Amazon’s stock continues to beat the bull market. Its success is based on a four level transformation to a ‘two-sided’ strategy. What are the lessons for would-be platform players in all parts of the Telecoms, Media, Technology sector? (November 2009, Executive Briefing Service, Dealing with Disruption Stream)
An in-depth analysis of Google’s strategy and objectives overall and in particular in relation to the Telecoms industry, with recommendations of where to compete and where to cooperate. (October 2009, Executive Briefing Service, Dealing with Disruption Stream)
An analysis of QQ.com – a profitable Chinese social networking and instant messaging service with 1 billion usernames, 75 million peak concurrent users, and plans to grow beyond China. (October 2009, Executive Briefing Service, Dealing with Disruption Stream)
Only the fit survive market changes, and evolving the business model to adapt is key. Strategy lessons for telcos and vendors alike from Boungiorno, a content aggregator that evolved to beat the shrinking portal services market. (October 2009)
Orange and T-Mobile UK are merging, thereby consolidating two of the UK’s five mobile operators. What are the likely benefits and consequences, and the implications from an investor’s viewpoint? A guest article from Telco 2.0 partners Arete Research. (September 2009)
As O2 UK’s Litmus developer proramme matures into a global corporate project for Telefonia, we analyse the business model challenges it faces in becoming a vibrant community for developers and a value driver ofr the company. (Sept 2009, Executive Briefing Service, Dealing with Disruption Stream).
This 120 page Strategy Report focuses on the ‘Digital Generation’ – the cohort which has grown up with new applications and technologies – whose behaviour will ultimately drive the future shape of the Telco business. The report is a ‘must read’ for CxOs, strategists and product managers seeking to evolve telcos to succeed with the next generation. (July 2009)
To some, LTE is the latest mobile wonder technology – bigger, faster, better. But how do institutional investors see it? This is a Guest Briefing from Arete Research, a Telco 2.0 Partner. (July 2009, Executive Briefing Service, Future of the Networks Stream).
To some, LTE is the latest mobile wonder technology – bigger, faster, better. But how do institutional investors see it? An in-depth perspective from new Telco 2.0 partners, Arete Research. (Guest Executive Briefing, Executive Briefing Service, Future of the Networks Stream, Aug 2009).
A summary of the priorities, analyses and key actions on the 7 hottest topics from the latest Telco 2.0 theory and leading industry thinking from the Nice 2009 Executive Brainstorm. (Executive Briefing, June 2009)
A write up and analysis of new research plus participants’ and speakers’ views at the May 2009 Telco 2.0 Executive Brainstorm exploring the challenges of the broadband video crisis. (May 2009, Executive Briefing Service, Future of the Networks Stream).
A write up and analysis of new research plus participants’ and speakers’ views at the May 2009 Telco 2.0 Executive Brainstorm exploring the challenges of serving the needs of enterprises. (May 2009, Executive Briefing Service, Cloud and Enterprise ICT stream)
Over the last 10 years, Nokia has sustained a keen interest in applications and services as a complement to its dominant position in hardware and operating systems. It’s hard to say that they’ve made any progress in making a business of it.
As online video challenges traditional distribution models, both old and new suppliers are pushing into the value chain in the hope of grabbing a share of the emerging global market. But how will the market develop and which companies will be the ultimate winners?
STL Partners has analysed the potential of online video, identified possible market winners and losers, and set out three interlocking scenarios depicting the evolution of the market. In each scenario, the role of distributors is examined, possible threats and opportunities revealed, and strategic options are discussed. (March 2009)
Disruption in the online video distribution market presents “a once in a lifetime chance to change their place” for some and a severe strategic threat for others. Likely scenarios and strategies that players should adopt for success. (Executive Briefing, Future of the Networks Stream, Feb 2009.)
This briefing summarises key outputs from a recent STL Partners research report and survey on Online Video Distribution. It considers the evolution of the key technologies, and the shifting industry structures, business models and behaviours involved in content creation, distribution, aggregation and viewing.
LiMo is the most Telco 2.0 of mobile Linuxes – why did their showing at MWC impress us so much?