Altman Solon

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

We congratulate KKR and Singtel on recently acquiring the remaining 82% stake in STT GDC. More info on the deal can be found here: altsl.co/3OZUdMV #PrivateEquity #DueDiligence #DealAnnouncements #Deals

Not all software is equally resilient to AI. Ben Matthews, Grace Ogilby, Aeckarth Malik, and Ruchir Kalra outline a framework to evaluate category risk vs. company moats. → altsl.co/4aoduQE #PrivateEquity #VentureCapital #AltmanSolon

Plenty of software companies still look healthy on the surface: • Renewals hold • Seats grow • Usage stays up Ben Matthews, Grace Ogilby, Aeckarth Malik, and Ruchir Kalra look at why AI risk often shows up somewhere else first: altsl.co/3OikCFu #AI #SaaS #AltmanSolon

The Milano Cortina 2026 Olympic Winter Games are now a complex marketing ecosystem. In ANA Magazine, David Dellea explores how brands are rethinking Olympic-era marketing: altsl.co/4krQkwa #SportsMarketing #AltmanSolon

Fiber is the biggest bet in smart cities: highest capital, longest payback, toughest regulation. Treat it as an afterthought and projects break. More from Björn Menden, Uli Schellenbaum, and Andreas Sperling 👇 altsl.co/4qXV9zP #FiberInfrastructure #SmartCities

What’s next for MENA digital publishers? Andreas Tiefengraber breaks down 3 strategic levers shaping growth → altsl.co/3ZTE0eo #MENA #DigitalPublishing

🏆 We’re honored to be named Due Diligence Adviser of the Year at the 2026 @TMTFinance Awards EMEA! Thank you to our clients for your trust as we deliver data-driven advice across telecom, media & tech. Read more: altsl.co/4rsnRZk #TMTFinanceAwardsEMEA #TMT #AltmanSolon

🧠 Not everything that matters shows up in a prompt or a demo. As AI takes on more coding, some considerations get quietly deferred. The impact shows up later. Why this matters for DevOps ↓ altsl.co/4k3ZfU6 #SoftwareEngineering #DevOps #AltmanSolon

Open access in South Africa is shifting, but the path forward isn’t clear 👀 In @TechCentral, Björn Menden unpacks what the Vodacom–Maziv deal really means for competition and fiber investment: → altmnsol.co/3ZptAmA #OpenAccess #Fiber #SouthAfrica #AltmanSolon

The next phase of enterprise AI is already here 🚀 • 25% of enterprises deploy agentic AI today • 37% plan to adopt next Ben Matthews & Swope Fleming unpack what this shift to autonomy means 👇 altmnsol.co/3LDBjds #EnterpriseAI #AgenticAI #GenAI #FutureOfWork #AltmanSolon

The @Meta nuclear headlines are getting attention, but the underlying issue is power certainty as AI workloads grow ⚡ Doug Barnett walks through why behind-the-meter solutions matter now 👇 altmnsol.co/4pKTRH2 #AI #DigitalInfrastructure #Energy #AltmanSolon

When churn is at 40%, CX decides who stays. The four levers that move retention: 🤝 Ease 🎯 Personalization ⚡ Fast recovery 💡 Real loyalty More from Anbu Selvan & Jonatan Matsson: 🔗 altmnsol.co/4qBenuq #Telecom #CX #AltmanSolon

🧹The future of home robotics isn’t about doing everything: it’s about doing the right things. Consumers want help with the tasks that take time every day. More on how practicality will drive adoption: altmnsol.co/4j74AtD #AI #Robotics #ConsumerTech #TMTInsights #AltmanSolon