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: Disrupting the Californian Giants

Amazon, Google, Apple, eBay/PayPal and Facebook are the big five brokers of digital commerce. But the disruption caused by the rise of mass-market smartphones, and the personal data they generate, means the medium-term leadership of these California-based companies is not assured. Each of them has weaknesses that render them potentially vulnerable to competition from telcos, banks and/or start-ups. (More)

 
 

Cloud 2.0: 80% of providers won't survive beyond 2018

The Cloud market is on the verge of the next wave of market penetration, yet it's likely that only one in five Cloud Service Providers (CSPs) in today's marketplace will still be around by 2017, as vendors fail or are swallowed up by aggressive competitors. So what do CSPs need to do to survive and prosper? (More)

 
 

Focused on the Middle East and North Africa - Digital Arabia 2013 focuses on new ways to drive innovation and growth in digital commerce, content and communications. New for this year we will be featuring Innovation Souq! an interactive forum, showcasing the latest cutting-edge innovations in mobile and digital technology.

Venue & Date: Jumeirah Creekside Hotel, Dubai, 11-13th November 2013.

Agenda Highlights:

Tuesday 12th November
• Digital Economy: Driving Innovation & Growth in a Hyper-Connected World
• Innovation Souq!: Enterprise Productivity
• Roundtable: Mobile Financial Services 2.0 (*Special Invitation only*)

Wednesday 13th November
• Innovation Souq!: Mobile Marketing, Commerce & Content
• Digital Entertainment: Creating a more profitable ecosystem across the MENA region
• Digital Commerce: Disruptive innovation in retailing, marketing and distribution
• Digital Things: Strategic Opportunities in M2M and the ‘Internet of Things’

For further information and to view the agenda please click here

To apply to participate please email contact@stlpartners.com or call +44 (0)20 7247 5003 to secure your place.

 
Please apply here to participate
 
 
 

Digital Commerce 2.0: How telcos can add 5% to total revenues 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. (More)

 
 

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)

 
 

Softbank's $1.5bn gaming play, Google results

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
24th October 2013
 
 
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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
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© STL Partners 2013