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Welcome to the Telco 2.0 Research Portal

This site contains four types of content on new digital business models and business model innovation in Telecoms, Media and Technology from the Telco 2.0™ Initiative and analyst firm STL Partners:

Report focus: Implementing Telco 2.0 Strategies

A Practical Guide to Implementing Telco 2.0 Strategies

Source: 'A Practical Guide to Implementing Telco 2.0 Strategies'
(Strategy Report)

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  Software Defined Networking (SDN): A Potential 'Game Changer' (in: Cloud Services)
Software Defined Networking is a technological approach to designing and managing networks that has the potential to increase operator agility, lower costs, and disrupt the vendor landscape. Its initial impact has been within leading-edge data centres, but it also has the potential to spread into many other network areas, including core public telecoms networks. This briefing analyses its potential benefits and use cases, outlines strategic scenarios and key action plans for telcos, summarises key vendor positions, and why it is so important for both the telco and vendor communities to adopt and exploit SDN capabilities now. (May 2013).

Potential Telco SDN/NFV Deployment Phases May 2013
  Digital Commerce: Time to redefine the Mobile Wallet (in: Money & Payments)
The 'Mobile/Digital Wallet' needs to evolve to support authentication, search and discovery, as well as payments, vouchers, tickets and loyalty programmes. Moreover, consumers will want to be able to tailor the functionality of this "commerce assistant" or "commerce agent" to fit with their own interests and preferences. Our report and analysis of the Digital Commerce 2.0 Executive Brainstorm, 20 March 2013, part of the New Digital Economics Silicon Valley event. (April 2013).

Who is best placed to win in local commerce April 2013
  Digital Economy: who will prosper in 'The Great Compression'? (in: Strategy & Finance)
Value is squeezed out of industries as they become increasingly digital - i.e. accessed by mobile and online, driven by data and defined by software. We call the collective economic impact of this pressure ‘The Great Compression’. But which companies will survive and prosper - and how? 90% of the Execs at our Silicon Valley brainstorm identified ‘management mindset’ as a key factor in Telecoms, Media, Finance and Retail. Our analysis and a detailed report of the findings of the Digital Economy session at the NDE Executive Brainstorm, Silicon Valley, held at the InterContinental Hotel, San Francisco on the 19th March 2013. (May 2013).

Scale of Transformation Needed April 2013
  The Internet of Things (IoT): What's Hot, and How? (in: M2M & Embedded)
‘The Internet of Things’ (IoT) is one of the big ideas of the moment. But what are the areas in which value is being created now, and what is still technological hype? A summary of the findings of the Digital Things session at the NDE Executive Brainstorm, Silicon Valley, held at the InterContinental Hotel, San Francisco on the 20th March 2013. (April 2013)

Building Blocks Urgently Needed for IoT April 2013
  Digital Entertainment: What Gets Measured Gets Money (in: Entertainment & Content)
For mobile entertainment services to generate revenues commensurate to the attention they receive, the industry needs to improve 'discovery' tools, create more effective creative inventory, and deliver proof of its effectiveness. A summary of the Digital Entertainment 2.0 session of the 2013 Silicon Valley Brainstorm, held on the 20th March 2013, Intercontinental Hotel, San Francisco. (April 2013)

Digital Entertainment 2.0: What Gets Measured Gets Money
  Digital Commerce: Show me the (Mobile) Money (in: Money & Payments)
Many companies are struggling to build a mobile commerce business case that generates significant incremental revenues in the next five years. But some will ultimately use digital wallets to create a valuable platform that bolsters customer loyalty and produces substantial revenues from location-based marketing, advertising and the management of personal data. What are the barriers, how can they be overcome, and what are the key actions for telcos, major Internet players, banks and payment networks? (April 2013)

The Cycle and Functions of Digital Commerce (April 2013)
  Silicon Valley 2013: Verbatim Output from the ‘Mindshare’ System (in: New Digital Economics Silicon Valley, Executive Brainstorm & Innovation Forum, March 2013)
Verbatim Output of the ‘Mindshare’ System from the Silicon Valley Executive Brainstorm & Innovation Forum, 19-20 March 2013, San Francisco. (April 2013)

Silicon Valley 2013 Verbatim Mindhare Output
  Facebook Home: what is the impact? (in: Adjacent & Disruptors)
Facebook has launched ‘Facebook Home’, technically a shell around the Android OS, that in theory creates valuable new advertising inventory on the screens of users’ phones. What will its impact be in practice for Facebook, and on Google, mobile operators, and other device manufacturers? (April 2013).

