Strategy Simplified S21E23: TMT Consulting in 2025: The AI Reality Check + What Firms Want in Candidates
Dec 17, 2025
Join industry leaders Gregor Eichler, a telecom strategy expert from Altman Solon; Ron Kermisch, a seasoned Bain partner; Carl Bjurstrom from Capgemini Invent focusing on AI strategies; and Dan Hays from PwC's Strategy& discussing the future of telecom and tech. They dive into the fading AI hype, emphasizing ROI and the need for adaptable talent strategies. The panel shares insights on monetizing telco data while respecting regulations, hiring practices that set applicants apart, and essential skills for success in the ever-evolving TMT landscape.
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AI Euphoria Turns To ROI Demand
- The AI euphoria has faded and clients now demand clear ROI from deployments.
- Firms focus on process redesign and talent strategy to capture real AI benefits.
Telco Capex Is Under Monetization Pressure
- Telcos face capex-heavy networks with falling returns and monetization gaps.
- Clients ask how to monetize assets or optimize operations given lower returns.
AI Prevented Hyperscaler Outages
- Capgemini used AI to detect and prevent critical data‑center failures, avoiding outages.
- That program prevented at least five critical outages and is being scaled to other assets.