Greetings! 

In this week's edition of Telco 2.0 update, in the run up to our event in Silicon Valley, March 27-28, 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.

 
 
Silicon Valley Brainstorm: now just 3 weeks away
 

Enabling Communications, Commerce, Content and Kit

The New Digital Economics Silicon Valley Executive Brainstorm & Innovation Forum is on March 27-28, 2012, at the Marriott Hotel, Union Square, San Francisco. Its theme is 'New Business Models and Growth Opportunities in a Hyper-Connected World'.

The event will cover:

The detailed agendas are now live: here. Delegate places are still available - please email us at contact@stlpartners.com or call +44 (0) 20 7247 5003.

 
Speakers include
 

Phil Bienert
SVP, Consumer Digital Experience
AT&T

David Messenger
EVP
American Express Company

Ed McClaughlin
Chief Payments Officer
Mastercard
 

Erik I. Moreno
SVP
Fox Networks Group

Andres Wolberg-Stok
SVP/Director of Strategy for Mobile & Emerging Technologies
Citi

Shawn DuBravac
Chief Economist and Director of Research
Consumer Electronics Association
More speakers here
 
Mobile World Congress: Telco 2.0 Analytical Review
 

AT&T, Vodafone, TI CEOs: on Telco 1.0 vs. Telco 2.0 strategies and more

At the Congress's opening session the CEOs of the world's largest telcos highlighted the pressures on the 'Telco 1.0' business model, and showed some encouraging glimpses of Telco 2.0 thinking. There were also entertaining tones of 'Goodfellas' and 'sex or smartphone? (More)

 
 

China Mobile: 'Mobile Market' - a mindbogglingly big platform

President Li, CEO China Mobile, used the Congress stage to talk about China Mobile's 'Mobile Market' initiative, a countrywide platform for mobile internet service development which he described as China's largest job creation platform. It already has 169 million registered users. (More)

 
 

M-Commerce: better than a cash filled wallet?

To achieve mass market penetration of mobile payments, the industry needs to produce something that's more useful than one of humankind's most sophisticated and personalised tools: the cash, card and memento filled wallet. (More)

 
 

Facebook, Google and Apple: of Bêtes Noires and the Art of Evasion

There's an interesting pattern in the approaches of Facebook, Apple and Google to the Mobile World Congress. (More)

 
 

Apps & Devices: Telco 2.0's Tech highlights

This year the key concept for us was a comeback for the Mobile Web. This article covers: Mozilla and Telefonica; Google Gadget Watch; Nokia Resurgence?; Deep Web Development; and Telco 2.0's Tech 'Shiny of the Show' award. (More)

 
 

Network Tech: Edge Power, Super WiFi, Van Jacobson

A review of the the most interesting networks and infrastructure developments we saw at the show, covering: Edge Power; Super WiFi; and Telco 2.0's Top Network Tech moment - a Living Legend on QoS vs. QoE. (More)

 

Telco 2.0 News Review: MWC Special Round-Up

  • Mobile Web: Everyone at MWC wants to rule the web
  • Shiny Gadgets: Nokia comeback, Intel push into mobile happens this time
  • Networks: Intel in your cells, LTE fragmentation, Van Jacobson
  • Microsoft, Skype, and Voice: MS brings Win8 to MWC, Skype doesn't work in WP7.5
  • Telcos, OTTers, and Regulators: Enter Joyn - RCSe is go for launch, Neelie meets Vittorio
  • MWC: Taking it a little too far, angry mob, collapsing stand, Robbed in Barcelona

More on these stories and other news here.

 
 
 

M-Commerce: can Voice 2.0 make mobile ads work at last?

