Losing steam in their legacy business, telcos are evolving towards new business models that combine, to varying degrees, investment, risk taking, cost cutting and the like. A number of options are still open to them, each reflecting a different vision of what their business should be and, ultimately, resulting in different prospects for the future.
Potentially wide open range of services… The array of services that telcos may sell in future is potentially very broad, ranging from enhanced connectivity solutions (typically M2M, connected health, autonomous cars, smart home and wearables) to guarantors of high-quality service (notably in security, SLA, CDN, cloud, IT and digital ID) by way of diversification (payment, [...]
Drawing on a combination of hypotheses on consumption, supply, technology, monetisation and regulation, IDATE DigiWorld delivers four scenarios for the TV sector’s future. Each has a different prime beneficiary: TV networks, cable companies, telcos or OTT companies.
Cable companies and telcos: central players in a convergence scenario Supply, technology and monetisation appear to be closely bound up, evolving according to the type of player driving the scenario. In a scenario where convergence prevails, cable companies and telcos offer an ‘all-you-can-eat’ buffet of services, including linear TV and on-demand OTT viewing, targeting each [...]
If industrial IoT markets are developing rapidly (with naturally small volumes), thanks to cost and process optimisation, consumer markets are still struggling to take off. Several future scenarios are possible, depending on the level of trust in digital technology and the ability to monetise services and data.
Trust and business models will make all the difference The level of user trust in digital technology and the ability to monetise are the two main variables shaping the development scenarios for the consumer IoT market, and likely to evolve quite rapidly. Trust, which today is relatively weak, is proving a major hurdle for these [...]
Most of the key technologies for 2025 already exist today, but by and large are only being used on a small scale. They represent more than 2,200 billion EUR in direct revenue in 2025, growing by an average 16% a year. This revenue does not include the in-house developments of certain players that will use them to differentiate themselves from the competition.
Earlier focus on infrastructure and interfaces… The landscape for these key technologies is changing dramatically. Recent years have been marked in particular by the development of infrastructure (think: cloud and networks) and new digital interfaces as in mobile apps, social media and screens/content display which are now considered entrenched. These two major trends are the [...]
Regulation governing the telecommunications sector is gradually being relaxed, but is still relatively strict. Regulations governing OTT companies, on the other hand, are still rather light but this is changing quite rapidly, especially in Europe, due to the growing influence of digital industry players over the economy as a whole, well beyond just the digital realm.
An economic climate that is friendly to dominant players, hence to regulation OTT companies are accelerating the pace at which digital technology is spreading, especially with consumers and small and medium businesses, by providing inexpensive, innovative services, and the ability to distribute them on a massive scale to their users. But they are also a [...]
China is no longer the country of cheap manufacturing and knock-offs. Now serving a huge domestic market, comparable in size to that in Europe, China’s top digital players appear to be the only ones capable of rivalling their US counterparts. Their ambitions are expanding little by little beyond emerging countries and into developed markets, notably in the e-commerce and fintech sectors.
China has overtaken Europe in the digital realm In only a few years, China has become a veritable digital superpower, with telecoms, Internet and content markets that are larger than the EU5 combined. China is also the most advanced digital consumer market in terms of communication solutions (with QQ and WeChat topping the ranks), e-commerce [...]
Digital industry sectors are vital driving forces for development in Africa, and the continent represents a tremendous opportunity for the digital transformation around the globe. The new models emerging from Africa are fuelling a rethink of the entire value chain, from infrastructure to usage.
In 2025, Africa will be home to close to one fifth of the world’s population. GDP will have grown threefold in 10 years. And this creation of wealth will be sustained to a large extent by the various economic sectors’ integration of information technologies, including the more traditional ones such as farming and commerce, but [...]
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