After a year of letting them languish a bit, I have now updated Telecom Ramblings’ competitive trends graphs with current data. Today I’m going to look at what trends we might pull out of the EBITDA margins from competitive network operators across the spectrum.
The networks shown on this plot have changed significantly over the years due to consolidation, of course. But what has always struck me is how rarely the lines cross — changing one’s margin profile is quite difficult. So what can we see about the last year or two when taking this longer view?
