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.
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 growth: Telcos 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.
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