Telco state of the industry. Reinventing Value Creation.
From optimizing existing business models to unlocking new value creation: a strategic perspective on the telco transformation in the AI era.
How infrastructure separation is reshaping telecom economies
Our whitepaper explores how telcos can create sustainable value through telecom infrastructure separation, NetCo models, and new business approaches. Discover the opportunities for telco value creation in a rapidly evolving market.
Saturated markets, eroding margins, and relentless CAPEX pressure are not cyclical headwinds – they are structural realities. The economics of selling connectivity have fundamentally shifted, and incremental responses are no longer enough. The question for telco leaders is not whether to act, but how to move beyond the trap. Our experts show how telcos can create new value through AI, digital ecosystems, and clear strategic direction.
~90%
of population already connected in mature markets
3-4%
200bn
USD Global mobile CAPEX invested p.a.
How telcos can reshape growth, value creation, and competitiveness.
Growth stops scaling
Traditional scale-driven growth is no longer sufficient as revenues stagnate, and markets mature. We show how telcos must shift from expansion to efficiency, capital discipline, and AI-enabled transformation to restore competitiveness.
New playbook for telcosTelco value & control of connectivity
Telcos face increasing pressure as hyperscalers and platform players capture more value from connectivity. We examine how control over networks, data, and APIs is shifting, and what telcos must do to defend and expand their role in the digital ecosystem.
Who controls future of connectivity?Archetypes
Five archetypes form a structured framework for transformation and long-term positioning – helping telcos define their strategic role and value logic in the next phase of connectivity.
Five archetypes for the next eraGrowth engine
Growth in mature telco markets no longer comes from products or volume. It comes from managing the installed base in B2C and delivering outcome-led solutions in B2B, powered by an operating model that turns signals into value.
Telco growthCost readiness
AI moves telcos beyond traditional cost-cutting toward structurally resilient cost models. We show how operators can build AI-driven cost readiness and unlock sustainable efficiency and competitiveness.
AI cost cutting for telcosInfrastructure separation
Infrastructure separation is fundamentally reshaping telecom business models and value creation. We show how unbundling networks, services, and platforms is redefining economics, roles, and strategic control points in the industry.
Infrastructure separationReady to accelerate telco value creation?
Get guidance on growth, efficiency, and portfolio moves tailored to your market.
Strategy, AI, autonomous networks, and M&A – delivering measurable business impact.
Strategic Telco Advisory
We support telecommunications companies in analyzing markets, competitive landscapes, and value creation opportunities. Based on these insights, we develop clear strategic options, robust target visions, and actionable recommendations – enabling sustainable competitiveness in a mature and dynamic market. Our approach leverages data-driven analysis, proven methodologies, and nearly 50 years of Telco expertise.
AI-Driven Telco Transformation
We guide telcos in developing and implementing enterprise-wide AI strategies. Our holistic approach focuses on clear priorities, measurable business impact, and organizational embedding of AI – spanning governance, architecture, capabilities, operating models, and change management.
End-to-End Transformation to Autonomous Networks
A transformation to autonomous networks follows structured phases, from maturity assessment and network strategy with target operating model and architecture to blueprint design and implementation. Our six-pillar approach enables targeted or end-to-end transformation. As a TM Forum contributor, we leverage industry standards for a realistic, actionable transition.
M&A Advisory for Telcos
We support telecommunications companies throughout the entire M&A process – from strategic alignment through due diligence, business case development, and negotiation strategy to successful integration or carve-out. With clear target operating models, structured integration management, and proven best practices, we ensure that synergies are realized, risks are managed, and strategic objectives are sustainably achieved.
Tackling challenges with tailored solutions.
Dr. Alexander Mathieu
Partner for Telecommunications at Detecon
