Tag: Disruptor

Samsung and Google versus Apple?

Apple is weakening Samsung Electronics’ grip in the high-end of the handset market, lowering the Korean company’s profitability and capacity to compete effectively. After a series of largely unsuccessful attempts to break into software and services, a daring option for Samsung is to seek a strong, strategic alliance with Google to enable both companies to mount a serious challenge to Apple’s dominance in the affluent demographic. Telcos could back such an alliance in return for a profitable role in the service layer. This report analyses the strategic rationale for such an approach.

Telco 2.0 Transformation Index: Technology Survey

Telco 2.0 Transformation Index: Technology Survey

150 senior execs from Vodafone, Telefonica, Etisalat, Ooredoo (formerly Qtel), Axiata and Singtel supported our technology survey for the Telco 2.0 Transformation Index. This analysis of the results includes findings on prioritisation, alignment, accountability, speed of change, skills, partners, projects and approaches to transformation. It shows that there are common issues around urgency, accountability and skills, and interesting differences in priorities and overall approach to technology as an enabler of transformation. (November 2013, Executive Briefing Service, Transformation Stream.) Telco 2.0 Transformation Index Tech Survey Cover Small

Telco 2.0 Transformation Index: Understanding Telefonica’s Markets and Market Position

Telco 2.0 Transformation Index: Understanding Telefonica’s Markets and Market Position

This extract from the Telco 2.0 Transformation Index shows our analysis of Telefonica’s markets and market position, including economic and digital market maturity, regulation, customers, competition and pricing. It is one part of our overall analysis of Telefonica’s progress towards transformation to the Telco 2.0 business model. The other parts of the Telefonica analysis are: Service Proposition, Finances, Technology, Value Network, and an overall summary. Telefonica is one of the companies analysed and compared in the first tranche of analysis that also addresses Vodafone, AT&T, Verizon, Axiata, SingTel, Etisalat and Ooredoo (formerly Qtel). (August 2013, Executive Briefing Service, Transformation Stream.) Telefonica Telco 2.0 Transformation Index Small

Digital Economy: who will prosper in ‘The Great Compression’?

Digital Economy: who will prosper in ‘The Great Compression’?

Value is squeezed out of industries as they become increasingly digital – i.e. accessed by mobile and online, driven by data and defined by software. We call the collective economic impact of this pressure ‘The Great Compression’. But which companies will survive and prosper – and how? 90% of the Execs at our Silicon Valley brainstorm identified ‘management mindset’ as a key factor in Telecoms, Media, Finance and Retail. Our analysis and a detailed report of the findings of the Digital Economy session at the NDE Executive Brainstorm, Silicon Valley, held at the InterContinental Hotel, San Francisco on the 19th March 2013. (May 2013, Executive Briefing Service, Transformation Stream).
Scale of Transformation Needed April 2013

The Great Compression: surviving the ‘Digital Hunger Gap’

The Great Compression: surviving the ‘Digital Hunger Gap’

In the next 10 years, many industries face the ‘Great Compression’ in which, in addition to the pressures of ongoing global economic uncertainty, there is also a major digital transformation that is destroying traditional value and moving it ‘disruptively’ to new areas and geographies. For the incumbent industry players we call the near-term results of this disruption ‘The Digital Hunger Gap’ – the widening deficit between past and projected revenues. This is our analysis of the top-level findings of the Silicon Valley Executive Brainstorm. (March 2013, Executive Briefing Service, Transformation Stream.)
10 Year Hunger Gap Mar 2013

Finance: Optimising the Telco 2.0 revenue and cost model

Finance: Optimising the Telco 2.0 revenue and cost model

Structuring finances is key for the success of innovations in general and Telco 2.0 projects in particular. In this detailed extract from our new strategy report ‘A Practical Guide to Implementing Telco 2.0’, we describe the best ways to approach the management of revenues and costs of new business models, and how to get the CFO and finance department onside with the new approaches required (February 2013, Executive Briefing Service, Transformation Stream).

Small table on finances

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