Network use metrics: Good versus easy and why it matters
Telcos and policymakers need new metrics to power evidence-based decisions. New tools and data sources can help build greater understanding and transparency in telecoms.
Tag: Netflix
Lessons from AT&T’s bruising entertainment experience
Why did AT&T buy, and then sell, DirecTV and Time Warner after only six years? This report looks at AT&T’s decisions, actions and their consequences, and the lessons for others attempting adjacent market moves and M&A.
Consumer strategy: What should telcos do?
Our detailed analysis of the consumer markets in the UK and Brazil shows some common trends and highlights important differences. Beyond the triple play, innovation is sparse, particularly in the UK. So what can telcos do to grow?
Investing in original content: Is it worth it?
Are BT, AT&T and Swisscom making an attractive return on their major investments in content?
Can Netflix and Spotify make the leap to the top tier?
What the leading on-demand entertainment specialists – Netflix and Spotify – will need to do the mount a serious challenge to GAFA in the top tier of Internet platforms and how telcos can help them make the online world more competitive.
Making big beautiful: Multinational operators need the telco cloud
Multinational operators have not been effectively harnessing their size and cross-country footprint. To create attractive economies of scale, they need to adopt a Telco Cloud model. Through a more common infrastructure and an innovation model which is sensibly calibrated across OpCos, large telcos will become more efficient and innovative.
Problem: Telecoms technology inhibits operator business model change (Part 1)
The last few years have seen attempts by many leading telecoms operators to refresh their business model and generate new sources of growth and value. Now many digital initiatives are being scaled back. Telefonica and Telenor, two companies in the vanguard of the ‘drive to digital’ have both disbanded their digital organisations. In the first of two reports, STL Partners explores why efforts to yoke platform and product innovation businesses to a traditional infrastructure business have proved so difficult. The financial and operational constraints associated with traditional telecoms – particularly the need for long investment cycles in ‘one-function’ infrastructure – have made achieving the switch to ‘agile digital innovation’ all but impossible. But all that may be about to change and the future could be a little brighter.
Amazon, Apple, Facebook, Google, Netflix: Whose digital content is king?
Online entertainment is increasingly dominated by 5 big platforms but 6 forces are likely to shape the market going forward and could have profound effects on the dominant platforms. We analyse the relative strengths and weaknesses of each player and explore the potential opportunities for telcos to compete and collaborate.
How BT beat Apple and Google over 5 years
Over 5 years, BT Group’s share price has more than tripled, outperforming Apple’s and Google’s, while its revenues have shrunk. Why, and what can other telcos learn from its success?
Netflix: Threat or Opportunity?
Netflix’s success in the US and in Western Europe has demonstrated that consumers are willing to change how they watch and pay for TV and movies. As a result Netflix’s OTT proposition is challenging traditional pay TV models and changing how new broadband services are looking at content. For some players Netflix is a threat and for others an opportunity. So, how should content owners, channels, pay platforms and broadband providers respond?