Saturday, 25 May 2019

Telecoms: The next big strategic opportunity

Andrew Collinson @ STL Partners
Monday 22 October 18

Andrew Collinson, Partner at STL Partners discusses his vision for the future of the telecoms industry. Hear more from him and STL at the Total Telecom Congress next week.

The telecoms industry is always on the lookout for the ‘next big thing’: the next multi-billion dollar business opportunity. Well, we think we’ve spotted it. Come and hear about it from us in person at the Total Telecom Congress 2018 in London on 30/31 October. I'm chairing day 2 on 'Growth Strategies' and will present an overview, while my colleagues Phil Laidler, Amy Cameron and David Martin will present on the relevance of telco opportunities in Edge Compute, AI, and NFV/SDN respectively.   In the meantime, here’s a taster of our thinking.   Solutions seeking a problem?   Over the last twelve years, we’ve done a lot of research into subjects like how IP will change the industry, Internet players’ platform business models and how telecoms can use them, cloud, AI, IoT, 5G, transformation, etc. in practice.   It’s interesting to note that these are all to some extent solutions seeking a problem – whether a technology like 5G or AI, or a business model strategy like the platform model.   But to what end? Why should any person or company in the telecoms industry care beyond perhaps just surviving or having a job (which is fair enough…

The telecoms industry is always on the lookout for the ‘next big thing’: the next multi-billion dollar business opportunity. Well, we think we’ve spotted it. Come and hear about it from us in person at the Total Telecom Congress 2018 in London on 30/31 October. I'm chairing day 2 on 'Growth Strategies' and will present an overview, while my colleagues Phil Laidler, Amy Cameron and David Martin will present on the relevance of telco opportunities in Edge Compute, AI, and NFV/SDN respectively.   In the meantime, here’s a taster of our thinking.   Solutions seeking a problem?   Over the last twelve years, we’ve done a lot of research into subjects like how IP will change the industry, Internet players’ platform business models and how telecoms can use them, cloud, AI, IoT, 5G, transformation, etc. in practice.   It’s interesting to note that these are all to some extent solutions seeking a problem – whether a technology like 5G or AI, or a business model strategy like the platform model.   But to what end? Why should any person or company in the telecoms industry care beyond perhaps just surviving or having a job (which is fair enough…

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