Greetings!
In this week's edition of Telco 2.0 Update, in the run up to our Executive Brainstorms in America (5-6 Oct, New York) and EMEA (9-10 Nov, London), we feature:
- Google Wallet: Battling for control of the Digital Economy
- Handset IPR: a new 'Cold War' begins
- World Economic Forum: Telco 2.0 CEO appointed to Global ICT Council
- Executive Brainstorm Agenda Updates:
• Americas Brainstorm, 5-6th October, New York - 'M-Commerce 2.0'
• EMEA Brainstorm, 8th-9th November, London
• APAC Brainstorm, 30 November - 1 December, Singapore
• Engage with senior CSP executives
- Cloud 2.0: don't blow it, telcos
- Telco 2.0 'Roadmap' Report: $375Bn Growth or Brutal Retrenchment?
- More Analysis: Apps/APIs 2.0, Mobile CDNs, Connected TV, M2M
- 'Crises' at Facebook, RIM; CDN appeal; the 'end of TV' - Telco 2.0 News Review
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.
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Google Wallet - Battling for control of the Digital Economy
Google Wallet's API and open platform - launched this week - demonstrates that while Paypal and telco NFC consortia like ISIS may seem like the direct competition, Google's real strategic focus is in deepening its intermediary role between merchants and consumers - online, offline and mobile. What value can telcos, banks and others add to the 'M-Commerce' market when Google does 'free'?
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Handset IPR: a new 'Cold War' begins
The recent spate of deals (Google/Motorola, Nortel, Microsoft/Nokia) marks the start of a long 'Cold War', where all parties are heavily armed, and risk destroying each other (and themselves) with overly aggressive legal actions. Telco 2.0 partners Arete Research analyse implications for the mobile device space and clarify some misunderstood issues.
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New Digital Economics Americas Brainstorm - 'M-Commerce 2.0'
5-6th October, New York ' |
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Telco 2.0 analysis, conducted with the World Economic Forum, shows that there are significant opportunities for telcos, mediacos, banks, brands and retailers to leverage personal data to create new payments and advertising services as well as richer customer experiences.
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FCC, Amex, Mastercard, Citi and Visa join leading Telcos
The event will be stimulated by 30 leading industry figures from FCC, Amex, MasterCard, Citi, Visa, Harvard, MIT, Telco 2.0 Initiative, Telefonica, Cisco, Ericsson... (more). Keynote speakers include:
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Dickson Chu
Managing Director, Global Enterprise Payments
Citi |
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Bill Gajda
Head of Global Mobile Product
Visa Inc |
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Mark Rolston
Chief Creative Office
frog design |
Co-located with the World Economic Forum strategists meeting and sited at the New York Westin Hotel, 5th-6th October, this event will use new analysis and STL's unique interactive 'Mindshare' format' to bring together senior execs to think creatively about new growth opportunities in TMT.
Register here online, or call +44 (0) 207 247 5003 / email contact@stlpartners.com. |
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New Digital Economics EMEA Brainstorm
9-10th November, London |
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Senior Keynote speakers from Vodafone, Orange, Telenor, BT, Turk Telecom
Over 60 industry leaders and subject matter from BT, Orange, Telefonica O2, Telenor, Vodafone, Turk Telecom, Everything Everywhere, Digital Entertainment 2.0 Initiative, MasterCard, Visa... (more). Keynote speakers include:
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Albert Hitchcock
CIO
Vodafone Group |
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Morten Sorby
EVP Corporate Development
Telenor Group |
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Yves Maitre
SVP Mobile Multimedia and Devices
Orange |
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M-Commerce 2.0: MasterCard and Visa join EMEA Telcos
Building on the agenda outlined in the Americas event above, the EMEA event further explores the opportunities to harnessing personal data to revolutionize customer engagement via advertising, CRM and payments. Mobile phones are a key part of this revolution - but are telcos? (More) |
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New Digital Economics APAC Exec Forum
30 November - 1 December, Singapore |
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Accelerating New Growth Opportunities in Telecoms, Media and Tech
We're running our first APAC brainstorm 30 November - 1 December, at the Capella Resort, Singapore, in partnership with CSG International. This invitation only two day event focuses on strategies that accelerate new growth opportunities and business model innovation with a focus on the APAC region.
(More) |
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Engage with senior CSP executives
The Telco 2.0 strategic marketing partners program helps solution vendors engage in the right conversations, with the right people, within telcos and CSPs across the globe.
For details of how the program could help support your strategic marketing and business development objectives, please contact tim.cook@stlpartners.com |
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Cloud 2.0: don't blow it, telcos
Enterprise cloud computing services need great connectivity to work, but there are opportunities for telcos to participate beyond the connectivity. What are the opportunities, how are telcos approaching them, and what are the key strategies?
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Cloud 2.0 Agenda: Transforming technology, media and telecoms
The Cloud 2.0 stream at the EMEA brainstorm on 10th November 2011 will be covering the latest strategies and innovations in Cloud and Managed Services, specifically asking 'where's the money?' and 'will telcos play a pivotal role?', and sharing the latest Telco 2.0 research findings.
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How can CSPs become Cloud Services Brokers?
This is a guest post by Bill Perkins, CTO, Verecloud, describing the benefits of the 'cloud services brokerage model' aggregating and integrating ICT solutions and bundling them with traditional telecoms services for enterprise customers.
(More) |
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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. |
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| More Recent Telco 2.0 Analysis |
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Apps & Telco APIs 2.0: their role vs. Facebook, Skype and iMessage
Smartphone apps, and in future HTML5 web apps, present new distribution opportunities for telco services including voice, messaging, and payments, as long as developers are motivated to use telco APIs. How should telcos approach the 'App Economy' to best defend existing revenues and develop new opportunities?
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Connected TV: Forecast and Winners
Our in-depth look at one of Europe's most competitive digital TV markets which reflects many global trends, such as competition between different types of content distributor (loveFilm, YouTube, Virgin Media, BBC, BSkyB, BT, etc.), channel proliferation, new devices used for viewing, and the increasing prevalence of connected TVs. What are the key trends and who will be the winners and losers?
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Mobile CDNs and video distribution
Content Delivery Networks (CDNs) are becoming familiar in the fixed broadband world as a means to improve the experience and costs of delivering bulky data like online video to end-users. Is there now a compelling need for their mobile equivalents, and if so, should operators partner with existing players or build / buy their own?
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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.
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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.
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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.
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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) |
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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) |
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Telco 2.0 News Review: 'Crises' at Facebook, RIM; CDN appeal; the 'end of TV'
- Social Networks: Revenue crisis at Facebook?
- Online Video: The end of TV as we know it?
- Digital Logistics: Telefonica, PacNet go wild for CDNs
- Content 2.0: Netflix - CEO apologises for botched price change, DVD biz rebranded
- Devices: RIM Q2: dreadful PlayBook sales conceal strong BlackBerry ASPs
More on these stories and other news here. |
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| Gold Partners |
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