Greetings! 

In this week's edition of Telco 2.0 Update, in the build up to Digital Arabia (Dubai, 11-13 November 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.

 
 
 

Digital Commerce 2.0: 5% Telco Revenue Growth in 5 Years

Our major new report Digital Commerce 2.0: New $Bn Disruptive Opportunities for Telcos, Banks and Technology Players shows that if telcos fully commit to taking new roles as ‘intermediaries’ and ‘enablers’ in Mobile Commerce (advertising, marketing, payments, loyalty) and Personal Cloud, they could grow new revenues amounting to 5% of today's core revenues in 5 years. Using a unique business model analysis framework, and dissecting the strategies of leading players (including Google, Facebook, Apple, Visa, Amazon, Weve, Isis), the report provides the world’s first comprehensive strategic guide for players looking to disrupt markets and deliver new growth within the digital commerce space. It also includes evaluations of the related strategic opportunities of 'raw big data', professional data services, and internal data use, and a detailed strategy (including proposition, organisation design and business modelling) substantiating how telcos could achieve this growth. (More)

 
 

Telefonica Digital, Unilever, Visa, Walt Disney and Noor Islamic Bank will now join senior executives from Turner Broadcasting, Zain Jordan, Huawei, MBC Group, Mastercard, Telkom Indonesia, Anayou, Sky News Arabia, Aflamnah, Anghami, Mobily, Orange and OSN converging in Dubai in November this year for the Digital Arabia 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.

With limited seats remaining, if you have not yet secured your place, please apply to participate Email: Contact@stlpartners.com Call: 0207 247 5003.

Confirmed speakers include:

 

Osman Sultan
CEO
du

Anders Lindblad
President,
Middle East
Ericsson

Ahmad Adulkarim Julfar
CEO
Etisalat

Mariano Bosaz
Group Interactive Marketing Lead, Eurasia & Africa, The Coca-Cola Company

       

Stephanie Hospital
EVP
Orange

Nitish Mittersain
CEO & Founder
Nazara

Samer Geissah
VP Innovatio
du

Wolfgang A Maschek
VP for International Regulatory Affairs
Western Union

 

Click here for more confirmed speakers

 

This year’s invitation only Exec Brainstorm is taking place from the 11-13 November 2013 at the luxurious five star  Jumeirah Creekside Hotel. Building on the success & agenda of last year’s event, discussions will focus on:

Day 0 Monday 11th November

  • Telco CEO Roundtable: Beyond the core: new strategic growth opportunities and execution models for the region's telecoms industry (*Special Invitation Only*)
  • CXO Roundtable: New sources of value from Cloud: latest developments and global best practices (*Special Invitation Only*)

Day 1 Tuesday 12th November

Day 2 Wednesday 13th November

 
To find out more about our innovation series of events and how to participate, please send an email through to innovate@stlpartners.com or call +44 207 247 5003
 
 
 

Telco 2.0 Transformation Index: The first benchmark of future telco business models

The Telco 2.0 Transformation Index provides a fast, comprehensive, and high impact strategic reality-check and forward outlook to help telcos, their partners and investors improve returns on strategic investments and activities. It assesses current market performance and positioning, new services, transformative strategies, and future competitive and collaborative abilities of key telcos/CSPs against their potential and 'best-in-class' peers (including 'OTT' Players) in an industry facing a $400Bn 'digital hunger gap' and with core revenues declining by 20-30%. The first tranche of analysis addresses Telefonica, Vodafone, AT&T, Verizon, Axiata, SingTel, Etisalat and Ooredoo (formerly Qtel). Each company is analysed and scored in detail and direct comparisons can be made via the overall summary analysis. The approach is based on seven years of proprietary and market-leading research by the Telco 2.0 Initiative. (More)

 
 
Recent Analysis
 
 

Finding the Next 'Golden Egg': Sourcing Great Telecoms Innovations

A step-by-step guide for telecoms executives seeking to innovate and develop compelling new services to compete in the 'services layer', and develop a new telecoms business models to replace the contracting voice and messaging revenue streams with new revenues from new products and services and customers. (More)

 
 

Telco Opportunities in the "New Mobile Web"

The "New Mobile Web", the enhanced experience brought about by a range of new technologies (e.g. Cloud, HTML5, 4G), is a new arena in which operators seeking to (re)build their role in the digital marketplace are potentially well-placed. This report examines the findings of interviews and a survey conducted amongst key industry players, supplemented by STL Partners' research and analysis, with the objective of determining the opportunities for operators and strategies for success. (More)

 
 

Verizon vs. Vodafone: who's best off after the $130bn 'amicable' VZW split?

Breaking up is always hard to do, but there are some things that make it easier. In this case, the partners' interests have drifted apart, there are no kids, and the financial settlement looks like a reasonably good deal for everyone. Vodafone wants the funds for transformation and diversification in Europe and other markets; Verizon wants to consolidate using the control and cash flow of Verizon Wireless (VZW), and is betting big on the continued growth of mobile in the US market. But will they both be better off after the split? (More)

 
 

Location: There's still $11bn in it for telcos

Our new free research report shows how Location Insight Services (LIS) could be worth $11bn by 2016, in addition to the existing $10bn market for real-time Location Based Services (LBS). LIS identify valuable consumer location patterns over time using aggregated and anonymised data assets derived from connected consumers' mobile location data, and allow a deeper understanding of consumer behaviours. The report also contains an analysis by market sectors, includes use cases in retailing, transport and advertising, and strategies for Telcos to capture a large share of this new opportunity. (More)

 
 

Cloud 2.0: NEW Rapid Impact Programmes to Fast-track your Cloud Strategy

With the right strategy, telcos can take a larger share of the $40bn + and growing Cloud market. We now offer tailored programmes for clients looking to save time and improve market performance by fast-tracking their Cloud Strategy, helping to size market potential, benchmarking against external best practice, securing internal alignment of objectives and plans, prioritising key activities, and selecting candidate vendor partners as required. The programmes are based on our proprietary Cloud 2.0 Research and run by our experienced senior analysts who have hands-on experience of delivering cloud services in the real world. (More)

 
 

BlackBerry, Samsung, Oi/PTel, Free, SeaMicro: Telco 2.0 News Review

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
10th October 2013
 
 
Created by
STL Partners Ltd
Diamond Partner
Etisalat
Platinum Partners
Cisco
Ericsson
Trend Micro
Gold Partners
CSG International
intel
Silver Partners
appsfuel
In Partnership with
Arete Research
Beecham Research
GSMA
mef
© STL Partners 2013