Tag: Investment

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.

Understanding Fintech: Why Interest and Investment Has Exploded

Investment in fintech has increased by 500% in the last 3 years. Interest and investment has spiked as fintech companies seek to leverage new sources of data to develop disruptive offerings across a broad range of financial service areas (e.g. payments, lending & funding). The scale and scope of investment and activity represents a potential paradigm shift within financial services. Telcos, who have a long history developing financial services (e.g. mobile money), need to understand this changing landscape. This report explores why fintech is happening now and maps where and how it is disrupting established financial services.

M&A Database cover

Digital M&A and Investment Strategies

M&A and majority investment are key tools in building digital businesses. But are telcos actively investing? We look in detail at SingTel, Telstra and Verizon, which have committed significantly to digital investment to extend their businesses. We also discuss why most European operators lag their Asia-Pac and North American peers. Our analysis is based on the newly-developed STL Partners Digital Investment Database, which tracks investments by 22 leading service providers.

Valuing Digital: A Contentious Yet Vital Business

Valuing Digital: A Contentious Yet Vital Business

The valuation of digital businesses is vital because it drives key strategy and investment decisions, yet highly contentious, as there are many different possible approaches. In the first of two reports on this topic, we appraise the main external valuation methods, and their suitability for use or otherwise with new telecoms business models.

LTE: Late, Tempting, and Elusive

LTE: Late, Tempting, and Elusive

To some, LTE is the latest mobile wonder technology – bigger, faster, better. But how do institutional investors see it? An in-depth perspective from new Telco 2.0 partners, Arete Research. (Guest Executive Briefing, Executive Briefing Service, Future of the Networks Stream, Aug 2009).

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