en.Wedoany.com Reported - Southeast Asian telecom operators are generally facing a disconnect between 5G user scale and revenue growth. In Malaysia, 5G penetration has reached 50%, but operators' revenues have not grown correspondingly.
Prianca Ravichander, Chief Commercial Officer and Chief Marketing Officer of Tecnotree, pointed out that the root cause lies in the business model rather than network performance. Operators have invested heavily in spectrum and infrastructure, yet they continue to sell 5G services using the old connectivity pricing model, causing data traffic growth to actually compress profit margins.
Cloud giants and digital platforms are capturing value on top of telecom infrastructure, making the operators' situation even more difficult. As connectivity services become increasingly commoditized, customer focus has shifted from data usage to service quality and digital experience.
Ravichander believes that operators need to transition from the traditional "plan, launch, and charge" model to an intelligent system of "sense, predict, and monetize," leveraging artificial intelligence to achieve demand forecasting and dynamic pricing.
In the enterprise service domain, models such as service-level agreement-based pricing, partner settlement, smart bundling, wholesale multi-tenancy, mobile virtual network operators (MVNOs), and satellite sharing can create new revenue streams. The key to transformation lies not in selling more connections, but in shifting from user and average revenue per user (ARPU) metrics to a market-based model, extracting greater value from existing networks.
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