The findings of a senior exec summit we ran last week in Asia present a fascinating snapshot of the global telecoms industry. They highlight views on the key goals of and barriers to transformation, and point to some key actions needed to move forward.
The early high hopes for SDN and NFV have given way to the realization that the road to cloud-telco ‘heaven’ is strewn with ‘infernal’ rocks and pitfalls. We present the “devil’s advocate’s” (i.e. an extremely sceptical) view of NFV set out in eight indictments. We then examine the argument for the defence.
In the first of two reports, STL Partners evaluates how several powerful forces, within and beyond the control of telcos, look set to change the shape of the European market and considers the options for how these forces might develop going forward.
STL Partners’ industry transformation analysis, including a recent global survey of telco executives, suggests operators’ digital ambitions are rising fast but, given 9 substantial implementation challenges, too little is currently being done to engender successful industry-wide business model transformation. We also look at the lessons from NTT DoCoMo, one of the operators that has made the most overall progress towards a ‘digital’ model.