Kitso Lemo, associate director in the Telecommunications, Media and Technology (TMT) Practice at Boston Consulting Group (BCG), has said the global telecommunications industry is undergoing a major transformation driven by artificial intelligence (AI), with emerging-market operators leading a resurgence in shareholder value.
According to BCG’s latest Telco Value Creators Report, the sector is experiencing what the firm describes as a Great Recovery, with median Total Shareholder Return (TSR) rising to 9 percent, surpassing the cost of equity after years of sluggish growth.
The report found that telecom operators in emerging markets are increasingly outperforming their developed-market counterparts by evolving beyond traditional connectivity providers into digital ecosystem players.
These operators are leveraging fintech services, digital payments, and AI-powered innovations to unlock new revenue streams and strengthen customer engagement.
Among the industry’s top performers, India’s Reliance Jio led with an estimated TSR of 32 percent, followed by Bharti Airtel at 28 percent.
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