July 31

10 posts on telecoms strategy you might have missed



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.



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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