafone. The main goal of this initiative is to identify which telcos are the most successful in transforming their monetization strategies. We compare these companies' revenue performance, development of their geographical markets and strategic growth portfolios, and major announcements and events during the period.

The financial data has been adjusted for consistency and comparability:

All figures have been converted to USD on a constant currency basis at IDC's 1Q25 rate (EUR/USD 0.95036, GBP/USD 0.79429).
Reporting periods have been aligned with calendar year (CY). For Deutsche Telekom, Orange, and Telefónica, this aligns with their financial year (FY).
Results for BT and Vodafone have been broken down by quarter — 1Q25 matches their 4Q25 reported quarterly results.

European Telecommunications Capex Market Forecast, 2025–2029

Bruno Teyton — Fri, 16 Jan 2026 05:00:00 GMT

This IDC Market Forecast provides a five-year forecast for telecom operators’ investments in Europe and delivers insights into the drivers and inhibitors of growth.

Telecom operators in Europe will decrease their investments at a 2.7% CAGR over 2024-2029 after a capex peak in 2023. Fixed broadband and 5G population coverage have already achieved high penetration, and additional capex will be needed to fill the gap in unserved areas and lagging countries. At the end of the forecast period, telecom operators will enter a new investment cycle to upgrade their 5G networks and prepare for 6G.

What Is the Interest in Tri-Fold Smartphones in the United States?

Ramon T. Llamas — Fri, 16 Jan 2026 05:00:00 GMT

This IDC Survey Spotlight examines the consumer interest in tri-fold smartphones in the United States. In the Spring of 2025, IDC polled 2,034 consumers in the United States about the likelihood of purchasing a tri-fold smartphone (a smartphone with three connected sections that, when unfolded, form a larger display). Such a device had not yet been launched in the United States, and we assumed that a tri-fold smartphone's price would be at $1,999 or higher. Furthermore, we were able to segment our survey respondents into several groups: all respondents, current foldable smartphone owners, smartphone owners who have never owned a foldable smartphone and never will, and smartphone owners who have never owned a foldable but would consider buying one in the future.

"Now that foldable smartphones have established themselves in the U.S. smartphone market, branching out into new products is the next logical step. That includes tri-fold smartphones," said Ramon T. Llamas, research director with IDC's Mobile Phones team. "Initial reaction to these devices has met with some skepticism, with 53.8% of respondents saying that they will definitely not purchase one, leaving vendors in an uphill battle to evangelize the value of tri-fold smartphones. To do this, vendors should lean into the tri-fold form factor, the ability to be more productive, and the potential cost savings compared with owning multiple devices."

IDC's Worldwide Quarterly Gaming Tracker Taxonomy, 2025

Mon, 12 Jan 2026 05:00:00 GMT

This IDC study provides a comprehensive overview of and definitions for gaming desktop, notebook and monitors. The definitions provided in this document represent the scope of IDC's Gaming Tracker hardware research.

This taxonomy outlines market segmentations and measurement methodologies for the gaming industry, including classification by technology, company, geography, and revenue metrics.

"IDC's worldwide gaming tracker taxonomy presents a standardized and detailed framework of the gaming market," said Loren Loverde, program vice president, IDC's Worldwide Gaming Tracker. "The taxonomy document serves as a guideline to better understand and use IDC's gaming research."

5G Adoption in the Enterprise: Insights from IDC's 2025 North American Enterprise 5G, IoT, and Private 4G/5G Networks Survey

Jason Leigh — Tue, 06 Jan 2026 05:00:00 GMT

This IDC Survey covers enterprise perspectives on 5G adoption from IDC's 2025 North American Enterprise 5G, IoT, and Private Mobile Networks Survey. The survey was conducted in October 2025 and involved enterprise decision-makers with 5G-related responsibilities. While 5G is no longer the bright, shiny IT object in the room, having been supplanted by AI, it remains a foundational connectivity platform that is a precondition for AI and DX use cases of all varieties. Understanding what enterprises view as the internal and external barriers to adoption is essential in aiding 5G vendors in crafting compelling visions of the necessity of 5G to future business success and in developing strategies that quantify 5G's impact in delivering those material business outcomes.

