Greetings! 

In this edition of Telco 2.0 Update, in the run up to our next Executive Brainstorm in London, May 11-13 we feature:

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.

 
 

New Business Models: Half Future Telco Growth

Senior industry Brainstormers in Palo Alto agreed that half of the telco growth available in the next 3 years would come from the new business model opportunities identified in the 'Roadmap to new Telco 2.0 Business Models' report. The other half would come from improvements to the current business model. Headline findings in brief. (more)

 
 

New Digital Economics Exec Brainstorm & Developer Forum - London (11-13 May)

Registration is closing soon for our NDE EMEA event. Reserve your place/purchase the distance participation package.

New Digital Economics is a new series of brainstorm events and developer forums run for senior strategy execs from across the telcoms, entertainment and technology sectors, looking at new growth opportunities and business models. Join over 400 senior execs and application developers for the EMEA event in London from the 11th-13th May.

Employing STL's unique 'Mindshare' interactive format each event incorporates 5 interwoven events: Telco 2.0, Digital Entertainment 2.0, Mobile Apps 2.0, M2M 2.0 and Personal Data 2.0 as well as a 200 person AppCircus evening developer forum and showcase.

In addition to Telco 2.0 analysts, stimulus speakers include:

  • Stephen Ford, Director of Strategy & Innovation, 3UK
  • Simon Hutson, SVP Home Entertainment & Global Brand, BBC Worldwide
  • Simon Miller, CEO, Betfair TV
  • Gero Kampf, GM Digital Technologies, BMW
  • Sean Williams, Group Strategy Director, BT
  • Sarah Milton, Head of Video on Demand, Channel 4
  • Jürgen Hase, Vice President M2M, Deutsche Telekom
  • Rainer Deutschmann, SVP Content & Cooperation, Deutsche Telekom AG
  • Christian Hernandez, Director, International Business Development, Facebook
  • Olaf Swantee, EVP, France Telecom – Orange Group   
  • Ilja Laurs, CEO, Getjar
  • Maarten Lens-Fitzgerald, Co-Founder, Layar
  • Tim Wright, CTO Europe, Sony Pictures Entertainment
  • Carlos Domingo, CEO, R&D, Telefonica
  • Rob Salter, Category Director, Entertainment, Tesco
  • Alex Green, Executive Director TV and Online, Virgin Media
  • Cenk Serdar, Director, Consumer Data & Comms Svcs, Vodafone Group
  • Peters Suh, CEO, WAC
  • Anthony Rose, ex CTO, YouView

See here for the full speaker list.
 
Live Distance Participation – New!
Our distance participation package now includes live online streaming of presentations and panels and remote participation in the brainstorming sessions, offering all of the content without the travel. Participants also receive all post event materials and a complimentary STL Research Report.

For more information and to register click here: EMEA.

 
 

Telco 2.0 'Roadmap' Report: $375Bn Growth or Brutal Retrenchment?

Over the last three years, the Telco 2.0 Initiative has identified new business model growth opportunities for telcos of $375Bn p.a. in mature markets alone. In that time, most of the major operators have started to integrate elements of Telco 2.0 thinking into their strategic plans.
 
In this groundbreaking new 284 page Strategy Report ‘The Roadmap to Telco 2.0 Business Models’, we plot the transformational path that telcos / CSPs need to follow to achieve the 'Telco 2.0' opportunities. It describes:

  • six growth opportunity areas for the Telecoms industry;
  • new categories of operators based on their potential to adopt the new opportunities;
  • the primary strategies needed by each to evolve and thrive in the new industry environment;
  • and highlights leading examples of telco business model innovation.

See here for more on the report, join us at the EMEA Executive Brainstorm where we'll be sharing some of the findings, or email contact@telco2.net or call +44 (0) 247 5003 to find out more or book a call with the report authors.

 

Public Wifi: Destroying LTE/Mobile Value?

By building or acquiring Public Wifi networks for tens of $Ms, highly innovative fixed players in the UK are stealthily removing $Bns of value from 3G and 4G mobile spectrum as smartphone and other data devices become increasingly carrier agnostic. What are the lessons globally? (more)

 

Voice & Messaging 2.0: Fonolo - start-up watch

Fonolo, a Canadian company that essentially provides a search engine for IVR menus, has recently showcased an interesting new market application. We think it's a good example of innovation in 'Voice 2.0'. (more)

 
More Recent Telco 2.0 Analysis
 

Appstore 2.0: Amazon Vs Apple & Google

Amazon is probably the Internet's best retailer. As it launches its own AppStore, we provide a detailed analysis of its digital media business and pick out the key opportunities it offers to content owners, network service providers and manufacturers. (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)

 
 

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)

 

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)

Telco2.0 UPDATE
 
 
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