理特咨询：2025年同质化与AI时代下构建面向未来的电信运营商商业战略研究报告（英文版）

The landscape for telecom service providers (TSPs)1 has significantly shifted in recent years. Traditionally, TSPs relied on their physical networks to set them apart, but this advantage has begun to fade. Today, they face an increasingly crowded field with new competitors, such as hyperscalers (large cloud service providers, including AWS and Microsoft Azure), highly focused mobile virtual network operators (MVNOs), and fiber providers, making the market more competitive, especially in digit