Great Telco Debate: Live Debate – Day 3 (On-demand)

PART 1 – Cloud: Can Hyperscalers and CSPs really play nicely together?

The Motion: Telcos need to move quickly to stop the hyperscalers encroaching on their turf

(The motion was DEFEATED at the event)

As everything goes to software, virtual and ‘as a service’ against a multi-cloud backdrop, can the telcos and the Hyperscalers play nicely together? Who is encroaching on whose patch? Have the different Hyperscalers muscled their way into the connectivity business or are telcos leveraging their national strongholds to build a stronger future for themselves. Who needs who?

PART 2 – Investment: How will the DSP of tomorrow be funded?

The Motion: Investors will drive a separation of the industry into ‘infraco’ and ‘servco’ models

(The motion was DEFEATED at the event)

The telecoms industry complains of high regulation and having their hands tied when it comes to investment and a reasonable return on it. Given the structural changes in the market, is it time for a fresh view on how we fund networks and the services we all consume? There is no doubt that funding is available from governments, commercial sources as well  as funds traditionally interested in annuity revenue models akin to the utility sector. With players from the data centre side expanding into global services, tower companies offering additional services and the hyperscalers bringing their global bulk to the market, how do we fund the telecoms infrastructure of the future. Governments are extremely keen on the notions of 5G and fibre everywhere but who is going to fund it?

PART 1 – Cloud: Can Hyperscalers and CSPs really play nicely together?

Expert Witnesses:

Arguing For the Motion:

Arguing Against the Motion:

Moderator:

PART 2 – Investment: How will the DSP of tomorrow be funded?

Expert Witnesses:

Arguing For the Motion:

Arguing Against the Motion:

Moderator: