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.

 
 

Google, Apple, Facebook, Amazon, Skype: dealing with the disruptors

We are now in the final stages of production of a new 300 page strategy report on this topic. Here is an extract of the analysis, which we will also be discussing in depth at the EMEA and APAC events. (More)

 
 

Voice & Messaging 2.0: Voda and DT to discuss RCSe 'OTT defence play'

Senior executives from Vodafone Group and Deutsche Telekom will discuss different aspects and applications of the new RCSe voice/messaging 'platform' - in part, a big industry play to defend against 'OTT' players - at our event in London on 9-10 November. They’ll be joined on a panel by the EVP of Telenor and CEO of Rebtel to discuss a new strategic framework from the Telco 2.0 team... (More)

 
 

M-Commerce 2.0: a $1Trillion efficiency opportunity?

At our recent M-Commerce 2.0 event in New York an eminent professor from MIT suggested that within five years most small purchases will be conducted using mobile phones. He also estimated that 50-60% of the U.S. economy could be made more efficient using the data captured by mobiles, potentially saving a trillion dollars. How can we prepare for the extraordinary opportunities created by the combination of m-commerce, personal data and analytics? (More)

 
 
EMEA Brainstorm, 9th-10th November, London [3 weeks to go]

Senior execs from Vodafone, Orange, Telenor, BT, Deutsche Telekom, Etisalat gather...

Over 60 industry leaders and subject matter experts from BT, Orange, Telefonica O2, Telenor, Vodafone, Deutsche Telekom, Everything Everywhere, MasterCard, Visa, and other leading companies, are gathering to discuss the following topics over 5 events... (more).

  • Telco 2.0: Defending Voice and Messaging; New 3rd party services; Customer experience
  • M-Commerce 2.0: Payments & NFC 2.0; Advertising & LBS 2.0; Personal Data 2.0
  • Cloud 2.0: Olympics 2012; Role for telcos; CDNs (mobile and federated);
    Facebook vs Apple vs Google vs Amazon vs Telco: Understanding the ‘great game’
  • M2M 2.0: Rethinking M2M economics - Service Enablers for the Connected Home
  • Digital Entertainment 2.0: New business models for home Video - lessons from Netflix and OTT TV trends

    Full agenda here.

Stimulus speakers include:

     
Albert Hitchcock
CIO
Vodafone Group
  Morten Sorby
EVP Corporate Development
Telenor Group
  Yves Maitre
SVP Mobile Multimedia and Devices
Orange
  Jorn Lambert
Group Head, Emerging Payments, Europe
Master Card Europe
       
Dr Rainer Deutschmann
SVP Mobile Products
Deutsche Telekom
  Tim Sefton
Director New Business
Telefonica O2 UK
  Stuart Hill
VP London Olympics 2012 Programme
BT Group
  more >
 
 
APAC Brainstorm, 30 November - 1 December, Singapore
[6 weeks to go]
 

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

 
 
 

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)

 
 

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
 

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)

 
 

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)

 
 

BlackBerryFail explained + how iOS/OSX updates melted networks - Telco 2.0 News Review

  • Technology Disruption: The week the BlackBerrys died
  • Broadband Connectivity: iOS, OSX, Ubuntu, Steam updates melt your network
  • Online Video: Akamai preps TV, mobility, cloud upgrades
  • Voice 2.0: O2 UK embraces alt.voice
  • Legends of Technology: RIP, C and UNIX inventor Dennis "dmr" Ritchie

More on these stories and other news here.

Telco2.0 UPDATE
 
 
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