Telcos must use their balance sheet strangth to invest in the future, before other players recover from the crisis. (Jan 2009)
The recent purchase of Symbian by Nokia highlights the tensions around running a consortium-owned platform business.
Amazon presents an excellent example of a 2-sided transactions platform. Werner Vogel, Amazon CTO, explains. (Dec 2008)
How Telcos can avoid inevitable market decline by exploiting their core skills, assets and relationships to create new sources of growth. (Decemeber 2008, Executive Briefing Service, Transformation Stream)
A review of key business opportunity and future business model scenarios in the core voice and messaging business. (November 2008)
New research based on digital music industry sales data challenges the “long tail” theory. (November 2008, Executive Briefing Service)
The second of a series of articles on the “credit crunch” and its likely implications. The relative “haven” of telecoms as defensive stocks, and near-term Telco debt maturities. (October 2008)
First of a series on the ‘credit crunch’: how the liquidity crisis in the financial markets may provide telcos with opportunities for enhancement and transformation of business models. (October 2008)
A closer look at BT’s Ribbit platform strategy and how it can transform BT’s business model. (September 2008)
Blyk may or may not be successful as a business, but provides important learning for anyone looking at mobile advertising business models. (Executive Briefing Service, 2008)
Online Video demand patterns are becoming clearer but a working economic model is not. What’s next? (July 2008)
Explanatory presentation and brief on a set of ‘use cases’ we’re developing that illustrate how telcos might exploit the 2-Sided Business Model Opportunity. (June 2008)
Voice and Messaging 2.0 is Telco 2.0’s analysis of the industry’s traditional core business, traditionally c.80% of $3 trillion Telco revenues, based on our unique insight into the emerging competition, the industry value chain, and original research into user needs.
There is a great wave of change and innovation in voice and messaging, although many telcos are missing out. Innovative new players are stepping in and there is opportunity for telcos is to work with them rather than compete – there are genuine opportunities as well as threats. This report illuminates the evolving opportunities and threats, and provides an invaluable guide to success in this exciting new world. (April 2008)
Summary: This report examines future retail and wholesale business models for fixed and mobile operators offering high speed packet data services. This includes – but is not limited to – providing Internet access.
The report charts the next 10 years for fixed and mobile telecoms network operators as the viability of the current broadband business model is threatened by intense competition and falling prices in maturing markets, changing usage patterns, and the adaptation of new technologies. The report identifies and profiles a new $250Bn content delivery market opportunity. (April 2008)
Analyst’s review of “Next-Generation Mobile Networks (NGMN) Beyond HSPA and EVDO”, technical requirements framework for vendors. (March 2008, Executive Briefing Service, Future of the Networks Stream).