Following years of challenging market conditions and regulatory headwinds, investors are now able to press ahead with in-country consolidation of...
The towerco business model is widely perceived as mature, with steady cash flows and strong EBITDA margins. However, towercos’ core business...
Operators are bundling new AI services, such as ChatGPT and Perplexity, with their mobile plans as a way of defending ASPU. Learn more about selected...
Operator capex fell back sharply in 2023 and it is set to fall much further this decade. This article provides a regional overview of the scale of...
Many operators are unclear about how to approach the revenue opportunity in consumer digital healthcare, but the approaches taken by players already...
The FTTP market in the UK has grown significantly, driven by demand for ultra-fast and reliable broadband. Alternative network providers (altnets)...
KDDI has long had a strategy of diversification away from telecoms, but with mixed results. This article explores KDDI’s strategy, its...
Colt aims to succeed in the enterprise market by optimising costs and growing market share. None of its plans are unique, but we think it has enough...
MTN and Vodacom in Africa have two different approaches to building super apps. One approach is built around payments, the other service is built...
Mobile network operators (MNOs) in the Czech Republic, France and the Netherlands have bought mobile virtual network operators (MVNOs) in the past...
