Providers need to determine the business they are in.
In the US the West was won by the railroads driving tracks across the prairies and over the mountains of the continent. The men running the railroads were in the railroad industry and soon owned the largest companies in the world.
Then came the airlines …. and the railroad business shrunk. The problem was that they were in the railroad business and couldn’t compete. Think how different it would have been if they had the mindset of being in the travel and freight business.
There is a lesson for FE here