Santa Cruz Remarks

http://deepblue.lib.umich.edu/bitstream/2027.42/89264/1/2005_UC_Santa_Cruz_1.2.pd

VUCA and the future of the global mobile telco industry

The disruption global digitally based firms are imposing on the positions of established multinational telcos is not just in degree, but also in kind. As such, the telcos are entering a period of VUCA. Although digitally based competitors could suffer from liabilities of ‘outsidership’, employing the telco Telenor as a case, we argue that the physical presence of telcos in local markets will be insufficient to avoid a future as utilities or dumb-pipes. One significant issue as they confront VUCA is therefore whether telcos are able to develop and apply dynamic capabilities

VUCA and the future of the global mobile telco industry

The disruption global digitally based firms are imposing on the positions of established multinational telcos is not just in degree, but also in kind. As such, the telcos are entering a period of VUCA. Although digitally based competitors could suffer from liabilities of ‘outsidership’, employing the telco Telenor as a case, we argue that the physical presence of telcos in local markets will be insufficient to avoid a future as utilities or dumb-pipes. One significant issue as they confront VUCA is therefore whether telcos are able to develop and apply dynamic capabilities