July 31

10 posts on telecoms strategy you might have missed

Telecoms

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As I start my August break from blogging tomorrow, I thought I would review the last couple of months and provide you with a handy list of 10 recent posts on telecoms strategy that got some traction.  For each I provide a one-sentence extract just to give you a feel.

Top 10 recent posts

3 posts on telecoms revenue growth

#1 Telecom financials: A glance at the state of the sector: The European telecoms sector has not covered its cost of capital in years, which means that it is destroying, rather than creating, economic value.

#2 Telecoms growth through diversification strategies: anaemic?: The 12% of telecoms revenues from ‘diversified services’ have delivered virtually the same amount of absolute new revenue growth in the last 5 years as have core telecoms services.

#3 Why emerging markets will not solve telecoms revenue growthTelcos must not get so intoxicated by emerging market growth that they fail to sustain experimental early-wave strategy and service categories which will be their future.

 

2 posts on industry events

#4 Insights from the 2014 OnFuture conference: 5 messages from a major telecoms strategy conference. With $888M of VC money in invested in OTT voice and messaging since 2004, it was clear to everyone that core communications services are under massive assault….

#5 Three hidden messages in the new Cisco VNI 2014 forecast: Even at a premium price, connectivity-oriented M2M will not be a major financial lever. Operators need to start to talk business outcomes with their customers. Plus, is the market declining?

 

5 posts exploring the FASP4 framework for telecoms strategic thinking

#6 The FASP4 framework for telecoms strategic thinking: A simple lens that will put us in a great position to start to think about the long-term merits of the various developments we see in the market.

#7 Is 40% of telecoms value about turf not technology? Passive infrastructure – is a geographic business, all about exclusive access to the best locations. Not a flashing light in sight, and it may account for over 40% of telecoms value!

#8 The race for place (passive telecoms infrastructure) is over and telecoms is turned upside-down: Since the telecoms market liberalised, the primary battleground for competitive advantage has been around physical infrastructure. But the logic of these investments crumble away when exclusivity is gone.

#9 What drives the economics of networks? The network layer is a node business, all about efficient management of a shared resource: maximising utilisation whilst prioritising the highest-value customer outcomes.

#10 Why telecoms will never be dumb pipes: The dumb pipe term has outlived its usefulness. Telecom operators will never been dumb pipes. Dumb, maybe, but not a pipe.

Hope you enjoyed these and found them insightful.  See you in September.

[rjm-footer]

 

About the author 

Richard Medcalf

Strategist, consultant and business leader with 15 years experience in helping companies thrive in an Internet world. Formerly a partner in strategy consultancy Analysys Mason; now at Cisco Systems, developing new strategic partnerships with leading telecoms players.

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