Our in-depth analysis of Microsoft’s play in the telecoms market, why it acquired Affirmed Networks and Metaswitch, and what telcos should do about it.
Both telcos and hyperscalers want to capture the value at the edge, but they need to work together to deliver of edge computing solutions and generate demand among customers. How can operators collaborate with hyperscalers while strengthening their role beyond connectivity?
Edge computing is a strategic opportunity for telcos. We examine the driving needs and applications for telco edge computing, describe the market and the options for telcos, discuss their partnerships with hyperscalers and recommend key actions.
What should telcos do to bridge the gaps between current hype, actual performance, and future promises on 5G? We argue that a data-driven and forensic approach to roll-out and marketing will be the key, particularly in the uncertain economic environment driven by the COVID-19 pandemic, and review the timelines for future applications.
An overview of the Industrial Internet of Things (IIoT), taking a buyers’eye view of current offerings, identifying issues and potential opportunities for telcos and others.
With Multi-Access Edge Computing (MEC), telcos can move workloads and applications closer to customers, potentially enhancing experiences and enabling a plethora of new use cases. But with competition looming from other players, telcos need to start commercialising MEC. We have identified and modelled five viable telco business models.
When Amazon Web Services (AWS) landed in Australia in 2012, everyone expected carnage for Australian carriers. Telstra’s Network Applications & Services division, though, is growing fast and making some interesting moves. How did Telstra do it, and what else can be learned from its successes and its latest moves into the Healthcare market?
An extract from our 284 page, 124 chart, strategy report that analyses the business models, markets, objectives, strategies and modus operandi of the major adjacent players, and their current and future impact on the telecoms industry. The report identifies the areas and options for competition and co-operation, and outlines potential strategies for interacting with each player. It also draws the combined activities of the digital empires – telcos, so called ‘OTT players’ and others – into the context of the new ‘Great Game’, the battle for power and value in the emerging digital economy. (Page updated February 2012, report published November 2011, Dealing with Disruption stream) Google Apple Facebook Microsoft Skype Amazon Telco 2.0 Disruptor Report Cover