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