Can telcos create a compelling smart home?
How AT&T, Deutsche Telekom and Orange are taking on GAFA (Google, Amazon, Facebook and Apple) in the fast-growing smart home market.
Tag: Deutsche Telekom
Why fibre is on fire again
Recently, Orange passed 22 million homes, Telefónica 20 million, and AT&T is now reaching five million more every year. The Chinese have over 300 million FTTH connections. What does FTTH do for ARPU, churn, OPEX and 5G that makes it so compelling?
Consumer IoT: How telcos can create new value
The Consumer Internet of Things (IoT) market could be huge, but hasn’t yet taken off. We look at why, analysing leading telcos’ and others strategies to date (including DTAG, Orange, and Telefonica), and outline a strategy for how telcos could play a major role by solving some of the key problems.
The IoT money problem: 3 options
We outline three potential roles for telcos in the IoT, describing twelve potential application areas and forty use cases, as well as the structure and trends driving change. Looking beyond this we ask which market areas are most attractive, and what should telcos do within them?
The IoT ecosystem and four leading operators’ strategies
This report provides detailed analysis of the IoT ecosystem, the technologies enabling it, and how telcos can establish themselves within it, by presenting case-studies of strategies from AT&T, Vodafone, SK Telecom, and Deutsche Telekom. The report also discusses the connectivity needs of several different IoT use-cases.
Problem: Telecoms technology inhibits operator business model change (Part 1)
The last few years have seen attempts by many leading telecoms operators to refresh their business model and generate new sources of growth and value. Now many digital initiatives are being scaled back. Telefonica and Telenor, two companies in the vanguard of the ‘drive to digital’ have both disbanded their digital organisations. In the first of two reports, STL Partners explores why efforts to yoke platform and product innovation businesses to a traditional infrastructure business have proved so difficult. The financial and operational constraints associated with traditional telecoms – particularly the need for long investment cycles in ‘one-function’ infrastructure – have made achieving the switch to ‘agile digital innovation’ all but impossible. But all that may be about to change and the future could be a little brighter.
Telco 1.0: Death Slide Starts in Europe
The latest results for Telefonica are grim, showing a 12% y-o-y revenue decline, following Orange and Deutsche Telekom’s 4% drops. This signals unequivocally that transformation is now a necessity not a luxury for European operators – and the rest of the world is not far behind. Longer term recovery is possible but not a certainty – what are the key steps? (May 2014, Foundation 2.0, Executive Briefing Service, Telco 2.0 Transformation Stream.)
Enterprise Mobility Framework December 2013
Why closing Telefonica Digital should make Telefonica more digital (and innovative)
Albeit pioneering, Telefonica’s Digital business unit as was lacked focus and combined too many clashing cultures and incompatible businesses. Our latest analysis sees the change as ‘the end of the beginning’ for Telefonica’s Telco 2.0 services, and summarises lessons for all players implementing strategic transformation.
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