However, JP Morgan believes that “many of these revenue opportunities could be limited. Usage-based revenues enabled by edge computing could be the most lucrative, but telcos will have to compete with on-premises builds, hyperscalers, and major IT vendors. Hence, for most non-Chinese telcos, we see currently see limited 5G revenues in the mid-term,” states its 5G in Asia report on June 15, 2023.
5G enterprise use cases are expected to drive revenue growth for telcos in Asean.
Revenue opportunities in that space for telcos include project-based revenues, leasing revenues, subscription revenues, and usage-based revenues.
