STL Partners

Telco 2.0 Growth & Innovation

Google vs Telcos, Tale of the Tape

Many people feel that Google will merrily extend its dominance of web search into voice and messaging and mobile advertising. However, new analysis suggests that telcos have some clear advantages for building competitive platforms…if they can exploit them We've sized this opportunity a.) by capability (Identity, Authentication, Security + Advertisng, Marketing, Business Services + E-Commerce + Off-line Order Fulfilment + On-line Order Fulfilment (content delivery) + Billing & Payments + Customer Care) and b.) by vertical industry. This helps us not only show how and why operators should tackle this opportunity (the usual strategic focus of our research), but also demonstrate the potential size of the pot.

 

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We sized the opportunity for operators to achieve growth by adopting a two-sided business model and discuss the different functions of 2-sided platforms in the report. We then look at Google, Amazon, Monster, iTunes, Betfair and AP Moller-Maersk in detail, pulling out appropriate lessons for telco operators. In this article we explore Google and, in boxing parlance, who measures up better in the ‘tale of the tape’…

Members of our Executive Briefing Service and Dealing with Disruption Streams can click here to read more.