Special Report: Global parterships The classic mobile telecoms model is increasingly reliant on scale. MNOs cannot expect significant increases in ARPU from their established mobile broadband user bases and applications, yet they have to invest in new capacity on a constant basis. Upgrading to 5G architectures, though imposing a capex spike, can reduce the total cost of ownership of providing that capacity over the life of the network. However, growth will depend on operators doing at least one of two things – pursuing new revenue streams, especially in under-tapped enterprise environments and emerging Industry 4.-type use cases; and/or achieving huge network scale in order to improve cost efficiency and market share, and have sufficient capacity to support wholesale business as…