Alphabet's strategy: implications for telecoms operators

11 April 2018 | Research

Strategy report | PPTX and PDF (20 slides) | Mobile Services


"Operators' interests align with those of Alphabet in terms of connecting the underserved and bringing RCS to fruition; outside of these areas, operators must choose to either compete against Alphabet or remain neutral towards it."

Some of Alphabet’s activities — including connectivity initiatives such as Google Fiber and Project Fi — bring it into direct competition with operators. Many of the operators’ key interests are shared by Alphabet, namely to connect the underserved and to bring Rich Communications Services (RCS) to fruition. However, as Alphabet expands into new areas, operators must decide whether to compete against Alphabet, collaborate or remain neutral.

This report answers the following questions.

  • What are the key areas of collaboration and competition between Alphabet and telecoms operators?
  • What are the challenges that Alphabet and Google are likely to face over the coming years?
  • How do areas/industry verticals such as connectivity, artificial intelligence (AI), enterprise, automotive, or smart homes and cities shape Alphabet’s strategy?
  • What should operators do to make the most of their networks and assets in light of Alphabet’s activities and market position?

The potential responses by operators to Alphabet’s activities discussed in this report

Potential responses by operators to Alphabet’s activities discussed in this report


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