1、CR AF TING FUTURE-RE ADY COMMERCIAL STR ATEGIES FOR TELECOM SERVICE PROVIDERSStrategic imperatives in the age of commoditization&AI2025DR.NEJC JAKOPINPartner,Telecommunication,Information Technology,Media&Electronics(TIME)MunichKURTULUS ALICPartner,TIME IstanbulGUILLEM CASAHUGAPartner,TIME HoustonMA

2、RC PALACIOS BOIXPartner,TIME Mexico CityCLEMENT SAMSONPrincipal,TIME ParisGREGORY PANKERTManaging Partner,TIME BrusselsCONTENTEXECUTIVE SUMMARY 31.NAVIGATING UNCERTAIN ENVIRONMENTS 42.THE EXECUTE-ELEVATE-EXPLORE STRATEGY 83.ARCHETYPES OF FUTURE TSP B2C BUSINESS MODELS 30CONCLUSION 342The landscape f

3、or telecom service providers(TSPs)1 has significantly shifted in recent years.Traditionally,TSPs relied on their physical networks to set them apart,but this advantage has begun to fade.Today,they face an increasingly crowded field with new competitors,such as hyperscalers(large cloud service provid

4、ers,including AWS and Microsoft Azure),highly focused mobile virtual network operators(MVNOs),and fiber providers,making the market more competitive,especially in digital services.This change comes at a challenging time,with high inflation,rising interest rates,and a potential economic downturn maki

5、ng investments riskier and more expensive.Although inflation declined in 2024,many countries,especially in Europe,are still recovering with a 2024 GDP growth rate of less than 1%;the forecasted rate for 2025 is around 1.5%.TSPs must now reassess their market approach and innovate to stay relevant to

6、 their customers in these uncertain times.This Report was developed in collaboration with 50 executives from global TSPs in a coevolution process.We utilized key insights from interviews conducted with global TSP CxOs in the first half of 2024,as well as real-life examples,largely drawn from the exp