Mobile operators are not the only companies that can deploy 4/5G cellular networks. The rise of IoT and 5G is driving huge new interest in running mobile infrastructure, presenting new opportunities as well as threats for telcos.
Mobile apps are at the heart of the modern digital economy. Although many telco-owned apps have struggled, some have broken the mould, achieving high levels of adoption and usage. How did they do it?
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?
Some telcos are hoping that mobile data growth will resurge and transform their fortunes, though STL Partners has previously argued that data growth will not be enough. In this report we re-examine this argument looking at global trends and present the insights and lessons from six operator case-studies including DNA Finland, T-Mobile US and Reliance Jio.
The quality of experience delivered by operators’ mobile data networks is a key indicator of their current performance, and a foundation of their future prospects in digital. Our MobiNEX ranking, updated this week for H1 2016, shows how 80 operators in 25 countries compare. How does your telco stack up?
Digital solutions supporting consumer health and wellness are proliferating, driven by the take-up of wearables and a growing supply of data from consumers, advertisers, insurers and healthcare providers. In this report we explore the ecosystem, and discuss the key players and opportunities, the likeliest areas for disruption, and the potential opportunities for telcos, as well as presenting case studies of the digital health strategies of Google, Apple and Microsoft.
This report explores how Net Neutrality legislation has evolved significantly, looking at the general shape and specifics in the EU, US, India, Brazil and other territories. In general telcos can differentiate some aspects of broadband access with pricing or “specialized services”, but Internet app-blocking or paid-priority are disallowed. While legal challenges are ongoing, the way ahead seems much clearer, and we explore how telcos should focus on and enable interesting non-Internet connectivity opportunities around 5G, NFV and IoT.
For the first time, STL Partners quantifies the customer ‘app experience’ on twenty-seven mobile networks in seven countries. MobiNEX – The Mobile Network Experience Index – benchmarks mobile operators’ network speed and reliability by measuring download speed; average latency; error rate and latency consistency. It’s based on billions of real customer data points provided by our partners Apteligent. Congratulations to the top three performers – Bouygues, Free and Orange (all in France).
Free has won market share and customer plaudits alike with its disruptive and original strategy in the French telecoms market. Its parent company Iliad has now developed an ingenious strategy for cloud. Our latest report shows how, and highlights lessons for all operators with ambitions to be more than a ‘pipe’.
It’s reasonably clear that standard cellular networks will only carry a fraction of the data of the Internet of Things (IoT), but how should telcos be involved in the fast growing range of low cost, disruptive networks that will carry the bulk? We examine the alternatives and outline strategic options.
There has never been a better time for telcos to establish a profitable role as a market enabler in the mobile advertising ecosystem. STL Partners analyses how 3 telcos – Sprint, Turkcell and SingTel – lead the way in leveraging permission-based subscriber data and highlights the role that each has chosen to perform. The report assesses each company’s strategy and execution, outlines the core reasons for their success, and identifies 6 ways in which telcos can accelerate time to market with advertising and marketing solutions. (December 2015, Foundation 2.0, Executive Briefing Service, Dealing With Disruption Stream, Telco 2.0 Transformation Stream.)
Our latest analysis shows staggering differences in ‘app-lag’ (the time it takes for an app to get a response over the Internet) across France, Germany, Italy, Spain and the UK, and twenty mobile operators. This has significant consequences for customer data experiences, and potentially operator market performance too. Operators in France, particularly Bouygues and Free, are delivering a superior customer app experience while 3 in Italy and Movistar in Spain are European laggards. (October 2015, Foundation 2.0, Executive Briefing Service.)
Enthusiasm for creating novel so-called “digital” services is pervasive in the telecoms industry. There is a major shift afoot in the way telcos create, integrate, sell and manage value-added propositions. But how much is enabled by – or dependent on – the network itself? In recent years, most investment has been solely for improved connectivity, but there are signs that future network capex might drive new service opportunities directly, rather than just by empowering 3rd parties.
How will getting into the MVNO business help Google shore up its business model? We examine Google’s objectives, how it could price the service, and the implications for telcos and other players.
Facebook has changed substantially since we first analysed the company in 2011. In our latest major report we explore the accuracy of our 2011 predictions regarding users, revenue and strategy. We also examine Facebook’s current aspirations and challenges and explain why, where and how operators should be working with Facebook to build value.
The network is one of telcos’ key assets. The case for investing in it was once straightforward: the bigger and faster the better. Yet today, many forces are combining to cloud that picture, such as virtualisation, regulation, the success of Internet services, network sharing, market consolidation and in some cases saturation, to name a few. To kick off our ‘Future of the Network’ research stream, we outline the key questions determining future investments in the network and our forthcoming work to address them. In Part 2, we’ll outline the key disruptive forces on the network.
BT’s attempt to acquire EE in the UK presents the regulator and its competitors with choices that could re-frame the principles of regulation and competition in an era of consolidation, with consequences for many other markets. Will BT succeed, and if so, what will be the terms of the deal, and how will the market subsequently play out?