As connectivity became a commodity, operators are investing in automation and AI, Edge Computing, and distributed networks in order to offer digital services to the B2B segment. The approaches of Telefónica, Telecom, and DirecTV.

Telcos worldwide have spent over a decade seeking to capture business from BigTech companies and create new revenue streams, especially in the Enterprise segment. Currently, they are navigating the monetization challenges of 5G. This movement is known by various euphemisms, including the transition from Telcos to TechCos, promoted by Telecom in Argentina; Telefónica expresses it as an evolution towards a "supercomputer"; while América Móvil currently does not manifest this trend. Through investments in automation and AI, Edge Computing, and distributed networks, operators are exploring offering digital services to the B2B segment, beyond connectivity.

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Not Telco: To be or not to be? That is the question

As connectivity became a commodity, operators are investing in automation and AI, Edge Computing, and distributed networks in order to offer digital services to the B2B segment. The approaches of Telefónica, Telecom, and DirecTV.

MORE ANALYSIS

In a challenging environment, Liberty Latin America manages to sustain its revenue and improve margins

Revenue grew 2% year over year in the third quarter of 2025. Net income was positive at US$ 3 million, compared to a negative US$ 436 million last year. During the period, the company added more than 101,000 new postpaid mobile accounts, driven by growth in Costa Rica.

Fears of an AI financial bubble rise again

The collapse of Palantir’s shares and the decline in Nvidia’s stock were the latest signs warning of excessive valuations that do not align with the earnings of technology companies.

Telefónica unveils ambitious consolidation and growth plan

The operator is focusing on its four main markets (Spain, Brazil, Germany, and the United Kingdom) while aiming to expand its presence in other European markets. Murtra criticized the European Commission for moving too slowly on deregulation.

Spectrum for verticals: Discontent persists, although timing could tip the balance in favor of the operator

Communication service providers are developing plans to meet market demand but warn about the limitations of the official proposal. Claro believes that private networks should be complemented with public ones, as their uses are different.

Bitel, mobile operator that came from Vietnam and is already the third largest in Peru

According to official data, it surpassed Entel last August to claim the third position. It already has 400,000 5G lines, a market in which it will focus its investments in the upcoming period.

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In a challenging environment, Liberty Latin America manages to sustain its revenue and improve margins

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