An in-depth analysis of Google’s strategy and objectives overall and in particular in relation to the Telecoms industry, with recommendations of where to compete and where to cooperate. (October 2009, Executive Briefing Service, Dealing with Disruption Stream)
An analysis of QQ.com – a profitable Chinese social networking and instant messaging service with 1 billion usernames, 75 million peak concurrent users, and plans to grow beyond China. (October 2009, Executive Briefing Service, Dealing with Disruption Stream)
As O2 UK’s Litmus developer proramme matures into a global corporate project for Telefonia, we analyse the business model challenges it faces in becoming a vibrant community for developers and a value driver ofr the company. (Sept 2009, Executive Briefing Service, Dealing with Disruption Stream).
This 120 page Strategy Report focuses on the ‘Digital Generation’ – the cohort which has grown up with new applications and technologies – whose behaviour will ultimately drive the future shape of the Telco business. The report is a ‘must read’ for CxOs, strategists and product managers seeking to evolve telcos to succeed with the next generation. (July 2009)
A write up and analysis of new research plus participants’ and speakers’ views at the May 2009 Telco 2.0 Executive Brainstorm exploring the challenges of the broadband video crisis. (May 2009, Executive Briefing Service, Future of the Networks Stream).
As online video challenges traditional distribution models, both old and new suppliers are pushing into the value chain in the hope of grabbing a share of the emerging global market. But how will the market develop and which companies will be the ultimate winners?
STL Partners has analysed the potential of online video, identified possible market winners and losers, and set out three interlocking scenarios depicting the evolution of the market. In each scenario, the role of distributors is examined, possible threats and opportunities revealed, and strategic options are discussed. (March 2009)
Disruption in the online video distribution market presents “a once in a lifetime chance to change their place” for some and a severe strategic threat for others. Likely scenarios and strategies that players should adopt for success. (Executive Briefing, Future of the Networks Stream, Feb 2009.)
How Telcos can avoid inevitable market decline by exploiting their core skills, assets and relationships to create new sources of growth. This key overview is a review and restatement of the original Telco 2.0 Market Study. (Dec 2008, Executive Briefiing Service, Telco 2.0 Transformation Stream)
How Telcos can avoid inevitable market decline by exploiting their core skills, assets and relationships to create new sources of growth. (Decemeber 2008, Executive Briefing Service, Transformation Stream)
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)
Summary: This report examines future retail and wholesale business models for fixed and mobile operators offering high speed packet data services. This includes – but is not limited to – providing Internet access.
The report charts the next 10 years for fixed and mobile telecoms network operators as the viability of the current broadband business model is threatened by intense competition and falling prices in maturing markets, changing usage patterns, and the adaptation of new technologies. The report identifies and profiles a new $250Bn content delivery market opportunity. (April 2008)
The traditional business models for fixed and mobile operators are under pressure in all core products – voice, messaging, broadband access – particularly in mature markets.
A new business model is described here: one where operators make money from new types of customers rather than exclusively from end-users – and the business opportunity is potentially very large – c$125Bn. This additional, incremental revenue to the $250Bn described in the Future Broadband Business Models Report. This report is designed to help readers understand the nature and size of this new business model opportunity in its entirety. (March 2008)
Summary: A report identifying how to build a valuable new business model and customer base. (November 2007)
Links and Q&As on our Business Model Map outlining areas of potential value and strategic investment for Telcos. (Mar 2007)