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 2011) we feature:

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.

 
 

Android: Google's Anti-Apple Virus?

It can be tempting to think of Android as in a two-horse race with Apple. Our analysis shows that the current and future impact of Google's highly successful mobile ecosystem play is much more complex. (more)

 
Personal Data 2.0

 

Personal Data 2.0: The opportunity is moving, but are telcos?

With the explosion of smarter connected personal devices, telcos may be able to take a commanding role in the emerging personal data ecosystem(s). It appears that industry leaders are hearing the message, but will they act in time? (more)

 

 

Personal Data 2.0: Telco 2.0 Agenda for 2011

Focused on developing and enabling the 'Personal Information Economy', this new initiative has been developed with the Personal Data Ecosystem consortium and builds on output from the World Economic Forum's 'Rethinking Personal Data' project. (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).

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 200 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
  • Omar Khan, Chief Strategy Officer, Samsung Mobile

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

 
'Partners' Events:

 

2nd Privacy Identity Innovation Conference

Taking place May 19-20,2011 in Silicon Valley, the 2nd annual Privacy Identity Innovation conference (pii2011) will explore how emerging technologies and business models are impacting data creation, sharing and aggregation in the digital age. (more)

 
 

 

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)

 
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)

 
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 News Review: Japan, Huawei, and ad-funded Skype

  • Technology Disruptions: Japanese ISPs defy tsunami, but fears for component makers
  • Strategy & Finance: Huawei CEO: change of service strategy
  • Broadband Connectivity: Out on the fibre trail with BT
  • Voice 2.0: Skype goes ad-funded
  • Devices: Microsoft / Nokia 'sweetener' rumour

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
Bronze Partners
Convergys
verecloud
In Partnership with
Arete Research
Bain & Company
© STL Partners 2011