Telco 2.0™ Executive Briefings

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

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)

EMEA Messaging Decline reasons Nov 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

Voice 2.0: Disrupting the Telcos with Rebtel (Rebtel Presentation)

Voice & Messaging 2.0: Disrupting the telcos with Rebtel, Presentation by Andreas Bernstrom, CEO, Rebtel. Will smartphones bring a wave of mobile VoIP disruption? Presented at EMEA Brainstorm, November 2011.

Voice 2.0: RCS-e - the next generation of communications services (Vodafone/Deutsche Telekom Presentation)

Voice & Messaging 2.0: RCS-e, the new generation of communications services?, Presentation by Cenk Serdar, Director, Data and Communications Services, Vodafone Group, and Rainer Deutschmann, SVP Core Telco Products, Deutsche Telekom. Is RCS-e our future? And if so, what kind of future? Presented at 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

Apps & Telco APIs 2.0: their role vs Facebook, Skype, and iMessage

Many popular communications apps such as Facebook, Skype and iMessage bypass telcos’ core networks by going ‘over the top’. Yet smartphone apps, and in future HTML5 web apps, also present new distribution opportunities for telco services including voice, messaging, and payments, as long as developers are motivated to use telco APIs. How should telcos approach the 'App Economy' to best defend existing revenues and develop new opportunities? (August 2011)

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

Apple iCloud/iOS: Killing SMS Softly?

Our analysis of how Apple's iCloud, iOS5, and MacOS developments build value and control for Apple's digital platform, and their consequences on other parts of the digital ecosystem, including the impact of iMessage on text messaging. (June 2011)

Strategy 2.0: What Skype + Microsoft means for telcos

In theory, Microsoft and Skype have the resources, the brands, the customer base and the know-how to shape the future of telecoms and become a strategic counterweight to Apple and Google. Can they do it – and what should telcos’ strategy be? (June 2011)

Is Ribbit worth $105m to BT yet?: How is the strategic rationale for BT’s acquisition of Ribbit as their ‘Voice 2.0’ platform working out? We spoke with Crick Waters, Ribbit's co-founder and EVP. (July 2010)

Enterprise Voice 2.0: Ecosystem, Species and Strategies: Analysis of the structure of the Enterprise Voice 2.0 market ecosystem, the business models and value networks within it, and conclusions as to what operators can do in order to benefit from it. (April 2010)

Voice & Messaging 2.0: New API Use Cases: ‘Communications-Enabled Business Processes’ (CEBP) are a key application for voice and messaging APIs. This Briefing Report illustrates three new real world examples of integrating communications into end-user business applications using web services to access telco APIs. (February 2010, Foundation 2.0)

Telenor’s Voice 2.0 Strategy: ‘Mobilt Bedriftsnett’ Case Study: Telenor’s new ‘Mobile Business Network’ integrates SME’s mobile and fixed phone systems via managed APIs, providing added functionality and delivering greater business efficiency. It uses a ‘two-sided’ business model strategy and targets the market via developers. (December 2009)

Voice and Messaging 2.0: Innovators' Directory 2009: The Telco 2.0 review of the most significant non-telco Voice and Messaging innovators in terms of competitive threat, route-to-market partner opportunity, and opportunity to learn from. (Executive Briefing, Oct 2009).

Google Voice: one of the key battlegrounds for Telcos: Google Voice, managing Customer Data, and Location Services will be among the key battlegrounds where Telcos' emerging business models and Google are likely to clash, according to a new Telco 2.0 Briefing to be published in October. It is previewed here. (September 2009)

Voice 2.0: Beyond ‘Unified Communications’: Four leading Voice 2.0 platforms demonstrate the business model opportunities from delivering 'Communications-Enabled Business Processes' (CEBP) to the highly diverse enterprise and SME market. (July 2009)

The Toolkit of Voice 2.0 - Linux, Asterisk, OpenSER: A new open-source technical toolkit (based on Linux, Asterisk, OpenSER and perhaps OpenSS7) is emerging for Voice 2.0 applications. (June 2009)

IfByPhone: a Two-Sided Voice Platform: "like salesforce.com with phones": IfByPhone, an example of a voice based two-sided Business Model used in Comms-Enabled Business Processes, using Open Source Telephony. (April 2009)

Defining the Digital Generation: Young Today, Grey Tomorrow: The activities of today's youth will cascade across the generations. How should service providers prepare for the customer of the future? (March 2009)

The Digital Generation: Introducing the Participation Imperative Framework: The "Participation Imperative Framework" describes new customer behaviour and needs that will drive future product and service innovation. (Feb 2009)

Consumer voice and messaging 2.0 - understanding and meeting user needs: Telco voice and messaging products have barely changed in 50 years – but the internet offers Operators new threats and opportunities. This briefing reviews what really drives communication so Telcos can enhance their core services for the Telco 2.0 world. (Executive Briefing, Jan 2009)

Voice telephony: death or glory?: A review of key business opportunity and future business model scenarios in the core voice and messaging business. (November 2008)

BT and Ribbit's evolving platform strategy: A closer look at BT's Ribbit platform strategy and how it can transform BT's business model. (September 2008)

Vodafone: Too much data, not enough vo and fone?: Analysis of Vodafone strategy at a key time of leadership change. (June 2008)