Triple-Play in the USA: Infrastructure Pays Off

Verizon and Comcast have invested in high bandwidth fibre and cable networks, whereas AT&T has until recently focused on U-Verse, an IPTV play. Which strategy is winning out and why? The answer is surprising and may transform the US and other markets, and there are parallels with Apple and Samsung's 'deep value' strategies of investing in assets that are hard to replicate. (More)

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)

With OnFuture EMEA 2014 just around the corner, there are only 2 weeks left to secure your place, with just 15 seats remaining don’t miss out, apply to participate today.

Join the debate with AT&T, Barclays, British Gas, Carphone Warehouse, Cisco, CYTA, Deutsche Telekom, du, EA Games, Ericsson, Facebook, GSMA, John Lewis, MasterCard, Mobily, Nestle, Orange, Telefonica, Telstra, Unilever, Verizon and Visa converging in London next month to look 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 has a particular focus on New Mobile & Digital Transformation Strategies with brainstorms and workshops on:

11th June: New Mobile & Digital Transformation Strategies

• Managing Disruptive Innovation in the Digital World
• Future Communications: Radical innovation in voice, messaging and data services
• Enterprise Mobility: A strategic approach to creating competitive advantage
• The ‘Internet of Things’ in the Digital Home: Towards a new ecosystem  

12th June: Next Generation Mobile & Marketing Commerce

• Accelerating Innovation in the Telecoms and Technology industries: What are the best strategies?
• Digital Identity, Data Privacy & Permissions: How to prepare for and innovate with new regulations?
• Mobile Data Analytics: How to make money from this new discipline?
• The Future of Mobile Marketing - How, when and where will money flow?

www.onfuture.com/EMEA_2014

For further details email contact@stlpartners.com

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)

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)