The path to telco growth: STL Partners’ manifesto
Telecom operators want to become techcos, but they need to keep being telcos too. Telecom techcos will be best positioned to find growth in the Coordination Age, but the path is not easy…
Telecom operators want to become techcos, but they need to keep being telcos too. Telecom techcos will be best positioned to find growth in the Coordination Age, but the path is not easy…
With quantum technologies touching on many areas of telco business, it can be unclear where telcos should make early investments. However, there are some common priorities for telcos – and by considering a small number of strategic perspectives, decisions on next steps can be made.
This report analyses the edge computing strategies of the ‘big three’ cloud providers – Amazon Web Services (AWS), Google Cloud and Microsoft Azure. We assess how successful they have been at developing solutions across the edge continuum, including on-premise, network and regional edge, and determine who leads this nascent market.
There is much debate in the industry on the topic of edge computing, but little clarity for vendors and potential customers on how much capacity will be available. STL Partners’ Network Edge Data Centre Forecast estimates the number of network edge data centres and their capacity from 2021-2027. We also breakdown who will operate these sites: telcos, hyperscalers or other third parties.
How telecoms can adapt and offer customers and other stakeholders an attractive way forward in markets facing inflation, and geopolitical and environmental challenges.
Change agents know that stakeholders need a picture of the future – or “vision” – to point the way for a transformation. Yet visions can do more to unite and inspire action. How can telcos improve them?
Loved brands have a range of advantages over other businesses, which over time creates significant commercial benefits.
Simon Best, experienced telco marketing strategist, gives us his take on how telcos can achieve this goal — and which telcos are achieving it.
Stakeholders have a critical bearing on the success or failure of telco growth plans. What are the key groups, what’s needed to optimise chances of success, and how does the Coordination Age help?
Our in-depth analysis of Microsoft’s play in the telecoms market, why it acquired Affirmed Networks and Metaswitch, and what telcos should do about it.
How can multiple access technologies (4G, 5G, Wi-Fi, fixed line) be used together to deliver a resilient, optimised and consistent experience of network quality and coverage? An introduction to the landscape, opportunities and challenges in providing a single user experience across multiple networks.
Driven in part by the COVID-19 pandemic, demand for both core broadband and value-added services is growing. This presents new challenges and opportunities for operators seeking growth “in the home”. However, traditional growth strategies, such as the triple play proposition, have reached maturity – telcos must therefore find new ways to drive sustained growth and stay relevant in the space.
Edge computing is a strategic opportunity for telcos. We examine the driving needs and applications for telco edge computing, describe the market and the options for telcos, discuss their partnerships with hyperscalers and recommend key actions.
What should telcos do to bridge the gaps between current hype, actual performance, and future promises on 5G? We argue that a data-driven and forensic approach to roll-out and marketing will be the key, particularly in the uncertain economic environment driven by the COVID-19 pandemic, and review the timelines for future applications.
This report maps the application of analytics, automation and AI (A3) across the telco organisation, identifying where each technology is most effective, and providing a foundation for understanding and planning the use of A3 to improve core business performance. Part 2 will estimate the potential value of applications.
Elisa has developed a culture and an approach to business that has seen it grow capital value, deliver dividends, keep customers happy, and attract and develop talent. We outline how, and what other telcos can learn based on our in-depth research, including interviews with CEO Veli-Matti Mattila and the wider team.
Analysis of the results of the first phase of our telecoms industry survey on purpose, leadership and culture shows the status of the industry and key drivers, and uncovers some important barriers to progress.
How telecoms industry CEOs can reignite growth, align investors, employees, customers and governments, and reinvigorate the industry for the next decade.