Jan 27, 2023 Telcos: Powering through the rising energy cost challenge By Sherwin Godinho John Miles Jasdeep Batra For an industry grappling with flat revenue forecasts, and rising operating expenses, the rising energy costs has created further...
Jan 24, 2023 What is the Metaverse? By Mark Endemano Grace Lee Francesco Barosi Jeff Goldstein Filippo Guidotti Mori +2 more... Show less Does the prospect of a shared virtual world provide your business with a transformational opportunity? Or does the Metaverse represent an...
Jan 24, 2023 Will current macro-economic headwinds drive change to altnets’ rollout of FTTx? By Stuart Cockburn Chris Duffy Jasdeep Batra At the end of 2021, we examined the dynamics of the red-hot fibre market, analysing the aggressive expansion plans by both incumbents and...
Dec 14, 2022 2023 AlixPartners Disruption Index By Simon Freakley Lisa Donahue Rob Hornby David Garfield +1 more... Show less Our 4th annual survey reveals an urgency among executives to confront ongoing disruptors such as supply chain issues, energy shortages,...
Dec 13, 2022 Cutting the cord: Are consumers spending more than ever? By Jeff Goldstein Francesco Barosi Brian Schwartz Maneel Grover Lexie Perrotta +2 more... Show less In the latest edition of our series on cutting the cord, we’re diving into a tricky question: Do consumers save money by cord-cutting, or...
Nov 30, 2022 For Fiber Rollouts to Succeed, a Playbook is Needed By Kanishk Raghuvanshi Andrej Danis Francesco Barosi Fiber infrastructure has been hailed as the “railroad of the future.” It serves as the nervous system of new information era by...
Nov 22, 2022 Tech’s new reality: only 38% of tech companies are driving net cash with positive cash flow from operations – lessons learned from leaders By Kanishk Raghuvanshi Giuseppe Gasparro Francesco Barosi After the last two years of strong growth and profitability, tech companies are facing a new reality – only 38% of tech companies...
Nov 04, 2022 Future of infracos in SE Asia: Conversation with Suresh Sidhu, CEO EdgePoint Infrastructure By Sai Tunuguntla In the last three years, over 25,000 towers in SE Asia have changed hands from telcos to TowerCos. The telcos have been cash constrained...
Oct 26, 2022 Design-to-cost works – so why not use it to tighten software spending? By John Miles Sherwin Godinho Haiko Heppner Software costs continue to soar As a recent Forbes headline put it, ‘it’s a software economy’, with global spending on software predicted...
Jun 22, 2022 Energy costs are soaring – what can telcos do about it? By Sai Tunuguntla There cannot be a more opportune time than now for telcos to drive efficiencies in energy usage and to seek alternative energy sources. ...
Jun 09, 2022 Should we push the limits of the Rule of 40? By Giuseppe Gasparro Jonathan Xiu Alexander Toth Technology companies have amassed considerable value in recent years driven primarily by a story of top-line growth with limited regard...
May 04, 2022 Cutting the Cord: How to compete in a shifting ecosystem By Jeff Goldstein Brian Schwartz Grace Lee Fewer than 64% of U.S. households subscribe to pay TV; this number was 89% ten years ago. Cord-cutting is not a new trend, and the...
Apr 08, 2022 The SaaS bandwagon is accelerating; Vendors shouldn’t blindly jump aboard By Giuseppe Gasparro Lorenzo Giulianotti Kanishk Raghuvanshi The migration to subscription-based licensing agreements is well underway in the software industry. An increasing amount of work is...
Apr 05, 2022 Enterprise Decisions On The Edge: The Next Frontier of Cloud Computing Leadership By Francesco Barosi Andrej Danis Kanishk Raghuvanshi Edge Computing is the foundation for a new hyper-growth market segment in cloud services and software providers, presenting new...
Jan 31, 2022 2022 AlixPartners Disruption Index By Simon Freakley How the new realities of demographics, deglobalization, climate change, and technological acceleration are transforming the world economy.
Oct 13, 2021 The full-fibre diet: how can altnets stay fit enough to avoid being buried with the copper? By John Miles Jasdeep Batra The UK fibre market is hotter than ever, fuelled by a combination of high consumer demand and investment enthusiasm, the latter being...