From telco to digital telco: navigating trends and drivers shaping revenue growth beyond connectivity
This report is available to those subscribed to the Fixed, TV and Convergence, Digital Consumer or IoT & Enterprise modules.
Operator revenue growth and innovation strategies continue to evolve as the industry seeks to capture new B2C and B2B opportunities in the digital era. A range of major operators have reshaped their growth strategies targeting transformation from a telco to a digital telco. This involves providing a growing and diverse range of B2B and B2C digital services. If taken individually, such services generate far lower revenues than connectivity. However, the total across all services is material. Enhanced, high-speed fixed/mobile connectivity is often a key enabler of progress for services beyond connectivity.
There is often scepticism around operator success beyond traditional core telecoms services, but GSMA Intelligence research (based on rigorous analysis of the financial results of major operator groups) shows operators continue to make progress, with services beyond traditional core telecoms now a key component of their revenue growth stories. The average contribution to total revenues of services beyond traditional core telecoms reached 26% in 2022 for the 16 operators analysed, up from 18% in 2017.
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 growth beyond connectivity, and the main trends and drivers of growth by service type.
Related research
Telefónica: Pushing consumer genAI through the Aura digital assistant
Operator strategies continue to evolve in the digital era as the telecoms industry seeks to capture new growth opportunities in the consumer and enterprise markets. Assessing innovation and achievements is more important than ever before. GSMA Intelligence's operator case studies provide a concise and consistent way to shine a light on and analyse operators' strategies and business models, as well as how they are launching new services. This edition looks at how Telefónica is driving consumer generative AI through its Aura digital assistant.
e&: Embracing consumer genAI with customer experience as the overarching goal
Operator strategies continue to evolve in the digital era as the telecoms industry seeks to capture new growth opportunities in the consumer and enterprise markets. Assessing innovation and achievements is more important than ever before. GSMA Intelligence's operator case studies provide a concise and consistent way to shine a light on and analyse operators' strategies and business models, as well as how they are launching new services. This edition explores e&'s use of generative AI in consumer apps, retail stores and customer service, with customer experience as its overarching goal.
Deutsche Telekom: Driving service innovation and user experience for consumers with genAI
Operator strategies continue to evolve in the digital era as the telecoms industry seeks to capture new growth opportunities in the consumer and enterprise markets. Assessing innovation and achievements is more important than ever before. GSMA Intelligence's operator case studies provide a concise and consistent way to shine a light on and analyse operators' strategies and business models, as well as how they are launching new services. This edition highlights how Deutsche Telekom is utilising generative AI to improve service innovation and customer experiences.
Authors
How to access this report
Annual subscription: Subscribe to our research modules for comprehensive access to more than 200 reports per year.
Enquire about subscriptionContact our research team
Get in touch with us to find out more about our research topics and analysis.
Contact our research teamMedia
To cite our research, please see our citation policy in our Terms of Use, or contact our Media team for more information.
Learn moreRelated research
Telefónica: Pushing consumer genAI through the Aura digital assistant
Operator strategies continue to evolve in the digital era as the telecoms industry seeks to capture new growth opportunities in the consumer and enterprise markets. Assessing innovation and achievements is more important than ever before. GSMA Intelligence's operator case studies provide a concise and consistent way to shine a light on and analyse operators' strategies and business models, as well as how they are launching new services. This edition looks at how Telefónica is driving consumer generative AI through its Aura digital assistant.
e&: Embracing consumer genAI with customer experience as the overarching goal
Operator strategies continue to evolve in the digital era as the telecoms industry seeks to capture new growth opportunities in the consumer and enterprise markets. Assessing innovation and achievements is more important than ever before. GSMA Intelligence's operator case studies provide a concise and consistent way to shine a light on and analyse operators' strategies and business models, as well as how they are launching new services. This edition explores e&'s use of generative AI in consumer apps, retail stores and customer service, with customer experience as its overarching goal.
Deutsche Telekom: Driving service innovation and user experience for consumers with genAI
Operator strategies continue to evolve in the digital era as the telecoms industry seeks to capture new growth opportunities in the consumer and enterprise markets. Assessing innovation and achievements is more important than ever before. GSMA Intelligence's operator case studies provide a concise and consistent way to shine a light on and analyse operators' strategies and business models, as well as how they are launching new services. This edition highlights how Deutsche Telekom is utilising generative AI to improve service innovation and customer experiences.
- 200 reports a year
- 50 million data points
- Over 350 metrics