Radio, connectivity, satellite — and the P&L.
Networks are capital-heavy, long-lived, and unforgiving of a wrong turn. The decisions worth getting right sit where engineering constraint meets commercial reality.
What we keep seeing.
Operator economics have tightened as networks stay capital-hungry while much of the revenue growth has flattened. The technologies meant to open new revenue have largely arrived — but few have monetised on the timeline the original business case assumed.
Meanwhile the shape of the market keeps moving. Direct-to-device satellite is changing what coverage costs and what it is worth. Wholesale and retail pull in different directions inside the same balance sheet. Network APIs promise a new revenue layer that only pays if someone builds propositions on it. And underneath all of it sit unglamorous dependencies — timing, sync, transport — that quietly constrain what the commercial team can sell.
The questions that bite.
Where we help.
Mapped to the lifecycle — the same four services, read through the grain of this sector.
The length of the stack.
Silicon to satellite, with AI moving between every layer. The range is what lets a conversation move from the proposition sold at the top to the component that constrains it at the bottom, without changing rooms.
Two ways through the door.
A coffee catch-up.
An unhurried conversation — in person in Auckland, or over a call. We talk through the decision you’re weighing, how we’d work together, and whether there’s a fit. No scope to sign, no slides to sit through.
The Alignment Discovery.
A two-week joint undertaking, built around the specific decision you’re weighing. No pre-packaged verdict, no off-the-shelf framework — we work the problem with your leadership team, map the dependencies, name the standoffs, and sequence the path forward.
These four are where our pattern library runs deepest — not the limit of where we work. Where the decision is portfolio strategy and execution, the discipline travels. How far the range runs
Engagements start with a coffee, not a contract.
If something here maps to a decision you're weighing, book a conversation or write directly. Replies come from the practitioner.