For chief executives and heads of strategy at telecom and technology companies

Find the growth move your evidence supports, and test it before you fund it.

There are four ways a business grows: selling more of what it has to the customers it has, taking what it has to customers it does not have yet, building something new for the customers it has, or doing both at once. Each is a different bet with a different failure rate, and the right one is usually sitting in your own numbers. We find it, price it, and put it in front of real buyers before anything is built.

Tell us what is on your desk Read how the work runs

A written reply within two working days. No mailing list, no price list, nothing gated.

If this is on your desk

  • Revenue has plateaued and the growth plan is a list of ideas rather than a ranked set of bets
  • A new product or a new market is on the board agenda and nobody has priced what it would take to serve
  • An asset you already hold, such as spectrum, a footprint, a customer base or data, earns less than it should
  • A partnership or a market entry needs a go or no-go answer with the reasoning written down
  • The last growth initiative was funded on a deck and quietly stopped a year later

The four moves in plain terms

Strategists call these the four Ansoff moves. The names matter less than the arithmetic: each move carries a different risk, needs different evidence, and is tested in a different way.

The moveWhat it meansWhat usually goes wrongWhat we test before you commit
Sell more to the customers you haveMarket penetration: share, price, usage, retentionPrice cuts bought as growth; usage that was already saturatingWhere the headroom is, by segment, and what a price change does to margin
Take what you have to new customersMarket development: new segments, new regions, new channelsA channel that costs more to serve than the customer paysCost to serve, by channel, against what the new segment will pay
Build something new for the customers you haveProduct development: a new offering on an existing relationshipBuilt before priced; priced before testedThe offer, the price and the unit economics, with real buyers, before the build
Build something new for new customersDiversification: the furthest bet from what you knowAn acquisition or a venture justified by a strategy wordWhether any asset you hold makes it defensible, and the walk-away price

How the first step works

  1. 01

    Tell us what is on your desk

    A paragraph is enough. The more specific the question, the more useful the reply.

  2. 02

    A written reply within two working days

    How we would approach it, what it would take and what it would cost. If the right answer is to change nothing, the reply will say so.

  3. 03

    A one-day teardown, if it is worth one

    A 90-minute working session, a written answer in two working days, and the model behind it, yours to keep.

Work you can check before you write

Everything we publish is free, opens without an email address, and shows the source behind every figure.

$33.8Bleft after capex and dividends across the three national carriers, FY2025, as filedOpens its source$19.6Bwhat SpaceX agreed to pay for 65 MHz of its own spectrum, against a 10 MHz lease todayOpens its source
TemplateFrom diagnosis to first revenueThe three stages after the recommendation, with the evidence each gate needs before the next stage starts.AnalysisWho can afford to playFive incumbents modelled to the money left after capex and dividends, from their own filings.PageHow we workThe four steps behind every piece of analysis, what AI does at each and what a person decides.

Tell us what is on your desk

Say which of the four moves is on the table, or that you do not yet know, and what you already have in hand. You will have a written reply within two working days.

A paragraph is enough. The more specific the question, the more useful the reply.

We use what you send here only to reply to you. It is not added to a mailing list and it is not shared. See our privacy policy.

Questions people ask first

Do you only work with telecom companies?

Our telecom work is the deepest and most of what we publish is about networks, but the method is a business method. We take work from technology companies, software vendors and service firms where the question is a growth question.

Why is there no price on this page?

Pricing is set per engagement and written into the first reply, so you see it before you commit to anything. The one-day teardown is the smallest piece of work we sell and it is priced as one.

What if the evidence says we should not do this?

Then that is the answer you get. A diagnosis that says do nothing costs far less than a project that proves it.

How much of our time does the first step take?

An email, and a ninety-minute session if you take the teardown. The written answer comes to you.

What happens to what I send?

It is read by the person who would do the work, used to reply to you, and not added to a list or shared with anyone.