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The Future Value of Voice and Messaging

The Future Value of Voice and Messaging

Our new research shows how telcos can slow the decline of voice and messaging revenues and build new communications services to maximise revenues and relevance with both consumer and enterprise customers. It includes detailed forecasts for 9 markets, in which the total decline is forecast between -25% and -46% on a $375bn base between 2012 and 2018, giving telcos an $80bn opportunity to fight for. It also shows impacts and implications for other technology players including vendors and partners, and general lessons for competing with disruptive players in all markets. It looks at the impact of so-called OTT competition, market trends and drivers, bundling strategies, operators developing their own Telco-OTT apps, advanced Enterprise Communications services, and the opportunities to exploit new standards such as RCS, WebRTC and VoLTE. (November 2013, Executive Briefing Service). Future Value of Voice and Messaging Cover Small

Digital Commerce 2.0: New $50bn Disruptive Opportunities for Telcos, Banks and Technology Players

Digital Commerce 2.0: New $50bn Disruptive Opportunities for Telcos, Banks and Technology Players

Telcos, Internet and technology players, banks and payment networks have disruptive $billion opportunities to act as intermediaries / enablers in mobile commerce and personal cloud services, based on the appropriate use of customer data. This report is a unique and comprehensive strategic guide for success in these roles. It analyses the strategies of the main and cutting-edge players, and outlines key success factors in designing and delivering customer propositions, technology, organisation and value network strategies. It also includes evaluations of the related strategic opportunities of ‘raw big data’, professional data services, and internal data use, and a business model showing how one type of candidate for the intermediary role, a telco, could grow profitable new revenues equivalent to c.$50Bn (5% of existing core revenues) within five years. (October 2013, Dealing with Dsiruption Stream). Telco 2.0 Transformation Index Small

Facebook Home: what is the impact?

Facebook Home: what is the impact?

Facebook has launched ‘Facebook Home’, technically a shell around the Android OS, that in theory creates valuable new advertising inventory on the screens of users’ phones. What will its impact be in practice for Facebook, and on Google, mobile operators, and other device manufacturers? (April 2013, Foundation 2.0, Executive Briefing Service, Dealing with Disruption Stream.)
Facebook Home ‘Coverfeed’ April 2013

Digital platform strategy: how Google, Apple and Amazon keep winning

Telcos traditionally think of every new service as a profitable new revenue source, and create services in silos with little thought for the total customer experience and overall creation of value. In contrast, the big internet and tech players typically build their future offerings as part of an integrated strategy to raise the overall value of their platforms. This extract from ‘A Practical Guide to Implementing Telco 2.0’ shows key lessons for telcos. (September 2012, Executive Briefing Service, Dealing with Disruption Stream.)
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Generic Telco Strategies September 2012

HTML5: market impact and telco strategies

HTML5 will have a profound impact on consumers’ and businesses’ interaction with the web in coming years. In particular, HTML5-compliant smartphones may lead to a reduction in the power of closed app platforms such as Apple iOS and Google Android. While this seems broadly positive for telcos, there may also be negative side-effects of the increasing capability of standardised (and often free) Internet capabilities.

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

Mobile Broadband 2.0: The Top Disruptive Innovations

Mobile Broadband 2.0: The Top Disruptive Innovations

Key trends, tactics, and technologies for mobile broadband networks and services that will influence mid-term revenue opportunities, cost structures and competitive threats. Includes consideration of LTE, network sharing, WiFi, next-gen IP (EPC), small cells, CDNs, policy control, business model enablers and more. (March 2012, Executive Briefing Service, Future of the Networks Stream).
Trends in European data usage

Facebook: what the pre-IPO S-1 filing revealed

New figures released in Facebook’s S-1 filing for its IPO stack up with Telco 2.0’s previous analysis of Facebook’s performance for our report ‘Dealing with the Disruptors’. This further strengthens our views that many mooted valuations are overblown, and that Facebook will seek new sources of value in communications. (February 2012, Executive Briefing Service, Dealing with Disruption Stream).
Facebook user saturation bubble chart

Dealing with the ‘Disruptors’: Google, Apple, Facebook, Microsoft/Skype and Amazon (Updated Extract)

An extract from our 284 page, 124 chart, strategy report that analyses the business models, markets, objectives, strategies and modus operandi of the major adjacent players, and their current and future impact on the telecoms industry. The report identifies the areas and options for competition and co-operation, and outlines potential strategies for interacting with each player. It also draws the combined activities of the digital empires – telcos, so called ‘OTT players’ and others – into the context of the new ‘Great Game’, the battle for power and value in the emerging digital economy. (Page updated February 2012, report published November 2011, Dealing with Disruption stream) Google Apple Facebook Microsoft Skype Amazon Telco 2.0 Disruptor Report Cover

‘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

M-Commerce 2.0: Report and analysis of the event

M-Commerce 2.0: Event Summary Analysis. A summary of the findings of the M-Commerce 2.0 Executive Brainstorm, 10th November , held in the Guoman Hotel, London. Part of an international research and events programme, run with the support of the World Economic Forum, the Brainstorm explored the principles of personal data in the context of ‘M-Commerce 2.0’ – creating mechanisms that put the user in control of their data, helping the individual to generate value from that data, reducing friction and transaction costs in day-to-day ‘B2B2C’ commercial processes. (December 2011, Executive Briefing Service, Dealing with Disruption Stream)

M-Commerce 2.0: Event Summary Analysis Presentation

Voice 2.0: Strategic Threats and Opportunities

Voice & Messaging 2.0: Strategic Threats and Opportunities, Presentation by Phil Laidler, Director, Consulting, STL Partners. Which of the disruptors – Apple, Facebook, Google, Skype – is the biggest menace? Presented at EMEA Brainstorm, November 2011.
Strategic options for telcos – resisting the disruptors in voice

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