In the UK, the leading telcos have mostly eschewed expansion into the broader digital services market. That reflects the strong position of the leading global Internet platforms in the UK, as well as the quality of free-to-air television, and the highly competitive nature of the UK telecoms market – UK operators have relatively low margins, giving them little leeway to …
Edge computing offers an opportunity for operators to grow their B2B businesses. This report outlines five types of B2B edge services that telcos can offer, and the key considerations to ensure success.
Born of a unique partnership between Deutsche Telekom and Cisco, ngena leverages the networks of partners worldwide to provide a global enterprise connectivity platform. How did it come about, how successful has it been, and what does it teach us about innovation in telecoms?
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.
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.
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.
Telcos with a clear focus on what they are trying to achieve will do better at the risky business of M&A. So who’s buying what, and who’s doing well?
With Multi-Access Edge Computing (MEC), telcos can move workloads and applications closer to customers, potentially enhancing experiences and enabling a plethora of new use cases. But with competition looming from other players, telcos need to start commercialising MEC. We have identified and modelled five viable telco business models.
Since the widespread adoption of smartphones and social media, methods for engaging customers and customers’ expectations from the brands they interact with have changed considerably. Customers now expect more real-time interactions. Consequently, many telcos are putting customer experience at the heart of their digital transformation initiatives.
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?
One sector which is seeing increasing attention from traditional telcos is digital healthcare – but opportunities in this new sector aren’t without challenges.
Why can’t telcos do a Snapchat? The answer to this question is they did: it was called the Multimedia Messaging Service (MMS) – remember that? So why has Snapchat succeeded where MMS failed? The success and failure factors become more obvious when you look at the differences between the two services.
Telefónica’s O2 UK is in the process of renegotiating its mobile network-sharing deal with Vodafone. The project, known as Cornerstone, has been in place since 2012, building on prior sharing deals, and has allowed both players to grow their 3G and 4G coverage at a reduced cost. However Telefónica wants to exit the UK market, but has failed to both sell and float O2 UK. Is Cornerstone under threat?
Here at STL we spend a lot of time thinking about how telcos can make up for the dramatic drop in voice revenues, in fact, we have been writing about this phenomenon and the need for business model change since 2006. At the end of 2016 we published a report – Which operator growth strategies will remain viable in 2017 …
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.
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.