Tag: Business

  • Learn to read the digital wind: A group CIO’s perspective of the state of the telecoms nation

    One of my highlights from the last Great Telco Debate was my informal interview with Phil Jordan, former Group CIO from Telefonica, about his 20 years in the telecoms industry. We talked about the highs and lows of the role, the relative role of the CIO, telco transformation and the state of the market. Here…

  • An Economist’s perspective on the future of telecoms

    Getting external perspectives always adds to the richness of the Great Telco Debate.  Mark Gregory, Chief Economist at EY in London and I discussed the economic realities of telecoms and the digital economy going forward. Here are the key themes that emerged: Measuring productivity in traditional economic terms has been challenged by the Gig economy…

  • Are telcos losing pole position as digital disruption impacts demand and supply?

    A client recently asked me to present on the top 5 disruption themes in the industry. A pretty broad brief given that I have covered almost every aspect of the industry over the years of being an analyst. So, I had to find a framework within which to identify the disruptions. The following evolved: Demand…

  • Ensuring Quality in a Virtualising Telecoms World

    The benefits of a virtualised infrastructure have been well-documented on many PowerPoints, webinars and web pages of late. All parties in the ICT world are getting excited about the potential savings and increases in flexibility and performance that virtualised processing, storage and networking can bring under a cloud banner. Telcos are no exception to this…

  • Plotting the telecoms future

    We are entering a major annual planning cycle for many players in the ICT industry. The challenge for the telecoms sector is that there are so many moving parts, some positive, some negative and all interacting with each other. And with the increasing digitisation of everything, factors from outside the telecoms market will seriously impact…