New NFV/SDN deployments in North America are increasingly driven by 5G, with a striking role for open source and telco self-builds. Globally, our tracker includes details of nearly 500 NFV/SDN deployments between 2011 and May 2019.
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?
We see early-warning signs of new changes afoot in the influential US mobile market in both growth and competitive market dynamics. Verizon Wireless was the biggest winner from the market’s recent growth. But now things are slowing and challenger T-Mobile is breaking into the premium segment. What are the lessons?
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).
The last few years have seen attempts by many leading telecoms operators to refresh their business model and generate new sources of growth and value. Now many digital initiatives are being scaled back. Telefonica and Telenor, two companies in the vanguard of the ‘drive to digital’ have both disbanded their digital organisations. In the first of two reports, STL Partners explores why efforts to yoke platform and product innovation businesses to a traditional infrastructure business have proved so difficult. The financial and operational constraints associated with traditional telecoms – particularly the need for long investment cycles in ‘one-function’ infrastructure – have made achieving the switch to ‘agile digital innovation’ all but impossible. But all that may be about to change and the future could be a little brighter.
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.)
A high-level analysis of the M2M market, including the strategies of Vodafone, AT&T and Telefonica, and the impact that the Internet of Things and new entrants such as Google and others will have with new business models. What are the implications for operators, and where is it all leading?
T-Mobile USA’s ‘uncarrier’ strategy has delivered significant net additions, but is it a good strategy – and is the disruption promised by Softbank CEO Masayoshi Son already underway? We compare it to Free Mobile’s disruptive approach in France, and the results of its competitors’ responses.
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.
Since we published our Sprint-Softbank: how it will disrupt the US market analyst’s note, a fair few things have changed. Everything has been slower and more complicated than it seemed. The minority investors in Clearwire have been troublesome, something we pointed out as an issue. But the real surprise was the intervention of satellite TV operator, DISH Network, which as …
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
Opportunities exist for operators to support third-party businesses in Customer Profiling, Marketing offers, ID & Authentication, Network QoS, and Billing, Payments & Collection. However, our in-depth research among senior execs in ‘upstream’ industries (e.g. retail, media, IT, etc.) and telcos shows that poor communication of the telecoms value proposition and slow implementation by operators is frustrating upstream customers and operators alike. Our independent new analysis (kindly sponsored by Openet) identifies strategic customer segments for telcos building new ‘Telco 2.0’ business models, key obstacles to overcome, six real-world implementation strategy scenarios, and strategic recommendations for telcos. (April 2012, Executive Briefing Service, Transformation Stream.)
Google’s Advertising Revenues Cascade
The debacle with Sprint, AT&T and T-Mobile US over Carrier IQ’s phone monitoring software highlights the pitfalls and opportunities of recording user behaviour, controlling mobile broadband networks and working with personal data – a key enabler of the new digital economy and new telco business models. This is our analysis of the issues and key lessons. (December 2011, Executive Briefing Service)
Carrier IQ Smartphone Eye image Dec 2011 Telco 2.0