Global Communications Infrastructure Provider

Problem Statement

Faced with a shifting macroeconomic landscape, the company wanted to reassess its growth strategy, which has historically relied heavily on mergers and acquisitions. C-suite leadership sought to evaluate the feasibility and risks of the current plan and build a market-driven model for balancing capital allocation across their portfolio. To address these challenges, they aimed first to assess their competitive strengths and opportunities and second to build a sustainable market-driven financial prediction model. For the latter, they sought to establish a set of core assumptions based on automated market intelligence that could be updated automatically over time with market, customer, and competitive shifts, so that they can better forecast the future and plan for diverse scenarios.

Insight

The analysis quantified the business impact in different future scenarios based on trends shaping the strategic landscape – most notably, the risk of market consolidation in some key regions and the opportunity presented by a significant growth in a market adjacency. This created a model for updating those scenarios overtime to re-quantify the impact and set up leading indicators to watch to know when and how to update those assumptions.

For the current state, the strategic assessment confirmed the attractiveness of their market adjacency and uncovered a pricing perception gap in their core offering. The core recommendations were to reallocate capital faster to the emerging market adjacency, and to shift investment from production to marketing to fund a campaign to communicate the value that they deliver for the prices they command.

Solution

Market Scan – Analyzed thousands of market and financial documents from public, paywall-protected, and internal sources, synthesizing over 2,700 relevant insights.

Strategy Assessment – Developed a customer perception and industry benchmarking model to enable strategic comparisons and scenario evaluations.

Financial Projections – Evaluated 50+ key assumptions, ran 50 scenarios with multiple comparisons, and generated income statements focusing on revenue projections.

Customer Profile

A global communications infrastructure provider specialized in solutions for wireless mobile operators. Operating in a dynamic market driven by the proliferation of mobile devices, the rollout of 5G technology, and increasing data consumption, the company plays a pivotal role in enabling seamless connectivity. Their strategic presence in key markets positions them to meet the growing demand for robust and scalable telecommunications infrastructure.