Might the integration of Voice 2.0 communications into mobile advertising help turn it into a lead generating business? There's starting to be some signs that it could. (More)

 
 
NEW: Free Research and White Papers

To give an introduction to the principles of Telco 2.0 and digital business model innovation we're launching a new service offering free downloads of a selection of free Telco 2.0 Briefing reports and a growing collection of what we think are the best 3rd party 'white papers'. (More)

 
 

The Telco 2.0 Challenge and SAP's vision

Telco 2.0 have reviewed SAP's vision for telcos to 'operate at internet speed' against our Roadmap strategy principles in this white paper, and challenged SAP to build a Proof of Concept implementation of a complex multi-sided business model with a leading European mobile operator within one month. We can't share the confidential details but we were impressed with the results. We're now looking for more operators who'd like to set a new Telco 2.0 challenge - to find out more please email us at contact@telco2.net.

 
 

The value of "Smart Pipes" to mobile network operators

Regardless of business strategy, the development of 'Smart Pipes' - more intelligent networks - will be a key driver of shareholder returns from operators. Smarter networks will also benefit network users - upstream service providers and end users, and operators, and their vendors and partners, will need to compete to be the smartest. What are they, why are they needed, and what are the key strategies employed to develop them?. (More)

 
 

How to Spot a "Business Model Problem"

What is a 'business model problem'? How can you tell when you've got one? What are the key business model challenges faced by telcos today, and how should they address them? (More)

 
 
 

New Digital Economics Online:
VIDEOS NOW AVAILABLE 'ON-DEMAND'
(Free for service providers)

Produced in collaboration with Ericsson, New Digital Economics Online is a global virtual event focused on some of the latest business model innovation in: Customer Experience, M-Commerce, Cloud, Digital Entertainment, Personal Data. It comprises video presentations based on new analysis from the Telco 2.0 Initiative and Ericsson.

NB: Access is free, but reserved only for telcos, CSPs and content owners
.
The event includes access to the Telco 2.0 Video Bank and live Q&A and chat with the speakers and other participants.

More info here

 
 
Recent Telco 2.0 Analysis
 
 

Facebook: what the IPO filing revealed

New figures released in Facebook's S1 filing for its IPO confirm Telco 2.0's previous analysis of Facebook's performance in our report 'Dealing with the Disruptors'. This further strengthens our views that most valuations are overblown, and that Facebook will be forced to move into communications. (More)

 
 

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

Our new 284 page strategy report, launched and previewed at our EMEA event in London, has attracted massive interest. 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)

 
 

The Roadmap to New Telco 2.0 Business Models

This Strategy Report plots the transformational path that telcos need to follow to achieve the $375Bn p.a. 'Telco 2.0' opportunities. It describes the six growth opportunity areas for the Telecoms industry, identifies new categories of operators, benchmarks the primary strategies needed by each to evolve and thrive in the new industry environment, and highlights leading examples of telco business model innovation. It has 284 pages, including a 13 page Executive Summary and a detailed index. (More)

 
 

Vodafone CIO: 2012 a big year for customer data, analytics, and M-Commerce

Albert Hitchcock, Vodafone's Group CIO, sees significant changes in the mobile money and advertising industries in 2012, driven by improved use of customer data and analytics. He describes Vodafone's approach and early learning in this video interview. (More)

 
 

'Under-the-Floor' Players: threat or opportunity?

The telecoms industry often puts so-called OTT (over-the-top) players like Google and Facebook at the forefront of its concerns, as they pose new competition for services and applications. But what about encroachment of companies "underneath" the telcos, displacing them from their core asset, the network? Telco 2.0 examines the strategic threats and opportunities from wholesale providers, outsourcers and government-run broadband networks. (More)

 
 

Your Text is on Fire: OTT's to burn 40% SMS revenue by 2015

In four years' time, Telco SMS revenue will decline on average by around 40% across Europe and the Middle East according to the senior execs at this month's Telco 2.0 brainstorm in London. The main cause is competitive pressure from 'OTT' alternatives (Facebook, Skype, Google, BBM, etc). Mobile voice isn't that far behind, with a 20% decline foreseen. What can be done and what is the role of RCS-e? (More)

Telco2.0 UPDATE
 
 
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