Greetings! 

In this week's edition of Telco 2.0 Update, in the run up to our Executive Brainstorms in EMEA (9-10 Nov, London) and APAC (Singapore, 30 Nov - 1 Dec), 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.

 
 

CDNs 2.0: should telcos compete with Akamai?

Content Delivery Networks (CDNs) such as Akamai's are used to improve the quality and reduce costs of delivering digital content at volume. What role should telcos now play in CDNs? (More)

 
 

iPhone 4S: a winner, if not a game-changer

Apple's much awaited announcement of the Apple iPhone 4S last week was accompanied by some disappointment in the media and analyst communities. Telco 2.0 thinks it will be a success, if not a game changer, and embodies some important strategic moves for Apple. (More)

 
 

Steve Jobs: where were you when you heard?

We learned the sad news of the untimely death of Steve Jobs via an iPad2 at the M-Commerce 2.0 brainstorm in New York last week. Here's a round-up of the best tributes. (More)

 

Telco 2.0 News: M-Commerce 2.0, US smartphone stats, new policy in India

  • M-Commerce 2.0: a quick preview of output from New York Brainstorm    
  • Strategy & Finance: 75% of T-Mobile USA sales are smartphones
  • Technology Disruptions: Nokia skunkworks prepares Linux replacement for S40
  • Regulation: OFCOM kicks UK 4G down the road
  • Broadband Connectivity: Genachowski reveals USF reform, India launches new telco policy
  • LTE: Sprint pushes Clearwire towards the brink

More on these stories and other news here.

 
 
New Digital Economics EMEA Brainstorm
9-10th November, London (4 WEEKS)

Senior Keynote speakers from Vodafone, Orange, Telenor, BT, Deutsche Telekom

Over 60 industry leaders and subject matter from BT, Orange, Telefonica O2, Telenor, Vodafone, Deutsche Telekom, 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 (7 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. 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

 
 
 
 

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) are 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)

 
 

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: 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)

 
 

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)

 
Telco2.0 UPDATE
 
 
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