This research is based on a survey of more than 200 respondents across operators, vendors and others in the telecoms industry, between 21st April and 8th May 2020. It covers perceptions of likely changes in telco investment priorities and activities over the next few months in 2020.
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.
How telcos should be preparing for the seismic shift in the video games market signposted by Google’s new Stadia cloud gaming service.
Recently, Orange passed 22 million homes, Telefónica 20 million, and AT&T is now reaching five million more every year. The Chinese have over 300 million FTTH connections. What does FTTH do for ARPU, churn, OPEX and 5G that makes it so compelling?
Cable operators are on the verge of a massive and remarkably easy capacity upgrade. Where it has begun, fixed incumbents are already being forced to deploy fibre. Gigabit WiFi is coming too, so mobile operators are very much concerned.
5G. SDN/NFV. Gigabit cable. WiFi. IoT. Spectrum policy. Vendor consolidation. Despite carefully-constructed business cases for future network investment, the goal-posts are always moving, and even the best-laid plans face possible disruptions – positive or negative. To kick off our ‘Future of the Network’ research stream, we outlined the key questions determining the business case for future investments in the network. This is Part 2, which covers critical network-technology disruptions, the impact of government and regulation, and the shifting vendor landscape.
Free’s shock bid for T-Mobile USA will stretch its finances and management capacity to the limit. Can Free’s package of tactics, technology, and procedures work in the US context?
Albeit pioneering, Telefonica’s Digital business unit as was lacked focus and combined too many clashing cultures and incompatible businesses. Our latest analysis sees the change as ‘the end of the beginning’ for Telefonica’s Telco 2.0 services, and summarises lessons for all players implementing strategic transformation.
Telco assets and capabilities could be used much more to help Film, TV and Gaming companies optimize their beleaguered business model. An extract from our new 38 page Executive Briefing report examining the opportunities for ‘Hollywood’ and telcos. (Executive Briefing, August 2010)
Internet video is a tightly-coupled system – so changes in the user interface, like the iPhone, can force seismic shifts in the physical infrastructure.
Why is Google bothering with nonexclusive radio spectrum – and offering to sublicence it for public access? (July 2007)
Our research focuses on how telcos and their partners can embrace industry disruption.
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