Growing Telco B2B: Value Orientation, Digitalization, And Delivery Excellence Will Determine Success

Telcos, particularly the mobile-centric players, are now shifting gears and investing significantly in the B2B business. In the past, the B2B segment could not get its fair share of attention and investments, even though it created solid profit pools. We see three reasons for this change:

1. B2C growth has been stagnant and 5G monetization there has been elusive - telcos are under pressure to find new growth sources.

2. Threat from hyperscalers as they are become increasingly relevant in private networking and quickly deliver software and cloud-based services (such as VPNs, traffic shaping, security etc.,) that telcos traditionally would provide through hardware and with long lead times.