Telco 2.0™ Research

The Future Of Telecoms And How To Get There

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Ongoing analysis of leading thinking, and real world telco examples on how telcos can serve the needs of enterprise and other business ICT customers, and how partners can work with them for mutual benefit.

Telco 2.0 Cloud and ICT Stream Cover Image

 

The programme is led by Alexandra Rehak, and supported by Bob Brace, Senior Analyst, STL Partners/Telco 2.0 (formerly Head of Cloud at Vodafone), supports both telcos/CSPs and their partners, and comprises:

  • A stream of c.10 new briefing reports a year (examples here) including strategy reports, case studies and vertical innovation reports.  Focus areas are cloud, digital strategies for enterprise verticals, and enterprise M2M/IoT strategies 
  • A searchable existing database including the 150 page strategy report Cloud 2.0: Telco Strategies in the Cloud and 30 further executive briefings and presentations (see below)
  • Sessions at our executive brainstorms, and other networking and information sharing activities.


Our digital enterprise strategies analysts attend all major industry events including Mobile World Congress, as well as our exclusive STL Partners events. To schedule a meeting, input to the agenda or find out more about how to subscribe, please contact us directly at . 

 

New Content (Use "Search" or "more articles" to find more)

  AT&T: Fast Pivot to the NFV Future

In 2014, AT&T launched its Domain 2.0 Programme to virtualise 75% of its network functions by 2020. So how is it going, and what are the lessons for others on the complex journey to the virtualised / agile Telco 2.0 digital vision? (February 2016, Telco 2.0 Transformation Stream, Future of the Network Stream, Cloud and Enterprise ICT Stream)

  Telcos’ Last Chance in Cloud? New $18bn Sovereign Cloud Opportunity

If telcos in certain markets act swiftly, there is a major new and addressable opportunity in cloud created by profound recent changes in data sovereignty and security requirements. We outline the market opportunities, specific customer needs, and market sizing in our latest research. (December 2015, Cloud & Enterprise ICT Stream)

  Microsoft: Pivoting to a Communications-Centric Business

Microsoft faces the post-monopoly era, having had to write off its $8bn adventure in mobile and cope with significant disruption across the piece. Collaboration and communications are key to its new strategy, leading to significant implications for telcos and others. (September 2015, Dealing with Disruption Stream, Cloud & Enterprise ICT Stream.)

  Telstra: Battling Disruption and Growing Enterprise Cloud & ICT

When Amazon Web Services (AWS) landed in Australia in 2012, everyone expected carnage for Australian carriers. Telstra’s Network Applications & Services division, though, is growing fast and making some interesting moves. How did Telstra do it, and what else can be learned from its successes and its latest moves into the Healthcare market? (August 2015, Cloud & Enterprise ICT Stream)

Telstra Cloud Analysis August 2015 Telco 2.0
  How AT&T overtook Verizon in strategic business services

In Q4 2012 Verizon was No.1 in Strategic Business Services (SBS) and had just bought a huge data centre provider. In Q4 2014, AT&T had overtaken Verizon in revenues from this segment. What happened, and what are the lessons for other telcos in the Enterprise SBS market? (May 2015, Executive Briefing Service, Cloud & Enterprise ICT Stream.)

  Amazon Web Services: Colossal, but Invincible?

Amazon has revealed that its cloud services arm is growing very fast and is surprisingly profitable. An analysis of the strategy that underpins the exceptional performance of Amazon Web Services provides important pointers about the future of the cloud computing market, how to balance the trade-off between convenience and cost, and where there may be scope for others (such as telcos) to succeed. (April 2015, Dealing with Disruption Stream, Cloud & Enterprise ICT Stream.)

Figure 11 Although BT EE is just compliant with the 2 3 3 4GHz cap it looks suspiciously dominant
  NFV: Great Promises, but How to Deliver?

NFV (Network Functions Virtualisation) potentially offers operators benefits of up to 80% network opex reduction and significant improvements in agility, and threatens a shake-up of the vendor landscape. What are the challenges to making it happen, and what do telcos and vendors need to do to succeed? (March 2015, Cloud & Enterprise ICT Stream)

  Cloud: What is the role of telcos in cloud services in 2015?

