STL Partners Research

Huawei's choice: 5G visionary, price warrior or customer champion?

(in: Executive Briefing Service) Huawei’s business performance in recent years has been impressive, based on sticking closely to what its customers wanted and making the results easy to buy. But fierce price competition will challenge near-term profit ambitions, and Huawei’s 5G vision is ahead of the market.

Do network investments drive creation & sale of truly novel services?

(in: Future of the Network) Enthusiasm for creating novel so-called “digital” services is pervasive in the telecoms industry. There is a major shift afoot in the way telcos create, integrate, sell and manage value-added propositions.

Mobile Authentication: Telcos’ Key to the Digital World?

(in: Executive Briefing Service) Mobile Authentication could be Telcos’ key asset in the digital economy, but they are in danger of losing out through insufficient action. There are good case studies and an excellent blueprint in the GSMA’s Mobile Connect initiative for how to monetise their assets and stay relevant.

Amazon Web Services: Colossal, but Invincible?

(in: Dealing with Disruption) Amazon has revealed that its cloud services arm is growing very fast and is surprisingly profitable.

Digital Services: What is Your Digital Business Worth?

(in: Executive Briefing Service) We outline our ‘proxy model’ for valuing Digital Services Businesses, based on current best practice, which has significant advantages over traditional approaches. This report, our second of two on valuation, gives a worked example of a telco’s digital business in Asia that is already worth $1bn, and includes an analysis of approaches being taken by some leading telcos today.