I have updated my competitive telecom trends pages with both new data (for Q2 and a few additional companies) and several charts that I have been working on over time. Along with the Net-Debt/EBITDA plot, the collection now includes a Revenue/Employee and EBITDA/Employee plots, although the number of data points is relatively sparse still for both. You can always find these pages in the Resources section, but here’s links to all eight:
To be included in these charts, a company or subsidiary must primarily serve the wholesale and enterprise space (not consumer) via a fiber-based network. The charts are not meant to reflect a race to the top or bottom, but rather as a tool to help understand where each fits in the sector. Different business models are reflected by different metrics and relative valuations.