While researching the progress of APAC telcos from “telco to techno” recently. I found a strange phenomenon – the rise of the “alphanumeric strategy”. These telcos are adopting a strings of letters and numbers as an acronym to summarize their strategy or quickly describe activities in a particular area. Examples include: Acronym Definition Strategy ABCDNETS […]
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The graphic below analyses 2024 investor material from the top 11 telcos in APAC. The bars show the eleven revenue lines discussed most often – with the colour of each bar showing an estimate of the maturity of CSP activities in that area. Some mature revenue lines, such as IoT and digital content, did […]
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During research for my 2024 update of the financial value from A3 in a telco, the contact centre and other assisted care channels saw the most discussion of new uses for A3. The financial upside is divided as shown here and is a littel higher than the last update in 2022: The rise of […]
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This is an update to my work on the internal financial value of A3 to an “average” telco – capex and opex decrease and revenue opportunity: The overall financial value remains virtually unchanged since my 2022 update. This lack of significant change in financial value is related to the maturity of understanding about where the […]
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The last 18 months have witnessed the explosion of interest in Gen AI creating a new momentum for discussions around AI in top-level announcements from CSPs in the Americas. A count was made of discussions involving AI in the report and accounts and 4Q23 investor calls from the 11 largest CSP – from some research […]
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This graphic summarizes an analysis of the press releases and other publicly available discussions from CSPs in the US, Canada and Latin America. 74 separate initiatives were collected and categorized – as part of research for TM Forum. The interest generated by new Gen AI models is evident, with a third of the announcements […]
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Research into the training priorities of telcos uncovered four areas of current focus:
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In recent work, 10 telco statements of intent around Responsible AI and ethical AI practices were analyzed. The results showed a balanced approach to the content of these statements – most likely because of the influence of government and international bodies, building consensus on areas that need to be considered. Describing the category areas, […]
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There are a diversity of requirements from private networks; typically falling into one of three types (as shown in the columns of the diagram below): the need to provide workers with connectivity support for autonomous equipment connection of sensors and content. But, these use cases then subdivide, each requiring somewhat different A3 capabilities – as […]
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Cloud economics is often tightly defined as “the financial analysis and optimisation of cloud resources within the context of decision-making on a particular workload deployment”. However, in reality, making longer term decisions on cloud deployment requires both economic analysis and multiple architectural, operational, and strategic choices looking out towards a mid-to-long term timeframe. Therefore, this […]
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