Facebook Home 'Coverfeed' April 2013
  The Great Compression: surviving the 'Digital Hunger Gap' (in: New Digital Economics Silicon Valley, Executive Brainstorm & Innovation Forum, March 2013)
In the next 10 years, many industries face the 'Great Compression' in which, in addition to the pressures of ongoing global economic uncertainty, there is also a major digital transformation that is destroying traditional value and moving it 'disruptively' to new areas and geographies. For the incumbent industry players we call the near-term results of this disruption 'The Digital Hunger Gap' – the widening deficit between past and projected revenues. This is our analysis of the top-level findings of the Silicon Valley Executive Brainstorm. (March 2013)

10 Year Hunger Gap Mar 2013
  Digital Economy: Silicon Valley Executive Brainstorm 2013, Day One (Tuesday 19 March) (in: New Digital Economics Silicon Valley, Executive Brainstorm & Innovation Forum, March 2013)
Strategic Growth Opportunities for a Hyper-Connected World. Presentations from the Digital Economy stream of the New Digital Economics Brainstorm, 19th March 2013, in San Francisco. Including: Digital Transformation | Digital Consumer | Digital Infrastructure

Digital Economy 2.0 Silicon Valley March 2013
  Digital Commerce: Silicon Valley Executive Brainstorm 2013, Day Two (Wednesday 20 March) (in: New Digital Economics Silicon Valley, Executive Brainstorm & Innovation Forum, March 2013)
Closing the Loop between Advertising & Payments. Presentations from the Digital Commerce stream of the New Digital Economics Brainstorm, 20th March 2013, in San Francisco. Including: Where's the money in SoLoMo? | Advertising & Marketing | Big Data

Digital Commerce 2.0 Silicon Valley March 2013
  Digital Entertainment: Silicon Valley Executive Brainstorm 2013, Day Two (Wednesday 20 March) (in: New Digital Economics Silicon Valley, Executive Brainstorm & Innovation Forum, March 2013)
The True Role for Mobile. Presentations from the Digital Entertainment stream of the New Digital Economics Brainstorm, 20th March 2013, in San Francisco. Including: Making Mobile Work | Advertising & Marketing | Big Data

Digital Entertainment 2.0 Silicon Valley March 2013
  Digital Things: Silicon Valley Executive Brainstorm 2013, Day Two (Wednesday 20 March) (in: New Digital Economics Silicon Valley, Executive Brainstorm & Innovation Forum, March 2013)
New Opportunities from the 'Internet of Things'. Presentations from the Digital Things stream of the New Digital Economics Brainstorm, 20th March 2013, in San Francisco. Including: Market Evolution towards Internet of Things | IOT Platform Requirements | Big Data

Digital Things 2.0 Silicon Valley March 2013
  Smartphones: when will Huawei be No.1? (in: Technology and Devices)
We were surprised to hear Huawei’s objective of becoming the world’s No.1 Smartphone maker at last year’s Mobile World Congress, and somewhat dubious whether it would achieve that goal. However, at this year’s show Huawei demonstrated impressive progress, and we consider it is no longer a question of if, but when it will achieve its goal. In this analysis we explore industry scenarios and their consequences. (March 2013).

Monthly ARPU in France & EU Markets Feb 2013
  Free Mobile: A Prototype for Disruption? (in: Strategy & Finance)
Free.fr’s entry to the French mobile market has achieved extraordinarily rapid market share gains and resulted in comprehensive disruption. An analysis of its technology, tactics, and business model, and a high-level assessment of the applicability of its approach to other markets. (February 2013).

Monthly ARPU in France & EU Markets Feb 2013
  Finance: Optimising the Telco 2.0 revenue and cost model (in: Strategy & Finance)
Structuring finances is key for the success of innovations in general and Telco 2.0 projects in particular. In this detailed extract from our new strategy report ‘A Practical Guide to Implementing Telco 2.0’, we describe the best ways to approach the management of revenues and costs of new business models, and how to get the CFO and finance department onside with the new approaches required (February 2013).

