Greetings! 

In this week's edition of Telco 2.0 Update we feature video highlights from this week's Best Practice Live! and analysis on Apple and Skype:

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.

 
 

Voice 2.0: Telefonica's 'Facebook Phone' - Enabled by Jajah

Telefonica has recently integrated voice calls within Facebook, enabled by its recently acquired VOIP innovator Jajah. Carlos Domingo, CEO at Telefonica I+D, describes the project and how Jajah has enabled faster deployment of Voice 2.0 services.
(more)

 
 

Payments 2.0: Lessons from Orange's NFC Launches

Orange Group has launched NFC / 'contactless' consumer trials in France and the UK. Anne Bouverot, EVP Mobile Services at Orange, shares lessons and customer feedback, and explains how operators can succeed in this space. (more)

 
 

Mobile Broadband 2.0: Personalised, Interactive Data Pricing

Pricing mobile data effectively is a key current challenge for many telcos. Ericsson's Stefan Hedelius presents a set of innovative real-world examples showing personalised and dynamic mobile data pricing, including case studies for online gaming and street vending machines. (more)

 
 

Mobile Broadband 2.0: Radio + Cloud Innovations = Better Coverage + Costs?

Several operators are trialling Alcatel-Lucent's new small, intelligent cellular radio unit called lightRadio™. Valerie Layan, VP EMEA Wireless Solutions, describes how it uses cloud-like architecture, and says it can achieve significant power, cost and coverage benefits. (more)

 
 

Apple iCloud/iOS: Killing SMS Softly?

Our analysis of how Apple's iCloud, iOS5, and MacOS developments build value and control for Apple's digital platform, and their consequences on other parts of the digital ecosystem, including the impact of iMessage on text messaging. (more)

 
 

Strategy 2.0: What Skype + Microsoft Means for Telcos

In theory, Microsoft and Skype together have the resources, the brands, the customer base and the know-how to shape the future of telecoms and become a strategic counterweight to Apple and Google. Can they do it - and what should telcos' strategies be? (more)

 
 

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.

Please see here for more on the report, or email contact@telco2.net / call +44 (0) 247 5003 to find out more.

 
More Recent Telco 2.0 Analysis
 

Cloud 2.0: Telcos to grow Revenues 900% by 2014

Telcos should grow Cloud Services revenues nine-fold and triple their overall market share in the next three years according to delegates at the May 2011 EMEA Executive Brainstorm. But which are the best opportunities and strategies? (more)

 
 

Mobile Broadband Economics: LTE 'Not Enough'

Innovation appears to be flourishing in mobile broadband. At the Telco 2.0 EMEA Executive Brainstorm two weeks ago we saw working applications that enable a.) users to monitor and control their network usage and services and b.) operators to support 'dynamic pricing'. Despite growing enthusiasm for LTE, delegates considered offloading traffic and network sharing strategies as at least as effective in managing costs... (more)

 
 

Telco 2.0 Strategy: New Growth Needs New Metrics

'What gets measured gets done', and Telcos need to use new metrics to uncover and develop new sources of value fast. They also need to make WAC a 'JFDI' initiative. These and other top level Telco 2.0 strategic themes from the May 2011 EMEA Telco 2.0 Executive Brainstorm. (more)

 
 

LTE & Wholesale: Time to Get Aggressive?

We examine four examples of the growing trend of wholesale-oriented LTE operations, their key challenges and opportunities, and recommend that incumbent operators should be more aggressive in wholesale. (more)

 
 

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)

 
 

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)

 
 

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)

 
 

Telco 2.0 News Review: BlueVia/Twitter, and Skype Shares Scandal

  • Strategy & Finance: Twitter gets a business model, with BlueVia?
  • Social Networks: MySpace: the hubris, the nemesis, the Slushy machine
  • Developer Communities: Nokia reveals fantastic, pointless last MeeGo phone
  • Voice 2.0: Skype shares scandal splits Silicon Valley
  • Online Video: AT&T piles back into the CDN fray
  • The Sixth Bullet: Voice 3.0 - really?

More on these stories and other news here.

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