“Value” Now Drives the Telco Business Model

“Value” arguably is the greatest strategic threat faced by all access providers in the internet era, where applications are logically separated from network access. The fear of becoming a “dumb pipe” is precisely the problem all access providers face in an era where consumers buy value in the form of apps available from the internet, […]

AI Can be Used to Make Better Telco Forecasts

Artificial intelligence (machine learning) can make a key difference in forecasting telecom industry market share trends and performance, says James Sullivan, J.P. Morgan head of Asia equity research (except for Japan). Beyond that, non-traditional data sets can shed light on “value,” as quantified by “quality” and “price,” Sullivan says. Consider the key matter of market […]

3 Firms Will Have 80% Mobile Market Share

S&P Global Ratings expects the Indian telecom sector to consolidate with the top three telcos–the Idea-Vodafone combine, Bharti Airtel and Jio–eventually controlling 75 percent to 85 percent of industry revenue. That could lead to a stable industry structure more akin to other markets in South Asia and Southeast Asia. “Jio, through heavy discounting, has managed […]

Satellite Roles for 5G/IoT

by Bob Horton, consultant  The prospect of 5G and the Internet of Things by as early as 2020 are already significantly influencing the telecommunications business and the use of spectrum, which is an increasingly scarce commodity. Immense and diverse challenges are emerging. IoT requires almost perfect coverage but with cheap bit rates and a new […]

A Telecom “Mass Extinction Event?”

Back in 2001, there were some 200 global telecom service providers. Now there might be more than 800 service providers. Within a decade, 85 percent of service providers might be gone, reducing suppliers from 800 to 100. What emerges next is unclear. Back in 1980, nearly all those firms were owned by the government. By […]

AWS Chime Illustrates Value Problem

“Everybody” knows that the telecom industry has a “perception of value” problem. A new conferencing service launched by Amazon illustrates the problem. Before your head blows off, this is a conferencing service normally purchased by businesses, offered by Amazon Web Services. Amazon Chime will be sold direct, and by partners Level 3 Communications and Vonage. […]

Is “Low Cost Provider of Access” Role Sustainable?

Generally speaking, future telecom strategies come in two basic flavors. The first is the “be the low cost access provider” strategy. Among the key issues: can an entity gain enough scale to offset low average revenue per account? Can the entity cut costs fast enough, and continually, and still survive? The other is the “move […]

Industry Transformation Boot Camp

Getting industry professionals ready for an industry we will not recognize is the purpose of Industry Transformation Boot Camp,  a week-long program explaining what is coming; why it is coming; what people plan to do about it; and why 5G will play such a prominent role in determining the outcome. We are entering another new era, with unprecedented […]

Start typing and press Enter to search