5G is going to prove challenging for some mobile operators for reasons beyond the prosaic concerns (phone availability, value proposition, incremental capital investment, recency of 4G investments that might not be adequately monetized).
The biggest strategic change might be that 5G--unlike all prior mobile generations--might feature incremental revenue sources and growth mostly coming from enterprise services, not consumer mobility that has driven growth since the 2G era (the first generation of mobile arguably having been adopted mostly by businesses).
“5G is a highly technical area and the traditional world of telecommunications, which was about electrical engineering, is converging with the world of computing,” said Telstra CEO Andrew Penn. “Telcos haven’t had the skills to bring technology solutions like cloud computing, artificial engineering and automation to customers.”
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