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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.

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."

Worldwide Augmented, Extended, Mixed, and Virtual Reality Headset Forecast Update, 2025–2029: CY 1Q26

Ramon T. Llamas — Mon, 12 Jan 2026 05:00:00 GMT

This IDC presentation forecasts shipments of augmented reality (AR), extended reality (EXR), mixed reality (MR), and virtual reality (VR) headsets. In addition to providing shipment data, this presentation shows forecasts by average selling price (ASP), revenue, region, and segment.

"Following a year of shipment decline in 2025, 2026 will be the start of a rebound for the headset market, with full-year availability of devices launched in late 2025 and multiple companies expected to launch new ones too. Total volumes will reach 8.8 million units this year. From there, different products will move at different speeds and trajectories as use cases and end-user demand develop so that by 2029, total volumes will reach 21.0 million units shipped, reaching a five-year CAGR of 22.8%." — Ramon T. Llamas, research director, Mobile Devices and AR/VR

IDC FutureScape: Worldwide Retail Predictions 2026 — Asia/Pacific (Excluding Japan) Implications: Positioning for Success — Opportunities for Tech Sales and Marketing Leaders

Vijay Sarathi Gollapalli — Wed, 24 Dec 2025 05:00:00 GMT

This IDC Presentation is an accompanying piece to the main IDC FutureScape PowerPoint of the same topic. It provides specific recommendations for two tech vendor personas: tech sales leaders and tech marketing leaders.

Please refer to the IDC FutureScape: Worldwide Retail 2026 Predictions — Asia/Pacific Implications (IDC #AP52916325, December 2025) for the full predictions.

Another document you may find useful is IDC FutureScape: Worldwide Retail 2025 Predictions (IDC #US53865625, October 2025).

2Q25 Financial Results Comparison and Analysis of Europe’s Top 5 Telcos

Masarra Mohamed — Tue, 23 Dec 2025 05:00:00 GMT

This IDC Market Presentation provides a comparative, data-driven assessment of the 2Q25 financial performance of Europe’s five largest telecom operators — BT, Deutsche Telekom (DT), Orange, Telefónica, and Vodafone — using a harmonized methodology that aligns reporting periods, normalizes currencies, and focuses on underlying operational trends. The analysis examines each operator’s revenue trajectory, EBITDA/EBITDAaL performance, geographical exposure, and enterprise (B2B) segment dynamics to understand how effectively these telcos are transforming their monetization strategies amid structural market pressures. At the group level, results diverged: DT and Vodafone delivered positive organic revenue growth supported by strong U.S. performance (DT), digital services (Vodafone), and cost discipline, while BT, Orange, and Telefónica reported top-line declines driven by handset softness, legacy erosion, pricing regulation, and adverse FX effects. Margin performance similarly reflected the degree of operational transformation: DT, Orange, and Vodafone expanded EBITDA through network efficiency, automation, and cloud/security growth, whereas BT and Telefónica faced pressure from weak international units, transformation costs, and declining legacy services. Geographically, growth is shifting away from saturated European markets toward emerging regions — Orange’s Africa & Middle East, Vodafone’s Africa and Türkiye, and Telefónica’s Brazil — where mobile data, fiber, and financial services are rising. B2B performance highlights a clear industry trend: traditional fixed and mobile connectivity continue to decline across all operators, but demand for cloud, cybersecurity, IoT, and managed services is accelerating, benefiting units such as Vodafone Business, Telefónica Tech, Orange Cyberdefense, and DT’s T-Systems. The presentation concludes with a synthesis of major quarterly announcements and strategic implications, emphasizing that telcos with diversified digital portfolios, automation-driven cost bases, and strong emerging-market exposure are better positioned for growth and margin resilience. The report provides a comprehensive, comparable, and strategically focused overview of how Europe’s top telcos are navigating the shift from legacy connectivity to digital platforms in a slow-growth telecom environment.

