Telco 2.0™ Executive Briefings

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 Economy: who will prosper in 'The Great Compression'?

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

Cloud 2.0: Telco Strategies in the Cloud

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

Cloud 2.0: Telstra, Singtel, China Mobile Strategies

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

Telcos in the Cloud: 3 strategy groups and 3 future scenarios

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

Cloud 2.0: the fight for the next wave of customers

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

Cloud 2.0: Report and Analysis of the EMEA 2012 Event

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 Economy 2.0: Silicon Valley Executive Brainstorm 2012, Day One (Tuesday 27 March)

Shifting Profit Pools and Strategic Opportunities . Presentations, votes, output and analysis from the Digital Economy 2.0 stream of the New Digital Economics Brainstorm, 27th March 2012, in San Francisco. (March 2012)

Digital Economy 2.0 Silicon Valley March 2012

Dealing with the 'Disruptors': Google, Apple, Facebook, Microsoft/Skype and Amazon (Updated Extract)

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

Cloud 2.0: Report and analysis of the event

Cloud 2.0: Event Summary Analysis. A summary of the findings of the Cloud 2.0 Executive Brainstorm, 10th November 2011, held in the Gouman Tower Hotel, London. The Brainstorm explored telcos’ strategic options to grow in the fast changing digital economy. It also considered how telcos can defend their core voice and messaging business, while also examining the steps they can take to improve the customer experience.

Cloud 2.0: Event Summary Analysis Presentation

Customer Experience 2.0: The IT Department's view of Telco 2.0 (Vodafone Presentation)

Customer Experience: An IT View of Telco 2.0 Vodafone Group CIO Albert Hitchcock describes the world's biggest carrier by revenue's massive IT transformation program. Presentation from EMEA Brainstorm, November 2011.

Customer Experience 2.0: Back to the Future of Voice (BT Presentation)

Customer Experience: Back to the Future of Voice. Colin Lees of BT on the future of the UK voice service and the transformation of BT's service platform. Presentation from EMEA Brainstorm, November 2011.

Customer Experience 2.0: Hosted Unicomms for Business - a major opportunity (Cisco Presentation)

Customer Experience 2.0: Hosted Unicomms for Business, Presentation by Fabio Gori, Head, SP Marketing, EMEA, Cisco Systems. Sizing the opportunity of business communications in the cloud. Presented at EMEA Brainstorm, November 2011.

Understanding SMBs and enterprises' needs

Cloud 2.0: Market Sizes, Shares and Opportunity Overview (STL Presentation)

In Cloud 2.0, Cloud Services: Where's the money? Presentation by Andrew Collinson, Research Director, STL Partners, outlining cloud services definitions (VPC, IaaS, Paas, Saas), market sizes, main telco operators and market share projections. Presented at EMEA Brainstorm, November 2011.

Cloud EMEA Nov 2011

Cloud 2.0: Cloud services and the Olympics (BT Presentation)

In Cloud 2.0, Cloud Services: Where's the money? Presentation by Stuart Hill, VP London Olympics 2012 Programme, BT Group. Outlined the role of Cloud in provisioning for 'the greatest show on earth' - The Olympics. Presented at EMEA Brainstorm, November 2011.

Cloud EMEA Nov 2011 BT Olympics

Cloud 2.0: Telcos role in Cloud Services (Telenor Presentation)

In Cloud 2.0, Cloud Services: Where's the money? Presentation by Frank Elter, Business Development, Telenor Norway. Covers Telenor's approach to cloud services for SMEs and new research on a new segment of internet / cloud users. Presented at EMEA Brainstorm, November 2011.

Cloud EMEA Nov 2011 Telenor Telcos Role

Cloud 2.0: Cloud services in the financial sector (BT Presentation)

In Cloud 2.0, Cloud Services: Where's the money? Presentation by Peter Roe, Strategy & Market Insights, Global Banking & Financial Markets, BT. Outlines Cloud services in global banking and financial markets. Presented at EMEA Brainstorm, November 2011.

