Articles - A3 Strategy

Drivers of revenue growth in APAC

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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New use cases for A3 in telco care channels

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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Financial value of A3 within a telco: 2024 update

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 importance of telco AI to telcos in the Americas

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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AI projects in the Americas

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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What categories of Generative AI look most appealing in the short term?

The model below uses a database of 100 Generative AI capabilities.  The seven bubbles on the diagram group these capabilities and are defined in more detail in the previous blog post. The 7 categories are measured against: Likely availability The y-axis measures the maturity of the use case. A score of 3 expects the use […]

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Where is the value for telco in Generative AI?

As the saying goes, “if all you have is a hammer, everything looks like a nail”. The current hype levels around generative AI make it hard to build a clear picture of where it can be used in a telco.  The diagram below builds a picture of 7 main capabilities (in the rows) and their […]

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Mid and Long-term A3 Trends Impacting the Telcos

Previous work in 2020 uncovered four categories of A3 trends that will shape a telco into the mid and longer term – see left hand column in this diagram:   The diagram sets out 9 different streams of activity within a telco.  The augmented customer experience describes the use of intelligence and automation to provide […]

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Progress of the Data-Driven Telco

Analytics, AI and automation (A3) have been integrated into the top-level vision of the telcos for the last 5 years which is beneficial for maintaining focus, on what is, a very complex area. The “data driven” refrain is somewhat overused but does provide a banner under which the Chief Data Officer (CDO) and other teams […]

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How will Telcos use Generative AI?

Looking at the opportunities to implement Generative AI, the diagram below has 3 rows: Near-term use cases that are likely to be more mature and useable in the next few years A mix of more complicated/more nascent use cases. Some longer term use cases and those which are likely to be less impactful (Some use […]

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