Danish analyst John Strand joins regular DTW attendees to discuss keynotes, TM Forum's initiatives, API challenges, evolution of telecom operators, sales growth obstacles, government subsidies in Denmark, and industry shifts post-EU elections.
Challenges in API monetization for operators, struggle to find sustainable revenue models amidst competition.
Digital transformation initiatives driving revenue growth by expanding services and adopting innovative business strategies.
Vital role of telecom operators in building digital infrastructure, highlighting societal trust and collaborative relationships in Denmark.
Deep dives
Challenges in API Monetization and Operator Revenue
The podcast discusses the challenges in API monetization for operators, focusing on where these APIs will work, what new services can be offered, and the business models involved. It raises concerns about operators getting paid for services already provided by Google and Apple for free, highlighting the struggle to find a sustainable revenue model in a competitive market.
The Evolution of Digital Transformation in Telecom Industry
The episode delves into the digital transformation initiatives of telecom operators, exemplified by BT's attempt to broaden its services beyond traditional telecom offerings. It explores the shift towards consumer-facing digital platforms and the removal of legacy systems, underlining the need for innovative business strategies to drive revenue growth and adapt to changing market dynamics.
Role of Operators in Building the Digital Society
The discussion touches on the vital role of telecom operators in building the digital infrastructure of society, enabling essential services and digital signatures. It contrasts the societal trust in government-regulated digital IDs in Denmark with skepticism towards similar initiatives in other countries, emphasizing the collaborative and trustworthy relationship between Danish citizens, operators, and government.
Concerns Over Telecom Business Models and Value Ownership
The podcast delves into the challenges faced by telecom companies in adapting to changing business models. It highlights the struggle of smart individuals in crafting new opportunities within the telecommunications sector, attributing the shift in value ownership from network operators to smartphone platform owners post-2008 crisis. The discussion underscores Apple's unique market position due to brand strength and control over the supply chain, contrasting with challenges faced by other device companies like Samsung.
EU Elections Impact on Telecom Commissioners and Market Dynamics
The episode also touches on the impact of recent EU elections on telecom regulation. It discusses the influences of commissioners like Margrethe Vestager and Thierry Breton on the industry, questioning their effectiveness in addressing key issues. The conversation revolves around the debate on market consolidation, roaming policies, and competition dynamics within the telecom sector, emphasizing the significance of regulatory decisions in shaping consumer experiences and operator profitability.
The lads made the annual pilgrimage to Copenhagen for the DTW event and thought it appropriate to record a pod with their Danish mate – analyst John Strand. Pausing only to review the beers John kindly brought along, they start by reviewing the event and specifically the opening keynotes. They move on to discuss industry initiatives in general before concluding with a chat about Strand Consult’s recent report analysing the effect of recent European elections on the telecoms industry.
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