Taking the plunge: moving to tech-co to win with AI in B2B
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The value proposition for 5G has been a mix of faster speeds and new capabilities under the umbrella of enhanced mobile broadband (eMBB). However, only the former have been monetised. Continued urgency to search for a renewed growth story, combined with fast adoption of AI as a business efficiency and revenue tool, raises the question of what the overall operating model for a telco should be in the AI era.
The concept of a telco to tech-co transition is simple: move to a more agile and slim business model, and diversify to drive growth. However, the reality is more complex. Much of the discussion fails to acknowledge the realities of telecoms being an infrastructure sector with a high fixed cost base.
The analysis and case studies in this research provide a view on viable tech-co models and what they look like in practice. Importantly, the report focuses on what changes and what does not change compared to the status quo.
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Service and revenue diversification has become a strategic focus for major operators in recent years. GSMA Intelligence research, based on rigorous analysis of financial results, shows that major operators continue to make progress.
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