Greetings! 

In this edition of Telco 2.0 Update, in the run up to our next Executive Brainstorms (Palo Alto, April 5-7; London, May 11-13; Singapore, 22-23 June 2011) we focus on Mobile Internet Ecosystems, including new analysis on Microsoft and Apple, and the Mobile Apps 2.0 agenda:

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

 
Mobile Internet Ecosystem Focus
Steve Ballmer, CEO, Microsoft
 

Microsoft's CEO fails to land all punches, but...

Microsoft's pugilistic CEO came out fighting at the 2011 GSMA Mobile World Congress, but failed to register a convincing win on the day. Is this the start of the old software champ's great comeback in mobile, or is the only way down? Our hunch may surprise you. (more)

 

 

Mobile Internet & Broadband Economics:
Telco 2.0 Agenda

Our Executive Brainstorm Agenda for the first half of 2011 covers: understanding usage trends, embedding connectivity into end-user products, and smarter, cheaper networks. In our research, we’ll also be covering the impact of tablets on the network, and the opportunities and threats of ‘Under the Floor’ Players. (more)

 
Keith McMahon, Senior Analyst, Telco 2.0
 

Apple's Ecosystem Strategy: 'squeezing out the value'

Telco 2.0's analysis of Apple's ecosystem - iPhone, iPad, iPod, iTunes, and the Appstore. What is Apple's strategy, and what are the levers it uses to 'squeeze' mobile operators and others? Video presentation. (more - you'll need to register)

 
Paul Smith, Head of Bain & Co. Global Telecoms Practice
 

Mobile Ecosystem Evolution: what's happening to smartphones?

How will the evolution of the smartphone industry impact operators? Telco 2.0 partners Bain say there will be further industry consolidation, a collapse of margins, and intensifying competition for 'upstream' revenues in this dynamic area. Video presentation. (more - you'll need to register)

 

 

Mobile Apps 2.0 Agenda:
Growing More Profitable Ecosystems

Our Mobile Apps 2.0 Executive Brainstorm and Research Agenda covers: Best-App Store Strategies and Business Models; Marketing, Merchandising and Monetising apps; and Future Mobile Industry Requirements; Connected TV's; and Out Appling Apple. Here’s a detailed update. (more)

 
 

Introducing 'New Digital Economics': New Growth Opportunities

Our readers, members, and clients have asked us to facilitate deeper collaboration with other industries around new business models. So this year we've launched 'New Digital Economics', a new programme of research, supported by a series of co-located brainstorm events and developer forums run for senior strategy execs from across the communications, entertainment and technology sectors on these dates: Americas (5-7 April 2011, Palo Alto, California, EMEA (11-13 May, London) and APAC (22-23 June, Singapore).

 

Augmented Reality: Is there a Valuable Role for Telcos?

An introduction to Augmented Reality (AR) including: key industry players; latest developments; and the AR ecosystem. The key strategic question is what role should telcos play? Three possible roles are outlined. (more)

 
Telco Cloud Opportunities

$40bn Cloud Services opportunity

Cloud Services offer a $40Bn p.a. opportunity for CSPs and are a key focus for Telco 2.0's Research Programme and Executive Brainstorms. Here is our agenda, covering our key hypotheses and questions for industry strategists, marketing, commercial and technical leaders developing or assessing Cloud Services. (more)

 
Simon Aspinall, Senior Director of SP Marketing for Mobility & Cloud, Cisco
 

Telco Cloud Opportunities

Cisco provides an insightful case study on the enterprise business case for Cloud, having realised savings of up to 40% in both Opex and Capex by transferring all of its own internal IT Services to the cloud. Video Presentation. (more - you'll need to register)

 

Neil Sholay, VP Cloud & Comms, Oracle

 

Making Sense of Cloud/XaaS

Video presentation by Oracle outlining a simple, workable Cloud definition and describing seven case studies that illustrate different types of 'Cloud Services' / xAAS (Network, Platform, infrastructure-As-A-Service). (more - you'll need to register)

 

Steve Mannel, Media & Communications Industry Director, Salesforce.com

 

Salesforce.com: its Cloud strategy

Salesforce.com is one of the most advanced Cloud Services applications. What are its latest strategies for success, and what collaborative 'go to market' approaches are possible for telcos? Video presentation. (more - you'll need to register)

 

Michael Crossey, VP Marketing, Aepona

 

Mobile Cloud Computing - Market trends and opportunities

Audio presentation on the extension of Cloud Services into mobile and new segments using new partners and 'mobile cloud intelligence'. (more - you'll need to register)

 
 
 

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)

 
More Recent Telco 2.0 Analysis

M2M 2.0: New Approaches Needed

The M2M market structure is evolving rapidly and new roles and requirements are emerging that are unaligned with much current telco practice. What must telcos do to avoid missing out and potentially inhibiting the market overall? (More)

 

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? (More)

 

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: More 'MicroNokia'; MWC, WAC, LTE update

  • Strategy & Finance: Nokia-Microsoft: full roundup
  • Developer Communities: WAC 2.0 is clear for takeoff - HTML5 is everywhere at MWC
  • MWC 2011: Feeling rundown after MWC? Here's a rundown of the rundowns
  • Broadband Connectivity: Telstra, VZW show how you deploy LTE
  • Online Video: Akamai-Ericsson partnership for mobile video delivery

More on these stories and other news here.

Telco2.0 UPDATE
 
 
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