TELCOS AND IT CONVERGENCE: RECONFIGURING TO FIND VALUE
The telecom industry is currently in an unstable state. With an increasingly large number of strategic and technical options, telco operators will become more diverse, with their structures likely to change significantly in the coming years. This uncertainty makes it much more difficult to evaluate options and make strategic investment choices.
In this white paper, we trace Italtel’s view of the most relevant driving forces and opportunities in the telecom industry, starting with the digitization macro trend and touching on its capitalized value, providing some suggestions on how telcos can access these revenue opportunities.