Small table on finances
  Sprint-Softbank: how it will disrupt the US market (in: Strategy & Finance)
The Japanese and French markets have both been disrupted through the entry of low-cost competitors offering substantial price reductions. We think that Softbank’s acquisition of Sprint is a signal that the same is to soon come in the US given Softbank’s experience as a successful disruptor in Japan. (January 2013).

Digital Commerce Flywheel December 2012
  Digital Asia 2012 Event Analysis Report: Is your business moving fast enough? (in: Digital Asia, Executive Brainstorm & Innovation Forum, December 2012)
At the Digital Asia Executive Brainstorm in Singapore, December 2012, we saw that all economies in SE Asia are now innovating rapidly in digital commerce, entertainment and public sector services, and in mobile in particular. There are both unique opportunities and transferable lessons, and a key theme is that companies need to transform even faster to take advantage of the opportunities and prosper. (December 2012)

Digital Asia report header slide
  Digital Asia 2012: Brainstorm Output (in: Digital Asia, Executive Brainstorm & Innovation Forum, December 2012)
Charts of the votes and analysis of the brainstorm output of the ‘Mindshare’ System from the Digital Asia Executive Brainstorm & Innovation Forum, 3-5 December 2012, Singapore. (December 2012)

Digital Asia 2012 Brainstorm Output
  The M-Commerce 'Land-Grab': Telcos Vs. Apple & Google (in: Money & Payments)
The mobile commerce market is going through a critical 'land-grab' phase. This report reviews the strategies and tactics of the leading telcos and Internet players in Asia, Europe and North America as they seek to use the mobile medium to become an intermediary between buyers and sellers. It considers the pivotal role of the digital wallet, 'big data', the race to acquire merchants and the key alliances between telcos, banks, payment networks and Internet players (December 2012).

Digital Commerce Flywheel December 2012
  A Practical Guide to Implementing Telco 2.0 (in: Strategy Reports)
How can communications services providers (CSPs) transform their businesses from Telco 1.0 (infrastructure-led stasis) to Telco 2.0 (sustainable innovation-led growth)? An essential, step-by-step guide to the implementation of new Telco 2.0 business models, providing telecoms executives and their partner companies with a systematic approach to capitalise on new opportunities and neutralise potential threats. The report outlines robust frameworks and methodologies for selecting the right Telco 2.0 strategy for each organization, identifying and implementing the key opportunities, and avoiding expensive and time-consuming mistakes.Telco 2 Implementation Cover
  Cloud 2.0: Telco Strategies in the Cloud (in: Cloud Services)
Telco 2.0 presents a new strategy report examining the evolution of cloud services; the current opportunities for vendors and Telcos in the Cloud market, plus a penetrating analysis on the positioning Telcos need to adapt in order to take advantage of the potential $200Bn global Cloud services market. This report offers over 140 pages of insightful commentary from those who’ve been working at the cutting edge, and includes an introduction to the sector's key technologies and emerging trends, as well as detailed recommendations for Telcos and vendors. (December 2012.)

Cloud Strategy Report Image
  Mobile Commerce: MEF Global Survey Results (in: Advertising & Marketing)

MEF’s Global Consumer Survey 2012 questioned 9,500 mobile media users in ten countries: US, UK, China, India, Qatar, South Africa, Mexico, Brazil, Indonesia and Saudi Arabia. Download the executive summary here - there's also a special 30% Telco 2.0 discount code on the full report. (November 2012)

Google's Advertising Revenues Cascade
  Cloud 2.0: Telstra, Singtel, China Mobile Strategies (in: Cloud Services)
In this extract from our forthcoming report ‘Cloud 2.0: Telco Strategies in the Cloud’ we outline the key components of Telstra, Singtel and China Mobile’s cloud strategies, and how they compare to the major ‘Big Technology’ players (such as Microsoft, VMWare, IBM, HP, etc.) and ‘Web Giants’ such as Google and Amazon. (November 2012)

