
STL classics: The original Telco 2.0 two-sided business model (chart)
Since 2011, through the Telco 2.0 vision (our shorthand for ‘what a future telco should look like’), STL Partners has argued that telcos need to make fundamental changes to their business models in response to the commoditisation of connectivity and the ‘softwarisation’ of all industries, including telecoms. The debate around whether telcos should try complement connectivity with other services is …