Digital Disruption

• What you need to know...

• Fixed-only and mobile-only operators will be significantly hindered, hence the current determined drive towards fixed-mobile consolidation.
• Bigger players will have a better outlook as a result of the benefits of scalability. However there is plenty of room for local, national and regional operators of all sizes to address increasingly segmented customer groups, assuming clarity of targeting and willingness to adapt to changing market conditions in a timely manner.
• It is also important to note that these telcos are coming up against direct competition from non-telco, vertical industry specialists in each of the service stack segments, such as auto manufacturers in smart mobility, and financial incumbents in digital commerce.

Embracing, or at the very least bracing for, convergence is absolutely critical to carrier business survival in the longer term, and the operators that are choosing to act decisively now will be the ones shaping the market, and the ones most likely to thrive.

GlobalData’s Telecom Convergence – Thematic Research report explores this further.