As important as edge computing will likely be for mobile operators in many markets, estimates of incremental revenue are virtually always too optimistic. The reason is that most of the activity, and close to all of the actual revenue from “edge computing as a service” will not be earned by mobile operators. .
The same goes for edge computing estimates that involve sensors, edge customer premises equipment, platforms supporting those devices, server and other hardware. The most obvious opportunities for mobile operators are real estate (racks, power, air conditioning, security) and connectivity services.
Of those two types of value, connectivity is the greatest likely revenue driver. There are some opportunities to operate private 5G networks on behalf of enterprise clients as well. But it remains to be seen how the private 5G market develops.
It might not be unreasonable to assume that the suppliers of enterprise 5G private networks are the same entities that already supply much enterprise information technology services. System integrators, for example, would seem to be likely winners in that regard.
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