The survey questions focused on the enterprise's current state of 5G investment and deployment, 5G use case relevance to the organization, barriers to adoption, and key buying factors in the 5G journey.

Worldwide Tablet Forecast Update, 2025-2029: 3Q25

Linn Huang — Wed, 31 Dec 2025 05:00:00 GMT

This IDC presentation provides our five-year forecast for the worldwide tablet market and delivers insight into the drivers and inhibitors of growth.

"We've adjusted 4Q25 upward from -3.4% to -2.9%, resulting in full year 3.5% growth. Annual totals for 2026 have been raised from -1.9% to -0.2%." — Linn Huang, research vice president, Devices and Displays at IDC

Market Analysis Perspective: EMEA Wholesale Telecoms Strategies, 2025

Jan Hein Bakkers, Tolga Yalcin — Tue, 23 Dec 2025 05:00:00 GMT

This IDC Market Analysis Perspective provides wholesale telecoms service providers with insights into the development of the data, infrastructure, voice and messaging, roaming, and MVNO markets. It analyzes industry dynamics, competitive landscape, customer behavior, and future outlook across segments.

Telecommunications for Worldwide SMBs: Key Priorities and Challenges, 2025

Tue, 23 Dec 2025 05:00:00 GMT

This IDC Market Presentation looks at telecommunications priorities for SMBs around the world. It looks at available resources that SMBs have for managing telecommunications resources and current and future plans for investment. It also provides a regional view of the U.S., Western Europe, and APAC regions. It draws primarily from IDC's February 2025 Worldwide Small and Medium-Sized Business Survey, as well as IDC's September 2025 U.S. SMB Communications Survey, May 2025 European Small and Medium-Sized Business Data-Driven Strategy Survey, and September 2025 APAC Enterprise Connectivity and Telecom Services Survey.

The Evolving Media Ecosystem and Next-Gen Codec Implications, 2025

Roger Beharry Lall, Alex Holtz — Tue, 23 Dec 2025 05:00:00 GMT

This IDC Market Presentation examines the convergence of traditional broadcast models with streaming, resulting in a more integrated, platform-agnostic environment. The discussion addresses the implications for workflows, monetization strategies, and technology priorities. Particular attention is given to codec strategy, which has become increasingly important for cost management, global distribution, and advertising effectiveness.

The media and entertainment ecosystem is undergoing continued transformation, marked by expansion in some areas, consolidation in others, and a range of emerging opportunities and challenges. The session reviews the impact of advanced codecs, cloud-native infrastructure, and AI-enabled orchestration on evolving delivery models, including support for 4K, HDR, and personalized content experiences. Drawing on insights from an October 2025 presentation in Portugal, the analysis covers audience-centric monetization, dynamic ad insertion, and the growth of FAST channels while considering the economic and licensing factors that shape competitive dynamics.

The deck provides a data-driven perspective on workflow integration, regional adoption patterns, and the role of AI in content creation and distribution, offering a practical framework for navigating the evolving media landscape.

2025年地方創生とデジタル変革に向けたサービスプロバイダーの取り組み

Takuya Uemura, Masaru Muramatsu — Mon, 22 Dec 2025 05:00:00 GMT

本調査レポートは、人口減少や産業衰退といった構造的課題に直面する国内地域市場に対し、デジタル技術を活用して課題解決や活性化を図る、地方創生支援における主要なサービスプロバイダーの事業者動向を分析したものである。特に主要プレイヤー間では、地域市場における個別企業／組織の支援に留まらない、地域経済のエコシステム全体の変革に向けた取り組みが進んでいる。

IDC Japan、Software & Servicesのシニアリサーチマネージャーである植村卓弥は「地方創生の支援への取り組みは、近年の主要サービスプロバイダーに共通する戦略の方向性である、労働集約型からアセットベースへのビジネスモデルの転換、あるいはリソース不足への対応といった取り組みの推進に向けた重要な「試行の場」となっている」と述べている。