表紙
市場調查報告書
商品編碼
982056

危機對數位服務的影響:網際網路泡沫到新型冠狀病毒感染疾病 (COVID-19)

From the Internet Bubble to COVID-19: The Impact of Crises on Digital Services

出版日期: | 出版商: IDATE DigiWorld | 英文 49 Pages | 商品交期: 最快1-2個工作天內

價格
  • 全貌
  • 簡介
  • 目錄
簡介

本報告提供通訊及網際網路服務近幾年,受到通訊部門的網際網路泡沫,網際網路服務部門的次貸危機,歐洲債務危機,再加上進行中的COVID-19危機等,最大的經濟、金融危機的影響的相關調查,詳細分析。

目錄

第1章 摘要整理

第2章 電訊服務

  • 網際網路泡沫
    • 從2001年到2005年的GDP成長率和電信的收益
    • 網際網路泡沫降低美國的通訊部門的收益成長
    • 網際網路泡沫在歐洲帶來巨額的債務
  • 次貸危機
    • 從2008年到2012年的GDP成長率和電信的收益
    • 電訊部門的傳說的回復力可能結束的最初徵兆
    • 中國的崛起
  • 歐洲的公共債務危機
    • 從2011年到2015年的GDP成長率和電信的收益
    • 電訊部門的收益和GDP的非相關性
    • 歐洲的5個國家最支付了高收費
  • COVID-19危機
    • 從2018年到2023年的GDP和電信的收益的成長率
    • 短期性的明亮徵兆
    • 長期性的預測相關問題

第3章 網際網路服務

  • 次貸危機
    • 從2008年到2012年的GDP,線上廣告,電子商務的成長比較
    • 即使是線上,不避免經濟的影響的廣告
    • 除了美國,不受次貸危機影響的電子商務
  • 歐洲債務危機
    • 從2009年到2015年的GDP,線上廣告,電子商務的成長比較
    • 明顯受到影響的線上廣告
    • 幾乎沒受歐洲的債務危機影響的電子商務
  • COVID-19危機
    • 從2017年到2023年的GDP,線上廣告,電子商務的成長比較
    • 各國顯示器收益成長率比較
    • 各國搜尋的收益成長率比較
    • 各國電子商務收益成長率比較
    • 最順利的行業

第4章 附錄:GDP成長預測

  • 國際貨幣基金組織的成長預測
  • 歐洲委員會的成長預測
  • 歐洲委員會的失業預測
  • 國立機關的成長預測
目錄
Product Code: M20140TMRA

This ‘IDATE DigiWorld report’ explores how telecommunications and Internet services have been affected by the biggest economic and financial crises of recent times - from the Internet bubble for the telecoms sector and the subprime loan crisis for the Internet services sector - as well as the European debt crisis and, of course, the still ongoing COVID-19 crisis.

It seeks to draw a distinction between structural changes and the direct impact that these crises have had on markets:

  • Fixed calling, fixed Internet access and mobile services for the telecoms side of the equation;
  • Online advertising (search and display), e-commerce and cloud computing (only at the regional level for the latter) for the Internet services side;
  • Each of the major global markets (USA, China, Germany, France, Italy, Spain, the UK) and the different regions.

This qualitative analysis includes quantified historic data for the different countries, from 2000 to 2019 (2008 to 2019 for Internet services) and forecasts for 2020 to 2024 (highlighting pre- and post-COVID forecasts).

Table of Contents

1. Executive Summary

2. Telecommunication services

  • 2.1. The Internet bubble
    • 2.1.1. GDP growth and telecoms revenue from 2001 to 2005
    • 2.1.2. The Internet bubble dragged down telecoms sector revenue growth in the US
    • 2.1.3. The Internet bubble led to massive debt in Europe
  • 2.2. The subprime loan crisis
    • 2.2.1. GDP growth and telecoms revenue from 2008 to 2012
    • 2.2.2. First signs that the telecoms sector's legendary resilience may be over
    • 2.2.3. China's rise
  • 2.3. The European public debt crisis
    • 2.3.1. GDP growth and telecoms revenue from 2011 to 2015
    • 2.3.2. Decorrelation between telecoms sector revenue and GDP
    • 2.3.3. Five European countries paid the highest toll
  • 2.4. The COVID-19 crisis
    • 2.4.1. GDP and telecoms revenue growth from 2018 to 2023
    • 2.4.2. Some positive signs for the short term
    • 2.4.3. Questions over the long term outlook

