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Telco 2.0 Research Agenda: New Business Models and Growth Opportunities in a Hyper-Connected World

This page summarises:

  • The overall scope of the Telco 2.0 Initiative's research agenda for 2012
  • Upcoming Telco 2.0 Strategy Reports (current Strategy Reports here)
  • Planned reports in the Executive Briefing Service (current Briefing Reports here)
  • Our topic 'watch-list' of detailed research areas

NB. This overview is a guide as the content schedule continually develops. We will keep our schedule up to date online via this page and our communications with clients.

You can also catch up with us in person, and discuss progress on the ongoing activities via our Executive Brainstorm Programme here.

This page was last updated on 11th January 2012 (Please email contact@telco2.net for more information).

Telco 2.0 Research - Overall Scope


Telco 2.0's Research Agenda is designed to address all factors that can impact on telco / communications related business models, and in particular those that can be useful in business model innovation.


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A Framework for Business Model Analysis

Forthcoming Strategy Reports


The 150+ page Telco 2.0 Strategy Reports address key issues in-depth on core communications related business models. The upcoming reports are listed below, while current reports can be found here.

  • "Voice & Messaging 2.0: 'to OTT or not to OTT' - optimising revenues, staying relevant, and building new services" (2012) Our recent events & executive discussions have shown that many telcos have developed an attitude of pessimism and inevitability about their traditional telephony and SMS revenue streams. There's a growing temptation for telcos to think of 'managing the end-game' (i.e. merely slowing the decline) as their mid-term strategic objective for voice and messaging. For some, this may indeed be a necessity or even a self-fulfilling prophecy – but for the innovators and risk-takers, there may be a silver lining in the cloud.

    Telcos will need to escape the assumptions, standards and rigid service definitions of the past – and look to reinvent their role in helping humans communicate in new & powerful ways. They have to exploit the technologies of today (such as IP, smartphones, apps, speech recognition and the web) rather than just fit a few services into the limitations of networks conceived 100 years ago. User interfaces and context-awareness may become more important than interoperability. Voice technology may become an “enabler” rather than a “service”.

    In this new report we will analyse: industry trends of usage and revenue; the impact of so-called 'OTT' services; the benefits and limitations of strategies to optimise value (e.g. bundling); the opportunities and limitations of technical developments such as VoLTE, IP-SMS and RCS/RCS-e; strategies in enterprise unified communications; and the role of own-brand 'OTT' services (such as T-Mobile Bobsled, or Orange ON Voicefeed). We will present a new strategy framework for Voice and Messaging Strategies, and articulate our analysis and future scenarios for how new value can be created with Voice and Messaging services and applications.
  • "Benchmarking Telco 2.0 Strategy and Operations: lessons from the Global leaders" (2012) Many telcos are experimenting with or implementing Telco 2.0 strategies. What are the opportunities and the key steps? What's working, what do we think will work, and what does good look like in our view? In this major study we will benchmark 6-10 global telcos and highlight key lessons for telcos, vendors, and other players.

[NB Strategy Reports are purchased individually and are not included in the Telco 2.0 Executive Briefing Subscription Service. For further information or to pre-order please call +44 (0) 207 247 5003 or email contact@telco2.net.]

Sample of planned reports in the Executive Briefings Service


This is a sample of the planned c.10-50 page reports covering key topics and companies that will be available via the Subscription Service - see current reports here. We publish c.30-40 reports per year and our topic plan is regularly updated - to feedback or input, please contact your Telco 2.0 Account Manager or email contact@telco2.net.

