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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: accelerating telco business model innovation

Cover Image of the Free Report on Accelerating Business Model Innovation

Source: 'Telco 2.0: how to accelerate the implementation of new business models'
(Free Report)

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

  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
  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 120 pages of insightful commentary from those who’ve been working at the cutting edge, and includes an introduction to the sectors key technologies and emerging trends, as well as detailed recommendations for Telcos and vendors. (To be launched Q4 2012.)

Cloud Services - Current Players
  A Practical Guide to Implementing Telco 2.0 (in: Strategy Reports)
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
  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
  Personal Data 2.0: Industry fails Carrier IQ test (in: User Data & Privacy)
The debacle with Sprint, AT&T and T-Mobile US over Carrier IQ’s phone monitoring software highlights the pitfalls and opportunities of recording user behaviour, controlling mobile broadband networks and working with personal data – a key enabler of the new digital economy and new telco business models. This is our analysis of the issues and key lessons. (December 2011)

Carrier IQ Smartphone Eye image Dec 2011 Telco 2.0
  LTE: Less Transforming than Expected (in: Technology and Devices)
An analysis of the status of LTE, the next generation of wireless network technology, including a round-up of early operator trials, and views on prospects for key vendors by Telco 2.0 partners Arete Research. (December 2011)

  Telecoms and the Eurozone Economic Crisis: a perfect storm? (in: Strategy & Finance)
What are the possible impacts on telecoms of further economic troubles in the Eurozone? Will it be recessionary business as usual or something much nastier? And how will it impact ‘Telco 2.0’ Strategies? (December 2011)

EMEA Messaging Decline reasons Nov 2011
  Your Text is on Fire: OTT's to burn 40% SMS revenue by 2015 (in: Voice & Messaging)
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
  CDNs 2.0: should telcos compete with Akamai? (in: Future Broadband)
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?
  Handset IPR - a new cold war begins (in: Technology and Devices)
The recent spate of deals (Google/Motorola, Nortel, Microsoft/Nokia) are the start of a long 'Cold War', where all parties are heavily armed, and risk destroying each other (and themselves) with overly aggressive legal actions. Telco 2.0 partners Arete Research analyse implications for the mobile device space and clarify some misunderstood issues. (September 2011)

  Cloud 2.0: don't blow it, telcos (in: Cloud Services)
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
  Apps & Telco APIs 2.0: their role vs Facebook, Skype, and iMessage (in: Apps & Appstores)
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
  Connected TV: Forecasts and Winners/Losers (UK Case Study) (in: Entertainment & Content)
Our in-depth look at the UK’s highly competitive digital TV market which reflects many global trends, such as competition between different types of content distributor (LoveFilm, YouTube, Virgin Media, BBC, BSkyB, BT, etc.), channel proliferation, new devices used for viewing,  and the increasing prevalence of connected TVs. What are the key trends and who will be the winners and losers? (August 2011)

Chart from Connected TV Figure 2 telco 2.0
  Broadband 2.0: Mobile CDNs and video distribution (in: Future Broadband)
Content Delivery Networks (CDNs) are becoming familiar in the fixed broadband world as a means to improve the experience and reduce the costs of delivering bulky data like online video to end-users. Is there now a compelling need for their mobile equivalents, and if so, should operators partner with existing players or build / buy their own? (August 2011)

Telco 2.0 Six Key Opportunity Types Chart July 2011
  Facebook: really 'worth' $30 billion max - $100 billion is hype (in: Adjacent & Disruptors)
Our maximum valuation of Facebook is $30 billion despite some of the 'hype' suggesting $100 billion valuations. In any event, Facebook will be under enormous pressure to find new sources of growth making further moves into telecommunications likely. See why in this extract previewing our next Strategy Report on 'Internet disruptors' covering Google, Facebook, Apple, Amazon and Skype, and strategies for 'co-opetition' with them. (August 2011)

Telco 2.0 Facebook Revenue per user forecast Aug 2011
  Strategy 2.0: The Six Key Telco 2.0 Opportunities (in: Strategy & Finance)
A summary of the six Telco 2.0 opportunities to transform telco's business models for success in an IP-based, post PSTN world: Core Services, Vertical Solutions, Infrastructure Services, Embedded Communications, 3rd Party Enablers, and Own Brand OTT Services. It includes an extract from the Roadmap to New Telco 2.0 Business Models, updates on latest developments, and feedback from over 500 senior TMT industry execs. (July 2011)

