Cisco‘s industry-reference Visual Networking Index (VNI) report came out this month. In my previous post I examined how expectations for Internet traffic growth have changed over the last year.
The question for today is: what are the important messages that telecoms players need to know? Here are three that I unearthed. More…
Last week I attended the 9th Annual ‘OnFuture EMEA’ Executive Brainstorm & Innovation Forum (formerly ‘New Digital Economics EMEA’) in London, organised by the impressive telecoms analyst and consulting outfit STL Partners / Telco 2.0. Telco 2.0 conferences have a good reputation, and I have enjoyed them in the past, so I thought I would post my impressions and takeaways from the discussions this year.
I have taken away five main messages from the conference. Here are the first three. Numbers 4 and 5 will come in my follow-up post next Friday. More…
Cisco’s industry-reference Visual Networking Index (VNI) report came out this week. How have expectations for Internet traffic growth evolved since last year? Here are 3 key changes since 2013 to take away. More next week!
The VNI is an ongoing Cisco initiative to track and forecast the impact of visual networking applications, and is an ubiquitous reference throughout the telecoms and technology sector for understanding traffic growth around the world. More…
How would you make the case for fundamental change in the telecoms sector? One thing that is going to get your telecoms executive to sit up is (hopefully) the numbers. So before diving in to think about the future of telecoms, let’s start there, with a (very) brief look at telecom financials – is the sector making good money?
The short answer is: no. Whilst of course there are exceptions, the industry as a whole is under-performing. A 2013 report from PwC concluded that the European telecoms sector has not covered its cost of capital in years, which means that it is destroying, rather than creating, economic value. The chart below – adapted from the report – illustrates this well.
For various reasons we can get into later, telecoms service providers are More…
What is the mental map you have of the telecoms sector? What is the lens you use to understand industry goings-on? How will the future of telecoms unfold?
After years of strategy consulting work for telecoms operators, regulators, investors and vendors, I am still surprised by how much thinking is short-term, incremental and tactical. My current role is
