Global telco service revenues are growing at a low single-digit CAGR, with PwC projecting growth toward approximately $1.3 trillion by 2028, while operators keep investing heavily in 5G, fiber, and edge compute. Private cellular networks, enterprise edge, and B2B connectivity are the faster-growing pockets.
This full deck details six supply chain challenges — semiconductor constraints, critical materials risk, multi-tier network complexity, rollout logistics, inventory trade-offs, and the skills shortage — and the SAP solution for each: IBP with Ariba and Commodity Intelligence for chip and materials risk, Ariba Network and Business Network for Logistics for multi-tier visibility, SAP ERP Cloud with TM and EWM for rollout orchestration, and IBP, BTP, and Business AI for inventory, project cost control, and exception detection.
It cites benchmarks such as Ericsson's reported ~30% project cost reduction and 54-hour cutover, and around 25% faster invoice processing with Ariba and SAP ERP Cloud. It then lays out a 90-day pilot for a regional private 5G rollout with conservative targets, and the key risks — supplier digital maturity, master data, and geopolitical shocks — with mitigations.
The full deck is available above as a PDF. For shorter editions see the "Telecom Industry Fact Sheet 2026: SAP Cloud Solutions for Telecom Supply Chains" and the "Telecom Industry Overview 2026: Supply Chain Challenges and SAP Cloud Solutions" in the Resource Library.