The report highlights the resilience of the telecom, media, and technology sectors in absorbing the initial shockwaves of COVID-19. However, the medium-term implications are uncertain due to macroeconomic factors and government policies. Consumer electronics and internet services are expected to face turbulence, while media and telecom are expected to ride the momentum. Equipment vendors are expected to benefit from a mixed bag of opportunities and challenges. The authors acknowledge the support and valuable input of various individuals, including Sean McDevitt, Shinichi Akayama, Sander Koch, Frank Lin, Nejc Jakopin, Dobromira Boyadjieva, Gabriel Mohr, Mario Vinas, Ahmed Ben Amara, and Raphael Belzon.
