Research

Defining the future telco — and what it means for operators and their partners


Digital Economy: who will prosper in ‘The Great Compression’?

Digital Economy: who will prosper in ‘The Great Compression’?

Value is squeezed out of industries as they become increasingly digital – i.e. accessed by mobile and online, driven by data and defined by software. We call the collective economic impact of this pressure ‘The Great Compression’. But which companies will survive and prosper – and how? 90% of the Execs at our Silicon Valley brainstorm identified ‘management mindset’ as a key factor in Telecoms, Media, Finance and Retail. Our analysis and a detailed report of the findings of the Digital Economy session at the NDE Executive Brainstorm, Silicon Valley, held at the InterContinental Hotel, San Francisco on the 19th March 2013. (May 2013, Executive Briefing Service, Transformation Stream).
Scale of Transformation Needed April 2013

Executive Briefing Service — April 2013
The Internet of Things (IoT): What’s Hot, and How?

The Internet of Things (IoT): What’s Hot, and How?

‘The Internet of Things’ (IoT) is one of the big ideas of the moment. But what are the areas in which value is being created now, and what is still technological hype? A summary of the findings of the Digital Things session at the NDE Executive Brainstorm, Silicon Valley, held at the InterContinental Hotel, San Francisco on the 20th March 2013. (April 2013)
Building Blocks Urgently Needed for IoT April 2013

Executive Briefing Service — April 2013
Digital Entertainment: What Gets Measured Gets Money

Digital Entertainment: What Gets Measured Gets Money

For mobile entertainment services to generate revenues commensurate to the attention they receive, the industry needs to improve ‘discovery’ tools, create more effective creative inventory, and deliver proof of its effectiveness. A summary of the Digital Entertainment 2.0 session of the 2013 Silicon Valley Brainstorm, held on the 20th March 2013, Intercontinental Hotel, San Francisco. (April 2013)
Digital Entertainment 2.0: What Gets Measured Gets Money

Executive Briefing Service — April 2013
Digital Commerce: Show me the (Mobile) Money

Digital Commerce: Show me the (Mobile) Money

Many companies are struggling to build a mobile commerce business case that generates significant incremental revenues in the next five years. But some will ultimately use digital wallets to create a valuable platform that bolsters customer loyalty and produces substantial revenues from location-based marketing, advertising and the management of personal data. What are the barriers, how can they be overcome, and what are the key actions for telcos, major internet players, banks and payment networks?

Executive Briefing Service, Consumer — April 2013
Facebook Home: what is the impact?

Facebook Home: what is the impact?

Facebook has launched ‘Facebook Home’, technically a shell around the Android OS, that in theory creates valuable new advertising inventory on the screens of users’ phones. What will its impact be in practice for Facebook, and on Google, mobile operators, and other device manufacturers? (April 2013, Foundation 2.0, Executive Briefing Service, Dealing with Disruption Stream.)
Facebook Home ‘Coverfeed’ April 2013

Executive Briefing Service, Consumer — April 2013
The Great Compression: surviving the ‘Digital Hunger Gap’

The Great Compression: surviving the ‘Digital Hunger Gap’

In the next 10 years, many industries face the ‘Great Compression’ in which, in addition to the pressures of ongoing global economic uncertainty, there is also a major digital transformation that is destroying traditional value and moving it ‘disruptively’ to new areas and geographies. For the incumbent industry players we call the near-term results of this disruption ‘The Digital Hunger Gap’ – the widening deficit between past and projected revenues. This is our analysis of the top-level findings of the Silicon Valley Executive Brainstorm. (March 2013, Executive Briefing Service, Transformation Stream.)
10 Year Hunger Gap Mar 2013

Executive Briefing Service — April 2013

Digital Commerce: Silicon Valley Executive Brainstorm 2013, Day Two (Wednesday 20 March)

Closing the Loop between Advertising & Payments. Presentations from the Digital Commerce stream of the New Digital Economics Brainstorm, 20th March 2013, in San Francisco. Including: Where’s the money in SoLoMo? | Advertising & Marketing | Big Data (March 2013, Executive Briefing Service, Dealing with Disruption)
Digital Commerce 2.0 Silicon Valley March 2013

Executive Briefing Service, Consumer — March 2013
Smartphones: when will Huawei be No.1?

