Greetings! 

In this week's edition of Telco 2.0 Update, in the build up to the Silicon Valley (19-20 March 2013) and EMEA Brainstorms (London, 5-6 June 2013) we feature:

Follow Telco 2.0 on Twitter; apply to join the private group on Linkedin; archive of previous newsletters here; introductory 'Foundation 2.0' research here.

 
 
 

Sprint-Softbank: how it will disrupt the US market

The Japanese and French markets have both been disrupted through the entry of low-cost competitors offering substantial price reductions. We think that Softbank's acquisition of Sprint is a signal that the same is to soon come in the US given Softbank's experience as a successful disruptor in Japan. (More)

 
 

The M-Commerce 'Land-Grab': Telcos Vs. Apple & Google

The mobile commerce market is going through a critical 'land-grab' phase. This report reviews the strategies and tactics of the leading telcos and Internet players in Asia, Europe and North America as they seek to use the mobile medium to become an intermediary between buyers and sellers. It considers the pivotal role of the digital wallet, 'big data', the race to acquire merchants and the key alliances between telcos, banks, payment networks and Internet players. (More)

 
 

Speaker Update: CTO, CITI Group; Head of Strategy, Verizon; CIO, Group M; SVP,
T-Mobile;
Global Head - Social Media, Bloomberg plus many more confirmed!

The New Digital Economics Executive Brainstorm & Innovation Forum series returns to Silicon Valley on March 19 -20 2013, at a crucial point of digital transformation across industry sectors.

Utilizing its uniquely interactive format, New Digital Economics Silicon Valley 2013 enables a specially invited international group of 200 senior executives, entrepreneurs, and policy influencers from across the communications, entertainment, retail, banking, advertising and technology sectors, to review, share and apply creative thinking to the topic of how to enable and respond to 'Disruptive Business Models and New Growth Opportunities in Mobile Commerce, Content, Cloud and Communications'.

Incorporating 4 co-located events:
Digital Economy I Digital Commerce I Digital Entertainment I Digital Things

 
 
  SAVE THE DATE:
• New Digital Economics EMEA, London 5-6 June
• Digital Arabia, Dubai, 12-13 Nov
• Digital Asia, Singapore, 3-4 Dec
 
 

GSMA Mobile World Congress 2013

The Telco 2.0 team will be at the 2013 GSMA Mobile World Congress (MWC) in Barcelona in force. For more information visit www.mobileworldcongress.com

 
 
 

NEW REPORT: A Practical Guide to Implementing Telco 2.0

How can communications services providers (CSPs) transform their businesses from Telco 1.0 (infrastructure-led stasis) to Telco 2.0 (sustainable innovation-led growth)? An essential, step-by-step guide to the implementation of new Telco 2.0 business models, providing telecoms executives and their partner companies with a systematic approach to capitalise on new opportunities and neutralise potential threats. The report outlines robust frameworks and methodologies for selecting the right Telco 2.0 strategy for each organization, identifying and implementing the key opportunities, and avoiding expensive and time-consuming mistakes. (More)

 
 

NEW REPORT: Cloud 2.0: Telco Strategies in the Cloud

Telco 2.0 presents a new strategy report examining the evolution of cloud services; the current opportunities for vendors and Telcos in the Cloud market, plus a penetrating analysis on the positioning Telcos need to adapt in order to take advantage of the potential $200Bn global Cloud services market. This report offers over 140 pages of insightful commentary from those who've been working at the cutting edge, and includes an introduction to the sector's key technologies and emerging trends, as well as detailed recommendations for Telcos and vendors. (More)

 
Recent Analysis
 
 

Cloud 2.0: Telstra, Singtel, China Mobile Strategies

In this extract from our forthcoming report 'Cloud 2.0: Telco Strategies in the Cloud' we outline the key components of Telstra, Singtel and China Mobile's cloud strategies, and how they compare to the major 'Big Technology' players (such as Microsoft, VMWare, IBM, HP, etc.) and 'Web Giants' (such as Google and Amazon). (More)

 
 

Digital Arabia: How telcos must act smartly to avoid the West's doldrums

At the Digital Arabia Executive Brainstorm in Dubai, November 2012, we found that the region is on the edge of an exciting period of growth in digital commerce, entertainment and public sector services, enabled by mobile in particular. However, success depends on telcos and others working together effectively to put key enabling digital platforms in place, and this is not yet happening fast enough to avoid the stagnation now seen in many Western markets. How can this be changed? (More)

 
 

European Mobile: The Future's not Bright, it's Brutal (€20Bn down by 2016)

Our new analysis shows that the mobile industry's combined revenues from voice, messaging and data services in the EU5 economies (UK, France, Germany, Spain and Italy) will drop by nearly €20Bn, or 4% per year, in the next five years, and by €30Bn by 2020. How, why, and what can be done? (More)

 

PLUS

• M-Commerce: Telco 2.0 deal on MEF Global Survey
• Google, Apple, Facebook, Amazon, Skype - dealing with the disruptors
• The Roadmap to New Telco 2.0 Business Models
• Innovation Strategies: Telefonica 2.0 Vs. Vodafone 2.0
• 'Under-the-Floor' Players: threat or opportunity?
• LTE: APAC & US 'Leading the Experience'
• HTML5: Market impact & telco strategies
• Telcos in the Cloud: 3 strategy groups and 3 future scenarios

 
 

Telco 2.0 News Review: Nokia rising? One EU network? VZW's LTE No.s; AT&T's Voice 2.0

  • Smartphones: Nokia Ashas selling very well indeed
  • Telco Strategy: Disturbance in the Force. Is something big afoot in EU regulation?
  • Broadband Connectivity: Verizon Wireless LTE numbers
  • Voice 2.0: Apple taps L(3) for iTunes content-pushing
  • Content 2.0: The US six strikes plan and your WiFi
  • CES: The oven that runs Android
  • Digital Commerce: WLAN hotspot to retail footfall data

More on these stories and other news here.

 
 
Foundation 2.0: Introductory 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 Telco 2.0 Briefing reports and a growing collection of what we think are the best 3rd party 'white papers'. (More)

Telco2.0 UPDATE
 
 
Created by
STL Partners Ltd
Platinum Partners
Cisco
CSG International
Ericsson
Etisalat
mobily
Gold Partners
Aepona
Eyelevel
unoundID
Silver Partners
appsfuel
IMI mobile
SLA Mobile
In Partnership with
Arete Research
Beecham Research
GSMA
mef
personal data ecosystem
© STL Partners 2013