Vodafone results Nov 2012
  Digital Arabia Event Analysis Report: ‘Telcos hold the key to ‘Digital Arabia’ but need to act fast’ (in: Digital Arabia, Executive Brainstorm & Innovation Forum, November 2012)
At the Digital Arabia Executive Brainstorm in Dubai, November 2012, we found that the region is on the edge of an exciting period of growth in digital commerce, entertainment and public sector services, enabled by mobile in particular. However, success depends on telcos and others working together effectively to put key enabling digital platforms in place, and this is not yet happening fast enough to avoid the stagnation now seen in many Western markets. How can this be changed? (November 2012)

Digital Arabia report header slide
  Europe's brutal future: Vodafone and Telefonica hit hard (in: Strategy & Finance)
In our recent briefing European Mobile: The Future's Not Bright, It's Brutal, we predicted that European operators faced a grim future. New figures from Vodafone and Telefonica suggest that, unfortunately, the grim future is arriving fast. (November 2012)

Vodafone results Nov 2012
  Telcos in the Cloud: 3 strategy groups and 3 future scenarios (in: Cloud Services)
In this extract previewing our upcoming report ‘Cloud 2.0: telco strategies in the Cloud’ we outline the three main groups of telco cloud strategies identified (Hunters, Gatherers and Innovators), and three future market scenarios (Cloud Layers, CloudBurst and CloudFail). (October 2012)

Telco 2.0: From infrastructure to customer intimacy and innovation Oct 2012
  Strategy 2.0: From infrastructure to innovation and customer intimacy (in: Strategy & Finance)
In this preview from Part 2 of 'A Practical Guide to Implementing Telco 2.0', we outline the structural, cultural and strategic challenges of building new competences, and a service development process designed to overcome classic industry weaknesses in infrastructure businesses such as telcos and broadcasters. (October 2012)

Telco 2.0: From infrastructure to customer intimacy and innovation Oct 2012
  European Mobile: The Future's not Bright, it's Brutal (in: Voice & Messaging)
New analysis by the Telco 2.0 team shows that the mobile industry’s combined revenues from voice, messaging and data services in the EU5 economies (UK, France, Germany, Spain and Italy) will drop by nearly 20Bn Euros, or 4% per year, in the next five years, and by 30Bn Euros by 2020. (October 2012)

Euro Voice Brutal Future October 2012
  Digital platform strategy: how Google, Apple and Amazon keep winning (in: Strategy & Finance)
Telcos traditionally think of every new service as a profitable new revenue source, and create services in silos with little thought for the total customer experience and overall creation of value. In contrast, the big internet and tech players typically build their future offerings as part of an integrated strategy to raise the overall value of their platforms. This extract from ‘A Practical Guide to Implementing Telco 2.0’ shows key lessons for telcos. (September 2012).

Generic Telco Strategies September 2012
  Cloud 2.0: the fight for the next wave of customers (in: Cloud Services)
The fight for the Cloud Services market is about to move into new segments and territories. In the build up to the launch of our new strategy report, ‘Telco strategies in the Cloud’, we review perspectives on this shared at the 2012 EMEA and Silicon Valley Executive Brainstorms by strategists from major telcos and tech players, including: Orange, Telefonica, Verizon, Vodafone, Amazon, Bain, Cisco, and Ericsson (September 2012).

Cloud Growth Groups September 2012
  Innovation Strategies: Telefonica 2.0 Vs. Vodafone 2.0 (in: Strategy & Finance)
Telefonica and Vodafone are both European-based tier 1 CSPs with substantial revenues, cash flows and subscribers. They have both expanded beyond Europe – Vodafone into Africa and Asia and Telefonica into Latin America. However, their Telco 2.0 strategies are rather different. In this extract from our forthcoming report, A Practical Guide to Implementing Telco 2.0, we outline their Telco 2.0 strategies and their benefits and risks. (September 2012)