Telco 2.0 Six Key Opportunity Types Chart July 2011
  M2M 2.0: Market, Business Models, and Telcos' Role(s) (in: M2M & Embedded)
Our latest report on M2M 2.0 covers: M2M market growth, structure and dynamics; business models; the best role(s) for telcos; and leading thinking from Deutsche Telekom, Vodafone, Telenor, KPN and Swisscom. It describes how 'Service Enablers' are key to the telco opportunity in M2M in addition to connectivity. (July 2011)

M2M Pie Chart Service Enablers July 2011
  RIM: R.I.P. or ‘Reports of my death are greatly exaggerated’? (in: Adjacent & Disruptors)
RIM’s shares have plummeted in value over the last four months, prompting an eruption of finger-pointing in the media and speculation of its demise or acquisition. In this analysis we examine whether the doom-mongers are right and what RIM’s recovery strategy might be. (July 2011)

Apple iCloud logo in analysis of impact of iCloud/iOS on digital ecosystem
  Apple iCloud/iOS: Killing SMS Softly? (in: Adjacent & Disruptors)
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)

Apple iCloud logo in analysis of impact of iCloud/iOS on digital ecosystem
  Strategy 2.0: What Skype + Microsoft means for telcos (in: Voice & Messaging)

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)

 Microsoft Skype Logo Image Small
  Cloud 2.0: Telcos to grow Revenues 900% by 2014 (in: Cloud Services)

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)

 Cloud Forecast 2014
  Mobile Broadband Economics: LTE 'Not Enough' (in: Future Broadband)
Innovation appears to be flourishing in mobile broadband. At the Telco 2.0 EMEA Executive Brainstorm earlier this month we saw working applications that enable a.) users to monitor and control their network usage and services and b.) operators to support 'dynamic pricing'. Despite growing enthusiasm for LTE, delegates considered offloading traffic and network sharing strategies as at least as effective in managing costs. (May 2011) Mobile Broadband Fuel Gauge
  Telco 2.0 Strategy: New Growth needs New Metrics (in: Strategy & Finance)
‘What gets measured gets done’, and telcos need to use new metrics to uncover and develop new sources of value. They also need to make WAC a ‘JFDI’ initiative. These and other top level Telco 2.0 strategic themes from the May 2011 EMEA Telco 2.0 Executive Brainstorm. (May 2011) Broadband Wholesale Forecast

  LTE & Wholesale: Time to Get Aggressive? (in: Future Broadband)
We examine four examples of the growing trend of wholesale-oriented LTE operations, their key challenges and opportunities, and recommend that incumbent operators should be more aggressive in wholesale. (May 2010) Broadband Wholesale Forecast

  New Business Models: Half Future Telco Growth (in: Strategy & Finance)
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) Americas - 6 Opportunities Vote

  The Roadmap to New Telco 2.0 Business Models (in: Strategy Reports)
This Strategy Report plots the transformational path that telcos need to follow to achieve the $375Bn p.a. 'Telco 2.0' opportunities. It describes the six growth opportunity areas for the Telecoms industry, identifies new categories of operators, benchmarks the primary strategies needed by each to evolve and thrive in the new industry environment, and highlights leading examples of telco business model innovation. It has 284 pages, including a 13 page Executive Summary and a detailed index. (April 2011.) The Roadmap to new Telco 2.0 Business Models

  Public Wifi: Destroying LTE/Mobile Value? (in: Future Broadband)
By building or acquiring Public WiFi networks for tens of $Ms, highly innovative fixed players in the UK are stealthily removing $Bns of value from 3G and 4G mobile spectrum as smartphone and other data devices become increasingly carrier agnostic. What are the lessons globally? (April 2011)

  Appstore 2.0: Amazon Vs Apple & Google (in: Entertainment & Content)
Amazon is probably the Internet's best retailer. As it launches its own AppStore, we provide a detailed analysis of its digital media business and pick out the key opportunities it offers to content owners, network service providers and manufacturers. (March 2011)


  Tablet Frenzy: Network Poison or Economic Palliative? (in: Technology and Devices)
The success of the iPad2 has been seen by some as a sign of a paradigm shift in computing. With their theoretical appeal as a new portable medium for online video consumption could tablets have a significant impact on communications networks and economics? Here is Telco 2.0’s market outlook. (March 2011)


  Arete Research: Getting to a Billion Smartphones in 2013 (in: Technology and Devices)
Smartphones have already transformed the device market but are growth predictions vastly underestimated? Arete Research explain how smartphones growth will mirror that of low cost handsets and reach a billion by 2013. (March 2011)

  Android: Google's Anti-Apple Virus? (in: Adjacent & Disruptors)
It can be tempting to think of Android as in a two-horse race with Apple. Our analysis shows that the current and future impact of Google's highly successful mobile ecosystem play is much more complex. (March 2011)
 
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