Service providers need to grow new revenues. The cloud market looks potentially attractive, and is growing at about 30% CAGR, but it is dominated in many areas by Amazon, Google and Microsoft. So is Cloud part of the answer for telcos, and if so how? This report looks at the role of the service provider in the cloud market and products that service providers might offer in 2015. (November 2014, Executive Briefing Service, Cloud & Enterprise ICT Stream)

Role of telcos in cloud services - Google Infrastructure Spending
  Cloud & Enterprise ICT: Cloud, Mobility, eHealth - Agenda 2015

$Multi-billion Cloud, Enterprise Mobility, eHealth and other advanced enterprise ICT markets are among the key opportunities in the Telco 2.0 business model. This is an outline of the agenda and objectives of our new programme of research that identifies threats and opportunities, leading thinking, and real world examples and models to implement and manage success in these areas. (October 2014, Cloud & Enterprise ICT Stream.)

Cloud and Enterprise ICT Stream Overview
  Telco 2.0: The $50bn Enterprise Mobility Opportunity: What's stopping telcos winning 500% more business?

Our new global research among enterprises and telcos shows that many telcos are ideally positioned, but underprepared, to exploit the fast emerging and evolving $50bn Enterprise Mobility opportunity. How can telcos address this gap? (May 2014, Foundation 2.0, Executive Briefing Service, Cloud & Enterprise ICT Stream.)

Enterprise Mobility Framework December 2013
  Facing Up to the Software-Defined Operator
We see five major trends leading towards the overall picture of the ‘software defined operator’ – an operator whose boundaries and structure can be set and controlled through software. This presents threats as well as opportunities for industry players selling and wanting to sell to telcos. (March 2014, Executive Briefing Service, Cloud & Enterprise ICT Stream.)

Facing up to the software-defined operator March 2014
  Telco 2.0: The $50bn Enterprise Mobility Opportunity: four steps for telcos to take today
Enterprises are turning to mobility to transform their operations, creating a c.$50bn ‘Enterprise Mobility’ opportunity globally. There are four levels of engagement that telcos can adopt to start to capture a share of this market, and upgrade and repurpose their internal capabilities to deliver repeatable, high volume, customer-facing growth initiatives. They need tools, technologies and partnerships to provide the deep industry knowledge and mobile workforce expertise. This will allow them to take a defined proposition to market and evolve from being “just another channel” to originators and owners of intellectual property. (December 2013, Foundation 2.0, Executive Briefing Service, Cloud and Enterprise ICT Stream).

Enterprise Mobility Framework December 2013
  Cloud 2.0: Securing Trust to Survive the ‘One-In-Five’ CSP Shake-Out
The Cloud market is on the verge of the next wave of market penetration, yet it’s likely that only one in five Cloud Service Providers (CSPs) in today’s marketplace will still be around by 2018, as providers fail or are swallowed up by aggressive competitors. So what do CSPs need to do to survive and prosper? (October 2013, Foundation 2.0, Executive Briefing Service, Cloud & Enterprise ICT Stream.)

Technology adoption rates Sept 2013
  Cloud 2.0: Network Functions Virtualisation (NFV) vs. Software Defined Networking (SDN)
This extract from our recent Executive Briefing on Software Defined Networking (SDN), describes ‘Network Functions Virtualisation’ (NFV), the problems it solves, and how it relates to SDN. (June 2013, Foundation 2.0, Executive Briefing Service, Cloud & Enterprise ICT Stream.)

Network Functions Virtualisation (NFV) Approach June 2013
  Cloud Rapid Impact Programme: Maximise your Share of the Cloud
With the right strategy, telcos can take a larger share of the $40bn + and growing Cloud Market. We now offer tailored programmes for clients looking to save time and improve market performance by fast-tracking their Cloud Strategy, helping to size market potential, benchmarking against external best practice, securing internal alignment of objectives and plans, prioritising key activities, and selecting candidate vendor partners as required. The programmes are based on our proprietary Cloud 2.0 Research and run by our experienced senior analysts who have hands-on experience of delivering cloud services in the real world.
 Telco 2.0 Transformation Index Small
  Software Defined Networking (SDN): A Potential 'Game Changer'
Software Defined Networking is a technological approach to designing and managing networks that has the potential to increase operator agility, lower costs, and disrupt the vendor landscape. Its initial impact has been within leading-edge data centres, but it also has the potential to spread into many other network areas, including core public telecoms networks. This briefing analyses its potential benefits and use cases, outlines strategic scenarios and key action plans for telcos, summarises key vendor positions, and why it is so important for both the telco and vendor communities to adopt and exploit SDN capabilities now. (May 2013, Executive Briefing Service, Cloud & Enterprise ICT Stream, Future of the Networks Stream).

