Our detailed analysis of the consumer markets in the UK and Brazil shows some common trends and highlights important differences. Beyond the triple play, innovation is sparse, particularly in the UK. So what can telcos do to grow?
Telecoms is still stuck in a rut As positive news about vaccines spreads increasing cheer in mid-November 2020, by and large, the capital markets have not revalued telecoms in the same way as other sectors. Figure 1: Telecoms stocks have not rebounded as much as most other sectors Source: FT.com sector indices …yet the industry has done well in COVID …
What can others learn from SK Telecom’s advanced efforts to grow in the face of declining core telecoms revenues? 5G is a part of the story, but not all of it.
Fixed Wireless Access (FWA) is becoming a mainstream proposition across urban, rural and developing environments. 5G is an important enabler but not the only one. Unusually, FWA will benefit almost all market players – fixed and mobile operators, vendors, investors and regulators. This report contains our 5-year forecast and recommendations for all players.
Since 2011, through the Telco 2.0 vision (our shorthand for ‘what a future telco should look like’), STL Partners has argued that telcos need to make fundamental changes to their business models in response to the commoditisation of connectivity and the ‘softwarisation’ of all industries, including telecoms. The debate around whether telcos should try complement connectivity with other services is …
The delivery of ‘mixed reality’ experiences through various forms of AR / VR ‘glasses’ is improving, and Apple may be planning to enter the fray alongside other heavyweight players such as Amazon and Google. We review the realistic timescales, and the opportunities for telcos.
As public suspicion about the veracity of online information increases, telcos could use their behavioural data to help Amazon, Google, Airbnb, Uber and others counter fraud, identity theft and fake reviews.
This report explores how the cloud gaming market is likely to evolve and what this means for telcos. Beyond providing better connectivity through 5G and edge computing, there are several ways in which telcos can add value to the cloud gaming ecosystem.
Amazon provides telecoms operators with a playbook on how to combine physical and digital assets into a compelling customer proposition. This 40 page report discusses how telcos can learn from and partner with Amazon.
New control points are emerging in an era characterised by complex coordination challenges and machine learning. How can telcos and their partners help to maintain a balance of power in the Coordination Age?
Insights on the role for telcos in healthcare, the main lessons learned to date, and the impact of 5G on healthcare and telcos within it. From the TELUS Carrier Health Summit, Toronto, May 2019.
We look at overarching trends in digital health and how telcos, global internet players, and health focused software and hardware vendors are positioning themselves to address the needs of resource-strained healthcare providers.
How AT&T, Deutsche Telekom and Orange are taking on GAFA (Google, Amazon, Facebook and Apple) in the fast-growing smart home market.
Telefónica’s systematic and sustained push into personal data management holds valuable lessons for other telcos about building trust and credibility. The report also covers personal cloud / data plays by NTT DOCOMO and financial services company Mint.
Telcos and the major Internet platforms increasingly rely on each other. What kinds of agreements should operators enter into with Amazon, Apple, Facebook and Google and what should they avoid? And what are the strategic implications of supporting players who habitually use their powerful brands and software expertise to disrupt entire industries?
Our research into 47 global operators reveals divergence in telcos’ levels of digital customer engagement. In this report, we examine three strategies that emerge (Digital Nascent, Multichannel and Omnichannel) and the key factors for success, drawing on lessons from case studies in banking, retail and hospitality.
The music industry was one of the first sectors to be fundamentally disrupted by the Internet. Facing an epic and almost existential battle with piracy, coupled with expectations that music should be free, the record labels have tested many different business and distribution models. With sales of recorded music finally growing again, telcos and their partners can learn a lot from the music industry’s hits and misses.