Strategy Archives - Page 2 of 13

Telco-Driven Disruption: Will AT&T, Axiata, Reliance Jio and Turkcell succeed?

To find new revenues, some telcos are competing head-on with the major internet players in the digital communications, content and commerce markets. Although telcos’ track record in digital services is poor, some are gaining traction. AT&T, Axiata, Reliance Jio and Turkcell are each pursuing very different digital services strategies, and we believe these potentially disruptive moves offer valuable lessons for other telcos and their partners.

(Re)Connecting with Consumers — May 2017

Can mobile content plays help telcos return to growth?

As mobile markets become increasingly competitive, telcos are looking at mobile content plays as a way to differentiate their offerings. The mobile content proposition is finally coming into its own, as the spread of 4G networks means high bandwidth demand uses such as video streaming are becoming a reality.
But mobile operators have traditionally offered very little in the way of content. So how should they approach a content play, and more importantly how can they use content to grow mobile ARPU to replace dwindling revenues as voice and SMS declines?

May 2017

Is there demand for network slicing?

At MWC this year we noticed a creeping upsurge in chatter about ‘network slicing’, as some pioneering operators held demonstrations at their stands. We investigate the fundamental question that remains unanswered – is there demand for network slicing?

March 2017

Network slicing: The greatest thing since sliced bread?

Network Slicing is a way to run multiple networks on one infrastructure. In theory, it could mean that telcos could run mobile broadband and IoT networks over the same physical network, and also offer greater agility within those networks. We explore the theory and its challenges, examine use cases, what would be needed to make it happen, and look at five business case scenarios.

Executive Briefing Service, Network Futures, Sample Reports — March 2017

Reliance Jio’s free trial strategy: Are ‘free’ models the future?

Reliance Jio has caught the eye of everyone in the industry, having broken records in terms of mobile subscriber acquisition in the last few months. Since it launched its offer in September 2016, it acquired 50 million subscribers in 83 days, the rate of which surpassed even the likes of Facebook and Whatsapp. But will it be a success in the long run?

February 2017

Five telcos changing culture: Lessons from neuroscience

Many telcos are trying to change, to become more agile and move from infrastructure- to software-led business models. But change is hard, especially because to be successful they need to adapt their culture and employee skill-sets which is a notoriously difficult task. In our latest report we analyse change strategies used by AT&T, Telkom Indonesia, and three other telcos in the context of insights from neuroscience, and show that change is possible with the right strategy and leadership.

Telco 2.0 Transformation — January 2017

Which operator growth strategies will remain viable in 2017 and beyond?

Global telecoms growth has slowed since 2009, but some operators have enjoyed compound annual growth rates of up to 25% over this period. This report examines the financial results of 68 operators over the last seven years, identifies seven successful growth strategies, and evaluates which ones will deliver the best results in 2017 and beyond.

Executive Briefing Service — December 2016

Seven Tough CEO Questions – Telco 2.0 Update

We’ve identified seven questions that are fundamental to telcos’ forward success, and compiled some of our recent research that helps address them.

Executive Briefing Service — August 2016

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.

Telco 2.0 Transformation — August 2016

Cloud 2020: Telcos’ Role, Scenarios and Forecast

Although the shape of the cloud industry turned out better than expected, most telco strategies in the cloud haven’t delivered. We investigate why, what has led to success, and what telcos need to learn to do differently.

Growing Enterprise Revenues, Telco Cloud Stream — July 2016

Digital M&A and Investment Strategies

M&A and majority investment are key tools in building digital businesses. But are telcos actively investing? We look in detail at SingTel, Telstra and Verizon, which have committed significantly to digital investment to extend their businesses. We also discuss why most European operators lag their Asia-Pac and North American peers. Our analysis is based on the newly-developed STL Partners Digital Investment Database, which tracks investments by 22 leading service providers.

Telco 2.0 Transformation — July 2016

Brexit: Telecoms Strategy Implications – #1 Prioritise Transformation

The UK’s vote to leave the European Union came as a shock to many, and has complex ongoing consequences. We summarise briefly what happened, possible scenarios, and give our initial view on the implications for telcos, their business partners and the innovation ecosystem.

Executive Briefing Service — June 2016

Google/Telcos’ RCS: Dark Horse or Dead Horse?

Mobile messaging is fast becoming a key platform for digital commerce, mounting a challenge to Google Search, Amazon’s Marketplace and other two-sided platforms. As Facebook gears up to take advantage of this opportunity, some of the world’s largest telcos are working with Google to develop and deploy multimedia communications services that will work across networks and will replace SMS. But will it be too little, too late?

(Re)Connecting with Consumers — June 2016

Vertical Innovation Leaders: How Telstra’s Healthcare Jigsaw is Coming Together

We analyse the aggressive strategy Telstra has chosen to develop its digital healthcare business – which relies heavily on acquisitions across the whole eHealth value chain – and discuss how this fits into a wider companywide digital strategy, what it will take for Telstra to succeed in this vertical, and what insights other telcos can take away about their own digital health strategies.

Growing Enterprise Revenues — May 2016

Partnering 2.0 – How TeliaSonera Makes Beautiful Music with Spotify

TeliaSonera’s digital partnership with OTT streaming music disruptor Spotify has worked well when other operator music tie-ups have languished. We investigate how the partnership has helped both companies to target new market segments and develop innovative products, with Spotify benefitting from TeliaSonera’s marketing channels and direct investment, and TeliaSonera leveraging both Spotify’s brand association with youth-oriented digital innovation, and the serious stickiness of the Spotify service.

Telco 2.0 Transformation — March 2016

WeChat: A Roadmap for Facebook and Telcos in Conversational Commerce

Messaging services are increasingly enabling interactions and transactions between consumers and businesses. Largely pioneered by WeChat in China, the growing integration of digital communications and commerce services looks like a multi-billion dollar boon for Facebook and a major headache for Amazon, eBay and Google. It also poses a strategic dilemma for Apple and telcos: Can they turn their communications apps into shopping channels while championing privacy and security?

(Re)Connecting with Consumers — February 2016

AT&T: Fast Pivot to the NFV Future

In 2014, AT&T launched its Domain 2.0 Programme to virtualise 75% of its network functions by 2020. So how is it going, and what are the lessons for others on the complex journey to the virtualised / agile Telco 2.0 digital vision?

Telco 2.0 Transformation, Growing Enterprise Revenues, Network Futures, Telco Cloud Stream, NFV/SDN Stream — February 2016

Tag: Strategy