Potential Telco SDN/NFV Deployment Phases May 2013
  Cloud 2.0: Telco Strategies in the Cloud
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 140 pages of insightful commentary from those who’ve been working at the cutting edge, and includes an introduction to the sector's key technologies and emerging trends, as well as detailed recommendations for Telcos and vendors. (December 2012, Strategy Report, Cloud and Enterprise ICT Stream.)

Cloud Strategy Report Image
  Cloud 2.0: Telstra, Singtel, China Mobile Strategies
In this extract from our forthcoming report ‘Cloud 2.0: Telco Strategies in the Cloud’ we outline the key components of Telstra, Singtel and China Mobile’s cloud strategies, and how they compare to the major ‘Big Technology’ players (such as Microsoft, VMWare, IBM, HP, etc.) and ‘Web Giants’ such as Google and Amazon. (November 2012, Executive Briefing Service, Cloud & Enterprise ICT Stream.)

Vodafone results Nov 2012
  Telcos in the Cloud: 3 strategy groups and 3 future scenarios
In this extract previewing our upcoming report ‘Cloud 2.0: telco strategies in the Cloud’ we outline the three main groups of telco cloud strategies identified (Hunters, Gatherers and Innovators), and three future market scenarios (Cloud Layers, CloudBurst and CloudFail). (October 2012, Executive Briefing Service, Cloud & Enterprise ICT Stream.)

Telco 2.0: From infrastructure to customer intimacy and innovation Oct 2012
  Cloud 2.0: the fight for the next wave of customers
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, Executive Briefing Service, Cloud & Enterprise ICT Stream).

Cloud Growth Groups September 2012
  Cloud 2.0: Report and Analysis of the EMEA 2012 Event
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. (June 2012, Executive Briefing Service, Cloud & Enterprise ICT Stream)

Cloud 2.0: Event Summary Analysis Presentation
  Cloud 2.0: Report and analysis of the event

Cloud 2.0: Event Summary Analysis. A summary of the findings of the Cloud 2.0 Executive Brainstorm, 10th November 2011, held in the Gouman Tower Hotel, London. The Brainstorm explored telcos’ strategic options to grow in the fast changing digital economy. It also considered how telcos can defend their core voice and messaging business, while also examining the steps they can take to improve the customer experience. (November 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)

Cloud 2.0: Event Summary Analysis Presentation
  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. (November 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)
  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. (November 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream) Understanding SMBs and enterprises' needs
  Cloud 2.0: Market Sizes, Shares and Opportunity Overview (STL Presentation)
In Cloud 2.0, Cloud Services: Where's the money? Presentation by Andrew Collinson, Research Director, STL Partners, outlining cloud services definitions (VPC, IaaS, Paas, Saas), market sizes, main telco operators and market share projections. Presented at EMEA Brainstorm, November 2011. (November 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)

Cloud EMEA Nov 2011
  Cloud 2.0: Cloud services and the Olympics (BT Presentation)
In Cloud 2.0, Cloud Services: Where's the money? Presentation by Stuart Hill, VP London Olympics 2012 Programme, BT Group. Outlined the role of Cloud in provisioning for 'the greatest show on earth' - The Olympics. Presented at EMEA Brainstorm, November 2011. (November 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)

Cloud EMEA Nov 2011 BT Olympics
  Cloud 2.0: Telcos role in Cloud Services (Telenor Presentation)
In Cloud 2.0, Cloud Services: Where's the money? Presentation by Frank Elter, Business Development, Telenor Norway. Covers Telenor's approach to cloud services for SMEs and new research on a new segment of internet / cloud users. Presented at EMEA Brainstorm, November 2011. (November 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)

