Networks for AI: Segmenting the growth
AI will create large potential opportunities for telcos in connectivity and use case enablement. But telcos must manage expectations and prioritise their investments carefully.
Tag: softbank
NTNs and telcos: Is it fight or flight?
Telcos should collaborate with NTNs to turn potential foes into friends – and take flight together.
Reinventing insurance: The role of telcos
Telcos have several key assets that can help insurers to harness advanced technology and new data sources to become more proactive and create new value in an increasingly unstable and unpredictable world.
How telcos can provide a tonic for transport
As public transport systems try to recover from the pandemic, 5G could help them to become more versatile, cost-effective and appealing. By providing reliable and flexible connectivity to transport operators and their customers, telcos could create considerable value for both individuals and society.
Uber and Tesla: What telcos should do
Uber and Tesla are at the forefront of a new age of personal transportation in which wireless connectivity will play a major role. Both of these disruptors could be important partners for telcos, while offering lessons about consumer engagement, relationships with regulators and strategic thinking.
NTT DoCoMo: The Digital Pathfinder
Developing new digital services is a key growth strategy to make up for Voice revenue decline, but many telcos are struggling to implement it effectively. NTT DoCoMo has made more progress in digital services than any other operator, but is often dismissed as an example because Japan is considered “too different” to be useful for other operators. We disagree with this assumption and highlight key lessons that operators can learn from NTT DoCoMo’s digital journey.
The STL Partners Digital Investment Database: August 2016 Update
STL Partners published the inaugural version of our Digital Investment Database in early July, and we’ve now issued our first update, including a brief overview of Softbank’s acquisition of ARM and Verizon’s purchases of Yahoo! and Fleetmatics.
Self-Disruption: How Sprint Blew It
How Sprint’s necessary shutdown of Nextel turned into a commercial disaster, losing valuable customers, reputation, and market share. Our analysis shows that amdist the drama of the Softbank deal and the complexity of a major network upgrade, SMB customer needs were neglected, and its competitors (VZW, AT&T and T-Mobile) stepped smartly in.
Sprint-Softbank: how it will disrupt the US market
The Japanese and French markets have both been disrupted through the entry of low-cost competitors offering substantial price reductions. We think that Softbank’s acquisition of Sprint is a signal that the same is to soon come in the US given Softbank’s experience as a successful disruptor in Japan. (January 2013, Executive Briefing Service).
Digital Commerce Flywheel December 2012