The telecom industry seems perpetually surprised that other industries keep taking a piece of the revenue they tradtionally had. Smartphones, messaging apps, sea cables, roaming etc etc... Now it will be networks themselves. Not the big macro networks, but the smaller networks. Unlicensed spectrum, 5G, networks as a service will drive 10-100x the number of mobile networks in just a few years. This in turn will redefine how macro networks will eventually look.