Tag: business models

Edge computing: Comparing priorities for app developers in retail, AR/VR, video and drones

Edge computing: Comparing priorities for app developers in retail, AR/VR, video and drones (chart)

To understand what edge computing developers need from telcos in order to develop the market, STL Partners interviewed seven start-ups from four key domains about their experience exploring edge computing. Each application developer was at a different stage of exploring edge computing and had been working with different types of edges. Our research focus was primarily on telecom edge (compute …

5G Bridging the gap from hype to reality

5G: Bridging hype, reality and future promises

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.

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.

Apple’s pivot to services: What it means for telcos

With iPhone sales apparently peaking, Apple is looking to double its revenue from services over the next four years to approximately US$50 billion, taking it deeper into adjacent markets, such as entertainment, financial services and communications. However, Apple trails behind Google in developing artificial intelligence and needs to extend the reach of its services to capture more behavioural data. If Apple decides to decouple more of its key services from its hardware, that would have major ramifications for Google, Amazon, Facebook and many of the world’s leading telcos.

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.

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.

Consumer communications: Can telcos mount a comeback?

The rapid growth of Facebook, WhatsApp, WeChat and other Internet-based services has prompted some commentators to write off telcos in the consumer communications market. But many mobile operators retain surprisingly large voice and messaging businesses and still have several strategic options. Indeed, there is much telcos can learn from the leading Internet players’ evolving communications propositions and their attempts to integrate them into broad commerce and content platforms. In this report we examine what opportunities still exist for telcos in this strategically important sector.

Autonomous cars: Where’s the money for telcos?

The connected car market is being seen as one of the most promising segments of the Internet of Things. Everyone from telcos to internet giants Google, and specialist service providers Uber are eyeing opportunities in the sector. In this report we analyse 10 potential connected car use-cases to assess which ones could offer the biggest revenue opportunities for operators and outline the business case for investment. Our results are intriguing, and suggest that human use of data could be the largest telco opportunity in the autonomous car market.

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