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

Strategy 2.0: What Skype + Microsoft means for telcos

In theory, Microsoft and Skype have the resources, the brands, the customer base and the know-how to shape the future of telecoms and become a strategic counterweight to Apple and Google. Can they do it – and what should telcos’ strategy be? (June 2011, Executive Briefing Service, Dealing with Disruption Stream).

Microsoft Skype Logo Image Small

Mobile Broadband Economics: LTE ‘Not Enough’

Innovation appears to be flourishing in mobile broadband. At the Telco 2.0 EMEA Executive Brainstorm earlier this month we saw working applications that enable a.) users to monitor and control their network usage and services and b.) operators to support ‘dynamic pricing’. Despite growing enthusiasm for LTE, delegates considered offloading traffic and network sharing strategies as at least as effective in managing costs. (May 2011, Executive Briefing Service, Future of the Networks Stream) Mobile Broadband Fuel Gauge

The Roadmap to New Telco 2.0 Business Models

The Roadmap to New Telco 2.0 Business Models

This Strategy Report plots the transformational path that telcos need to follow to achieve the $375Bn p.a. ‘Telco 2.0’ opportunities. It describes the six growth opportunity areas for the Telecoms industry, identifies new categories of operators, benchmarks the primary strategies needed by each to evolve and thrive in the new industry environment, and highlights leading examples of telco business model innovation. It has 284 pages, including a 13 page Executive Summary and a detailed index. (April 2011, Telco 2.0 Transformation Stream) The Roadmap to new Telco 2.0 Business Models

Public Wifi: Destroying LTE/Mobile Value?

By building or acquiring Public WiFi networks for tens of $Ms, highly innovative fixed players in the UK are stealthily removing $Bns of value from 3G and 4G mobile spectrum as smartphone and other data devices become increasingly carrier agnostic. What are the lessons globally? (April 2011, Executive Briefing Service, Future of the Networks Stream).