Last Update: July 2024
Strenghts
  • Strong barriers to entry
  • High value added and strong margins
  • Data consumption and digitalization of the economy are a long-term support
  • Limited exposure to economic cycle in advanced economies
  • Emerging technologies and new consumer trends provide growth opportunities
Weaknesses
  • Mature and highly competitive markets in advanced economies 
  • Capital intensive sector 
  • High leverage among a few large US and European firms in the sector
  • Higher exposure to economic cycles in developing markets