Greetings! 

In this week's edition of Telco 2.0 Update, in the build up to the EMEA Brainstorm (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.

 
 
 

Mobile Wallets: Time for a rethink

The 'Mobile/Digital Wallet' needs to evolve to support authentication, search and discovery, as well as payments, vouchers, tickets and loyalty programmes. Moreover, consumers will want to be able to tailor the functionality of this "commerce assistant" or "commerce agent" to fit with their own interests and preferences. (More)

 
 

Softbank-Dish Round 2: 'Smartphone Samurai Vs Satellite Cowboy'

Softbank's CEO Masayoshi Son has issued a highly combative response to DISH's rival proposal to acquire Sprint. It describes DISH's proposal as "inferior", "incomplete", "inefficient", and "illusory", and asserts that Softbank's is "superior" no fewer than 7 times in 46 slides. Here's our take. (More)

 
 

Everything Everywhere's 4G Results: Running To Stand Still

Everything Everywhere, the joint venture between Orange and T-Mobile in the UK, recently announced its Q1 results including an update on the impact of LTE. The results are mixed, and include that the 10th most popular app is a speed tester. (More)

 
 

Drive Transformation and Innovation - NOW!

Senior executives from Amazon, Everything Everywhere, Visa, Telefonica O2, BBC Worldwide, Etisalat, Virgin Media, Deutsche Telekom, Mobily, Orange and Verizon will converge in London in June this year for the New Digital Economics EMEA Executive Brainstorm, to review and share best practice and apply creative thinking to drive and enhance digital transformation and innovation in their industries and organisations today.

Confirmed participants include:

James Brown
Head of Business Development
Amazon

Paolo Campoli
CTO
Cisco

Jurgen Hase
Head of M2M Competence Center
Deutsche Telekom
Marc Overton
VP Wholesale & M2M
Everything Everywhere
       
Ricardo Varela
Head of Customer Development @ BlueVia, Telefonica Digital
Shuja Khan
Commercial Director
Virgin Media
Rik Ferguson
Global VP Security Research
Trend Micro
Petter Made
COO
SumUp Payments

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 Transformation: How to build 'Industry 2.0'
• Customers: How to address new sources of value
• Digital Infrastructure: Cloud, 'Software Defined Networking' and Cybersecurity

Digital Commerce: Closing the Loop between Advertising & Payments
• SoMoLo: resolving merchants' pain points and delivering to customers
• Advertising and Marketing: Making Mobile Pay

Digital Entertainment: Delivering Compelling Discovery Experiences
• Managing discovery across device types
• Best discovery experience case studies

Digital Things: New Opportunities from the 'Internet of Things'
• M2M & IoT: Strategies and Business Models
• Platform Requirements (infrastructure, commercials, standards)

Big Data: Exploiting the New Oil for the New Economy
• Best use cases to realise value from data
• Who will be the leading brokers of personal data?

Click here for further information

 
 
 
 

The Internet of Things: What's Hot in The IoT?

'The Internet of Things' (IoT) is one of the big ideas of the moment. But what are the areas in which value is being created now, and what is technological hype? (More)

 
 

Digital Entertainment: What Gets Measured Gets Money

The key steps for mobile entertainment services to generate revenues commensurate to the attention it receives are: to improve measurement of the success of 'discovery' tools, create more effective creative inventory, and deliver proof of its effectiveness, not just the attention. (More)

 
 
  SAVE THE DATES:
• Digital Arabia, Dubai, 12-13 Nov
• Digital Asia, Singapore, 3-4 Dec
• NDE Silicon Valley, 18-19 March 2014

 
 
Recent Analysis
 
 

Digital Commerce: Show me the (Mobile) Money

Many companies are struggling to build a mobile commerce business case that generates significant incremental revenues in the next five years. But some will ultimately use digital wallets to create a valuable platform that bolsters customer loyalty and produces substantial revenues from location-based marketing, advertising and the management of personal data. What are the barriers, how can they be overcome, and which companies will overcome them? (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)

 
 

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)

 
 

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)

 
 

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)

 

PLUS

• Google, Apple, Facebook, Amazon, Skype - dealing with the disruptors
• The Roadmap to New Telco 2.0 Business Models
• Free Mobile: A Prototype for Disruption?
• Finance: Optimising the Telco 2.0 revenue and cost model
• Making More Money in M2M: The M2M Service Company

 
 

News Review: Vodarizon, "BT Cellnet 2.0", WebRTC, Blackberry Q10s

  • Strategy & Finance: Upstick unoffer - Vodafone shareholders hold out for more money
  • Broadband Connectivity: BT moves back into mobile, virtual O2-BT integration?
  • Voice & Messaging 2.0: Neelie Kroes on messaging, will WebRTC mostly serve vertical apps?
  • Smartphone Roundup: World shipments go majority-smartphone, Q10s sell out at Selfridges
  • Cloud Computing: Private cloud = + $10,000/month spending
  • Apps & Content: Why developers use the Amazon app store

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
 
 
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