Defining the future telco — and what it means for operators and their partners
Shifting Profit Pools and Strategic Opportunities . Presentations, votes, output and analysis from the Digital Economy 2.0 stream of the New Digital Economics Brainstorm, 27th March 2012, in San Francisco. (March 2012)
Digital Economy 2.0 Silicon Valley March 2012
Harnessing personal data to revolutionize Payments, Advertising and Retail Experiences. Presentations, votes, output and analysis from the Digital Commerce 2.0 stream of the New Digital Economics Brainstorm, 28th March 2012, in San Francisco. (March 2012, Executive Briefing Service, Dealing with Disruption Stream)
Digital Commerce 2.0 Silicon Valley March 2012
New Business Models in a multi-screen, 3D/HD, mobile world . Presentations, votes, output and analysis from the Digital Entertainment 2.0 stream of the New Digital Economics Brainstorm, 28th March 2012, in San Francisco. (March 2012)
Digital Entertainment 2.0 Silicon Valley March 2012
New sources of value in the ‘internet of things’. Presentations, votes, output and analysis from the Digital Things 2.0 stream of the New Digital Economics Brainstorm, 28th March 2012, in San Francisco. (March 2012)
Digital Things 2.0 Silicon Valley March 2012
Google’s shares have made little headway recently despite its dominance in search and advertising, and it faces increasing regulatory threats in this area. It either needs to find new sources of value growth or start paying out dividends, like Microsoft, Apple (or indeed, a telco). Overall, this is resulting in something of a strategic identity crisis. A review of Google’s strategy and implications for Telcos. (March 2012, Executive Briefing Service, Dealing with Disruption Stream).
Google’s Advertising Revenues Cascade
Key trends, tactics, and technologies for mobile broadband networks and services that will influence mid-term revenue opportunities, cost structures and competitive threats. Includes consideration of LTE, network sharing, WiFi, next-gen IP (EPC), small cells, CDNs, policy control, business model enablers and more. (March 2012, Executive Briefing Service, Future of the Networks Stream).
Trends in European data usage
Our top-level review of SAP’s vision of how it will enable telcos to ‘operate at internet speed’ against Telco 2.0 principles and the six key opportunity areas identified in our strategy research report, ‘The Roadmap to New Telco 2.0 Business Models’. We also challenged SAP to build a Proof of Concept implementation of a complex multi-sided business model with a leading European mobile operator within one month. How did it go? (February 2012, Foundation 2.0)
Six Opportunity Areas within the Telco 2 Platform
What is a ‘business model problem’? How can you tell when you’ve got one? What are the key business model challenges faced by telcos today, and how should they address them? (February 2012, Foundation 2.0)
Rabbit in Headlights
Regardless of business strategy, the development of ‘Smart Pipes’ – more intelligent networks – will be a key driver of shareholder returns from operators. Smarter networks will also benefit network users – upstream service providers and end users, and operators, and their vendors and partners, will need to compete to be the smartest. What are they, why are they needed, and what are the key strategies employed to develop them? (February 2012, Foundation 2.0, Future of the Networks Stream).
Facebook user saturation bubble chart
New figures released in Facebook’s S-1 filing for its IPO stack up with Telco 2.0’s previous analysis of Facebook’s performance for our report ‘Dealing with the Disruptors’. This further strengthens our views that many mooted valuations are overblown, and that Facebook will seek new sources of value in communications. (February 2012, Executive Briefing Service, Dealing with Disruption Stream).
Facebook user saturation bubble chart
An extract from our 284 page, 124 chart, strategy report that analyses the business models, markets, objectives, strategies and modus operandi of the major adjacent players, and their current and future impact on the telecoms industry. The report identifies the areas and options for competition and co-operation, and outlines potential strategies for interacting with each player. It also draws the combined activities of the digital empires – telcos, so called ‘OTT players’ and others – into the context of the new ‘Great Game’, the battle for power and value in the emerging digital economy. (Page updated February 2012, report published November 2011, Dealing with Disruption stream) Google Apple Facebook Microsoft Skype Amazon Telco 2.0 Disruptor Report Cover
The telecoms industry often puts so-called OTT (over-the-top) players like Google and Facebook at the forefront of its concerns, as they pose new competition for services and applications. But what about encroachment of companies “underneath” the telcos, displacing them from their core asset, the network? Telco 2.0 examines the strategic threats and opportunities from wholesale providers, outsourcers and government-run broadband networks. (January 2012, Executive Briefing Service, Future of the Networks Stream).
UTF Image Jan 2012
Telco 2.0 Strategies. Presentations including an overview of Telco 2.0 concepts by Simon Torrance, CEO, STL Partners/Telco 2.0, Investors’ views of telcos and technology markets by Richard Kramer, CEO Arete Research, the real world progress of Telco 2.0 strategies by Chris Barraclough, Chief Strategist, STL Partners/Telco 2.0 and an Innovators Showcase on ‘Everything in real-time all the time?’ by Hassan Iftikhar, VP Wholesale Business Management, CSG at the New Digital Economics & CSG APAC Executive Forum in November / December 2011.
Telco 2.0 Strategies
Charts and analysis of the delegate votes from the EMEA Brainstorm in November 2011. 63 pages, powerpoint format. (December 2011)
APAC and EMEA Telco 2.0 Image
Digital Entertainment 2.0: A summary of the findings of the Digital Entertainment 2.0 workshop, 8th November 2011, held in the Guoman Hotel, London.
Digital Entertainment 2.0: Event Summary Analysis Presentation
Telco 2.0: Event Summary Analysis. A summary of the findings of the Telco 2.0 Executive Brainstorm, 9th November 2011, held in the Guoman Tower Hotel, London. The Brainstorm explored telcos’ strategic options to grow in the fast changing digital economy. It also considered how telcos can defend their core voice and messaging business, while also examining the steps they can take to improve the customer experience.
Telco 2.0: Event Summary Analysis Presentation
M-Commerce 2.0: Event Summary Analysis. A summary of the findings of the M-Commerce 2.0 Executive Brainstorm, 10th November , held in the Guoman Hotel, London. Part of an international research and events programme, run with the support of the World Economic Forum, the Brainstorm explored the principles of personal data in the context of ‘M-Commerce 2.0’ – creating mechanisms that put the user in control of their data, helping the individual to generate value from that data, reducing friction and transaction costs in day-to-day ‘B2B2C’ commercial processes. (December 2011, Executive Briefing Service, Dealing with Disruption Stream)
M-Commerce 2.0: Event Summary Analysis Presentation
Our research focuses on how telcos and their partners can embrace industry disruption.
Learn more1