Full Article: Credit Crunch (Part 7) – If Telcos Don’t, Cisco Will
Telcos must use their balance sheet strangth to invest in the future, before other players recover from the crisis. (Jan 2009)
Research
Defining the future telco — and what it means for operators and their partners
Full Article: Nokia and Symbian – Missing an Opportunity?
The recent purchase of Symbian by Nokia highlights the tensions around running a consortium-owned platform business.
Full Article: Transactions, telcos’ future in one word
Amazon presents an excellent example of a 2-sided transactions platform. Werner Vogel, Amazon CTO, explains. (Dec 2008)
Full Article: A New Role For Telcos in the Digital Economy
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)
Full Article: Voice telephony, death or glory?
A review of key business opportunity and future business model scenarios in the core voice and messaging business. (November 2008)
Full Article: The Long Tail, Debunked?
New research based on digital music industry sales data challenges the “long tail” theory. (November 2008, Executive Briefing Service)
Full Article: Credit crunch – silver lining for telcos, part 2
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)
Full Article: Credit crunch – silver lining for telcos?
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)
Full Article: BT and Ribbit’s evolving platform strategy
A closer look at BT’s Ribbit platform strategy and how it can transform BT’s business model. (September 2008)
Full Article: A Quick Slick Unpick of Blyk’s 2-Sided Business Model Trick
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)
Full Article: Online Video Usage – YouTube thrashes iPlayer, but for how long?
Online Video demand patterns are becoming clearer but a working economic model is not. What’s next? (July 2008)
Full Article: Use Cases for Telco 2.0 – making it tangible
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)
Full Article: Vodafone, too much data and not enough vo and fone?
Analysis of Vodafone strategy at a key time of leadership change. (June 2008)
Voice and Messaging 2.0
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)
Beyond Bundling: Growth Strategies for Fixed and Mobile Broadband – “Winning the $250Bn delivery game”
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)
Full Article: Mobile NGN, a Real Telco 2.0 Opportunity?
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).
Full Article: Google vs Telcos, Tale of the Tape
Telecoms Operators have some great advantages Vs Google in the delivery of new services but only if they recognise and act on their strengths. (March 2008)
Want access to our research?
Our research focuses on how telcos and their partners can embrace industry disruption.
Learn more1