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Tag Archives: microsoft

Google’s Big, Big Data Battle

Google’s Big, Big Data Battle

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?

Executive Briefing Service, Consumer — July 2014
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.

Executive Briefing Service, Consumer — February 2014
Communications Services: What now makes a winning value proposition?

Communications Services: What now makes a winning value proposition?

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

Executive Briefing Service — December 2013
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

Executive Briefing Service — November 2013
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

Consumer — October 2013

Telco 2.0: how to accelerate the implementation of new business models

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

Executive Briefing Service — April 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

Executive Briefing Service, Consumer — March 2012

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

Consumer — February 2012

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

Executive Briefing Service, Consumer — November 2011
Handset IPR – a new cold war begins

Handset IPR – a new cold war begins

The recent spate of deals (Google/Motorola, Nortel, Microsoft/Nokia) are the start of a long ‘Cold War’, where all parties are heavily armed, and risk destroying each other (and themselves) with overly aggressive legal actions. Telco 2.0 partners Arete Research analyse implications for the mobile device space and clarify some misunderstood issues. (September 2011)

Executive Briefing Service — September 2011

Cloud 2.0: don’t blow it, telcos

Enterprise cloud computing services need great connectivity to work, but there are opportunities for telcos to participate beyond the connectivity. What are the opportunities, how are telcos approaching them, and what are the key strategies? Includes forecasts for telcos’ shares of VPC, IaaS, PaaS and SaaS. (September 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)
Apps & Telco APIs Figure 1 Drivers of the App Market Telco 2.0 Sept 2011

Executive Briefing Service, Network Innovation — September 2011

RIM: R.I.P. or ‘Reports of my death are greatly exaggerated’?

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

Executive Briefing Service — July 2011

Strategy 2.0: What Skype + Microsoft means for telcos

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

Executive Briefing Service, Consumer — June 2011
The Roadmap to New Telco 2.0 Business Models

The Roadmap to New Telco 2.0 Business Models

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

Executive Briefing Service — April 2011