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:

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.

 
 

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'? (More)

 
 

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. (More)

 
 

World Economic Forum: Telco 2.0 CEO appointed to Global ICT Council

We're delighted to report that Simon Torrance, CEO of STL Partners and co-founder of the Telco 2.0 Initiative, has been appointed to the World Economic Forum 2011 Global Agenda Council on Information and Communications Technology (ICT). (More)

 
 
New Digital Economics Americas Brainstorm - 'M-Commerce 2.0'
5-6th October, New York '
 

How personal data will revolutionise advertising, payments & customer experience

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. (More)

 
 

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:

   
Dickson Chu
Managing Director, Global Enterprise Payments
Citi
  Bill Gajda
Head of Global Mobile Product
Visa Inc
  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.

 
New Digital Economics EMEA Brainstorm
9-10th November, London

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:

   
Albert Hitchcock
CIO
Vodafone Group
  Morten Sorby
EVP Corporate Development
Telenor Group
  Yves Maitre
SVP Mobile Multimedia and Devices
Orange
 
 
 

Strategy 2.0: smart customer experience, and the end of voice and text?

This stream focuses on the challenges of defending and replacing voice and text revenues, and includes: NFC - What is the business model?; Customer Experience 2.0 - Rewarding loyalty, penalizing promiscuity; Upselling with precision and panache. (More)

 
 
 

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)

 
 
 

Cloud 2.0: strategies and innovations in Cloud and Managed Services

This stream focuses on Cloud Services, and asks 'Where's the money?' and 'Will telcos play a pivotal role?' Following on from our research Cloud 2.0: Telcos to grow Revenues 900% by 2014, we present an update on the latest strategies and innovations in Cloud and Managed Services; PaaS, SaaS, NaaS; Billing-as-a-Service; CDNs and ADNs and Federated Assets. (More)

 
 
 

M2M 2.0: Business model innovation in M2M

Following our analysis in M2M 2.0: Market, Business Models, and Telcos' Role(s), this session, produced in collaboration with Beecham Research, further explores M2M Service Enablers (which we see as key to enhanced M2M profitability and market growth), M2M Business Models, and service enablers for the Connected Home. (More)

 
 
 

Digital Entertainment 2.0: video lessons from America

A special half day workshop from the Digital Entertainment 2.0 Initiative and TDG including sessions on: evolving licensing models from studios (windowing strategies, exclusivity, pricing); new consumption models (detailed analysis of Netflix and TV Everywhere); and new devices (SWOT analysis of Smart TVs, Game Consoles, STBs, DVRs, Blu-ray Players.) (More)

 
New Digital Economics APAC Exec Forum
30 November - 1 December, Singapore
 

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)

 
 
 

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

 
 
 

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? (More)

 
 

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. (More)

 
 

Alcatel-Lucent / HP Cloud Alliance: new revenue opportunities for service providers

Steve Swinburne, Head of the HP Alliance EMEA for Alcatel-Lucent, outlines the potential benefits for telcos and rationale for the Alliance's 10 year agreement to bring the vision of the 'cloud ready data centre' to life. (Register and view here)

 
 

Benefits of Telco Cloud Billing: '10x' cost savings and 100 days to market?

Shawn Price, President of Zuora, a cloud billing provider, discusses the cost and competitive benefits of telcos using cloud internally, including case studies reporting headlines of '10x' cost savings over prior systems and 100 days to market. (Register and view here)

 
 

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)

 
 

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
 

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? (More)

 
 

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? (More)

 
 

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? (more)

 
 

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)

 
 

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)

 
 

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)

 
 

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.

Telco2.0 UPDATE
 
 
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