Tag: Amazon

How can telcos grow in the Coordination Age

Three ‘must dos’ for telecoms growth

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 …

Fixed wireless access growth: To 20% homes by 2025

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.

STL classics: The original Telco 2.0 two-sided business model (chart)

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 …

Apple Glass: An iPhone moment for 5G?

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.

Personal data: Treasure or trash?

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.

Ballet boxers

Telcos and GAFA: Dancing with the disruptors

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?

music industry revenues are bouncing back

Music Lessons: How the music industry rediscovered its mojo

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.

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