Tag: telecoms industry

  • The Hidden Segment: The World’s Disabled Billion

    Available to download now, is my recent report for the Mobile Ecosystem Forum revisiting the business opportunity for the telecoms industry of addressing the Billion People with Disabilities (PWDs) .Here is the opening extract: “The image the mobile industry projects is one of increasingly sophisticated gadgets and ever more impressive networks to support our personal…

  • The global telco dream is over: Mark Gregory, Chief Economist EY gives me his perspective.

    The Great Telco Debate is all about putting the industry trends into context. Mark Gregory of EY can’t join us this time around but he sent the following in reply to my questions about the telecoms industry, its dynamics, broader economics and future industry structures. It is great food for thought ahead of November 29th when…

  • Telcos and the big data-driven opportunity

    The big data opportunity for telcos is not a new phenomenon. Vast amounts of data have been generated both internally and externally over generations of fixed and mobile services for consumer, business and partners alike. Over The Top (OTT) players have come into the market and built business models on the amalgamated analysis of data…

  • 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…

  • A blank canvas or a really complicated puzzle to unravel?

    After almost 30 years of working for the telecoms & networking research community in the shape of many of the leading research and advisory houses I am now venturing out on my own. Although, is anyone truly on their own any more  if you consider the network of people from both the vendor side and…