For telecoms, voice AI is a two-sided play: it cuts contact ops cost AND it becomes a new ARPU product you sell to your SMB base.
Internal ops is a cost play. SMB is a revenue play. Both modeled separately, summed in stage 3.
MVNO: 100-500 · Mid-tier: 500-3K · Major: 3K-15K
Telecom call mix automation potential: balance/usage queries 60%+ · billing disputes 25-35%
SMB subscribers (small businesses + sole proprietors on your network)
Realistic penetration over 18-24 months: 3-8%. Aggressive: 10-15%.
Comparable SMB voice receptionist services price $30-80/mo
After paying RE platform cost, expect 50-65% margin on the add-on
Conservative: 50-60% · Realistic: 60-75% · Aggressive: 80%+. CFOs respect a haircut over heroic numbers.
For telecoms, the SMB ARPU lever is usually the bigger long-term number. Internal cost reduction is faster to realise.