Our latest report on M2M 2.0 covers: M2M market growth, structure and dynamics; business models; the best role(s) for telcos; and leading thinking from Deutsche Telekom, Vodafone, Telenor, KPN and Swisscom. It describes how ‘Service Enablers’ are key to the telco opportunity in M2M in addition to connectivity. (July 2011, Executive Briefing Service)
M2M Pie Chart Service Enablers July 2011
RIM’s shares have plummeted in value over the last four months, prompting an eruption of finger-pointing in the media and speculation of its demise or acquisition. In this analysis we examine whether the doom-mongers are right and what RIM’s recovery strategy might be. (July 2011, Executive Briefing Service)
Apple iCloud logo in analysis of impact of iCloud/iOS on digital ecosystem
In theory, Microsoft and Skype have the resources, the brands, the customer base and the know-how to shape the future of telecoms and become a strategic counterweight to Apple and Google. Can they do it – and what should telcos’ strategy be? (June 2011, Executive Briefing Service, Dealing with Disruption Stream).
Microsoft Skype Logo Image Small
Telcos should grow Cloud Services revenues nine-fold and triple their overall market share in the next three years according to delegates at the May 2011 EMEA Executive Brainstorm. But which are the best opportunities and strategies? (June 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)
Cloud Forecast 2014
This Strategy Report plots the transformational path that telcos need to follow to achieve the $375Bn p.a. ‘Telco 2.0’ opportunities. It describes the six growth opportunity areas for the Telecoms industry, identifies new categories of operators, benchmarks the primary strategies needed by each to evolve and thrive in the new industry environment, and highlights leading examples of telco business model innovation. It has 284 pages, including a 13 page Executive Summary and a detailed index. (April 2011, Telco 2.0 Transformation Stream) The Roadmap to new Telco 2.0 Business Models
By building or acquiring Public WiFi networks for tens of $Ms, highly innovative fixed players in the UK are stealthily removing $Bns of value from 3G and 4G mobile spectrum as smartphone and other data devices become increasingly carrier agnostic. What are the lessons globally? (April 2011, Executive Briefing Service, Future of the Networks Stream).
Amazon is probably the Internet’s best retailer. As it launches its own AppStore, we provide a detailed analysis of its digital media business and pick out the key opportunities it offers to content owners, network service providers and manufacturers. (March 2011, Executive Briefing Service, Dealing with Disruption Stream).
The success of the iPad2 has been seen by some as a sign of a paradigm shift in computing. With their theoretical appeal as a new portable medium for online video consumption could tablets have a significant impact on communications networks and economics? Here is Telco 2.0’s market outlook. (March 2011)
Apple’s new ‘PC-killer’ tablet is intended to significantly expand the Apple ecosystem, with long-term impacts on many players including telcos, giving Apple an even stronger hold on the market. What strategies should telcos adopt? (March 2011, Executive Briefing Service, Dealing with Disruption Stream).
2011 sees the introduction of the UltraViolet digital locker platform by DECE, a consortium led by 6 of the 7 top Hollywood studios and backed by 50 cross-industry heavyweights, to support the transition of film and TV to online distribution. What opportunities will telcos miss if they fail to engage? (March 2011, Executive Briefing Service)
An introduction to Augmented Reality (AR) including: key industry players; latest developments; and the AR ecosystem. The key strategic question is what role should telcos play? Three possible roles are outlined. (February 2011, Executive Briefing Service)
The M2M market structure is evolving rapidly and new roles and requirements are emerging that are unaligned with much current telco practice. What must telcos do to avoid missing out and potentially inhibiting the market overall? (Jan 2011, Executive Briefing Service)
There’s less than 3 years for telcos to take advantage of key strategic ‘control points’ in their battle for sustainable growth in the communications and e-commerce markets, concluded delegates at the Telco 2.0 EMEA Brainstorm in November. How should they think differently about their value and where do they need to (re)focus their attention? Full report from the Brainstorm. (December 2010, Executive Briefing Service, Dealing with Disruption Stream, Executive Briefing Service)
Telco 2.0’s analysis of operators’ potential role and opportunity in ‘Cloud Services’, a set of new business model opportunities that are still in an early stage of development – although players such as Amazon have already blazed a substantial trail. (December 2010, , Executive Briefing Service, Cloud & Enterprise ICT Stream & Foundation 2.0)
The early stage of development of the market means there is some confusion on the telco Cloud opportunity, yet clarity is starting to emerge, and the concept of ‘Network-as-a-Service’ found particular favour with Telco 2.0 delegates at our recent Brainstorms. (December 2010, Executive Briefing Service, Cloud & Enterprise ICT Stream)
IBM say that telcos are well positioned to provide cloud services, and forecast an $89Bn opportunity over 5 years globally. Video presentation and slides including forecast, case studies, and lessons for future competitiveness. (December 2010, Executive Briefing Service, Cloud & Enterprise ICT Stream).
From SMS, through Smartphone and browser Apps, the potential of mobile marketing has long been understood and yet unfulfilled. This new report gives our forecasts, plus how Telcos can make the most of the powerful assets available to them to take a valuable role in this market before it is too late. Report extract included here. (April 2010, Executive Briefing Service, Dealing with Disruption Stream).