Greetings! 

In this week's edition of Telco 2.0 Update we're proud to announce the launch of our most important research report yet 'Dealing with the Disruptors' at next week's Executive Brainstorm in EMEA 9-10 Nov, London:

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.

 
 

Report Launch: Google, Apple, Facebook, Amazon, Skype - dealing with the disruptors

We'll be launching our new 300 page strategy report at our EMEA event in London next week. It's our most important report yet, dealing with the players that some leading telcos are now calling their 'real competitors'. It includes a concise executive summary, in-depth analysis of the player's business models, and strategies for dealing with each. Here is an updated extract of the analysis and further details of the report. (More)

 
 

Cloud 2.0: Vodafone, BT, Telenor and Colt whipping up a storm

Here's an detailed outline of what top execs from Vodafone, BT, Telenor and Colt will be sharing about their strategic approaches to Cloud services at the Cloud 2.0 session at next week's EMEA Brainstorm in London. (More)

 
 

Customer Experience 2.0: learn from Apple - simplify

In this guest post, Telco 2.0 partners Tribold argue that learning from Apple and streamlining product management, telcos can deliver enormous benefits including lower costs, greater commercial and operational agility, and increased customer satisfaction. We'll also be discussing optimising the customer experience at the EMEA brainstorm in London next week. (More)

 
 

ITU Telecoms World: Telco 2.0 CEO discusses 'visions of a networked future'

Telco 2.0's CEO, Simon Torrance presented at the ITU World event in Geneva last week on 'Personal Data as a new class of Social and Economic Asset' on a panel of 'futurists' looking at the Future of the Networked Society. There's a video and a summary graphic here. (More)

 
 
EMEA Brainstorm, 9th-10th November, London [NEXT WEEK]

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

Over 60 industry leaders and subject matter experts from BT, Barclaycard, Orange, Telefonica O2, Telenor, Vodafone, Deutsche Telekom, Everything Everywhere, MasterCard, Visa, and other leading companies, will present and discuss the following topics. The event will use our unique 'Mindshare' approach, and is in London at the Guoman Tower Hotel.

Detail on the event agenda and speakers follows.
To register, click here or call +44 (0) 207 247 5003.

 
Day 0 (8th Nov) PM Workshop: Digital Entertainment 2.0 - lessons from Netflix

New business models in home video

This special half day workshop (8th November, PM) from the Digital Entertainment 2.0 Initiative and TDG Research will focus on new business models for the home video entertainment market in Europe and the lessons that can be learnt from America. (More)

To register, click here

 
Day 1 (9th Nov): the future of Voice and Messaging and Customer Experience 2.0

Communications 2.0: the future of Voice and Messaging

How can telcos defend voice and messaging revenues against new threats (e.g. Strategy 2.0: What Skype + Microsoft means for telcos) and what are the new opportunities for growth? (More)

 
Speakers include
 
     
Morten Sorby, EVP and Head of Strategy and Regulatory Affairs, Telenor Group   Cenk Serdar, Global Data and Communication Services Director, Vodafone   Rainer Deutschmann, SVP Group Products, Deutsche Telekom   Andreas Bernstrom, CEO, Rebtel
 

Customer Experience 2.0: leading-edge practice

In The Roadmap to New Telco 2.0 Business Models we identified Customer Experience as one of six key Telco 2.0 opportunity areas. So what strategies should telcos develop to reward loyalty, penalise promiscuity and upsell to existing customers? (More)

 
Speakers include
 
     
Albert Hitchcock, CIO, Vodafone Group   Yves Maitre, SVP Mobile Multimedia and Devices, Orange   Colin Lees, Director for Voice, BT Innovate & Design   Paul Pugh, Executive Creative Director, Frog Design
To register, click here
 
Day 2 (10th Nov) AM workstreams: M-Commerce 2.0, Cloud 2.0, and M2M 2.0

M-Commerce 2.0: how personal data will transform payments and advertising

How can personal data drive m-commerce and what is the potential for personalised marketing and advertising? What are the technical, legal and commercial barriers? (More)

