As a ‘litmus test’ of industry expectations at the EMEA Executive Brainstorm, Telco 2.0’s Chief Strategist Chris Barraclough presented our forecast that UK core telco market revenues will drop by 24% by 2018 from the 2009 peak. (NB We are working on forecasts for other markets.)
 
Two thirds of delegates thought this leading indicator forecast either 'about right' or 'too optimistic', and it’s clear that most executives across the European telecoms industry accept that the current telco business model is in decline (the 'burning platform').
 
However, wholehearted action to create sustainable new models is not in place. We identify the key barriers and next steps to overcome them in this top-level analysis of findings from the brainstorm. (More)

Digital Arabia will take place in Dubai from 5-7 November. Part of the New Digital Economics Executive Brainstorm & Innovation Series, it will build on output from recent events in San Francisco, Singapore, London, New York and new market research and analysis and will focus on new business models and growth opportunities in digital commerce, content and the cloud in the Middle East and north Africa. (More)

Personal Data: how to make it a viable customer-centred industry

For ‘Personal Data’ to realize its potential as a new class of economic asset there needs to be a global, cross-industry approach that empowers and protects consumer users, enables businesses, and that has scope for appropriate governance. This report is a summary of the significant progress made towards this aim made by the World Economic Forum’s Re-thinking Personal Data ‘Tiger Team’, facilitated by STL Partners with the support of the Personal Data Ecosystem Consortium, MIT Media Lab, Microsoft, Ctrl-Shift and other leading experts, at meetings held in March 2012 in San Jose, and in London in June 2012. (More)

Strategy 2.0: Lessons from Vodafone's success in European SMB Comms

Vodafone have been quietly stealing a march in the European SMB communications market with a well executed strategy centred on its OneNet cloud-based product. We look at how, including comparisons with BT, Telenor and others. (More)

HTML5: Market impact & telco strategies

HTML5 will have a profound impact on consumers' and businesses' interaction with the web in coming years. In particular, HTML5-compliant smartphones may lead to a reduction in the power of closed app platforms such as Apple iOS and Google Android. While this seems broadly positive for telcos, there may also be negative side-effects of the increasing capability of standardised (and often free) Internet capabilities. (More)

Mobile TV: going 'Round The Side' of telco networks?

Dyle TV, a new mobile TV broadcast network (supported by Fox), was presented at the Silicon Valley Brainstorm against the backdrop of Cisco's VNI (Visual Networking Index) research on forecast growth in mobile video traffic. It was argued that Dyle's model can both take the pressure off mobile operator data capacity by taking video traffic 'round the side' and make good use of TV Broadcasters' spectrum. Could this model work, not only in the US but elsewhere around the world? (More)

Strategy 2.0: Google's Strategic Identity Crisis

Google's shares have made little headway recently despite its dominance in search and advertising, and it faces increasing regulatory threats in this area. It either needs to find something else or start paying out dividends, like Microsoft (or indeed, a telco). Overall, this is resulting in something of a strategic identity crisis. A review of Google's strategy and implications for Telcos. (More)

Mobile Broadband 2.0: the top disruptive innovations

Key trends, tactics, and technologies for mobile broadband networks and services that will influence mid-term revenue opportunities, cost structures and competitive threats. Including: LTE, network sharing, WiFi, next-gen IP (EPC), small cells, CDNs, policy control, business model enablers and more. (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)

Telco 2.0: how to accelerate the implementation of new business models

Our new, in-depth research among senior execs in 'upstream' industries (e.g. retail, media, IT, etc.) and telcos shows that poor communication of 'Telco 2.0' value propositions and slow implementation by operators is frustrating upstream customers and operators alike. This new, free report identifies strategic customer segments for telcos building new 'Telco 2.0' business models, key obstacles to overcome, six real-world implementation strategy scenarios, and strategic recommendations for telcos. (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)