According to exclusive information from informed sources, by the end of November 2025, the development of China Telecom's eCloud business had transitioned from its previous high-speed growth phase into a period of steady increase. However, the revenue performance of eight provincial branches remained unsatisfactory.
It was learned that, as of the end of November 2025, 23 provincial branches achieved positive revenue growth in their eCloud business, with the top five performers all posting growth rates exceeding 10%.
This, however, indicates that eight provincial branches still experienced a decline in eCloud revenue. The three branches with the lowest rankings saw a year-on-year drop exceeding 15%.
Sources revealed that the average revenue growth rate for China Telecom's eCloud business in the first 11 months of 2025 was below 5%. This highlights the severity of the decline for the three aforementioned branches, identified as one each in the Southeast, Central China, and Northwest regions.
Guo Pengqi, Director of the Communications Business Department, pointed out that as a key growth driver for enterprise services, the overall revenue scale of the cloud business market for the three major telecom operators continues to expand. However, the growth rate has noticeably slowed, particularly in 2025, where it fell significantly compared to the rapid growth seen in 2023 and 2024.
The provincial branches that are currently severely lagging behind urgently need to identify new avenues for business growth and can no longer afford to be left unaddressed.
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