A small and surprising set of national operators are delivering outstanding performance in the challenging European market. Our analysis shows how they’re achieving differentiation with smart strategies that target the hottest customer need, and the considerable ramifications for the rest of the market.
Free’s shock bid for T-Mobile USA will stretch its finances and management capacity to the limit. Can Free’s package of tactics, technology, and procedures work in the US context?
Verizon and Comcast have invested in high bandwidth fibre and cable networks, whereas AT&T has until recently focused on U-Verse, an IPTV play. Which strategy is winning out and why? The answer is surprising and may transform the US and other markets, and there are parallels with Apple and Samsung’s ‘deep value’ strategies of investing in assets that are hard to replicate.
Cloud 2.0: The findings of the second Cloud 2.0 Executive Brainstorm, part of the New Digital Economics EMEA event, held in London June 12-13. The brainstorm explored how to make money from cloud services, the role of telcos and how to best harness the rising tide of big data and personal data to increase the efficiency and effectiveness of the cloud. (June 2012, Executive Briefing Service, Cloud & Enterprise ICT Stream)
Cloud 2.0: Event Summary Analysis Presentation
Key trends, tactics, and technologies for mobile broadband networks and services that will influence mid-term revenue opportunities, cost structures and competitive threats. Includes consideration of LTE, network sharing, WiFi, next-gen IP (EPC), small cells, CDNs, policy control, business model enablers and more. (March 2012, Executive Briefing Service, Future of the Networks Stream).
Trends in European data usage
Regardless of business strategy, the development of ‘Smart Pipes’ – more intelligent networks – will be a key driver of shareholder returns from operators. Smarter networks will also benefit network users – upstream service providers and end users, and operators, and their vendors and partners, will need to compete to be the smartest. What are they, why are they needed, and what are the key strategies employed to develop them? (February 2012, Foundation 2.0, Future of the Networks Stream).
Facebook user saturation bubble chart
The telecoms industry often puts so-called OTT (over-the-top) players like Google and Facebook at the forefront of its concerns, as they pose new competition for services and applications. But what about encroachment of companies “underneath” the telcos, displacing them from their core asset, the network? Telco 2.0 examines the strategic threats and opportunities from wholesale providers, outsourcers and government-run broadband networks. (January 2012, Executive Briefing Service, Future of the Networks Stream).
UTF Image Jan 2012
Mobile Broadband Economics. Presentation on rapid growth and innovation in Asia and lessons from Europe by Dean Bubley, Senior Associate, STL Partners / Telco 2.0 at the New Digital Economics & CSG APAC Executive Forum in November / December 2011.
Digital Entertainment: The Evolving Licensing Landscape Presentation