Recent Articles in Strategy / Industry

Device Evolution: More Power at the Edge
Mar 30, 2009

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

Defining the Digital Generation: Young Today, Grey Tomorrow
Mar 10, 2009

The activities of today's youth will cascade across the generations. How should service providers prepare for the customer of the future? (March 2009)

Introducing Two-Sided Markets: A Template For Future Growth In Telecoms?
Jan 26, 2009

Details the move towards a two-sided marketplace for telecoms services, and the relevance of that change to future retail, wholesale and B2B value-added services (VAS) platforms. (Executive Briefing, Jan 2009)

A New Role for Telcos in the Digital Economy
Jan 26, 2009

How Telcos can avoid inevitable market decline by exploiting their core skills, assets and relationships to create new sources of growth. This key overview is a review and restatement of the original Telco 2.0 Market Study. (Executive Briefing, Dec 2008)

Voice telephony: death or glory?
Nov 30, 2008

A review of key business opportunity and future business model scenarios in the core voice and messaging business. (November 2008)

The Long Tail, Debunked?
Nov 30, 2008

New research based on digital music industry sales data challenges the "long tail" theory.  (November 2008)

Credit Crunch - Silver Lining for Telcos? (Part 2)
Oct 31, 2008

The second of a series of articles on the "credit crunch" and its likely implications. The relative "haven" of telecoms as defensive stocks, and near-term Telco debt maturities. (October 2008)

Nokia and Symbian, Missing an Opportunity?
Oct 30, 2008

The recent purchase of Symbian by Nokia highlights the tensions around running a consortium-owned platform business.

Credit crunch - silver lining for telcos?
Oct 8, 2008

First of a series on the 'credit crunch': how the liquidity crisis in the financial markets may provide telcos with opportunities for enhancement and transformation of business models. (October 2008)

BT and Ribbit's evolving platform strategy
Sep 30, 2008

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

2-Sided Business Model Use Cases - making it tangible
Jun 30, 2008

Explanatory presentation and brief on a set of ‘use cases’ we're developing that illustrate how telcos might exploit the 2-Sided Business Model Opportunity. (June 2008)

Vodafone: Too much data, not enough vo and fone?
Jun 30, 2008

Analysis of Vodafone strategy at a key time of leadership change. (June 2008)

Google vs Telcos, Tale of the Tape
Mar 31, 2008

Telecoms Operators have some great advantages Vs Google in the delivery of new services but only if they recognise and act on their strengths. (March 2008)

BBC's iPlayer nukes "all you can eat" ISP business model
Feb 29, 2008

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?
Nov 30, 2007

What are the business model impacts of Verizon Wireless moving to a "less closed" network attachment model? (November 2007)

Beyond bundling: the future of broadband
Nov 30, 2007

An edited version of a keynote presentation of results of our Broadband Business Models survey into the industry's future (November 2007).

Triple play, go away
Nov 30, 2007

The limitations of the "Triple Play" (and other "N-Plays") in a multi-media, multi-mode delivery game. (November 2007)

Hidden Potential, France Telecom
Jul 31, 2007

How do major telcos respond to the challenges of Telco 2.0? France Telecom’s experience offers some answers. (July 2007)

Google anchors its carrier off the coast of Telcoland
Jul 31, 2007

Why is Google bothering with nonexclusive radio spectrum - and offering to sublicence it for public access? (July 2007)

Telco 2.0 Business Model Map: Links and Q&As
Mar 31, 2007

Links and Q&As on our Business Model Map outlining areas of potential value and strategic investment for Telcos. (Mar 2007)