Summary
Telecom operators across Asia Pacific are pushing growth beyond core connectivity into digital and non-connectivity adjacencies, and the region's diversity has produced a wide range of strategies for winning in these new businesses. Non-connectivity revenue across Asian telcos grew markedly faster than overall revenue in the most recent year, signalling how central these adjacent businesses have become to operator growth strategy.
One Japanese operator has pursued a distinctive "beyond carrier" strategy, merging two major internet and messaging platforms into a single entity that now offers more than 200 services spanning e-commerce, communication, food delivery, gaming, music and financial services. The combined platform has grown into one of the largest internet businesses in Japan, extending the operator's reach well beyond traditional mobile and fixed connectivity.
A dedicated financial services platform under the same group has become a leading player in Japan's QR and barcode payment market, enabling smooth transactions across the operator's broader ecosystem of services. The strategy illustrates how a telecom operator can reposition itself as a diversified digital services company, using its connectivity base as a springboard rather than an endpoint.
What does it take for a telecom operator to become a genuine super-app rather than just another connectivity provider?
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