Telco 1.0: Death Slide Starts in Europe

The latest results for Telefonica are grim, showing a 12% y-o-y revenue decline, following Orange and Deutsche Telekom's 4% drops. This signals unequivocally that transformation is now a necessity not a luxury for European operators - and the rest of the world is not far behind. Longer term recovery is possible but not a certainty - what are the key steps?. (More)

Vodafone Strategy: Benchmarked Vs. AT&T, Telefonica, Singtel. +

One of the findings from our new analysis is that Vodafone needs a new growth story. See here for more on the growth story, and here for more on the Vodafone analysis report. (More)

Telefonica Vs Vodafone: Which has more attractive markets?

In this edited extract for the members of our Executive Briefing Service, we compare Vodafone's competitive positioning with another European-centric multi-national, Telefonica. The results are surprising and instructive, showing that Vodafone faces substantial challenges if it is to grow in the foreseeable future. (More)

Senior executives from AT&T, Barclays, Carphone Warehouse, Cyprus Telecom, Deutsche Telekom, du, EA Games, Facebook, John Lewis, Mobily, Nestle, Orange, Telefonica, Telstra, Unilever, Virgin Media, Visa and Vodafone will converge in London in June this year for the OnFuture EMEA 2014 Executive Brainstorm & Innovation Forum, looking at New opportunities to innovate and grow in the digital world’ .

When: 11-12 June, 2014
Where: Four Seasons Hotel, Park Lane

Building on the success of last year’s event the Executive Brainstorm & Innovation Forum will include our Innovation Showcase, focused plenary sessions & workshops on:

11th June: New Mobile & Digital Transformation Strategies

• Managing Disruptive Innovation in the Digital World
• Future Communications Services: Consumer and Mobile Enterprise (Workshops)
• In-Home and In-Store Services: ‘Internet of Things’ in the Digital Home and In-Store Retail (Workshops)
• Mobile Payments: Creating a Viable ecosystem that enables true ‘mobile commerce’

12th June: Next Generation Mobile & Marketing Commerce

• Strategies to Accelerate Innovation: Partner, buy, arm’s length investment?
• Innovation Showcase & 1-2-1 Networking Meetings
• Mobile Brand Engagement: New Relationships & New Media (Workshops)
• Big Data, Customer Data: Privacy, Permissions & Monetisation and Mobile Data Analytics (Workshops)
• The Future of Mobile Marketing: How, when & where will the money flow?

www.onfuture.com/EMEA_2014

Alternatively please reply to this email contact@stlpartners.com to register your interest

The Software Defined Operator: What are the Consequences?

We see five major trends leading towards the overall picture of the 'software defined operator' - an operator whose boundaries and structure can be set and controlled through software. This presents threats as well as opportunities for industry players selling and wanting to sell to telcos. (More)

Software Defined People: How it Shapes Strategy (and us)

Much of what we need to know, do or get, can now be delivered through software, pretty much at any place at any time via mobile. It is a key tool, and how we use it increasingly shapes our lives, businesses, work and identities. Why are telcos missing out, and what do businesses of all types need to do about it? (More)

Why closing Telefonica Digital should make Telefonica more digital

Albeit pioneering, Telefonica's Digital business unit as was lacked focus and combined too many clashing cultures and incompatible businesses. Our latest analysis sees the change as 'the end of the beginning' for Telefonica's Telco 2.0 services, and summarises lessons for all players implementing strategic transformation. (More)

Transformation: Are Telefonica, AT&T, Ooredoo, SingTel, and Verizon aiming for the right goals?

Operators face difficult choices on the best way to change their business models. In this note we analyse the approaches taken by AT&T, Verizon, Ooredoo, Singtel and Telefonica, extrapolate the options for all carriers, and offer a framework to help managers define the right new business model goal for their organisation. (More)