Telcos have a chance to seize $150B network-as-a-service market | LUMN Message Board Posts


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Msg  181041 of 183201  at  7/9/2022 1:25:40 PM  by

johnbadhands

The following message was updated on 7/9/2022 1:26:57 PM.

 In response to msg 181020 by  sterigmos318
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Re: Telcos have a chance to seize $150B network-as-a-service market

Specifically, ABI said telcos need to virtualize their network infrastructure to enable delivery of cloud-native services; restructure their business and operating models to embrace partnerships and reduce internal fragmentation; and refine their go-to-market strategies with vertical and enterprise size-specific sales approaches.

This sounds exactly like what LUMN is doing which is very promising. I remain skeptical about the projection though as I've never seen one be even close to accurate. Allocating massive amounts of capex based on pie-in-the-sky projections can leave you with a lot of egg on your face, which is what we've seen thus far. That's the risk.


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