Research

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


Handset IPR – a new cold war begins

Handset IPR – a new cold war begins

The recent spate of deals (Google/Motorola, Nortel, Microsoft/Nokia) are the start of a long ‘Cold War’, where all parties are heavily armed, and risk destroying each other (and themselves) with overly aggressive legal actions. Telco 2.0 partners Arete Research analyse implications for the mobile device space and clarify some misunderstood issues. (September 2011)

Executive Briefing Service — September 2011

Cloud 2.0: don’t blow it, telcos

Enterprise cloud computing services need great connectivity to work, but there are opportunities for telcos to participate beyond the connectivity. What are the opportunities, how are telcos approaching them, and what are the key strategies? Includes forecasts for telcos’ shares of VPC, IaaS, PaaS and SaaS. (September 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)
Apps & Telco APIs Figure 1 Drivers of the App Market Telco 2.0 Sept 2011

Executive Briefing Service, Network Innovation — September 2011
Connected TV: Forecasts and Winners/Losers (UK Case Study)

Connected TV: Forecasts and Winners/Losers (UK Case Study)

Our in-depth look at the UK’s highly competitive digital TV market which reflects many global trends, such as competition between different types of content distributor (LoveFilm, YouTube, Virgin Media, BBC, BSkyB, BT, etc.), channel proliferation, new devices used for viewing, and the increasing prevalence of connected TVs. What are the key trends and who will be the winners and losers? (August 2011, Executive Briefing Service)
Chart from Connected TV Figure 2 telco 2.0

Executive Briefing Service — August 2011

Broadband 2.0: Mobile CDNs and video distribution

Content Delivery Networks (CDNs) are becoming familiar in the fixed broadband world as a means to improve the experience and reduce the costs of delivering bulky data like online video to end-users. Is there now a compelling need for their mobile equivalents, and if so, should operators partner with existing players or build / buy their own? (August 2011, Executive Briefing Service, Future of the Networks Stream).
Telco 2.0 Six Key Opportunity Types Chart July 2011

Executive Briefing Service, Network Innovation — August 2011

Strategy 2.0: The Six Key Telco 2.0 Opportunities

A summary of the six Telco 2.0 opportunities to transform telco’s business models for success in an IP-based, post PSTN world: Core Services, Vertical Solutions, Infrastructure Services, Embedded Communications, 3rd Party Enablers, and Own Brand OTT Services. It includes an extract from the Roadmap to New Telco 2.0 Business Models, updates on latest developments, and feedback from over 500 senior TMT industry execs. (July 2011, Executive Briefing Service, Transformation Stream).
Telco 2.0 Six Key Opportunity Types Chart July 2011

Executive Briefing Service — July 2011
M2M 2.0: Market, Business Models, and Telcos’ Role(s)

M2M 2.0: Market, Business Models, and Telcos’ Role(s)

Our latest report on M2M 2.0 covers: M2M market growth, structure and dynamics; business models; the best role(s) for telcos; and leading thinking from Deutsche Telekom, Vodafone, Telenor, KPN and Swisscom. It describes how ‘Service Enablers’ are key to the telco opportunity in M2M in addition to connectivity. (July 2011, Executive Briefing Service)
M2M Pie Chart Service Enablers July 2011

Executive Briefing Service — July 2011

RIM: R.I.P. or ‘Reports of my death are greatly exaggerated’?

RIM’s shares have plummeted in value over the last four months, prompting an eruption of finger-pointing in the media and speculation of its demise or acquisition. In this analysis we examine whether the doom-mongers are right and what RIM’s recovery strategy might be. (July 2011, Executive Briefing Service)
Apple iCloud logo in analysis of impact of iCloud/iOS on digital ecosystem

Executive Briefing Service — July 2011

Apple iCloud/iOS: Killing SMS Softly?

Our analysis of how Apple’s iCloud, iOS5, and MacOS developments build value and control for Apple’s digital platform, and their consequences on other parts of the digital ecosystem, including the impact of iMessage on text messaging. (June 2011, Executive Briefing Service)
Apple iCloud logo in analysis of impact of iCloud/iOS on digital ecosystem

Executive Briefing Service — June 2011

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