Altman Solon is the largest global strategy consulting firm focused exclusively on the Telecoms, Media and Technology (TMT) sectors.
Joined May 2020
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The next wave of cybersecurity competition may have less to do with features and more to do with what competitors can't easily replicate.
Alexander Jinivizian shares his perspective in @CyberDefenseMag: altsl.co/4o3XbO8
#Cybersecurity #TechStrategy #AltmanSolon
Africa’s LEO conversation is still centered on satellites.
But the real competitive edge is on the ground: gateways, backbone, and distribution infrastructure.
B. Menden, D. Marchesi & L. Nowicki explore the implications: altsl.co/4ddsTok
#Telecom #LEO #AltmanSolon
The LEO conversation in Africa is shifting from disruption to interpretation.
Depending on the segment, it can expand, compete, or complement.
B. Menden, D. Marchesi, and L. Nowicki break it down → altsl.co/4cvUTDi
#Telecom #LEO #Africa #AltmanSolon
The next frontier in sports investment isn’t just premium rights. It’s backing the tech, services, and commercial infrastructure behind the ecosystem. With ~$400B in annual operating spend, value is shifting to what powers the sports economy. altsl.co/4mSDAzH
📡 LEO is already reshaping network and investment decisions in Africa.
From backhaul to coverage to pricing, early positioning could be hard to reverse.
B. Menden, D. Marchesi & L. Nowicki break it down → altsl.co/48dSE4X
#Telecom #LEO #Africa #AltmanSolon
📊 AI is eroding cybersecurity moats—replication is faster, differentiation harder
The real lens: category exposure + company-level edge
Read more ↓
altsl.co/4vmnW3D
#Cybersecurity #AI #AltmanSolon
More reach does not guarantee more revenue.
Our Global Sports Survey shows a 30–40% drop in willingness to pay beyond live.
D. Dellea, M. Del Percio, and C. Sommer explain what rights owners should rethink ↓
altsl.co/4t2J0KN
#SportsMedia #GlobalSportsSurvey #AltmanSolon
We often ask where AI can be applied in cybersecurity.
The more useful question is where it cannot, and that is where resilience sits.
→ B. Matthews, G. Ogilby, A. Jinivizian, and S. Rangoonwala explore this shift: altsl.co/4t4C0Ny
#Cybersecurity #AI #AltmanSolon
If 1 in 5 under-35 fans use unofficial streams, it’s more than piracy: it’s demand not converting.
D. Dellea, M. Del Percio & C. Sommer unpack what this means ↓
altsl.co/4t1Pl9a
#SportsMedia #AltmanSolon
More towers won’t solve smart city connectivity.
5G is increasing density and reshaping how infrastructure works.
B. Menden, U. Schellenbaum & A. Sperling unpack how operators can stop falling behind → altsl.co/4tp5GEX
#SmartCities #5G #AltmanSolon
📺Sports content is easier than ever to access, but holding fans’ attention is getting harder.
D. Dellea, M. Del Percio, and C. Sommer explore what that means for value creation beyond the live window ↓
altsl.co/3PRmPbK
#SportsMedia #FanEngagement #AltmanSolon
The old rules of cybersecurity are eroding.
AI is making capabilities faster to build, and easier to replicate.
So where does differentiation sit?
B. Matthews, G. Ogilby, A. Jinivizian, and S. Rangoonwala explain ↓
altsl.co/47MH291
#Cybersecurity #AI #AltmanSolon
Scaling GenAI in telecom isn’t a tech problem, it’s ownership:
📊 Only ~25% track ROI enterprise-wide
🏢 Leaders embed AI into business units
A. Kiraly, D. Leung, M. Henrich & D. Baldwin on what leaders do differently:
altsl.co/4bLUAmf
#Telecom #GenAI #AltmanSolon
Only 39% of 18–24-year-olds typically watch full live sports games 📊
For rights holders, the opportunity is shifting beyond the live window.
D. Dellea, M. Del Percio, and C. Sommer break down what comes next:
altsl.co/4bqLKvg
#SportsBusiness #AltmanSolon
Telcos are all-in on GenAI, but not ready to scale.
~35% are stuck in the “high ambition, low readiness” gap.
Arpad Kiraly, Diane Leung, Michael Henrich & Dave Baldwin break down how to turn ambition into impact: altsl.co/4btJbas
#Telecom #GenAI #AltmanSolon
Myth: streaming will replace pay TV in sports.
Reality: streamers are entering the rights market selectively, focusing on the assets that move the needle.
Insights from D. Dellea Matt, D. Percio & C. Sommer: ↓
altsl.co/47bHVYl
#SportsMedia #AltmanSolon
GenAI results vary widely across telecom operators.
Some report ~7% EBITDA uplift, others ~2% despite similar investment.
Execution often makes the difference.
More from Arpad Kiraly, Diane Leung, and Michael Henrich ↓
altsl.co/4szRUyQ
#Telecom #GenAI #AltmanSolon
AI resilience is reshaping software investing. Outcomes now diverge on exposure to AI-driven replication and moat durability, not demand alone. This is influencing underwriting, multiples & value creation. More: altsl.co/4l96M4I
#AIResilience #SoftwareInvesting
Reach is growing, but value capture is harder.
Younger fans spend ~3x more time on non-live vs. live as streaming fragments audiences.
See insights from our 7th Global Sports Survey:
altsl.co/4s3WXHm
#SportsMedia #SportsBusiness #AltmanSolon