  • Strategy 2.0: Telefonica 2.0 vs. Vodafone 2.0 - a comparison of two strategic approaches
  • Strategy 2.0: Telco 2.0 Market Attractiveness Assessments, Regional Analyses of APAC, EMEA and the Americas, and Developing vs. Developed and Emerging Markets for Telco 2.0 strategies
  • Strategy 2.0: Lessons from the 'Patent Wars'
  • Strategy 2.0: 'through the looking glass' - the impact of telco accounting rules
  • Adjacent Players 2.0: Are 'Under the Floor' Player Strategies a threat or an opportunity?
  • Adjacent Players 2.0: where's Google going?
  • Adjacent Players 2.0: updates on Apple, Facebook, Microsoft, Skype and other 'OTT' strategies
  • Voice & Messaging 2.0: Enterprise Voice - how are different strategies playing out?
  • Future Broadband 2.0: Disruptive mobile broadband innovations
  • Cloud 2.0: telco strategy case studies
  • Cloud 2.0: what is the role and importance of PaaS for telcos?
  • Customer Experience 2.0: learning from Amazon - building the telco 'flywheel'
  • Customer Experience 2.0: a '2.0' framework for analysing Customer Experience
  • Personal Data 2.0: the Personal Data Ecosystem
  • Digital-Commerce 2.0: disruptive plays in digital money (mobile, online, in-store) - is it finally time?
  • Advertising & Marketing 2.0: SoMoLo (Social, Mobile, Local) Case Studies
  • Digital Entertainment: analysis of Netflix's evolving business model and strategy
  • M2M 2.0: how can telcos really share in the value generated?
  • Devices, Apps & Appstores 2.0: HTML5 - opportunities and consequences, and further analysis of Nokia, RIM, Samsung, Sony, HTC etc.

 

Telco 2.0's Topic 'Watch List' - Detailed Research Focus


In addition to the sample of planned reports listed on this page, the following are topics on which we keep a ‘watching brief' for developments of interest. We welcome comments and further suggestions either on this page or via contact@telco2.net.

In broad terms, we look at factors that impact the five main areas of business model development (see diagram above):

  • The Market - new customer needs, new applications and services
  • Service Offerings, Value Propositions and Competition, both in-market and adjacent
  • Technologies and Enablers that disrupt, open or change the business model, both external and internal
  • The Value Network, including both potential partners and in-house activities such as organisational structure
  • Finances and Stakeholders' Interests - deals, M&A, regulation, Government initiatives etc.

The following table shows example topics under each area:

 


External


Telecoms Operators


1.    Market                           


New Customer Needs
New Applications

The Digital Generation
Media Sector
Energy Sector
Health Sector
Customer Services / Logistics
Advertisers
Finance
IT Community
Content Distribution
Mobile Advertising
Digital Cash / Mobile Money
Cloud Services
Apps and Appstores, Augmented
SmartGrids
eHealth
Communications Enabled Business Processes

2.    Service Offerings, Value Propositions and Competitors


Adjacent Player Analysis

Competitors and Case Studies

E.g.s
Google,
Facebook,
Amazon
Apple
ESPN, BSkyB
Skype, Voicesage
Twitter, QQ,
E.g.s
Telenor MobilBedriffsnet
New Mobile Broadband Business Models
New Voice Applications
Machine-to-Machine (M2M)
Wholesale

3.    Technology & Enablers


External Technologies

Telco Technologies

So-called "OTT", other wireless,
Augmented Reality, HTML5, NFC, Chrome OS, etc.

Wireless Network Economics
BSS / OSS: enabling Telco 2.0
Analytics
LTE, IMS, RCS-e, Femtocells, WiFi, Fibre TTX, Asterisk, DPI, 3G Modules, 4G. Policy Management, Network Optimsiation.
Devices / OS: iOS, Android, Windows, eReaders, tablets, smartphones, Smart TVs, etc.
API s and Enablers

4.    Value Network


Vendors and Partners

Internal Strategy

Network / BSS / OSS,  e.g. Amdocs, Ericsson, Huawei, etc
Devices and OSs, e.g. Apple, RIM, Nokia, LG, Sony-Ericsson
Vendor managed technologies

Leadership
Organisation
Culture
BSS / OSS Implementation
Business Transformation

5.    Finances and Stakeholder Interests


Stakeholders

Key Topics

Shareholders
Government

Shareholder Value
National Transition
Sustainability
Regulation


For further information please call +44 (0) 207 247 5003 or email contact@telco2.net