Greetings! 

In this week's edition of Telco 2.0 Update 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.

 
 

Strategy 2.0: The Six Key Telco 2.0 Opportunities

A summary of the six Telco 2.0 opportunities to transform telco's business models for success in an IP-based, post PSTN world: Core Services, Vertical Solutions, Infrastructure Services, Embedded Communications, 3rd Party Enablers, and Own Brand OTT Services. It includes an extract from the Roadmap to New Telco 2.0 Business Models, updates on latest developments, and feedback from over 500 senior TMT industry execs. (more)

 
 

Technology 2.0: The future of networks in 6 steps

By 2015 there will be one intelligent open network platform. It will also be 'green' and 50% cheaper. A guest article by Dr Marcus Weldon, Alcatel-Lucent's CTO. (more)

 
 

Payments, Advertising and new
Customer Experiences


Analysis we've conducted with the World Economic Forum shows that there are significant opportunities for telcos, mediacos, banks and retailers to create new services and experiences from leveraging a new class of economic asset that is barely exploited today: 'personal data'. The New Digital Economics Executive Brainstorms will feature 'M-Commerce 2.0' heavily in our Autumn event series in New York (5-6 Oct), London (9-10 Nov) and Singapore (30 Nov-1 Dec). Telco 2.0, Cloud 2.0, NFC 2.0, Entertainment 2.0 and other growth opportunities also covered. All events 'by-invitation only' (apply here)
 
 
 

The Privacy timebomb: Taming and feeding 'big data'

Many hope that the "privacy problem" will simply go away - there is just too much money in the status quo. But that won't happen. The "privacy bomb" is about to go off levelling business models and ambitions with a "big bang" to be heard around the globe. Guest article by John Clippinger, Harvard University (more)

 
 
 

M2M 2.0: the Money's in 'Enablers'

Our latest report on M2M 2.0 covers: M2M market growth, structure and dynamics; business models; the best role(s) for telcos; and leading thinking from Deutsche Telekom, Vodafone, Telenor, KPN and Swisscom. It describes how 'Service Enablers' are key to the telco opportunity in M2M in addition to connectivity. (more)

 
 

M2M 2.0: 'The Social Web of Things'

How will the world of connected products work? Mats Alendal, Director Strategic Marketing, Ericsson, shows a thought-provoking video vision of how cars and other consumer goods could interact with us and each other to shape our lives, and discusses the opportunities for operators.
(Register & view here)

 
 

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
 

RIM: R.I.P or 'Reports of my death are greatly exaggerated'?

RIM's shares have plummeted in value over the last four months, prompting an eruption of finger-pointing in the media and speculation of its demise or acquisition. In this analysis we examine whether the doom-mongers are right and what RIM's recovery strategy might be. (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)

 
 

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)

 
 

Telco 2.0 News Review: Apple's No.s, RIM's Strategy, & Netflix's Online Aspirations

  • Strategy & Finance: Strong Apple results, patent crisis for the devs
  • Devices: RIM's product strategy: not as bad as telcos'
  • Online Video: Netflix falls out of love with DVDs. Networks, watch out!
  • 2-Sided Business Models: 94% of telco CMOs have no OTT strategy
  • Mobile Money: First Ericsson international remittance service is go for launc

More on these stories and other news here.

Telco2.0 UPDATE
 
 
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