Recharging Consumer Revenues

Telco-Driven Disruption: Will AT&T, Axiata, Reliance Jio and Turkcell succeed?

To find new revenues, some telcos are competing head-on with the major internet players in the digital communications, content and commerce markets. Although telcos’ track record in digital services is poor, some are gaining traction. AT&T, Axiata, Reliance Jio and Turkcell are each pursuing very different digital services strategies, and we believe these potentially disruptive moves offer valuable lessons for other telcos and their partners.

Consumer — May 2017

Transformation: Are telcos investing enough?

Our latest adjacent market case study analyses Axel Springer’s successful 10 year digital transformation from print to online publisher, and holds many lessons for telcos, not least of which are the pitfalls of under commitment, and the required level of investment in M&A.

Executive Briefing Service — May 2017

Consumer IoT: How telcos can create new value

The Consumer Internet of Things (IoT) market could be huge, but hasn’t yet taken off. We look at why, analysing leading telcos’ and others strategies to date (including DTAG, Orange, and Telefonica), and outline a strategy for how telcos could play a major role by solving some of the key problems.

Executive Briefing Service — May 2017

Sense check: Can data growth save telco revenues?

Some telcos are hoping that mobile data growth will resurge and transform their fortunes, though STL Partners has previously argued that data growth will not be enough. In this report we re-examine this argument looking at global trends and present the insights and lessons from six operator case-studies including DNA Finland, T-Mobile US and Reliance Jio.

Executive Briefing Service — April 2017

VoLTE: Voice beyond the phone call?

VoLTE solves the complex problem of providing voice services over a 4G mobile data network. Although it may allow 2G and 3G networks to be turned off, and their spectrum re-farmed to other networks, declining call revenues (and in some cases declining volumes) are dampening appetite to invest in VoLTE. However, with voice beyond telephony on the rise, for example through AI-powered voice assistants and video calling, can telcos use VoLTE as an opportunity to develop new IP-based voice and messaging communications offerings?

Network Innovation — April 2017