Cover story
Cover story
The intelligent home
Teresa Cottam, chief analyst at Omnisperience, says that telcos are sitting on a massive opportunity in the home space.
BCG’ s verdict in its 2025 Telecommunications Value Creators Report is that telcos are underperforming – characterising the sector as“ subdued”. It pointed out that between 2020 and 2024, median annualised total shareholder returns were just 4 %. This was
10 EUROMEDIA a drop of two percentage points from the previous year’ s report, and significantly below the 12 % delivered by the S & P 1200. This meant telecoms was 31st out of 33 industries tracked.
McKinsey paints an even bleaker picture. It says that over the last 25 years, Europe’ s cumulative global TMT market capitalisation dropped from 30 % to 7 %.
None of this surprises anyone watching the market. Despite the odd bright spot, there’ s M & A, layoffs and uncertainty about the future 0everywhere you look. But it doesn’ t have to be this way. Because telcos are sitting on a massive opportunity in the home space. DATED. What’ s emerging from the dated concept of the‘ connected home’ and the broadband + media package is the new concept of intelligent home packages – the creation of adaptive, responsive environments where families live, work and play.
AI, apps, services, hardware, guaranteed connectivity, data-driven personalisation and content combine to transform homes into quiet partners that anticipate needs and make life just that little bit better. And in that lies huge opportunities for telcos and their partners.