Cloud EMEA Nov 2011 BT Financial Sector

Cloud 2.0: Creating an integrated experience (Colt Presentation)

In Cloud 2.0, Cloud Services: Where's the money? Presentation by Mirko Voltolini, Director, Network Design & Architecture, Colt Technology Services. Outlining customer challenges and how to create an integrated experience. Presented at EMEA Brainstorm, November 2011.

Cloud EMEA Nov 2011 Colt Mirko Voltolini

Cloud 2.0: Cloud Services (Vodafone Presentation)

In Cloud 2.0, Cloud Services: Where's the money? Presentation by Robert Brace, Head of Cloud Services, Vodafone Group. Describes Cloud Services at Vodafone. Presented at EMEA Brainstorm, November 2011.

Cloud EMEA Nov 2011 Vodafone Cloud Services

CDNs 2.0: should telcos compete with Akamai?

Content Delivery Networks (CDNs) such as Akamai’s are used to improve the quality and reduce costs of delivering digital content at volume. What role should telcos now play in CDNs? (September 2011)

Should telcos compete with Akamai?

Cloud 2.0: don't blow it, telcos

Enterprise cloud computing services need great connectivity to work, but there are opportunities for telcos to participate beyond the connectivity. What are the opportunities, how are telcos approaching them, and what are the key strategies? Includes forecasts for telcos' shares of VPC, IaaS, PaaS and SaaS. (September 2011)

Apps & Telco APIs Figure 1 Drivers of the App Market Telco 2.0 Sept 2011

Cloud 2.0: Telcos to grow Revenues 900% by 2014

Telcos should grow Cloud Services revenues nine-fold and triple their overall market share in the next three years according to delegates at the May 2011 EMEA Executive Brainstorm. But which are the best opportunities and strategies? (June 2011)

New Business Models: Half Future Telco Growth

Senior industry executives in Palo Alto at the 12th Telco 2.0 Executive Brainstorm agreed that half of the telco growth available in the next 3 years would come from the new business model opportunities identified in the ‘Roadmap to new Telco 2.0 Business Models’ report. The other half would come from improvements to the current business model. Headline findings in brief. (April 2011)

Telcos vs. Internet Players: Act before it’s too late

There's less than 3 years for telcos to take advantage of key strategic ‘control points’ in their battle for sustainable growth in the communications and e-commerce markets, concluded delegates at the Telco 2.0 EMEA Brainstorm in November. How should they think differently about their value and where do they need to (re)focus their attention? Full report from the Brainstorm. (Executive Briefing, December 2010)

Cloud 2.0: What are the Telco Opportunities?

Telco 2.0’s analysis of operators’ potential role and opportunity in ‘Cloud Services’, a set of new business model opportunities that are still in an early stage of development - although players such as Amazon have already blazed a substantial trail. (December 2010, Foundation 2.0)

Cloud Services 2.0: Clearing Fog, Sunshine Forecast, say Telco 2.0 Delegates

The early stage of development of the market means there is some confusion on the telco Cloud opportunity, yet clarity is starting to emerge, and the concept of ‘Network-as-a-Service’ found particular favour with Telco 2.0 delegates at our recent Brainstorms. (December 2010)

Cloud 2.0: "Worth $43Bn by 2013" Say Cisco

Cisco say Cloud will be worth $43Bn to telcos in the near future, and have realised savings of up to 40% in both Opex and Capex by transferring all of their own internal IT Services to the cloud - a good example of the Telco 2.0 innovator's principle of 'eating your own cloud-food'. Video interview with Simon Aspinall, Director Data Center, Cloud and Mobility Services, Cisco. (December 2010)

Cloud 2.0: What Should Telcos do? IBM's View

IBM say that telcos are well positioned to provide cloud services, and forecast an $89Bn opportunity over 5 years globally. Video presentation and slides including forecast, case studies, and lessons for future competitiveness. (December 2010).

Making Sense of 'Cloud / xAAS': Seven Clear Examples

The point and value of Cloud Services can sometimes seem elusive. Here's a well received presentation that includes a simple, workable definition and seven case studies that illustrate different types of 'Cloud Services' / xAAS (e.g. Network, Platform-As-A-Service). (December 2010)