What has the past week revealed about telecoms tariff exposure?

tt-trump-tariffs-impact-on-telcos

Source: Unsplash / Maxim Hopman

Analysis: Following the past week of international markets grappling with the USA’s now-paused ‘Liberation Day’ tariffs, TelcoTitans mined the global data for impact on top telcos, vendors and digital infra players…

This article includes:

  • Organisations: Alphabet; América Móvil; Apple; AT&T; Bharti Airtel; BT; Cellnex; Charter Communications; China Mobile; China Telecom; China Tower; China Unicom; Cisco; Comcast; Crown Castle; Deutsche Telekom; EchoStar; Ericsson; e&; Fujitsu; Indus Towers; INWIT; Iridium Communications; KDDI; MásOrange; Microsoft; Motorola; NEC; Nokia; NTT; Orange; Qualcomm; Samsung Electronics; SBA Communications; SES; Singtel; stc Group; Swisscom; T-Mobile US (TMUS); Telstra; Telefónica; Verizon; Vodafone; ZTE.
  • Geographies: Asia-Pacific; Australia; China; EMEA; Europe; France; Germany; India; Italy; Japan; Luxembourg; Mexico; North America; Norway; Saudi Arabia; Singapore; South Korea; Spain; Switzerland; United Arab Emirates (UAE); United Kingdom (UK); United States of America (USA).
  • People: Meinrad Spenger; Donald Trump.
  • Themes: Digital infrastructure; Digital services; Fibre (FTTP); Policy; Regulation; Resilience; Satellites; Share prices; Tariffs; Telcos; Telecoms operators; Towers; Wireless infra.

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