The advent of 5G and network slicing offer the prospect of a shake-up of the structure of wholesale and MVNO models. What should telcos, regulators, current MVNOs and potential new MVNOs do?
After considerable hype and uncertainty, the near term developments for 5G are now much more apparent, including which nations will go first, chip and handset availability, and the use of different spectrum bands.
Telcos with a clear focus on what they are trying to achieve will do better at the risky business of M&A. So who’s buying what, and who’s doing well?
Our predictions for 5G, based on our assessment of the opportunities and barriers it faces, including how and when it will impact different markets. Combined with other technologies and industry trends, 5G will change the shape of the industry, but not in the way that many expect.
All telcos know they need to change. We believe the defining characteristic of those that will grow most is a clear focus on where and how they can create value beyond connectivity. This report lays out the two viable paths forward, and six steps all telcos must take in this new version of the Telco 2.0 vision.
In this report, we outline the potential roles and business models for telcos in blockchain ecosystems for digital identity and IoT, building on examples of how companies are already using blockchain to create value.
IoT, 5G, edge computing and AI showed they were maturing as technologies at MWC 2018, but it’s harder to see yet how the first three make much money for telcos. AI has a different problem: the field is developing so fast that best practice is changing all the time. In this report we outline what we found, and a pragmatic approach for telcos to successfully harness these technologies and create value beyond connectivity.
Indoor wireless coverage is essential to many IoT and 5G use-cases, but it’s also horribly difficult to achieve. With new entrants and changing user demands the power dynamics are shifting, and operators need to make strategic decisions now to avoid losing their stake in this market.
There is a lot of market speculation about blockchain and its use-cases, especially in the area of IoT. This report outlines five use-cases for blockchain in IoT security and interoperability, and identifies how blockchain can enable new IoT business models for telcos.
The LPWA market is highly fragmented, and telcos need to decide now which LPWA technologies to provide as part of their IoT portfolio. This report examines different LPWA technologies and use-cases, providing analysis to help telcos choose which ones are right for them.
Most telcos have now accepted that they need to offer more than connectivity if they want to move up the IoT value chain. This report presents a four-step framework to help telcos define a successful IoT strategy.
With Multi-Access Edge Computing (MEC), telcos can move workloads and applications closer to customers, potentially enhancing experiences and enabling a plethora of new use cases. But with competition looming from other players, telcos need to start commercialising MEC. We have identified and modelled five viable telco business models.
Big data analytics could help telcos improve performance, rebuild revenues and regain relevance with consumers, but it is not a quick fix. This report looks at what telcos have done in this area so far and what they need to do next.
Artificial intelligence (AI) is more powerful and affordable than ever, and the leading consumer-facing AI platforms – Google, Apple, Facebook and Amazon – are in an arms race to bring the technology to smartphones. AI will radically change the way people use smartphones, but what are the implications for data traffic and consumer expectations, and what role should telcos play in this evolution?
Facebook set up the Telecom Infra Project in 2016 to drive open source standards in core telecoms hardware and network operations. In this report we examine the implications of this project for telcos and other industry players, and recommend how they should respond.
Healthcare is an attractive vertical for telcos to address with digital solutions, given the sector’s low digital base and rising demand for healthcare services from ageing populations and changing lifestyles. Although many telcos have made attempts to capture this opportunity through telehealth or consumer wellness services, TELUS stands out as an example of the value of a long-term commitment to healthcare. In this case study, we examine TELUS’ strategy in health, evidence of its success, and draw out lessons for other telcos.
The big prize in enterprise managed services today is supporting industries’ digital transformation. With the growing ‘softwarisation’ of networking, this creates more impetus for vendors to compete with telcos as part of a shifting ecosystem. But does vendor software risk cannibalising the telco network?