The path to telco growth: STL Partners’ manifesto
Telecom operators want to become techcos, but they need to keep being telcos too. Telecom techcos will be best positioned to find growth in the Coordination Age, but the path is not easy…
Telecom operators want to become techcos, but they need to keep being telcos too. Telecom techcos will be best positioned to find growth in the Coordination Age, but the path is not easy…
New technologies have made innovation in the network imperative for telcos’ survival. But the focus and scope of innovation varies by the type of company telcos aim to become.
Case studies of telcos adopting infraco, servco, or telecom techco models, how they achieved this, and what lessons can be learnt.
To avoid becoming pure utilities, telcos must evolve their core businesses into more efficient and flexible infracos. But if they also want to accelerate growth and capture the full value of their network investments, they should strive towards building services businesses and becoming telecom techcos. We explore different pathways leading operators are taking to get there.
Part two of this three-part report series examines the influence and impact of external forces that will shape telcos’ journeys as they adapt to survive and compete in the future.
The traditional “moat-building” business model adopted by telcos is no longer viable. If telcos are to compete with internet giants in 2030, they must fundamentally change as organisations. Part 1 of our Telecoms 2030 series outlines this need for change, providing three possible business models for the telco of 2030 – Servco, Infraco and Techco.