Greetings! 

Welcome to the latest edition of Telco 2.0 Update. In this week's issue, and in preparation for the Best Practice Live! virtual event in February and our 2011 Brainstorms, we feature new analysis on Adjacent Player Strategies and 'Digital Entertainment 2.0', plus a reminder of our Cloud 2.0 analysis:

Meanwhile, you can follow Telco 2.0 on Twitter, and apply to join the private Telco 2.0 Group on LinkedIn here.

 
New Analysis
 

Facebook: Facing up to a big new competitor

Despite a >500 million user base and global media hype, Facebook needs more revenues than advertising can bring, and sees communications as a key area to target as its deal with Skype has shown. Telco 2.0's detailed analysis of Facebook's business model and strategy. (More)

 

Telcos vs. Internet Players: Act before it's too late

There's less than 3 years for telcos to take advantage of key strategic 'control points' in their battle for sustainable growth in the communications and e-commerce markets, concluded delegates at the Telco 2.0 EMEA Brainstorm in November. How should they think differently about their value and where do they need to (re)focus their attention? Full report from the Brainstorm. (More)

 

Analysis of UBS Media & Comms Conference - "Online The Destroyer?"

The top brass of the Media and Communications industries gathered in New York last week for the final investor jamboree of the decade and the word on everyone's lips was "online", and specifically, whether it was a creator or destroyer of value for the industry. (More)

 

Virgin Media: a UK "Happy Piper"

The last man standing in the UK Cable Industry, Virgin Media (VMED), appears to have turned the corner and now for the first time in two decades is actually providing a return to shareholders. The big question is whether VMED has a sustainable competitive advantage going forward, and more generally, who will be the other industry winners and losers as VMED moves onto the front foot. (More)

 

Ericsson: Tablets / Smartphones to run Multi-Screen Experience?"

New consumer research by Ericsson shows enthusiasm for using tablets and smartphones to control and consume the in-home multi-screen experience. Video interview with Ericsson's VP TV Software Strategy outlining the findings and Ericsson's vision of delivering the future TV experience. (More)

 

The Roadmap to New Telco 2.0 Business Models

Now in the final stages of editing, our latest strategy report describes the new Telco 2.0 Strategic Business Model Framework, identifies 5 new categories of Operators, and benchmarks the primary strategies needed by each to evolve and thrive in the new industry environment. Preview contents and pre-order here. (More)

 
 

FREE Registration Now Open: 2nd 'Telco 2.0 Best Practice Live!' virtual event

Broadcast live 2-3 February 2011 & On-Demand February – April 2011
Telco 2.0 Best Practice Live! is a series of interactive online video-based events that provide a unique curated showcase of cutting-edge 'Telco 2.0' services, business models and solutions from around the world. More details

The first 'Telco 2.0 Best Practice Live!' attracted 1500 senior execs from around the world. Register for free here.

 
Cloud 2.0 Focus
 

What are the Telco Cloud 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. (More)

 

Making Sense of 'Cloud / XaaS': Seven Use Cases

The point and value of Cloud Services can sometimes seem elusive. Here's a video and slides of a well received presentation that includes a simple, workable definition and seven case studies that illustrate different types of 'Cloud Services' / XaaS (Network, Platform, Infrastructure-as-a-Service). (More)

 

Cloud "Worth $43Bn by 2014"

Cisco say that Cloud Services 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'. Summary and Video Interview. (More)

 

Cloud 2.0: What Should Telcos do?

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. (More)

 

Cloud Forecast: Fog Clearing, Sunshine Later

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. (More)

 
Partner Events: Cloud Services

Parallels Summit 2011: Cloud Services for Enterprise, 22-24th February 2011, Orlando

The 2013 forecast of $19Bn in Cloud Services offers telcos the potential to generate new revenues, leverage existing services, and decrease churn. Join Telco 2.0 partners Parallels to find out how in Orlando, Florida, February 22-24, 2011. More

 
Partner Promotion: Fierce Mobile

FierceMobileContent

FierceMobileContent keeps you current on the innovations and trendsetters pushing the boundaries of the industry. Stay ahead of the curve with insider information on mobile applications, content providers, mobile advertising, and more. Sign up today! More

 
 
More Recent Telco 2.0 Analysis

Telco 2.0 Americas: 92% said 'Major Change Needed Now'

92% of Americas delegates agreed it is time to make either a step change in key functions (34%) or initiate a fundamental transformation (58%) in the next 12-18 months. More on this plus the rest of the key take-outs from the recent Telco 2.0 Americas Brainstorm. (More)

 

World Economic Forum: Strategic Opportunities in 'Customer Data'

The Forum will be launching a major initiative around leveraging telco customer data at Davos in February. Telco 2.0, along with MIT, Harvard Law School and Bain have been helping prepare. Here's a preview... (More)

 

Customer Data 2.0: Telcos Must Vie for a Slice of the $Multi-Billion 'PIE'

Facebook, Google and others are pioneering the creation of the Personal Information Economy (PIE) based on consumer/user data. This Telco 2.0 analysis outlines emerging participants' roles, and why, where and how telcos could and should play. (More)

 

Entertainment 2.0: Can Telcos help save the Video Distribution Industry?

The physical distribution of digital video is in turmoil, and the entertainment industry is in a state of fear and denial about online distribution. The signs are that Video could emulate the music market's disappearing act. Can telcos help? (More)

 

M2M 2.0: Aligning M2M with Telco 2.0 Strategies

A review of Telenor, Jasper Wireless and KPN's approaches to M2M, examining how M2M strategy needs to fit with an operators' future broadband business model. (More)

 
 

Telco 2.0 News Review: Network Sharing, Smartphones, Skype

  • Strategy & Finance: Network-sharing - MTN, Vodafone, Millicom, Telenor, Tele2
  • Broadband Connectivity: Smartphones multiply Hong Kong mobile data usage 38 x
  • Technology Disruptions: Android 2.3 comes with SIP, like a Nokia N95
  • Voice & Messaging 2.0: Low-bandwidth, self-prioritising Skype for UNHCR
  • Customer Data 2.0: Re-mapping the UK with BT's CDR pile

More on these stories and other news here.

Telco2.0 UPDATE
 
 
 
Created by
STL Partners Ltd
Platinum Partners
Cisco
Ericsson
Gold Partners
Aepona
Aricent
Blyk
IBM
Intel
Nokia Siemens Networks
Oracle
Bronze Partners
Huawei
Martin Dawes
In Partnership with
TelecomTV
Arete Research
Bain & Company
analysys mason
Pyramid Research
© STL Partners 2010
Email Marketing by