Greetings! 

In this week's special edition of Telco 2.0 Update, after a quick update on next week's Executive Brainstorm in America (5-6 Oct, New York) and those in EMEA (9-10 Nov, London) and APAC (Singapore, 30 Nov-1 Dec), we provide an extensive review of our recent analysis against the top strategic themes of 2011 so far:

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

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 (6 WEEKS)

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
 
 
New Digital Economics APAC Exec Forum
30 November - 1 December, Singapore (9 WEEKS)
 

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

 
Strategy 2.0: fighting the disruptors and finding new revenues
 

Strategy 2.0: dealing with the 'disruptors'

In Facebook: worth $30 billion max we published a preview from our new strategy report on ‘Dealing with the Disruptors’- Google, Apple, Facebook, Microsoft/Skype and Amazon. In terms of other potentially disruptive plays, this week is also your last chance to watch Voice 2.0: Telefonica's 'Facebook Phone' (register and view here).

 
 

Strategy 2.0: The Six Key Telco 2.0 Opportunities

A summary of the six Telco 2.0 opportunities to transform telcos' business models for success in an IP-based, post PSTN world, including 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)

 
 

Apps & Telco APIs 2.0: their role vs. Facebook, Skype and iMessage

One possible strategy for telcos is to enable smartphone and HTML5 apps to create new distribution opportunities for telco services including voice, messaging, and payments - our analysis is here. Plus, it's the last chance to see Telefonica's progress on BlueVia APIs and WAC's CEO on developing the cross-industry API platform (you'll need to register for these).

 
 

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

At the EMEA event, in addition to the search for new revenues and 'dealing with disruptors', we examine the challenges of defending and replacing voice and text revenues, plus 'Customer Experience 2.0 - Rewarding loyalty, penalizing promiscuity' and 'Up-selling with precision and panache'. As a 'taster' of the type of innovations we'll be looking at, watch Using Facebook as your Telco Portal.

 
M-Commerce 2.0: NFC, digital money, and the power of personal data
 

Digital money: Google Wallet & NFC

What value can telcos, banks and others add to the 'M-Commerce' market when Google does 'free'? (More)

Plus here's the last chance to see Orange's early lessons from NFC / 'contactless' consumer trials in France and the UK. (register and view here)

 
 

Personal Data: the 'PIE' and the 'Privacy Bomb'

In Customer Data 2.0: Telcos Must Vie for a slice of the $Multi-Billion 'PIE' (Personal Information Economy) we outlined the emerging participants' roles, and why, where and how telcos could and should play. Further, Professor John Clippinger of Harvard University's law labs says the "privacy bomb" is about to go off levelling business models and ambitions with a "big bang" to be heard around the globe.

 
 

'M-Commerce 2.0' = New M-Payments, Advertising and Customer Experiences

At the Autumn/Fall 2011 Brainstorms we explore the opportunities to harness personal data and revolutionize customer engagement via advertising, CRM and payments. Mobile phones are a key part of this revolution - but are telcos?

 
Cloud 2.0: choosing the right role
 

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)

 
 

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)

 
 

Cloud 2.0 Agenda: Transforming technology, media and telecoms

At the Cloud 2.0 stream at the EMEA brainstorm on 10th November 2011, we 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)

 
M2M 2.0: developing a profitable industry model
 

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)

 
 

M2M 2.0: Business model innovation in M2M

The M2M 2.0 session at the EMEA event, 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: navigating the multiplatform,
'on-demand' world
 

Telcos vs. Apple, YouTube, and Cable

Telco 2.0's Keith McMahon describes how consumer behaviour is changing, tablets are emerging as a 'fourth screen', and internet, cable and other major retail players are evolving digital entertainment strategies including 'digital lockers' that store consumer content in the cloud. Who will be the winners and losers, and where does this leave telcos?
(Register and view here)

 
 

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)

 
 

Last chance to see: BT Wholesale, Virgin Media & Augmented TV

Register and watch these videos: BT Wholesale's content delivery strategy; Virgin Media on Next Generation TV; and Anthony Rose, co-founder and CTO of tBone, on the Augmented TV opportunity- how social media and new devices will transform TV into a seamless social experience.

 
 

Digital Entertainment 2.0: video lessons from America

A special half day workshop at the EMEA event 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)

 
Mobile Broadband 2.0: facing the data wave -
surfing or drowning?
 

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)

 
 

Deutsche Telekom's 6 Value Levers

Rainer Deutschmann, SVP Mobile Products, Deutsche Telekom, describes 6 value creation levers for operators and how these can be used to extend their reach with customers and generate increased revenues. (Register and view here)

 
 

Implementing Personalised, Interactive Data Pricing

Pricing mobile data effectively is a key current challenge for many telcos. Ericsson's Stefan Hedelius presented a set of innovative real-world examples at Telco 2.0's Best Practice Live! showing personalised and dynamic mobile data pricing, including case studies for online gaming and street vending machines. (Register and view here)

 
 

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. (Register and view here) Alcatel-Lucent also responded to a Telco 2.0 Q&A session here.

 
 

Telco 2.0 News Review: Apple turns Bear, Google MVNO,
and Facebook F8

  • Smartphones: Apple to cut parts orders 25%: double-dip here we come
  • Google: Spanish Googlers get their own MVNO!
  • Social Networks: Facebook F8 - the reactions
  • Cloud Computing 2.0: Why Facebook developers love AWS
  • Voice & Messaging 2.0: WhatsApp: how they did it
  • Broadband Connectivity: Much more broadband and video news

More on these stories and other news here.

Telco2.0 UPDATE
 
 
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STL Partners Ltd
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Gold Partners
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In Partnership with
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© STL Partners 2011