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)