Cloud EMEA Nov 2011 Telenor Telcos Role
  Cloud 2.0: Cloud services in the financial sector (BT Presentation)
In Cloud 2.0, Cloud Services: Where's the money? Presentation by Peter Roe, Strategy & Market Insights, Global Banking & Financial Markets, BT. Outlines Cloud services in global banking and financial markets. Presented at EMEA Brainstorm, November 2011. (November 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)

Cloud EMEA Nov 2011 BT Financial Sector
  Cloud 2.0: Creating an integrated experience (Colt Presentation)
In Cloud 2.0, Cloud Services: Where's the money? Presentation by Mirko Voltolini, Director, Network Design & Architecture, Colt Technology Services. Outlining customer challenges and how to create an integrated experience. Presented at EMEA Brainstorm, November 2011. (November 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)

Cloud EMEA Nov 2011 Colt Mirko Voltolini
  Cloud 2.0: Cloud Services (Vodafone Presentation)
In Cloud 2.0, Cloud Services: Where's the money? Presentation by Robert Brace, Head of Cloud Services, Vodafone Group. Describes Cloud Services at Vodafone. Presented at EMEA Brainstorm, November 2011. (November 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)

Cloud EMEA Nov 2011 Vodafone Cloud Services
  Cloud 2.0: don't blow it, telcos
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, Executive Briefing Service, Cloud & Enterprise ICT Stream)

Apps & Telco APIs Figure 1 Drivers of the App Market Telco 2.0 Sept 2011
  Cloud 2.0: Telcos to grow Revenues 900% by 2014

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, Executive Briefing Service, Cloud & Enterprise ICT Stream)

 Cloud Forecast 2014
  Cloud 2.0: What are the Telco Opportunities?
Telco 2.0’s analysis of operators’ potential role and opportunity in ‘Cloud Services’, a set of new business model opportunities that are still in an early stage of development - although players such as Amazon have already blazed a substantial trail. (December 2010, , Executive Briefing Service, Cloud & Enterprise ICT Stream & Foundation 2.0)
  Cloud Services 2.0: Clearing Fog, Sunshine Forecast, say Telco 2.0 Delegates
The early stage of development of the market means there is some confusion on the telco Cloud opportunity, yet clarity is starting to emerge, and the concept of ‘Network-as-a-Service’ found particular favour with Telco 2.0 delegates at our recent Brainstorms. (December 2010, Executive Briefing Service, Cloud & Enterprise ICT Stream)
  Cloud 2.0: "Worth $43Bn by 2013" Say Cisco
Cisco say Cloud will be worth $43Bn to telcos in the near future, and have realised savings of up to 40% in both Opex and Capex by transferring all of their own internal IT Services to the cloud - a good example of the Telco 2.0 innovator's principle of 'eating your own cloud-food'. Video interview with Simon Aspinall, Director Data Center, Cloud and Mobility Services, Cisco. (December 2010, Executive Briefing Service, Cloud & Enterprise ICT Stream)
  Cloud 2.0: What Should Telcos do? IBM's View
IBM say that telcos are well positioned to provide cloud services, and forecast an $89Bn opportunity over 5 years globally. Video presentation and slides including forecast, case studies, and lessons for future competitiveness. (December 2010, Executive Briefing Service, Cloud & Enterprise ICT Stream).
  Making Sense of 'Cloud / xAAS': Seven Clear Examples
The point and value of Cloud Services can sometimes seem elusive. Here's a well received presentation that includes a simple, workable definition and seven case studies that illustrate different types of 'Cloud Services' / xAAS (e.g. Network, Platform-As-A-Service). (December 2010, Executive Briefing Service, Cloud & Enterprise ICT Stream)
  Enterprise Services 2.0 - A Broader Suite of Platform Services Needed
76% of participants at the 6th Telco 2.0 Executive Brainstorm believe a more comprehensive set of common horizontal capabilities, supported by new channels, will be the most effective growth strategy in this key market. (Special Event Briefing, Cloud & Enterprise ICT Stream, May 2009)