 
Speakers include
 
     
Mary Carol Harris, Head of Mobile Market and Business Development, Visa Europe   Tim Sefton, Director New Business Development, Telefonica O2 UK   William Heath, Founder & Chairman, Mydex   Nicolas De Cordes, Vice President Marketing Vision, Orange Group
 

Cloud 2.0: leading telcos' business models

Key findings from Telco 2.0's recent research Cloud 2.0: don't blow it, telcos, plus leading telcos' approaches to playing a pivotal role in cloud services. (More)

 
Speakers include
 
     
Robert Brace, Head of Cloud Services, Vodafone Group   Peter Roe, Strategy & Market Insights, Global Banking & Financial Markets, BT   Frank Elter, Product and Business Development, Telenor Norway   Mirko Voltolini, Director, Network Design and Architecture, Colt
 

M2M 2.0: going 'horizontal', and the 'connected home' at last?

Following on from Telco 2.0 research M2M 2.0: Market, Business Models, and Telcos' Role(s), this day long workstream explores: how can telcos develop new business models for M2M, what are the benefits of horizontal platforms and what are the opportunities in the connected home? (More)

 
Speakers include
 
     
Chris Chung, Head of Emerging Technologies, British Gas   Emmanuel Routier, Director International M2M Center, Orange Group / Mobistar   Mike Short, VP, R&D, Telefonica O2 Europe   Ed Candy, CTO, 3 UK
To register, click here
 
Day 2 (10th Nov) PM Plenary: CDN 2.0, Digital Money 2.0, telcos Vs Google, Apple, Facebook

Content & Application Delivery Networks: going mobile and getting federated

Dean Bubley, Telco 2.0 Senior Associate, describes the opportunities and the challenges outlined in Broadband 2.0: Mobile CDNs and video distribution, while Cisco will discuss early findings from federated ADN/CDN trials it is conducting. (More)

 

Digital Money 2.0: mobile payments & NFC Vs. cash

How can we build a vibrant ecosystem that directly addresses consumer needs and how can payments facilitate the world of new services enabled by NFC? (More)

 
Speakers include
 
     
Thomas Gregory, Head of Digital Payments, Barclaycard   Stefan Reinhardt, SVP Merchant Services, Click and Buy (a Deutsche Telekom company)   Daniel Angel, Head of Mobile Payments, Everything Everywhere   Jorn Lambert, Group Head, Emerging Payments, Europe, MasterCard Europe
 

The 'New Great Game': telcos Vs. Google, Apple, Facebook...

Previewing our latest major research report Dealing with the 'Disruptors': Google, Apple, Facebook, Microsoft/Skype and Amazon, and discussing different perspectives on strategies to compete and co-operate in the 'New Digital Economy'. (More)

 
Speakers include
 
   
Chris Barraclough, Chief Strategist, Telco 2.0/STL Partners   Horace Dediu, Telco 2.0, Senior Associate   Keith McMahon, Telco 2.0, Senior Associate
 
 

Telco 2.0 News Review: Samsung's stormer, Map Wars, Lumia Push and 'Social TV'

  • Strategy & Finance: Samsung is Q3 smartphone leader
  • Developer Communities: The coming fight for mapping: Google Maps, Nokia Drive, Apple iMaps?
  • Online Video: Social TV hype builds, Zeebox is go for launch
  • Broadband Connectivity: FCC USF reforms - full coverage
  • Cloud Computing: Open Compute Foundation launches

More on these stories and other news here.

 
 
APAC Brainstorm, 30 November - 1 December, Singapore
[4 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)

 
 
 

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

Senior executives from Vodafone Group and Deutsche Telekom will demo 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)

 
 

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
 

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)

 
 

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)

Telco2.0 UPDATE
 
 
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© STL Partners 2011