Tag: business models

Telco data monetisation: Value by vertical (chart)

Monetisation of telco data has been an area of heightened activity for the last couple of years, and an aspiration for far longer.  Our recent research looked at the opportunity for telcos to create new revenue streams from their data and sale of associated products such as analytics and data platforms to their enterprise customers. Underpinning this research is a …

Apple Glass: AR headsets timeline and impact on telecoms networks (chart)

In the Coordination Age, smart glasses could play a major role in boosting productivity. They would enable people to access information (hands-free) exactly when and where they need it. Over time, white-collar workers could benefit from being able to see 3D images of everything from architectural plans to colleagues on the other side of the world. Smart glasses could also …

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.

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