How BT beat Apple and Google over 5 years
Over 5 years, BT Group’s share price has more than tripled, outperforming Apple’s and Google’s, while its revenues have shrunk. Why, and what can other telcos learn from its success?
Tag Archives: BT
BT/EE: Huge Regulatory Headache and Trigger for European Transformation
BT’s attempt to acquire EE in the UK presents the regulator and its competitors with choices that could re-frame the principles of regulation and competition in an era of consolidation, with consequences for many other markets. Will BT succeed, and if so, what will be the terms of the deal, and how will the market subsequently play out?
Will AT&T shed copper, fibre-up, or buy more content – and what are the lessons?
AT&T’s residential fixed operation is underperforming as faster cable connections take over. It would probably like to trim its footprint or get out, and invest in fibre and its content business model. Is that really an option, and what are the lessons for other telcos?
A Practical Guide to Implementing Telco 2.0
How can communications services providers (CSPs) transform their businesses from Telco 1.0 (infrastructure-led stasis) to Telco 2.0 (sustainable innovation-led growth)? An essential, step-by-step guide to the implementation of new Telco 2.0 business models, providing telecoms executives and their partner companies with a systematic approach to capitalise on new opportunities and neutralise potential threats. The report outlines robust frameworks and methodologies for selecting the right Telco 2.0 strategy for each organization, identifying and implementing the key opportunities, and avoiding expensive and time-consuming mistakes. (December 2012, Telco 2.0 Transformation Stream) Telco 2 Implementation Cover
Strategy 2.0: Lessons from Vodafone’s success in European SMB Communications
Vodafone have been quietly stealing a march in the European SMB communications market with a well executed strategy centred on its OneNet cloud-based product. We look at how, including comparisons with BT, Telenor, and others. (May 2012, Executive Briefing Service)
Vodafone Voice Analysis May 2012
‘Under-The-Floor’ (UTF) Players: threat or opportunity?
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
Customer Experience 2.0: Back to the Future of Voice (BT Presentation)
Customer Experience: Back to the Future of Voice. Colin Lees of BT on the future of the UK voice service and the transformation of BT’s service platform. Presentation from EMEA Brainstorm, November 2011. (November 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream) Network transformation across BT
CDNs 2.0: should telcos compete with Akamai?
Content Delivery Networks (CDNs) such as Akamai’s are used to improve the quality and reduce costs of delivering digital content at volume. What role should telcos now play in CDNs? (September 2011, Executive Briefing Service, Future of the Networks Stream).
Should telcos compete with Akamai?
Cloud 2.0: don’t blow it, telcos
Enterprise cloud computing services need great connectivity to work, but there are opportunities for telcos to participate beyond the connectivity. What are the opportunities, how are telcos approaching them, and what are the key strategies? Includes forecasts for telcos’ shares of VPC, IaaS, PaaS and SaaS. (September 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)
Apps & Telco APIs Figure 1 Drivers of the App Market Telco 2.0 Sept 2011
Connected TV: Forecasts and Winners/Losers (UK Case Study)
Our in-depth look at the UK’s highly competitive digital TV market which reflects many global trends, such as competition between different types of content distributor (LoveFilm, YouTube, Virgin Media, BBC, BSkyB, BT, etc.), channel proliferation, new devices used for viewing, and the increasing prevalence of connected TVs. What are the key trends and who will be the winners and losers? (August 2011, Executive Briefing Service)
Chart from Connected TV Figure 2 telco 2.0
Strategy 2.0: The Six Key Telco 2.0 Opportunities
A summary of the six Telco 2.0 opportunities to transform telco’s business models for success in an IP-based, post PSTN world: Core Services, Vertical Solutions, Infrastructure Services, Embedded Communications, 3rd Party Enablers, and Own Brand OTT Services. It includes an extract from the Roadmap to New Telco 2.0 Business Models, updates on latest developments, and feedback from over 500 senior TMT industry execs. (July 2011, Executive Briefing Service, Transformation Stream).
Telco 2.0 Six Key Opportunity Types Chart July 2011
Cloud 2.0: Telcos to grow Revenues 900% by 2014
Telcos should grow Cloud Services revenues nine-fold and triple their overall market share in the next three years according to delegates at the May 2011 EMEA Executive Brainstorm. But which are the best opportunities and strategies? (June 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)
Cloud Forecast 2014
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
Full Article – Is Ribbit worth $105m to BT yet?
How is the strategic rationale for BT’s acquisition of Ribbit as their ‘Voice 2.0’ platform working out? We spoke with Crick Waters, Ribbit’s co-founder and EVP. (July 2010, Executive Briefing Service)
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: BBC’s iPlayer nukes “all you can eat” ISP business model
The impact of the launch of BBC’s online video service “iPlayer” on the UK DSL industry based on live network data. (Feb 2008)