Full Article: Vodafone, too much data and not enough vo and fone?
Analysis of Vodafone strategy at a key time of leadership change. (June 2008)
Tag: Strategy
Voice and Messaging 2.0
Voice and Messaging 2.0 is Telco 2.0’s analysis of the industry’s traditional core business, traditionally c.80% of $3 trillion Telco revenues, based on our unique insight into the emerging competition, the industry value chain, and original research into user needs.
There is a great wave of change and innovation in voice and messaging, although many telcos are missing out. Innovative new players are stepping in and there is opportunity for telcos is to work with them rather than compete – there are genuine opportunities as well as threats. This report illuminates the evolving opportunities and threats, and provides an invaluable guide to success in this exciting new world. (April 2008)
Beyond Bundling: Growth Strategies for Fixed and Mobile Broadband – “Winning the $250Bn delivery game”
Summary: This report examines future retail and wholesale business models for fixed and mobile operators offering high speed packet data services. This includes – but is not limited to – providing Internet access.
The report charts the next 10 years for fixed and mobile telecoms network operators as the viability of the current broadband business model is threatened by intense competition and falling prices in maturing markets, changing usage patterns, and the adaptation of new technologies. The report identifies and profiles a new $250Bn content delivery market opportunity. (April 2008)
Full Article: Mobile NGN, a Real Telco 2.0 Opportunity?
Analyst’s review of “Next-Generation Mobile Networks (NGMN) Beyond HSPA and EVDO”, technical requirements framework for vendors. (March 2008, Executive Briefing Service, Future of the Networks Stream).
The 2-Sided Telecoms Market Opportunity
The traditional business models for fixed and mobile operators are under pressure in all core products – voice, messaging, broadband access – particularly in mature markets.
A new business model is described here: one where operators make money from new types of customers rather than exclusively from end-users – and the business opportunity is potentially very large – c$125Bn. This additional, incremental revenue to the $250Bn described in the Future Broadband Business Models Report. This report is designed to help readers understand the nature and size of this new business model opportunity in its entirety. (March 2008)
Telcos’ Role in the Advertising Value Chain
Summary: A report identifying how to build a valuable new business model and customer base. (November 2007)
Full Article: Beyond bundling, the future of broadband
An edited version of a keynote presentation of results of our Broadband Business Models survey into the industry’s future (November 2007, Executive Briefing Service, Future of the Networks Stream).
Full Article: Forget Mobile Advertising – Think Bigger
Everyone is fascinated by the opportunities in mobile advertising; but there may not be enough advertising to go around. (November 2007)
Full Article: Google anchors its carrier off the coast of Telcoland
Why is Google bothering with nonexclusive radio spectrum – and offering to sublicence it for public access? (July 2007)
Full Article: Telco 2.0 Business Model Map: Links & Q&As
Links and Q&As on our Business Model Map outlining areas of potential value and strategic investment for Telcos. (Mar 2007)