Telco new product announcements in 1Q24 did not impress much. Rising costs and market uncertainties may have caused the slow start to the year. But there are signs of more innovative and imaginative product development, in AI especially.
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IR Spotlight: Telco product innovation off to a slow start in 2024
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The Analyst Team
David Molony
Follow AnalystPrincipal Analyst, Enterprise
With 38 years’ industry experience, David tracks the evolution of the applications-centric service provider out of IT services, SI, telco and applications vendors, and analyzes the implications for the digital enterprise. He specializes in analysis into global services contracts, enterprise managed services, and global telecoms and IT service providers. David also provides research into managed and professional services, as well as large enterprise and MNC users, their sourcing requirements, and service provider relationships. As practice leader, David supports telco and enterprise clients in their service evolution through product launches and marketing campaigns, and in contract renewal negotiations for deals worth up to $100m. He also helps emerging service providers develop their regional-to-global business plans.
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