New players, technologies and business models are raising the prospect of valuable, new satellite connectivity services. But how credible are the new opportunities and what do operators need to do?
In a market written off by many as too competitive and complicated, Reliance Jio has risen extraordinarily quickly to be the leading operator in India, playing a major role in the delivery of Digital India. How did it do it, and what can others learn?
Telcos (and others) have had mixed results from their experience of ecosystems. We look at AT&T Community, DTAG’s Qivicon, GSMA Mobile Connect, TIP and Android to analyse success factors and approaches to maximise the potential of future ecosystem initiatives.
How will getting into the MVNO business help Google shore up its business model? We examine Google’s objectives, how it could price the service, and the implications for telcos and other players.
Facebook has changed substantially since we first analysed the company in 2011. In our latest major report we explore the accuracy of our 2011 predictions regarding users, revenue and strategy. We also examine Facebook’s current aspirations and challenges and explain why, where and how operators should be working with Facebook to build value.
Since Google acquired Nest for $3.2bn, Apple and Samsung have also entered the complex battle for the connected home. We analyse in-depth why Google wanted Nest, the players’ goals and strategies, and what should telcos and others do to stay in the game?
A launcher is a customizable home screen for an Android device that allows users to reorganize, customize and interact with their device. Launchers are gaining popularity, with Facebook, Google, Twitter and Yahoo all having either acquired or developed their own versions, but the market is fragmented with different launchers providing different functionality, services and monetization methods. Our latest analysis shows how telcos should seek to explore this area to help them establish more relevance in the digital ecosystem.
Facebook has launched ‘Facebook Home’, technically a shell around the Android OS, that in theory creates valuable new advertising inventory on the screens of users’ phones. What will its impact be in practice for Facebook, and on Google, mobile operators, and other device manufacturers? (April 2013, Foundation 2.0, Executive Briefing Service, Dealing with Disruption Stream.)
Facebook Home ‘Coverfeed’ April 2013
Google’s shares have made little headway recently despite its dominance in search and advertising, and it faces increasing regulatory threats in this area. It either needs to find new sources of value growth or start paying out dividends, like Microsoft, Apple (or indeed, a telco). Overall, this is resulting in something of a strategic identity crisis. A review of Google’s strategy and implications for Telcos. (March 2012, Executive Briefing Service, Dealing with Disruption Stream).
Google’s Advertising Revenues Cascade
Key trends, tactics, and technologies for mobile broadband networks and services that will influence mid-term revenue opportunities, cost structures and competitive threats. Includes consideration of LTE, network sharing, WiFi, next-gen IP (EPC), small cells, CDNs, policy control, business model enablers and more. (March 2012, Executive Briefing Service, Future of the Networks Stream).
Trends in European data usage
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
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
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
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
The success of the iPad2 has been seen by some as a sign of a paradigm shift in computing. With their theoretical appeal as a new portable medium for online video consumption could tablets have a significant impact on communications networks and economics? Here is Telco 2.0’s market outlook. (March 2011)
Apple’s new ‘PC-killer’ tablet is intended to significantly expand the Apple ecosystem, with long-term impacts on many players including telcos, giving Apple an even stronger hold on the market. What strategies should telcos adopt? (March 2011, Executive Briefing Service, Dealing with Disruption Stream).
Vodafone 360 was meant to be a new, social-network centred approach to managing the customer interface. Unfortunately, it was also bug-ridden and dogged by a lack of clarity of purpose. Now, its availability on Android Market and iTunes may create a strategic opportunity for Vodafone to access more customers. (August 2010)