Technology and Devices - STL Partners / Telco 2.0 Research

The implementation of new Two-Sided Telecoms Business Models requires changes to the technical architecture (network, OSS, BSS) of Telecoms companies. Perhaps most importantly, data from separate internal silos needs to be aggregated and synthesised to provide valuable information on a real-time basis. Key interfaces that enable new services must be made available to external parties securely and on-demand. Most current Telecoms architectures are not capable of meeting these requirements.

Moreover, the growing profusion of end-user devices creates opportunities and threats for Operators, OTT players, and handset / CPE / operating software companies. Increasing amounts of intelligence and capability are to be found in Netbooks, Smartphones, Set-Top Boxes and routers.

What are the consequence of these pressures for Telcos? Are Telcos inevitably going to become dis-intermediated dumb-pipes? How can operators deploy Technical Arcitectures and device strategies that complements their network capabilities to strengthen their position within the digital value chain?

Technical Infrastructure / Reference Architecture
Exploiting Customer Data
OSS/BSS on Demand
Network Provisioning/Activation on Demand
Devices, Mobile, CPE, Operating Systems

Please see below for current content. For future content please see here.

Recently Published Content (Use "Search" or "more articles" to find more)

LTE: 'Longer Term Enthusiasm'?: A typically pithy summary of the recent well-attended LTE World Summit in Amsterdam by Dean Bubley, co-author of the Telco 2.0 'New Mobile, Fixed and Wholesale Broadband Models' Strategy Report, founder of Disruptive Analysis, and long time Telco 2.0 Associate.

RIM: how does the BlackBerry fit with Telco 2.0 strategies?: Our analysis of how RIM’s BlackBerry business model may offer operators interesting near term opportunities to manage smartphone data traffic costs, and partner with to exploit future ‘Telco 2.0’ opportunities. (March 2010)

Fixing Wireless Data Network Economics: The growth in mobile data, and in particular mobile video, is placing increasing strains on the cost structure of some mobile networks. Telco 2.0 is undertaking a syndicated study to define the economic choke points, and propose alternate business model solutions. (March 2010)

'Demolition Derby' for Smartphones in 2010: 'Hyper-competition' in the mobile handset market, particularly in 'smartphones', will drive growth in 2010, but also emaciate profits for the majority of manufacturers. Predicted winners, losers and other consequences from Telco 2.0 partners Arete Research. (December 2009)

LTE: Late, Tempting, and Elusive: To some, LTE is the latest mobile wonder technology – bigger, faster, better. But how do institutional investors see it? An in-depth perspective from new Telco 2.0 partners, Arete Research. (Guest Executive Briefing, Aug 2009)

Technical Architecture 2.0 - On-Demand Networks & OSS-BSS, User Profiles, Enabling Services: On technology, 63% of Telco 2.0 Exec Brainstormers believe that the industry has made a 'good start', though 35% see it as a 'lost cause'. What is needed and what lies behind these opposing views? (Special event Briefing, May 2009)

Devices 2.0 - Still No Consistent Industry Strategy: 63% of participants at the 6th Telco 2.0 Executive Brainstorm think open devices are the way to go. What should telcos seek to control, and how? (Special Event Briefing, May 2009)

Nokia's Strange Services Strategy - Lessons from Apple iPhone and RIM: An analysis of Nokia's 10 year services strategy in the light of Apple and RIM's successes. (May 2009)

iFlood: how better user interfaces demand Layer Zero openness: Internet video is a tightly-coupled system - so changes in the user interface, like the iPhone, can force seismic shifts in the physical infrastructure. (Mar 2009)

Device Evolution: More Power at the Edge: There is incontrovertible evidence that “intelligence” always moves towards the edge of telecom networks. What can telcos do about it? (Mar 2009)

LiMo - the Tortoise picks up Momentum: LiMo is perhaps the most Telco 2.0 of the Linux mobile handset operating systems. What are it's advantages for operators? (Feb 2009)

Credit Crunch Update (Part 7): If Telcos Don’t, Cisco Will: Telcos must use their balance sheet strangth to invest in the future, before other players recover from the crisis. (Jan 2009)

Nokia and Symbian, Missing an Opportunity?: The recent purchase of Symbian by Nokia highlights the tensions around running a consortium-owned platform business.

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)

BBC's iPlayer nukes "all you can eat" ISP business model: The impact of the launch of BBC's online video service "iPlayer" on the UK DSL industry based on live network data. (Feb 2008)

Verizon Wireless’ volte-face: Virtue or Vice?: What are the business model impacts of Verizon Wireless moving to a "less closed" network attachment model? (November 2007)