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 disruptor strategies, and reprise our agenda on new developments in online video and content::

Meanwhile, you can follow Telco 2.0 on Twitter, and apply to join the private Telco 2.0 Group on LinkedIn here. There's also an archive of our previous newsletters here.

 

 

iPad2: how Apple plans to dominate the
'post PC era'

Apple's new 'PC-killer' tablet is intended to significantly expand the Apple ecosystem, with long-term impacts on many players including telcos, giving Apple an even stronger hold on the market. What strategies should telcos adopt? (more)

 
 

Lessons from Apple: Fostering vibrant content ecosystems

What can be learned from Apple's success, and what strategies should telcos, digital entertainment market players, and others in the digital economy use for successful collaboration and healthy competition with Apple? (more)

 

New Digital Economics Executive Brainstorms & Developer Forums - Speakers update

Registration is now open for our Americas (5-7 April) and EMEA (11-13 May) events.

New Digital Economics is a new series of brainstorm events and developer forums run for senior strategy execs from across the communications, entertainment and technology sectors, looking at new growth opportunities and business models. Join over 500 senior execs from across the globe in Americas (5-7 April 2011, Palo Alto, California), EMEA (11-13 May, London) and APAC (22-23 June, Singapore).

Employing STL’s unique ‘Mindshare’ interactive format each event incorporates 4 interwoven events: Telco 2.0, Digital Entertainment 2.0 , Mobile Apps 2.0 and Personal Data 2.0 as well as a 300 person evening developer forum and showcase, run in partnership with AppCircus

In addition to Telco 2.0 analysts, stimulus speakers include:

  • Mike Afergen, CTO, Akamai
  • Laurent Therivel, AVP, Corporate Strategy, AT&T Inc
  • Rainer Deutschmann, EVP Mobile Services, Deutsche Telekom
  • Hakan Erikson, CTO, Ericsson
  • Christian Hernandez, Director, International Business Development, Facebook
  • Ilja Laurs, CEO, Getjar
  • Rishi Chandra, Product Lead, Google TV
  • Zia Zaman, Chief Strategy Officer, North America, LG Electronics
  • Steve Mannel, VP Telecoms & Media, Salesforce.com
  • Tim Wright, CTO Europe, Sony Pictures Entertainment
  • Carlos Domingo, CEO, R&D, Telefonica
  • Sol Trujillo, Former CEO, Telstra
  • Ibrahim Gedeon, CTO, Telus
  • Cenk Serdar, Director, Consumer Data & Comms Svcs, Vodafone Group
  • Peters Suh, CEO, WAC
  • Thomas Gewecke, President Digital Distribution, Warner Bros

For more information and to register click here: Americas and EMEA.

 
Disruptive Strategies 2.0:
 

YouTube: Recent improvements could change the game (again)

YouTube's recent improvements to its business model and balance sheet make it much more attractive to content owners. In this article we explain these developments and examine the wider implications for all players the market. (more)

 
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)

 
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)

 
Chris Barraclough
Managing Director
STL Partners
 

Facebook: Moving into Telco Space?

Telco 2.0's analysis of Facebook's business model shows that the social networking giant may need to turn to communications for much needed new revenues. Video presentation. (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)

 
 
Online Video / Digital Entertainment 2.0 Highlights

 

Telcos risk missing the UltraViolet online video opportunity

2011 sees the introduction of the UltraViolet digital locker platform by DECE, a consortium led by 6 of the 7 top Hollywood studios and backed by 50 more cross-industry heavyweights. It anticipates and supports the growing transition of film and TV content online. Here we analyse the opportunities telcos which will miss out on if they fail to engage with DECE. (more)

 
 

2011 Agenda for Communications, Media and Entertainment Players

Our H1 2011 interactive brainstorms focus on Multiplatform Services & Digital Locker Strategies. In particular we will look at: Exploiting the transition to new methods of media consumption; Which platforms will succeed and whether telcos can offer multi-platform distribution. (more)

 
Andrew Ground, Chief Commercial Officer, LoveFilm.com
 

LoveFilm: 'Digital Take-off' - new online video disruption strategies

LoveFilm, 'the Netflix of Europe', recently acquired by Amazon, believe that now is 'digital take-off' time for the movie business. Video presentation of their market view, alternative business model, and strategy. (more - you'll need to register)

 
Daniel Bar-Lev, CEO
Video Convergence Forum

 

How to dramatically reduce online video distribution costs

A view from the Video Convergence Forum (VCF), an industry consortium working on interoperability, on how fixed and mobile telcos can optimise cost structures and revenue opportunities from the distribution of online video. (more - you'll need to register)

 
Simon Torrance, CEO
STL Partners/Telco 2.0
 

New and Enhanced Role for Telcos in the Entertainment Market

An overview of the trends in Entertainment, and Digital / Online Entertainment, outlining a new and enhanced role for telcos. Video presentation. (more - you'll need to register)

 
More Recent Telco 2.0 Analysis

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)

 

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)

 

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)

 
 

Telco 2.0 News Review: US & Russian LTE, Vodafone M2M wins

  • Strategy & Finance: Russia gets a single LTE network
  • Broadband Connectivity: Sprint threatens to flip to LTE
  • Regulation: Free.fr Mobile is go for launch, at last
  • M2M & Embedded Mobile: Vodafone in Bosch, Hyundai super-deals
  • Cloud Computing 2.0: Werner Vogels: AWS adds a whole Amazon circa. 2000 every day

More on these stories and other news here.

Telco2.0 UPDATE
 
 
Created by
STL Partners Ltd
Platinum Partners
Cisco
Ericsson
Gold Partners
Aepona
Openwave
Oracle
Silver Partners
Convergys
Bronze Partners
verecloud
In Partnership with
Arete Research
Bain & Company
© STL Partners 2011