Telcos struggle for returns on infrastructure that OTT players flourish from

The telecom industry has held a unique position in the digital economy since its beginning as it provides the infrastructure or platform on which the digital economy thrives. In contrast, the so-called “over the top” or OTT players – using the telecom infrastructure for their services but not directly contributing to the CSPs’ revenues – have been flourishing. OTT: Market caps and changes in annual revenue between Covid-19 year2020 (1 Jan ’20 – 31 Dec ’20) and the previous calendar year. CSPs: Market caps and changes in annual revenue between Covid-19 year2020 (1 Jan ’20 – 31 Dec ’20) and the previous calendar year. Overall though, 2020 has not been kind to the global telecom industry.

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