3. Internet services

  • 3.1. The subprime loan crisis
    • 3.1.1. Comparison of GDP, online advertising and e-commerce growth, from 2008 to 2012
    • 3.1.2. Advertising, even online, not spared the economy's impact
    • 3.1.3. e-commerce not hit by the subprime crisis, except in the US
  • 3.2. European debt crisis
    • 3.2.1. Comparison of GDP, online advertising and e-commerce growth, from 2009 to 2015
    • 3.2.2 Online advertising quite clearly affected
    • 3.2.3. e-commerce suffers little from the European debt crisis
  • 3.3. The COVID-19 crisis
    • 3.3.1. Comparison of GDP, online advertising and e-commerce growth, from 2017 to 2023
    • 3.3.2. Comparison of display revenue growth by country
    • 3.3.3. Comparison of search revenue growth by country
    • 3.3.4. Comparison of e-commerce revenue growth by country
    • 3.3.5. Who fared best?

4. Annex: GDP growth forecasts

  • 4.1. International Monetary Fund Growth Projections
  • 4.2. European Commission Growth Projections
  • 4.3. European Commission Unemployment Forecasts
  • 4.4. National Institutions' Growth Projections

List of tables and figures

Telecommunication services

  • Telecoms sector revenue growth in the US, 2001-2005
  • Telecoms sector revenue growth by segment, in the US, 2001-2005
  • Telecoms sector revenue growth in Europe's five biggest countries, 2001-2005
  • Telecoms sector revenue growth by segment, in Europe's five biggest countries, 2001-2005
  • Europe's four largest operators' net debt to EBITDA ratio, 2000-2005
  • Telecoms sector revenue growth in Europe's five biggest countries, 2008-2012
  • Telecoms sector revenue growth by segment, in Europe's five biggest countries, 2008-2012
  • Telecoms sector revenue growth in Asia, 2008-2012
  • Telecoms sector revenue growth by segment, in China, 2008-2012
  • Telecoms sector revenue growth in Europe's five biggest countries, 2011-2015
  • Telecoms sector revenue growth by segment, in Europe's five biggest countries, 2011-2015
  • Telecoms sector revenue growth in the countries hardest hit, 2011-2015
  • Telecoms sector revenue growth by segment, in the countries hardest hit, 2011-2015
  • Telecoms sector revenue growth in Europe's five largest countries, 2018-2023
  • Telecoms sector revenue growth by segment, in Europe's five largest countries, 2018-2023f
  • Share price for Europe's top telecoms players in October 2020

Internet services

  • Progression of display revenue by country, 2008-2012
  • Progression of search revenue by country, 2008-2012
  • Display case (Google)
  • Progression of regional e-commerce revenue, 2008-2012
  • Progression of e-commerce revenue by country, 2008-2012
  • Progression of display revenue by country, 2009-2015
  • Progression of search revenue by country, 2009-2015
  • Progression of e-commerce revenue by country, 2009-2015
  • Progression of display revenue by country pre-COVID, 2017-2023
  • Progression of display revenue by country post COVID, 2017-2023
  • Progression of search revenue by country pre-COVID, 2017-2023
  • Progression of search revenue by country post COVID, 2017-2023
  • Progression of e-commerce revenue by country pre-COVID, 2017-2023
  • Progression of e-commerce revenue by county pre-COVID, 2017-2023
  • Progression of e-commerce revenue by country post COVID, 2017-2023
  • Comparison of revenue for the first 9 months of 2019 and 2020
  • Evolution of markets caps
  • YoY revenue growth in Q2 and Q3 for selected players (advertising-only)
  • YoY revenue growth in Q2 and Q3 for selected players (in key segments, excluding advertising)