Alphabet's Strategy: Implications for Telecoms Operators

  • ID: 4518704
  • Report
  • 20 pages
  • Analysys Mason Group
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"Operators' interests align with those of Alphabet in terms of connecting the underserved and bringing RCS to fruition; outside of these areas, operators must choose to either compete against Alphabet or remain neutral towards it."

Some of Alphabet’s activities - including connectivity initiatives such as Google Fiber and Project Fi - bring it into direct competition with operators. Many of the operators’ key interests are shared by Alphabet, namely to connect the underserved and to bring Rich Communications Services (RCS) to fruition. However, as Alphabet expands into new areas, operators must decide whether to compete against Alphabet, collaborate or remain neutral.

Alphabet, Google’s parent company, is one of the two most-valuable companies in the world by market capitalisation and plays a dominant role in the global digital economy. This report examines the factors  that operators must consider to strengthen their own services in  light of Alphabet’s market position and future developments.

In particular, this report:

  • analyses which of Alphabet’s activities have the potential to impact telecoms operators most, both now and in the medium term
  • examines potential areas of collaboration - and competition - between Alphabet and telecoms operators
  • explores the lessons that operators can learn from Alphabet’s activities and strategies
  • discusses the challenges that Alphabet potentially faces, including:
    • changes in the digital advertising market due to variations in user behaviour, regulation and competition
    • challenges to Alphabet’s connectivity for smart cities, a segment which requires high levels of investment and collaboration with local stakeholders.

The report also provides recommendations for operators that want  to implement digital services in segments where Alphabet is already a player, or for operators that want to articulate their responses to Alphabet’s activity in the markets in which they operate.

This report answers the following questions:

  • What are the key areas of collaboration and competition between Alphabet and telecoms operators?
  • What are the challenges that Alphabet and Google are likely to face over the coming years?
  • How do areas/industry verticals such as connectivity, artificial intelligence (AI), enterprise, automotive, or smart homes and cities shape Alphabet’s strategy?
  • What should operators do to make the most of their networks and assets in light of Alphabet’s activities and market position?

Who Should Read this Report

  • Strategy executives, directors and managers within mobile operators who are implementing digital service initiatives – or designing a response to Alphabet’s activities.
  • Vendors and software developers involved in the development and integration of digital service platforms for telecoms operators, and that need to anticipate new opportunities and commercial prospects for operators worldwide.
  • Industry experts and observers who wish to better understand Alphabet’s strategies, and the related trends, challenges and opportunities that its plans are likely to have on telecoms operators worldwide.
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  • Executive Summary
  • Report Overview
  • Digital Advertising
  • Devices And Software
  • Connectivity
  • Artificial Intelligence
  • Enterprise
  • Smarthomes And Cities
  • Appendix
  • About the Author
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