The Great Compression: Surviving the 'Digital Hunger Gap'

In the next 10 years, many industries face the 'Great Compression' in which, in addition to the pressures of ongoing global economic uncertainty, there is also a major digital transformation that is destroying traditional value and moving it 'disruptively' to new areas and geographies. For the incumbent industry players we call the near-term results of this disruption 'The Digital Hunger Gap' - the widening deficit between past and projected revenues. (More)

Facebook Home: What is the impact?

Facebook has launched 'Facebook Home', technically a shell around the Android OS, that in theory creates valuable new advertising inventory on the screens of users' phones. What will its impact be in practice for Facebook, and on Google, mobile operators, and other device manufacturers? (More)

In the run up to the New Digital Economics EMEA Executive Brainstorm we are delighted to be welcoming the following VIP speakers & participants to London in June:

Karl-Michael Henneking CM & CSO Mobily		Albert Hitchcock CIO Vodafone Group		Sandra Alzetta SVP Visa Europe		Hyunmi Yang Chief Strategy Officer GSMA
Rainer Deutschmann SVP Core Products Deutsche Telekom		Khalifa Alshamsi Group Chief Digital Services Officer Etisalat		Jorgen Bang-Jensen CEO Play		Stephanie Hospital EVP Orange Digital Orange Group

Click here for more confirmed participants

This year’s invitation only Exec Brainstorm is taking place on 5-6 June at the exclusive Wyndham Grand Hotel in Chelsea Harbour. Building on the success & agenda of last year’s event, discussions will focus on:

• Digital Economy: Strategic Growth Opportunities for a Hyper-Connected World
• Digital Commerce: Closing the Loop between Advertising & Payments
• Digital Entertainment: The True Role for Mobile
• Digital Things: New Opportunities from the 'Internet of Things'
• Big Data: Exploiting the New Oil for the New Economy

Click here for further information

Smartphones: when will Huawei be No.1?

We were surprised to hear Huawei's objective of becoming the world's No.1 Smartphone maker at last year's Mobile World Congress, and somewhat dubious whether it would achieve it. However, at this year's show Huawei demonstrated impressive progress, and we consider it is no longer a question of if, but when it will achieve its goal. In this analysis we explore industry scenarios and their consequences. (More)

Free Mobile: A Prototype for Disruption?

Free.fr's entry to the French mobile market has achieved extraordinarily rapid market share gains and resulted in comprehensive disruption. An analysis of its technology, tactics, and business model, and a high-level assessment of the applicability of its approach to other markets. (More)

There's added analysis in Free Mobile hits 8% share, wins with 'reverse quadplay' which looks at Free's updated results.

Finance: Optimising the Telco 2.0 revenue and cost model

Structuring finances is key for the success of innovations in general and Telco 2.0 projects in particular. In this detailed extract from our new strategy report 'A Practical Guide to Implementing Telco 2.0', we describe the best ways to approach the management of revenues and costs of new business models, and how to get the CFO and finance department onside with the new approaches required. (More)

Making More Money in M2M: The M2M Service Company

Machine-To-Machine (M2M) has many potential applications with big benefits to end-customers, but how do suppliers including telcos make enough money to make it worth investing in? Here's a preview of a new M2M business model we're working on, the 'M2M Services Company', based on an approach successfully used by energy and IT companies to share end-customer productivity gains. This preview includes an example use-case. (More)

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)

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)

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)