Smartphones: when will Huawei be No.1?

We were surprised to hear Huawei’s objective of becoming the world’s No.1 Smartphone maker at last year’s Mobile World Congress, and somewhat dubious whether it would achieve that goal. However, at this year’s show Huawei demonstrated impressive progress, and we consider it is no longer a question of if, but when it will achieve its goal. In this analysis we explore industry scenarios and their consequences. (March 2013, Executive Briefing Service).
Huawei Ascend Smartphone

Executive Briefing Service, Consumer — March 2013
Free Mobile: A Prototype for Disruption?

Free Mobile: A Prototype for Disruption?

Free.fr’s entry to the French mobile market has achieved extraordinarily rapid market share gains and resulted in comprehensive disruption. An analysis of its technology, tactics, and business model, and a high-level assessment of the applicability of its approach to other markets. (February 2013, Executive Briefing Service, Dealing with Disruption Stream).
Monthly ARPU in France & EU Markets Feb 2013

Executive Briefing Service, Consumer — February 2013
Finance: Optimising the Telco 2.0 revenue and cost model

Finance: Optimising the Telco 2.0 revenue and cost model

Structuring finances is key for the success of innovations in general and Telco 2.0 projects in particular. In this detailed extract from our new strategy report ‘A Practical Guide to Implementing Telco 2.0’, we describe the best ways to approach the management of revenues and costs of new business models, and how to get the CFO and finance department onside with the new approaches required (February 2013, Executive Briefing Service, Transformation Stream).

Small table on finances

Executive Briefing Service, Network Innovation — January 2013

Sprint-Softbank: how it will disrupt the US market

The Japanese and French markets have both been disrupted through the entry of low-cost competitors offering substantial price reductions. We think that Softbank’s acquisition of Sprint is a signal that the same is to soon come in the US given Softbank’s experience as a successful disruptor in Japan. (January 2013, Executive Briefing Service).
Digital Commerce Flywheel December 2012

Executive Briefing Service, Network Innovation — January 2013

The M-Commerce ‘Land-Grab’: Telcos Vs. Apple & Google

The mobile commerce market is going through a critical ‘land-grab’ phase. This report reviews the strategies and tactics of the leading telcos and Internet players in Asia, Europe and North America as they seek to use the mobile medium to become an intermediary between buyers and sellers. It considers the pivotal role of the digital wallet, ‘big data’, the race to acquire merchants and the key alliances between telcos, banks, payment networks and Internet players (December 2012, Executive Briefing Service, Dealing with Disruption Stream)
Digital Commerce Flywheel December 2012

Executive Briefing Service, Consumer — December 2012

A Practical Guide to Implementing Telco 2.0

How can communications services providers (CSPs) transform their businesses from Telco 1.0 (infrastructure-led stasis) to Telco 2.0 (sustainable innovation-led growth)? An essential, step-by-step guide to the implementation of new Telco 2.0 business models, providing telecoms executives and their partner companies with a systematic approach to capitalise on new opportunities and neutralise potential threats. The report outlines robust frameworks and methodologies for selecting the right Telco 2.0 strategy for each organization, identifying and implementing the key opportunities, and avoiding expensive and time-consuming mistakes. (December 2012, Telco 2.0 Transformation Stream) Telco 2 Implementation Cover

Executive Briefing Service — December 2012

Cloud 2.0: Telco Strategies in the Cloud

Telco 2.0 presents a new strategy report examining the evolution of cloud services; the current opportunities for vendors and Telcos in the Cloud market, plus a penetrating analysis on the positioning Telcos need to adapt in order to take advantage of the potential $200Bn global Cloud services market. This report offers over 140 pages of insightful commentary from those who’ve been working at the cutting edge, and includes an introduction to the sector’s key technologies and emerging trends, as well as detailed recommendations for Telcos and vendors. (December 2012, Strategy Report, Cloud and Enterprise ICT Stream.)
Cloud Strategy Report Image

Enterprise Platforms, Network Innovation — December 2012

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