Tag: Messaging

Apple’s pivot to services: What it means for telcos

With iPhone sales apparently peaking, Apple is looking to double its revenue from services over the next four years to approximately US$50 billion, taking it deeper into adjacent markets, such as entertainment, financial services and communications. However, Apple trails behind Google in developing artificial intelligence and needs to extend the reach of its services to capture more behavioural data. If Apple decides to decouple more of its key services from its hardware, that would have major ramifications for Google, Amazon, Facebook and many of the world’s leading telcos.

VoLTE: Voice beyond the phone call?

VoLTE solves the complex problem of providing voice services over a 4G mobile data network. Although it may allow 2G and 3G networks to be turned off, and their spectrum re-farmed to other networks, declining call revenues (and in some cases declining volumes) are dampening appetite to invest in VoLTE. However, with voice beyond telephony on the rise, for example through AI-powered voice assistants and video calling, can telcos use VoLTE as an opportunity to develop new IP-based voice and messaging communications offerings?

Consumer communications: Can telcos mount a comeback?

The rapid growth of Facebook, WhatsApp, WeChat and other Internet-based services has prompted some commentators to write off telcos in the consumer communications market. But many mobile operators retain surprisingly large voice and messaging businesses and still have several strategic options. Indeed, there is much telcos can learn from the leading Internet players’ evolving communications propositions and their attempts to integrate them into broad commerce and content platforms. In this report we examine what opportunities still exist for telcos in this strategically important sector.

Telco 1.0: Death Slide Starts in Europe

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

Cisco, Microsoft, Google, AT&T, Telefonica, et al: the disruptive battle for value in communications

Cisco, Microsoft, Google, AT&T, Telefonica, et al: the disruptive battle for value in communications

Disruption is taking place across the voice and messaging space – not just with telcos. Established vendors and de facto technology standards are also being challenged. For example, Cisco, the market leader in enterprise telephony, finds itself being disrupted in key markets by other vendors offering more horizontally integrated solutions. This report provides an overview and insight into a number of vendors and technologies in the voice and messaging markets, including telco platforms and services, and LTE, RCSe, and WebRTC. Three telco case studies (Vodafone, Telefonica and AT&T) are also provided, examining their activities, products and results.

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

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