The Future Value of Voice & Messaging: $80bn to play for

Our new research shows how telcos can slow the decline of voice and messaging revenues and build new communications services to maximise revenues and relevance with both consumer and enterprise customers. It includes detailed forecasts for 9 markets, in which the total decline is forecast between -25% and -46% on a $375bn base between 2012 and 2018, giving telcos an $80bn opportunity to fight for. (More)

Technology Transformation Strategies: Etisalat, Ooredoo, Vodafone, Telefonica, Singtel, Axiata

150 senior execs from Vodafone, Telefonica, Etisalat, Ooredoo (formerly Qtel), Axiata and Singtel supported the technology survey for the Telco 2.0 Transformation Index. Our analysis of the results shows that there are common challenges around urgency, accountability and skills, and interesting differences in priorities and overall approach to technology as an enabler of transformation. It also includes findings on alignment, technology partners, and projects. (More)

Digital Commerce 2.0: How telcos can add c.$50bn to total revenues

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)

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)

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)

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)

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)