Telefonica Strategy 2.0 Chart
  Telco 2.0: Killing Ten Misleading Myths (in: Executive Briefing Service)
‘Telco 2.0’ has evolved considerably since we put forward the original concept for telcos’ future success in 2006. Here we dispel ten myths and misunderstandings that have also evolved that can misdirect strategy. (August 2012)

impact of 2sbm aug 2012 small
  LTE: APAC and US ‘Leading The Experience’ (in: Future Broadband)
LTE is gaining traction in Asia Pacific and the US, despite challenges with spectrum, voice, and handsets. In South Korea, for example, penetration is expected to exceed 50% within 18 months. Our report on the lessons learned at the 2012 NGMN conference. (July 2012)

LTE in Korea
  Digital Things 2.0: Report and Analysis of the EMEA 2012 Event (in: New Digital Economics EMEA, Executive Brainstorm & Innovation Forum, June 2012)
Digital Things 2.0: The findings of the fourth Digital Things 2.0 Executive Brainstorm, part of the New Digital Economics EMEA event held in London on June 12-13. The Brainstorm explored the challenges and opportunities in the M2M market, the Internet of Things, service enablement platforms, and the importance of data analytics.

Digital Things 2.0: Event Summary Analysis Presentation
  Cloud 2.0: Report and Analysis of the EMEA 2012 Event (in: New Digital Economics EMEA, Executive Brainstorm & Innovation Forum, June 2012)
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.

Cloud 2.0: Event Summary Analysis Presentation
  Digital Commerce 2.0: Report and Analysis of the EMEA 2012 Event (in: New Digital Economics EMEA, Executive Brainstorm & Innovation Forum, June 2012)
Digital Commerce 2.0: The findings of the fourth Digital Commerce 2.0 Executive Brainstorm, part of the New Digital Economics EMEA event, held in London, June 12-13. The Brainstorm explored how to scale adoption of mobile wallets, enable new forms of ‘localised commerce’, how individuals and companies can harness personal data, and what kinds of enablement platforms telcos should create.

Digital Commerce 2.0: Event Summary Analysis Presentation
  Telco 2.0: Report and Analysis of the EMEA 2012 Event (in: New Digital Economics EMEA, Executive Brainstorm & Innovation Forum, June 2012)
Telco 2.0: The findings of the 18th Telco 2.0 Executive Brainstorm, part of the New Digital Economics EMEA event, held in London 12-13 June. This event was designed to drive market transformation, encompassing new forms of voice & messaging for the digital consumer, customer experience management, and the future of telecoms operators’ networks.

Telco 2.0: Event Summary Analysis Presentation
  Euro telcos: fiddling while the platform burns? (in: Executive Briefing Service)
Most executives across the European telecoms industry accept that the current telco business model is in decline (the ‘burning platform’), but wholehearted action to create sustainable new models is not in place. We identify the key barriers and next steps to overcome them in this top-level analysis of findings from our recent EMEA Executive Brainstorm. (July 2012)

UK Services Revenues: Actual and Forecast (index)
  Personal Data: how to make it a viable, customer-centred industry (in: User Data & Privacy)
For ‘Personal Data’ to realize its potential as a new class of economic asset there needs to be a global, cross-industry approach that empowers and protects consumer users, enables businesses, and that has scope for appropriate governance. This report is a summary of the significant progress made towards this aim made by the World Economic Forum’s Re-thinking Personal Data ‘Tiger Team’, facilitated by STL Partners with the support of the Personal Data Ecosystem Consortium, MIT Media Lab, Microsoft, Ctrl-Shift and other leading experts, at meetings held in March 2012 in San Jose, and in London in June 2012. (July 2012)

WEF Personal Data principles draft June 2012 small
  Strategy 2.0: Lessons from Vodafone’s success in European SMB Communications (in: Enterprise & CEBP)
Vodafone have been quietly stealing a march in the European SMB communications market with a well executed strategy centred on its OneNet cloud-based product. We look at how, including comparisons with BT, Telenor, and others. (May 2012)

Vodafone Voice Analysis May 2012
  HTML5: market impact and telco strategies (in: Technology and Devices)
HTML5 will have a profound impact on consumers’ and businesses’ interaction with the web in coming years. In particular, HTML5-compliant smartphones may lead to a reduction in the power of closed app platforms such as Apple iOS and Google Android. While this seems broadly positive for telcos, there may also be negative side-effects of the increasing capability of standardised (and often free) Internet capabilities. (May 2012)

HTML5 Standards Scope and Status
  Digital Entertainment 2.0: Report and analysis of the Silicon Valley Event 2012 (in: New Digital Economics Silicon Valley, Executive Brainstorm & Innovation Forum, March 2012)
Digital Entertainment 2.0: A summary of the Digital Entertainment 2.0 session, held on the 28th March 2012, Marriott Hotel, San Francisco, part of the New Digital Economics Silicon Valley event. The Brainstorm explored how reduce complexity in Mobile Video, the opportunities in Social TV, new ways to monetize content in a multi-platform world, and the role of telcos in creating alternative enabling platforms.

