Show Notes
In this episode of CommsDay Live, host Grahame Lynch kicks off the year by diving into a critical topic within the telecom industry—its structural transformation. Joined by Zorawar Singh from Kearney, they explore delayering - concept that challenges traditional vertically integrated telecom models. The discussion revolves around the potential benefits of delayering via the separation of telecom into three distinct entities: infrastructure, network equipment, and service provision. Singh presents the core thesis of a recent paper, explaining how operating as independent entities can lead to greater enterprise value, operational efficiencies, and financial transparency. The discussion also touches on the implications of this model for investors, regulatory bodies, and consumers, highlighting the opportunities and challenges that come with such transformational changes. Real-world examples from Australia and other parts of the world illustrate the potential for success and the lessons learned in implementing delayering.
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