Decoding 5G Revenue Drivers

<h2 style="text-align: justify;"><span style="font-size: 12pt;">Q1. Could you start by giving us a brief overview of your professional background, particularly focusing on your expertise in the industry?</span></h2><p style="text-align: justify;">I am a telecom industry GTM veteran with global leadership experience in business strategy and team leadership, delivering business outcomes in APAC, India, MEA, and NAM markets during my 30+ years of tenure at Siemens, Ericsson, and Nokia. Regularly invited to numerous industry events as a panelist and speaker to discuss industry trends and technology. Worked with many PE, Hedge funds, and consultancy firms to advise on M&A, Business strategy, and Company evaluation.</p><p style="text-align: justify;"> </p><h2 style="text-align: justify;"><br><span style="font-size: 12pt;">Q2. What portion of growth in the next five years will come from consumer mobility versus enterprise use cases like private 5G, IoT, or cloud services?</span></h2><p style="text-align: justify;">Consumer Voice contributes more than 50% of Operator revenue at present. By 2030, enterprise services are expected to contribute over 40% of incremental revenue growth.</p><p style="text-align: justify;"> </p><h2 style="text-align: justify;"><br><span style="font-size: 12pt;">Q3. Which customer segments—retail consumers, enterprises, or governments—are driving the bulk of new revenue growth?</span></h2><p style="text-align: justify;">Enterprise would be the fastest-growing segment, followed by retail customers and government.</p><p style="text-align: justify;"> </p><h2 style="text-align: justify;"><br><span style="font-size: 12pt;">Q4. How do decarbonization and green network investments influence market strategy and partnerships?</span></h2><p style="text-align: justify;">Telcos embracing decarbonization are not just future-proofing—they’re unlocking new revenue streams, winning enterprise contracts, and attracting ESG-conscious investors. Sustainability is becoming a core pillar of telecom strategy, not a side initiative.</p><p style="text-align: justify;"> </p><h2 style="text-align: justify;"><br><span style="font-size: 12pt;">Q5. With the rise of AI, edge computing, and IoT, where do you see the biggest revenue pools forming over the next 3–5 years?</span></h2><p style="text-align: justify;">Industrial IOT, Private 5G, followed by AI-enhanced Edge computing</p><p style="text-align: justify;"> </p><p style="text-align: justify;"> </p><h2 style="text-align: justify;"><span style="font-size: 12pt;">Q6. In NAM and the Middle East, which players are setting the pace on 5G rollouts and digital services, and how does that influence others?</span></h2><p style="text-align: justify;">The big 3 in the US, and then STC, Etisalat, and Du in the Middle East.</p><p style="text-align: justify;"> </p><h2 style="text-align: justify;"><br><span style="font-size: 12pt;">Q7. If you were an investor looking at companies within the space, what critical question would you pose to their senior management?</span></h2><p style="text-align: justify;">Broadly, how are you positioning your company to monetize the convergence of AI, edge, and private networks across enterprise and government verticals—beyond traditional connectivity?</p><p style="text-align: justify;"> </p><p style="text-align: justify;"> </p><p style="text-align: justify;"> </p><p style="text-align: justify;"> </p><p style="text-align: justify;"> </p><p style="text-align: justify;"> </p><p style="text-align: justify;"> </p><p style="text-align: justify;"> </p><p style="text-align: justify;"> </p><p style="text-align: justify;"> </p>

Premium Insights

Communication Services