Digital Entertainment 2.0: Event Summary Analysis Presentation
  Digital Economy 2.0: Report and analysis of the Silicon Valley Event 2012 (in: New Digital Economics Silicon Valley, Executive Brainstorm & Innovation Forum, March 2012)
Digital Economy 2.0: A write up, analysis and record of the debates, verbatim feedback and voting from the six sessions on ‘The Digital Economy 2.0’ from Day One of the New Digital Economics Silicon Valley Executive Brainstorm, held on the 27th March 2012, Marriott Hotel, San Francisco.

Digital Economy 2.0: Event Summary Analysis Presentation
  Digital Commerce 2.0: Report and analysis of the Silicon Valley Event 2012 (in: New Digital Economics Silicon Valley, Executive Brainstorm & Innovation Forum, March 2012)
Digital Commerce 2.0: A summary of the findings of the Digital Commerce 2.0 Executive Brainstorm, 28 March 2012, held in the Marriott Hotel, San Francisco, part of the New Digital Economics Silicon Valley event. The Brainstorm explored how to scale adoption of mobile wallets, enable new forms of ‘localised commerce’, how individuals and companies can harness personal data, and what sorts of enablement platforms telcos should create.

Digital Commerce 2.0: Event Summary Analysis Presentation
  Digital Things 2.0: Report and analysis of the Silicon Valley Event 2012 (in: New Digital Economics Silicon Valley, Executive Brainstorm & Innovation Forum, March 2012)
Digital Things 2.0: A summary analysis of the Digital Things 2.0 session, held on the 28th March 2012, Marriott Hotel, San Francisco, part of the New Digital Economics Silicon Valley executive brainstorm.

Digital Things 2.0: Event Summary Analysis Presentation
  Mobile TV: going 'Round The Side' of telco networks? (in: Entertainment & Content)
Dyle TV, a new mobile TV broadcast network (supported by Fox), was presented at the Silicon Valley Brainstorm against the backdrop of Cisco's VNI (Visual Networking Index) research on forecast growth in mobile video traffic. It was argued that Dyle's model can both take the pressure off mobile operator data capacity by taking video traffic ‘round the side’ and make good use of TV broadcasters’ spectrum. Could this model work, not only in the US but elsewhere around the world? (May 2012)

Doc Searls, Telco 2.0 Video Still April 2012
  Big Data: How Personal Clouds and ‘VRM’ will revolutionise Customer Relationships (in: User Data & Privacy)
A video interview with internet guru Doc Searls, fellow of Harvard University, in which he describes the concept of ‘VRM’ (Vendor Relationship Management) and how it will revolutionise customer relationships. After that a video from Simon Torrance, CEO, Telco 2.0 Initiative describing the strategic opportunity for telcos in ‘personal data’, along with useful links. (April 2012)

Doc Searls, Telco 2.0 Video Still April 2012
  Telco 2.0: how to accelerate the implementation of new business models (in: Free Reports & Whitepapers)
Opportunities exist for operators to support third-party businesses in Customer Profiling, Marketing offers, ID & Authentication, Network QoS, and Billing, Payments & Collection. However, our in-depth research among senior execs in ‘upstream’ industries (e.g. retail, media, IT, etc.) and telcos shows that poor communication of the telecoms value proposition and slow implementation by operators is frustrating upstream customers and operators alike. Our independent new analysis (kindly sponsored by Openet) identifies strategic customer segments for telcos building new ‘Telco 2.0’ business models, key obstacles to overcome, six real-world implementation strategy scenarios, and strategic recommendations for telcos. (April 2012)