3Q25 Financial Results for Europe's Top 5 Telcos: A Comparison and Analysis

Masarra Mohamed — Tue, 23 Dec 2025 05:00:00 GMT

This IDC Presentation analyzes 3Q25 financial results to provide a comparative assessment of Europe's five largest operators: BT, Deutsche Telekom (DT), Orange, Telefónica, and Vodafone. It aims to provide insights into their financial performance, strategic momentum, and progress in business transformation in 3Q25. Using a consistent, currency-adjusted methodology, the report evaluates revenue trends, margin shifts, geographical performance, and enterprise (B2B) developments across all operators.

The analysis shows diverging revenue trajectories: Vodafone leads with broad-based service revenue growth across Germany, the U.K., Africa, and Türkiye; DT has also expanded, driven mainly by T-Mobile US and solid European operations. Orange remains broadly stable, buoyed by strong results in Africa and the Middle East despite ongoing weakness in France. By contrast, BT and Telefónica recorded declines due to legacy product erosion, foreign exchange headwinds, and softer wholesale and equipment sales.

Regarding profitability, DT, Orange, and Vodafone demonstrate clear margin resilience, supported by efficiency programs, cloud and security growth, and portfolio optimization. Telefónica has delivered organic EBITDA improvement but remains impacted by foreign exchange (FX) and restructuring costs. BT's EBITDA was flat due to cost savings but the telco continues to face margin pressure from its PSTN transition and labor inflation.

Geographically, the quarter highlights a shift in growth engines toward faster-growth markets (Africa, Türkiye, Brazil) while core Western European markets remain constrained by ARPU pressure and competitive dynamics.

This presentation also examines B2B transformation, where Telefónica Tech, Vodafone Business, and DT's T-Systems show strong momentum in cloud, cybersecurity, IoT, and digital services. In contrast, BT Business and Orange Business continue to face declines as legacy connectivity and IT services drag their performance down.

Europe Retail Operations: Challenges, Strategies, and Solutions

Filippo Battaini — Tue, 23 Dec 2025 05:00:00 GMT

This IDC Tech Buyer Presentation analyzes findings from IDC's Retail Technologies and Business Processes Trends Survey, 2025 and examines European retailer priorities, challenges, and technology strategies, with a particular focus on physical store operations.

This Europe edition is part of a series that includes Worldwide, North America, and Asia/Pacific reports.

Harmonizing eComm and Retail Media

Ananda Chakravarty — Tue, 23 Dec 2025 05:00:00 GMT

This IDC Perspective explores the dynamic interplay between retail media and ecommerce, highlighting rapid market growth, evolving technology, and the ongoing competition for premium site real estate. Retail media is outpacing overall digital ad spend, with Amazon and Walmart leading the market, while in-store tech and CTV are emerging as key growth drivers. eCommerce continues its steady expansion, fueled by investments in AI, omni-channel strategies, and global reach. This document details the inherent push-pull between ecommerce and retail media teams, driven by conflicting goals, data silos, and attribution challenges. It offers actionable recommendations for technology buyers, emphasizing the need for harmonized strategies to maximize both monetization and shopper experience.

"In the relentless tug-of-war for digital shelf space, retailers must ask: Can ecommerce and retail media truly harmonize, or will the battle for premium site real estate diminish the value of either channel?" states Ananda Chakravarty, VP research, IDC Retail Insights.

IDC Market Glance: Concept-to-Consumer Retail Supply Chain, 4Q25

Jordan K. Speer — Tue, 23 Dec 2025 05:00:00 GMT

This IDC Market Glance provides a high-level view of the current makeup of the concept-to-consumer retail supply chain ecosystem, illustrates the vendor landscape, and depicts the segments and structure of the market. A retail supply chain's foundation and ability to manage the critical activities of designing and sourcing product and moving it from there to here depends on technology to manage the full product life cycle from its ideation to delivery and returns.