To save you the suspense, here’s the headlines for what’s upcoming for the telecoms industry, based on what insiders are saying through our survey and research:
- Operators are going to face a slew of non-traditional voice service competition. To corrupt the words of Yogi Berra, “The phone network? Nobody goes there anymore, it’s too crowded.” The volume may linger on, but the margins in personal communication will move elsewhere.
- Content delivery is a logistics problem that spans many distribution systems. Those who can solve the delivery problem by sewing together many delivery services, rather than those focused on owning and controlling one channel, will win.
- Wholesale markets in telecoms are immature and need to evolve to support new business models.
- Investors aren’t up for more “loser takes nothing” facilities-based competition capex splurges. Time to look hard at network sharing models.
So, read on for the background and evidence:
Members of our Exectutive Briefing Service and Future of the Network Streams can click here to read more.
