Our in-depth analysis of Microsoft’s play in the telecoms market, why it acquired Affirmed Networks and Metaswitch, and what telcos should do about it.
Fixed Wireless Access (FWA) is becoming a mainstream proposition across urban, rural and developing environments. 5G is an important enabler but not the only one. Unusually, FWA will benefit almost all market players – fixed and mobile operators, vendors, investors and regulators. This report contains our 5-year forecast and recommendations for all players.
The delivery of ‘mixed reality’ experiences through various forms of AR / VR ‘glasses’ is improving, and Apple may be planning to enter the fray alongside other heavyweight players such as Amazon and Google. We review the realistic timescales, and the opportunities for telcos.
Both telcos and hyperscalers want to capture the value at the edge, but they need to work together to deliver of edge computing solutions and generate demand among customers. How can operators collaborate with hyperscalers while strengthening their role beyond connectivity?
Edge computing is a strategic opportunity for telcos. We examine the driving needs and applications for telco edge computing, describe the market and the options for telcos, discuss their partnerships with hyperscalers and recommend key actions.
This report explores how the cloud gaming market is likely to evolve and what this means for telcos. Beyond providing better connectivity through 5G and edge computing, there are several ways in which telcos can add value to the cloud gaming ecosystem.
How telcos should be preparing for the seismic shift in the video games market signposted by Google’s new Stadia cloud gaming service.
An overview of the Industrial Internet of Things (IIoT), taking a buyers’eye view of current offerings, identifying issues and potential opportunities for telcos and others.
Although the B2B market could deliver significant revenue growth, most telcos’ enterprise businesses are not delivering their full potential. In this report we analyse the reasons why and outline how telcos can build a successful B2B strategy.
Widespread use of open source software is an important enabler of agility and innovation in many of the world’s leading internet and IT players. Yet while many telcos say they crave agility, only a minority use open source to best effect. We examine the barriers and drivers, and outline six steps for telcos to safely embrace this key enabler of transformation and innovation.
Microsoft faces the post-monopoly era, having had to write off its $8bn adventure in mobile and cope with significant disruption across the piece. Collaboration and communications are key to its new strategy, leading to significant implications for telcos and others.
Facing lockout from a growing chunk of the Internet and mounting competition from the Facebook-Microsoft alliance and Amazon, Google’s core business is under intense pressure. The search giant’s response is to innovate, offering consumers proactive recommendations, as well as reactive search results. Once an interesting sideline, Google Now has become fundamental to the Mountain View company’s future. Is the suggestion service good enough to maintain Google’s position as the world’s leading big data company?
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.
Consumer and enterprise communications behaviours are changing significantly around the globe as new solutions meet core needs more effectively and change customer expectations. This extract from our latest major report provides insight to the changes, and describes effective strategies that meet these evolving needs for both incumbents attempting to defend existing services and innovators seeking to disrupt and create new value. (December 2013, Executive Briefing Service)
Psychological and social advantages of voice, SMS, IM, and Social Media Dec 2013
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
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
Opportunities exist for operators to support third-party businesses in Customer Profiling, Marketing offers, ID & Authentication, Network QoS, and Billing, Payments & Collection. However, our in-depth research among senior execs in ‘upstream’ industries (e.g. retail, media, IT, etc.) and telcos shows that poor communication of the telecoms value proposition and slow implementation by operators is frustrating upstream customers and operators alike. Our independent new analysis (kindly sponsored by Openet) identifies strategic customer segments for telcos building new ‘Telco 2.0’ business models, key obstacles to overcome, six real-world implementation strategy scenarios, and strategic recommendations for telcos. (April 2012, Executive Briefing Service, Transformation Stream.)
Google’s Advertising Revenues Cascade