Strategic Foresight - Insights in Business and Technology

The COVID-19 pandemic exposed America’s reliance on foreign supply chains, with chip shortages grinding industries to a halt. His response? A tariff tsunami to bring tech production home, shrink the $1 Tn US trade deficit (2024), and fortify the US as a tech superpower. This isn’t just about trade—it’s about keeping your Nvidia and Apple shares safe from China’s reach while ensuring AI and chip supremacy.   The US Economy: Tech Gains, Portfolio Pains The US, with its $28.6 Tn GDP in 2024, is bracing for impact as tariffs ripple through tech-heavy sectors. IT Services: The $1.3 Tn IT industry faces pricier imported hardware—servers, AI gear, you name it. Growth, forecast at 5.8% annually through 2030, could stall as costs climb, hitting your SaaS and cloud bets. Telecom: 5G rollout slows as tariffs jack up costs for Chinese and Mexican components. Verizon and AT&T might lose $50 Bn yearly in productivity—check your telecom holdings. Stock Market & Mag 7: The “Magnific...

Superloops Growth Strategy Analysis Superloop employs a balanced growth strategy combining organic expansion and strategic acquisitions, with current emphasis shifting toward organic scaling Growth Strategy Breakdown Strategy Type Components Examples/Evidence Impact Organic Growth (Primary Driver) - Customer acquisition (+62.6% YoY) - Market share gains (nbn up to 6.3%) - Product innovation (FTTP contracts, higher ARPU plans) - Wholesale partnerships (Origin, Leaptel)  - 37,000 net new Consumer customers in HY25 - 30.6% organic revenue growth - $20M marketing investment (FY22-FY23)  Accounts for ~70% of recent growth Inorganic Growth (Strategic Supplement) - Targeted acquisitions (Exetel, Uecomm) - Uecomm acquisition adds 2,000km fibre - Origin migration: 130k customers - Exetel synergies ($5M+/year)  Accelerates infrastructure/customer base growt...

Aussie Broadband H1FY25 Results: Business & Enterprise Growth Shines Aussie Broadband (ABB) has released its interim results for the first half of the 2025 financial year, showcasing a period of steady growth and strategic expansion. While the residential NBN business continues its upward trajectory, the real story lies in the impressive growth of the business and enterprise segments. Metric Result Significance Overall Revenue $588m (+7%) Steady growth EBIT 37% increase Significant improvement NBN Market Share 7.8% (target 10%) Shows Aussie's growing market presence Residential Revenue $327m (+15%) Core business remains strong Residential Gross Margin 31% (slight increase) Marginal improvement in profitability Business Segment Revenue $54m (+13%) Rapid growth in business segment Business Segment Customer Growth ~50% ...

Telstra's Dual Strategy: Investor Lens Telstra's first half FY25 results have delivered a strategic surprise that signals management's growing confidence in the company's financial strength. With a clean 6% increase in underlying earnings, Telstra has not only raised its dividend as expected but also announced a significant share buyback program. This dual approach to shareholder returns marks a new chapter for a telecommunications giant that has dramatically transformed recently. Segment Performance: Mobile Leads with World-Class Margins   Mobile dominance continues:  The Mobile division delivered 4% earnings growth, exceeding analyst expectations despite only four months of price increases and disruption from the 3G network shutdown. Why it matters:  With Mobile (>40% market share) accounting for over 60% of total EBITDA and maintaining an extraordinary 47% margin (among the highest globally), this segment remains Telstra's crown jewel. The division's abi...

Artificial intelligence (AI) is revolutionising the telecommunications industry, enabling communications service providers (CSPs) to tackle growing network complexity, meet evolving customer expectations, and drive innovation. As highlighted by Manish Singh, CTO of Telecom Systems Business at Dell Technologies, AI is being strategically implemented across three critical domains: sovereign AI deployment, enhanced customer experience, and automated network operations. Additionally, an emerging theme, Edge AI for real-time applications, is gaining traction, offering CSPs new opportunities to deliver low-latency, high-performance services. Below, we explore each theme in detail, including specific use cases, pros and cons, real-world examples from global telecom operators, and considerations for total cost of ownership (TCO).     1. Sovereign AI Deployment: Localising AI for Cultural and Regional Relevance Overview Sovereign AI involves developing and deploying AI systems within ...