Telcos in Europe: Strategy and Development Toward 2030
This IDC Market Perspective examines how telcos have reached the situation that they are in today, what their current circumstances look like, and the directions in which their circumstances might develop during the decade of the 2020s. Three aspects of the telcos' business are examined: their core market for telephony and connectivity services, the development of their network infrastructure, and the evolution of their corporate strategies."Connectivity has never been more valued than it is today, because of its pivotal role in coping with the COVID-19 pandemic. But paradoxically, telcos that provide that connectivity are finding it increasingly difficult to grow their revenues from doing so," said John Delaney, IDC associate.
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- Executive Snapshot
- NEW Market Developments and Dynamics
- The Strategic Context, Part 1: Where Telcos Came From
- Three Decades of Telcos as Private Enterprises
- Four Great Waves of Growth in the Telco Services Market
- Growth Wave 1: Making Telephony Mobile
- Growth Wave 2: Taking Data Comms to Consumers and SMEs
- Growth Wave 3: Making Data Communications Broadband
- Growth Wave 4: Making Broadband Mobile
- Evolution of Infrastructure: Toward Programmable Networks
- The Strategic Context, Part 2: Where Telcos are Today
- Bit Pipe or Value-Added Service Provider? A Divergence Between Aspiration and Outcome
- The Telco Market Today: The Last of the Great Waves is Subsiding
- Telco Infrastructure in Transition: From Voice-Plus-Data to Data-Only, and Toward an Access-Agnostic Core
- Voice Networks That Carried Data are Now Data Networks That Carry Voice
- Rationalization Within the Constraints of Continued Access Diversity
- Advice for the Technology Supplier
- Toward 2030: The Impact of Utility Connectivity on Telco Strategy
- The Future of the Telco Market: A Modest Return to Growth, But No More Great Waves
- Telco Infrastructure: Toward the Cloud-Driven Network-as-a-Platform
- Network Development in Support of Strategy Objectives
- Disaggregation Will be a Key Theme of Network Development to 2030
- Pressure for a Return to High Revenue Growth is Getting Intense
- Telco Shareholders' Patience Wears Thin
- Network Operation and Marketing: Different Disciplines — and Different Businesses?
- Adaptation or transformation? Three Scenarios for the Development of Telco Strategy to 2030
- Scenario 1: No Fundamental Change
- Scenario 2: Takeover and Loss of Control
- Scenario 3: Separation and Transformation
- Telcos as Digital Service Providers
- Suppliers, Partners, Competitors: A Multilayered Relationship Between Telcos and Hyperscalers
- Conclusion
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- Related Research
- Synopsis
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