Reinventing Telco Value Creation
Learn which strategies telcos can use to turn market disruption into new opportunities.
You are currently viewing a placeholder content from HubSpot. To access the actual content, click the button below. Please note that doing so will share data with third-party providers.
More InformationHow telcos can navigate infrastructure shifts and unlock new value.
Declining revenues in core business
Data growth is reaching saturation, ARPU is declining, and traditional connectivity alone is no longer enough to remain profitable. Telcos need to unlock new value drivers.
Understanding the great telco unbundling.
What is an asset carve-out for telcos?
An asset carve-out is the separation of network infrastructure, such as towers, access networks, or data centers. It aims to reduce balance sheet pressure, improve efficiency, and unlock new business opportunities.
What are NetCo models and why do they matter?
NetCos operate active network layers separately from the original operator. They enable multi-tenancy, better infrastructure utilization, and long-term value creation, but require new management and operating models.
How does infrastructure separation impact value creation?
Separating assets shifts value creation from mere infrastructure ownership to software, platforms, and orchestration. Strategic decisions become more important than technology alone.
What challenges are telcos currently facing?
Traditional revenue streams are weakening, ARPU is declining, and costs are rising. Additional challenges include operational complexity from asset carve-outs and the need to develop new business models.
How can telcos turn disruption into opportunity?
Telcos can make strategic choices, implement platform models, and share infrastructure efficiently to create sustainable value and remain competitive in a rapidly changing market.
Do you seek guidance?
Discover the opportunities that infrastructure separation and new business models offer for telcos.
Expert perspectives on telco infrastructure separation and emerging business models.
“A tower owned by a single MNO is a cost center; a neutral tower shared by multiple operators is a highly profitable asset.”
Nicolas Stichel
“By 2030, telecoms will need software-centric models retaining network intelligence while separating infrastructure into neutral, multi-tenant entities to optimize efficiency and navigate financial pressures.”
Dr. Alexander Mathieu
