Summary: The rapid growth of Facebook, WhatsApp, WeChat and other Internet-based services has prompted some commentators to write off telcos in the consumer communications market. But many mobile operators retain surprisingly large voice and messaging businesses and still have several strategic options. Indeed, there is much telcos can learn from the leading Internet players’ evolving communications propositions and their attempts to integrate them into broad commerce and content platforms. In this report we examine what opportunities still exist for telcos in this strategically important sector. (Dealing with Disruption Stream, April 2017)
Below is a short extract from this 41 page Telco 2.0 Report that can be downloaded in full in PDF format by subscribers to the Dealing with Disruption Stream here. To find out more about how to join or access this report please see here or call +44 (0) 207 247 5003.
Although they make extensive use of WhatsApp, Facebook Messenger, Snapchat and other Internet-based communications services, consumers still expect mobile operators to enable them to make voice calls and text messages. Indeed, communication services are widely regarded as a fundamental part of a telco’s proposition, but telcos’ telephony and messaging services are losing ground to the Internet-based competitors and are generating less and less revenue.
Should telcos allow this business to gradually melt away of should they attempt to rebuild a competitive communications proposition for consumers? How much strategic value is there in providing voice calls and messaging services?
This report explores telcos’ strategic options in the consumer communications market, building on previous STL Partners’ research reports, notably:
This report evaluates telcos’ current position in the consumer market for voice calls and messaging, before considering what they can learn from three leading Internet-based players: Tencent, Facebook and Snap. The report then lays out four strategic options for telcos and recommends which of these options particular types of telcos should pursue.
...to access the other 40 pages of this 41 page Telco 2.0 Report, including...
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...Members of the Dealing with Disruption Stream can download the full 41 page report in PDF format here. For non-members, to find out more about how to join or access this report please see here or call +44 (0) 207 247 5003.
Technologies and industry terms referenced include: New Digital Economics, location based services, personal data, telco strategy, big data, mobile commerce, digital commerce, APIs, business models, mobile advertising, mobile marketing, mobile payments, cloud services, voice, messaging, SMS, video, entertainment, content, conversational commerce, instant messaging, group chat.