There has never been more “information”, analysis, noise, and stress to execute. Executing the wrong thing fast is not only a bad outcome, but also a waste of resources. Superior performance comes from focusing on The Important, so that strategic synergies are achieved across a value chain, leading to more impactful use of resources and superior performance. Our mission is to facilitate a systematic focus on The Important, both generically for all entities in a competitor set, but also uniquely when working 1on1 with specific clients.
Some examples of The Important follow
Links to macro issues that influence/impact specific industries and market segments. Optional reading, we will highlight in industry/segment reports as relevant.
- Connectivity and access is maturing
- Services are growing
- Service augmentation may fill the CAPEX gaps
Telecom / Communication Service Providers (CSPs)
- The revenue gap: how can CSPs move from stagnation to growth
As an example of The Important, our current view is that in Enterprise Networking, The Important is:
- Enterprise Driven
- Application Networks
Which we refer to as SEDANs. The basis of competition in today’s market is based on these three dimensions.
- Application Security
- State-sponsored cyberattacks