Quantifying Edge - Life by 1000 cuts

Appledore Research try to focus on fundamentals, and one of the "first principles" of the telecom industry is that our largest investment, best defensive position, and therefore most critical assets are in the access plant - both RAN and fixed broadband. Edge is a key to both making that access even more valuable, and to growing closely related revenues. Its a must-win for the industry.

Understanding the value proposition, and therefore how to win and how to SIZE this market is both essential and very difficult. My colleague, Francis Haysom, has just released a new Market Forecast report, outlining and calculating just those things, available here.

What's most compelling about this report is the novel way the market is valued and sized. This one report aside, I find this method applicable to other complex problems. This very unique approach articulates 8 complementary value propositions, which together capture the opportunity. We know of no sizing that has taken such a comprehensive approach to understanding the "why edge" and therefore delivering a more accurate and meaningful sizing estimate.

I think the very approach is noteworthy and hope readers find the results commensurate.