Insights

Telecom operators across Asia-Pacific are steadily reducing their dependence on traditional voice and data revenue, and the shift toward non-connectivity income streams has become one of the clearest signals of strategic direction in the industry. Examining beyond-connectivity performance across leading APAC telcos in the first half of 2023 reveals how far this diversification has progressed and which operators are pulling ahead of the pack.
These beyond-connectivity gains span markets including Taiwan, Korea, mainland China, and the Philippines, where operators are building out e-commerce logistics, content and media production, cloud infrastructure, IoT platforms, and telco-led financial services such as buy-now-pay-later offerings. Taiwan Mobile's momo e-commerce arm and its investment in automated logistics infrastructure stand out as a distinctive approach to combining telecom scale with retail fulfillment, while other operators lean more heavily into content, cloud, or fintech plays.
What separates the leaders from the rest is not simply the size of their beyond connectivity business but the pace at which it is compounding relative to legacy connectivity revenue, and the specific operational choices — logistics investment, loyalty programs, financial services partnerships — that sustain that growth.
<ul>
<li>E-commerce and logistics diversification (Taiwan Mobile's momo)</li>
<li>Telco-led financial services and buy-now-pay-later launches</li>
<li>Content, cloud, and IoT contributions across the region</li>
</ul>
<blockquote>Which operating models let telcos convert non-connectivity bets into durable, compounding revenue rather than one-off experiments?</blockquote>

Top APAC telcos to ace Beyond Connectivity revenues in H1 2023

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Telecom operators across Asia-Pacific are steadily reducing their dependence on traditional voice and data revenue, and the shift toward non-connectivity income streams has become one of the clearest signals of strategic direction in the industry. Examining beyond-connectivity performance across lea

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Top APAC telcos to ace Beyond Connectivity revenues in H1 2023

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