Google's Advertising Revenues Cascade
  Silicon Valley 2012 Overview Report: the money's moving, but are telcos? (in: New Digital Economics Silicon Valley, Executive Brainstorm & Innovation Forum, March 2012)
It was exhilaratingly clear at the Silicon Valley Brainstorm, March 27-28 2012, that critical inflection points are being reached in many key areas of the digital economy: the challenges are increasingly well defined, and the intellectual, practical and economic resources being employed to solve them have the quality, power and resources to succeed. The tantalising question for all was “how do we position ourselves and implement strategies that will enable our business to be one of those to profit from (or at least survive) these changes?” Our top-level take-outs from the event. (April 2012)

Google's Advertising Revenues Cascade
  Strategy 2.0: Google's Strategic Identity Crisis (in: Adjacent & Disruptors)
Google's shares have made little headway recently despite its dominance in search and advertising, and it faces increasing regulatory threats in this area. It either needs to find new sources of value growth or start paying out dividends, like Microsoft, Apple (or indeed, a telco). Overall, this is resulting in something of a strategic identity crisis. A review of Google's strategy and implications for Telcos. (March 2012)

Google's Advertising Revenues Cascade
  Mobile Broadband 2.0: The Top Disruptive Innovations (in: Future Broadband)
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)

Trends in European data usage
  SAP Strategy Profile: Enabling Telcos to Operate at ‘Internet Speed’ (in: Free Reports & Whitepapers)
Our top-level review of SAP’s vision of how it will enable telcos to ‘operate at internet speed’ against Telco 2.0 principles and the six key opportunity areas identified in our strategy research report, ‘The Roadmap to New Telco 2.0 Business Models’. We also challenged SAP to build a Proof of Concept implementation of a complex multi-sided business model with a leading European mobile operator within one month. How did it go? (February 2012, Foundation 2.0)

Six Opportunity Areas within the Telco 2 Platform
  How to Spot a "Business Model Problem" (in: Free Reports & Whitepapers)
What is a ‘business model problem’? How can you tell when you’ve got one? What are the key business model challenges faced by telcos today, and how should they address them? (February 2012, Foundation 2.0)

Rabbit in Headlights
  The value of "Smart Pipes" to mobile network operators (in: Free Reports & Whitepapers)
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)

Facebook user saturation bubble chart
  Facebook: what the pre-IPO S-1 filing revealed (in: Adjacent & Disruptors)
New figures released in Facebook’s S-1 filing for its IPO stack up with Telco 2.0’s previous analysis of Facebook’s performance for our report ‘Dealing with the Disruptors’. This further strengthens our views that many mooted valuations are overblown, and that Facebook will seek new sources of value in communications. (February 2012)

Facebook user saturation bubble chart
  Dealing with the 'Disruptors': Google, Apple, Facebook, Microsoft/Skype and Amazon (Updated Extract) (in: Adjacent & Disruptors)
An updated 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.) Google Apple Facebook Microsoft Skype Amazon Telco 2.0 Disruptor Report Cover
  Vodafone CIO: 2012 a big year for customer data, analytics, and M-Commerce (in: Strategy & Finance)
Albert Hitchcock, Vodafone's Group CIO, believes there will be significant developments in customer experiece and M-Commerce (mobile money and advertising) starting in 2012, driven by improved use of customer data and analytics. He describes Vodafone's approach and early learning in a video interview from our recent New Digital Economics EMEA Brainstorm held in London. (Published January 2012, Foundation 2.0)

Albert Hitchcock Vodafone Group CIO
  'Under-The-Floor' (UTF) Players: threat or opportunity? (in: Strategy & Finance)
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)

UTF Image Jan 2012
  Asia & Middle East: 'can do' Telco 2.0 Strategies (in: Strategy & Finance)
In 2011 we’ve really been struck by the ‘can do’ attitude of companies in the Middle East and Asia Pacific regions towards Telco 2.0 strategies, and their desire to leapfrog legacy (Western) business models and technologies. This was highlighted at the New Digital Economics & CSG APAC Executive Brainstorm in Singapore, as were increasing similarities between APAC region business model challenges with those in Europe and America. (December 2011)

APAC and EMEA Telco 2.0 Image
 
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