Cloud: What is the role of telcos in cloud services in 2015?

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Service providers need to grow new revenues. The cloud market looks potentially attractive, and is growing at about 30% CAGR, but it is dominated in many areas by Amazon, Google and Microsoft. So is Cloud part of the answer for telcos, and if so how? This report looks at the role of the service provider in the cloud market and products that service providers might offer in 2015.


Format: PDF filePages: 35 pagesCharts: 12Author: STL research team Publication Date: November 2014

Table of Contents

  • Executive Summary
  • Context: telcos need to grow new revenues
  • What does the cloud market look like today?
  • So what should telcos do?
  • Telcos: to ICT or not to ICT?
  • Telcos must ‘think different’ about Cloud and Enterprise ICT
  • Introduction (included above)
  • A big hole to fill
  • Could the Cloud be part of the answer?
  • Cloud Evolution and Service Provider fit (included above)
  • Software-as-a Service (SaaS)
  • Platform as-a Service (PaaS)
  • Infrastructure as-a Service (IaaS)
  • Capital Investment, how much bang for your IaaS buck?
  • Scale and efficiency
  • Which telcos are positioned well for the 2015 battleground?
  • So what should be the role of telcos in cloud in 2015?
  • Areas that are hard for most telcos to compete in
  • More promising areas for telcos
  • Conclusions
  • STL Partners and the Telco 2.0™ Initiative

Table of Figures

  • Figure 1 – Google Infrastructure Spending
  • Figure 2 – Telco revenue declines from core services
  • Figure 3 – Vodafone Service revenue breakdown 2013
  • Figure 4 – Google Data Centre Efficiency
  • Figure 5 – Google Infrastructure Spending
  • Figure 6 – The big 3 vs Rackspace form 2005 to 2012
  • Figure 7 – Average monthly cost per GB over a number of RBC use cases
  • Figure 8 – Average monthly cost per GB over a number of RBC use cases including support costs
  • Figure 9 – Amazon EC2 Xlarge pricing over time
  • Figure 10 – Breakdown of in-house data centre costs
  • Figure 11 – On-Premise Vs. Cloud based Contact Centre TCO
  • Figure 12 – Telco 2.0™ ‘two-sided’ telecoms business model

Technologies and industry terms referenced include: BYOD, Cloud, Colocation, IaaS, Managed Services, nfv, PaaS, SaaS, SDN, Server, Virtual Desktop, Virualisation