The issue here is more about changing business processes -- and just as importantly, expectations -- to match an environment that is decidedly different from the good old days. It's too bad that this kind of transformation is exactly what "investors" (aka the tail what wags the dog) care nothing about. As long as growth is the No. 1 measuring stick for performance, telcos -- or any other business for that matter -- will be hard pressed to make the necessary adjustments. I'm not convinced that getting into areas that telcos know little or nothing about is the answer.
If they wither away and topple into bankruptcy, then an non-traditional CSP, such as Google or a major software or media company, would likely snap up the assets for a pittance.
The companies in danger of extinction are the ones we currently refer to as 'telcos', unless they pull their collective fingers out and start behaving like non-traditional telcos. SO far, that seems to be what sports pundits here in the UK annoyingly refer to as "a tough ask."
YoY change of ETNO reports is nil. See its last year's report (More Pain, No Gain for Europe's Telcos), and the statements are the same: YoY investment change about 5 percent... a trend that can't be sustained... need to develop new business model... new sources of revenues...
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