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Tag: Voice

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

Your Text is on Fire: OTT’s to burn 40% SMS revenue by 2015

In four years’ time, Telco SMS revenue will decline on average by around 40% across Europe and the Middle East according to the senior execs at this month’s Telco 2.0 brainstorm in London. The main cause is competitive pressure from ‘OTT’ alternatives (Facebook, Skype, Google, BBM, etc). Mobile voice isn’t that far behind, with a 20% decline foreseen. What can be done and what is the role of RCS-e? (November 2011, Executive Briefing Service, Dealing with Disruption Stream).
EMEA Messaging Decline reasons Nov 2011

Executive Briefing Service, Consumer — November 2011

Voice 2.0: Strategic Threats and Opportunities

Voice & Messaging 2.0: Strategic Threats and Opportunities, Presentation by Phil Laidler, Director, Consulting, STL Partners. Which of the disruptors – Apple, Facebook, Google, Skype – is the biggest menace? Presented at EMEA Brainstorm, November 2011.
Strategic options for telcos – resisting the disruptors in voice

Executive Briefing Service — November 2011
Voice and Messaging 2.0

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)

Executive Briefing Service — April 2008