Alphabet's strategy: implications for telecoms operators
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?