First-Mover Advantage in VSaaS: The Strategic Opportunity for Telecoms and ISPs

The worldwide telecom and ISP industry experiences a transformation through cloud-based video surveillance as a service (VSaaS). The first companies to adopt this technology are getting “First-Mover Advantage in VSaaS”, creating the standards which will define the new market segment. The market demands immediate action because any delay will result in missed business potential.

Why Timing Matters for Telecoms and ISPs

Cloud-native players and system integrators enter long-term VSaaS agreements with customers to establish pricing models, service quality benchmarks, traditional VMS migration market share, technology connection protocols.

Consider the potential:

• The installation of each 1 million connected cameras would produce $40–60 million in annual recurring revenue.
• The global VSaaS market is projected to grow from $4.7 billion in 2023 to nearly $20 billion by 2032, at a CAGR of ~17%.
• Para Latin America the video‑surveillance & VSaaS market generated $3,941 million in 2024 and is expected to reach $ 8,326.0 million by 2030 (CAGR ~13.1%)
• Regional growth is significant not only in Latin America e digitalizing Africa Region. Also in Southeast Asia, the Middle East, and Eastern Europe the Telcos should consider immediately entering the VSaaS market, where urbanization and smart city projects are driving demand.

What does this mean? Cloud players use every moment of inactivity to build their market share while securing business deals and establishing partnerships and determining pricing structures and technical standards and service delivery methods which will harm your business operations.

The delay of each month enables competitors to build market leadership which makes it harder for latecomers to enter the market at a reasonable cost.

How First-Mover Advantage in VSaaS Drives Strategic Growth

VSaaS functions as a strategic growth engine which provides ISPs and telecom operators with more than a basic new service.

• Recurring revenue. Subscription models deliver stable, predictable income.
• Customer loyalty. Bundled services increase stickiness and reduce churn.
• Portfolio differentiation. VSaaS positions your company as a full-service cloud provider.
• Industry influence. Early adopters shape regional standards, integration frameworks, and pricing models.

Operators who initiate their operations first obtain market dominance while establishing guidelines which subsequent competitors must follow.

Global Opportunities Are Expanding

VSaaS Market in Asia-Pacific

Rapid urbanization and commercial growth are boosting demand for smart surveillance solutions.

VSaaS Market in Latin America

Telecommunications investment rush LATAM. Mobile infrastructure investment in Latin America is estimated at $15 billion per annum. In Brazil specifically: $1,014.4 million in 2024; expected to reach $1,881.7 million by 2030 (CAGR ~10.7%). 

What this shows: the market demonstrates strong growth in video-surveillance demand. So that while network infrastructure expands and telcos/ISPs have an opportunity to use their connectivity and cloud services.

VSaaS Market in Eastern Europe

Growing security needs and modernization initiatives create untapped potential.

VSaaS Market in Africa & Middle East

The fast-growing urban areas with new broadband systems create major business potential for cloud surveillance subscription services. The widespread adoption of smart city technology makes VSaaS an essential service for business operations and public sector organizations.

Although less mature, the MEA region (Middle East & Africa) accounts for ~10% of the horizontal global VSaaS share (per a Global Growth Insights snapshot). 

Sub‑Saharan Africa mobile data traffic is forecast to grow at ~23% CAGR from 2023 to 2030. The market conditions create an environment where new entrants can easily advance their technology. Here are still fewer competitors and less competition which makes it suitable for early market leaders.

Telcos and ISPs should focus on these markets because they already have network infrastructure to provide cloud surveillance services. The first companies to enter this market will obtain profitable long-term agreements before their competitors develop their plans.

What Happens if You Delay in First Move

Delay doesn’t just mean lost revenue. Actually it means in the long-term distance:

• Competitors dictate pricing, contracts, and service models.
• Market share is locked by early movers through long-term subscriptions.
• Opportunities to bundle with connectivity and cloud services are lost.

A fast-growing market requires immediate action because delayed decisions result in significant financial losses. The first-mover advantage enables operators to achieve market leadership while establishing themselves as industry leaders who control the entire ecosystem.

How can telecoms / ISPs act now to maximise the first‑mover advantage?

Here are concrete steps for telcos/ISPs to convert from “observer” to “mover”:

1. Partner with VSaaS trusted providers like Aipix (cloud video, analytics, device+camera ecosystem) to launch a subscription service rapidly.
2. Bundle connectivity + surveillance + cloud analytics into one offering. This makes it easier for existing customers to take the service, boosting ARPU, reducing churn.
3. Leverage existing network assets (broadband, fiber, mobile, data‑centres) to provide the backbone for video‑surveillance ingestion, edge‑processing, and cloud storage.
4. Build or join a partner ecosystem around camera OEMs, analytics/AI providers, integrators, MSPs. Your telco becomes the platform aggregator.
5. Go to the underserved markets with a global VSaaS solution like Aipix. For example, regions/countries where the surveillance‑cloud market is under‑penetrated, e.g., Africa, smaller Latin American countries, where there is lower competition, higher upside.
6. Design contracts for scale and retention within multi‑year deals, camera‑count incentives, analytics tiers, upsell paths. Capture the economics early.
7. Communicate the strategic message to your organisation. This isn’t just a “value‑added service”, it’s a strategic growth engine and competitive moat.

Take Action Toward VSaaS Now

Cloud video surveillance first-mover advantage exists for a limited time before it becomes unavailable. 

The subscription-based VSaaS market in Latin America and Africa shows strong potential for fast adoption so telecom/ISP operators who take action now will gain customer retention and establish service models and strategic expansion. 

The present moment requires immediate action. Telecoms and ISPs who adopt VSaaS during this initial period will establish recurring revenue streams while building customer loyalty and creating regional leadership in cloud video surveillance.

Partner with Aipix today to deploy VSaaS, capture high-margin recurring revenue, and claim your first-mover advantage globally. Contact us for a personal plan of development.