Reports: telco

5G promises to be the next big step change both in telco business models and the digital content economy. The arrival of 5G will supercharge the business models of many companies across infrastructure and services but the outlook is less promising for others who are at risk of having their core revenue streams disrupted.

Streaming’s early fortunes were intimately tied to telco music strategy, with the streaming services eager to piggy back telcos’ much larger marketing budgets and telcos equally keen to pursue marketplace differentiation and brand kudos. Telco music bundles are delivering more revenue and users than ever before but their relative role in the streaming economy has lessened.

The mobile market in Germany is in the middle of a consumer behavior shift. Smartphone penetration and app usage have entered the mainstream and digital content consumption on mobile is on the rise, but app payment remains niche. Consumers switching from traditional phone calls and texting to internet voice communication and messaging contribute to the fact that effective monetisation of mobile data will be an ever more important revenue driver in German Mobile Network Operator (MNO) strategy.

Sweden embraced the smartphone revolution like few other markets. Heavy investments in mobile and internet infrastructure led to one of the highest app user penetration rates in the world. As its mature app market approaches saturation, increasing ARPU will become the core focal point of future growth strategy.