This report presents quantitative analysis of the global demand for private networks over a 7-year period. We explore the revenue trends across the value chain and provide insights into different deployment models and technologies across 14 verticals.
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.
To date, discussions of the benefits to telcos of NFV and SDN have mainly focused on reducing operating and capital costs, while the impact on future telco revenues has been somewhat sketchy. In order to fill this gap, this report outlines a comprehensive set of potential new “telco cloud” services, and forecasts associated revenue growth.
STL Partners’ industry transformation analysis, including a recent global survey of telco executives, suggests operators’ digital ambitions are rising fast but, given 9 substantial implementation challenges, too little is currently being done to engender successful industry-wide business model transformation. We also look at the lessons from NTT DoCoMo, one of the operators that has made the most overall progress towards a ‘digital’ model.
The latest results for Telefonica are grim, showing a 12% y-o-y revenue decline, following Orange and Deutsche Telekom’s 4% drops. This signals unequivocally that transformation is now a necessity not a luxury for European operators – and the rest of the world is not far behind. Longer term recovery is possible but not a certainty – what are the key steps? (May 2014, Foundation 2.0, Executive Briefing Service, Telco 2.0 Transformation Stream.)
Enterprise Mobility Framework December 2013
New analysis by the Telco 2.0 team shows that the mobile industry’s combined revenues from voice, messaging and data services in the EU5 economies (UK, France, Germany, Spain and Italy) will drop by nearly 20Bn Euros, or 4% per year, in the next five years, and by 30Bn Euros by 2020. (October 2012, Executive Briefing Service)
Euro Voice Brutal Future October 2012
Telco 2.0: New Roles, Relevance and Revenues. Presentation by Simon Torrance, CEO, STL Partners/Telco 2.0 Initiative, summarising the impact of Internet Players, new growth opportunity areas, and best use of current assets. Presented at the EMEA Executive Brainstorm, November 2011.
Telco 2.0 Nov 2011 New Roles, Relevance and Revenues
M2M 2.0: Previous Findings & Session 1. Presentation by Robin Duke-Woolley, CEO, Beecham Research, at the EMEA Executive Brainstorm in November 2011.
M2M 2.0: Previous Findings & Session 1 Presentation