Tag: disruptors

autonomous car race

Uber and Tesla: What telcos should do

Uber and Tesla are at the forefront of a new age of personal transportation in which wireless connectivity will play a major role. Both of these disruptors could be important partners for telcos, while offering lessons about consumer engagement, relationships with regulators and strategic thinking.

Telco-Driven Disruption: Hits & Misses (Part 1)

Telco-Driven Disruption: Hits & Misses (Part 1)

Although telcos aren’t generally associated with disruption, many operators around the world have attempted to disrupt adjacent markets, such as digital commerce, entertainment and financial services. In some cases, telcos have even disrupted their core broadband and communications markets. While many of these moves have fizzled out or have flown below investors’ radar screens, several have had a major impact on both the telco’s revenues and relevance. These include SK Planet, M-Pesa, Au Smart Pass and BT Sport. Why do some disruptive moves by telcos succeed and others fail?

The M-Commerce ‘Land-Grab’: Telcos Vs. Apple & Google

The mobile commerce market is going through a critical ‘land-grab’ phase. This report reviews the strategies and tactics of the leading telcos and Internet players in Asia, Europe and North America as they seek to use the mobile medium to become an intermediary between buyers and sellers. It considers the pivotal role of the digital wallet, ‘big data’, the race to acquire merchants and the key alliances between telcos, banks, payment networks and Internet players (December 2012, Executive Briefing Service, Dealing with Disruption Stream)
Digital Commerce Flywheel December 2012

Strategy 2.0: Google’s Strategic Identity Crisis

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

The ‘Great Game’ – Google, Apple, Facebook, Skype, Amazon (STL Presentation)

In Amazon, Apple, Facebook, Google, Skype – the Great Game. Presentation by Chris Barraclough, Chief Strategist and MD STL Partners, covering some of the key insights from the Telco 2.0 Strategy Report Dealing with the ‘Disruptors’: Google, Apple, Facebook, Microsoft/Skype and Amazon. Presented at EMEA Brainstorm, November 2011.
Cloud EMEA Nov 2011 BT Financial Sector

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