Five insights from recent telecoms earnings reports

Is it time to get bearish or bullish with telecoms stocks? While we won’t advise you where to invest, we can answer the question – what do recent quarterly reports say about the state of the sector in the first three months of the year?

Ongoing disruption to supply chains, exacerbated by continuing lockdowns in China; the war in Ukraine, and its impact on energy markets and food exports; consumer confidence dented by the cost-of-living crisis.

The global economy is in the midst of an unprecedented series of catastrophes, pushing markets to the brink and wiping hundreds of billions of dollars from the value of tech stocks and triggering fears of recession – or at the very least a bear market.

Cerillion plc (LON:CER) is a leading provider of billing, charging and customer management systems with more than 20 years’ experience delivering its solutions across a broad range of industries including the telecommunications, finance, utilities and transportation sectors.

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