Economic growth and the digital transformation of enterprises

A range of major operators have reshaped their growth strategies targeting transformation from a telco to a digital telco. This report looks at how far major operators have progressed with revenues beyond traditional core telecoms, the operators leading in terms of revenue diversification, and the main trends and drivers of growth by service type.

Operators are more focused than ever on serving the enterprise sector across various industry verticals. This report presents the latest findings of the Operators in Focus: Enterprise Opportunity Survey. The survey asked 100 operators globally about their enterprise strategies.

Last month, China’s three major telecoms operators became the first to launch token-based AI plans, packaging AI usage in a way that resembles traditional mobile data bundles, signalling a broader push by operators to commercialise AI, cloud and compute capabilities. This reflects growing interest among operators in monetising AI by moving beyond internal AI efficiencies and towards commercial AI opportunities. The logic is simple – tap the surging interest in AI and put a meter on it – but the concept goes beyond just offering tokens for cash.