Disruption: Samsung and Google versus Apple?

Apple is weakening Samsung Electronics' grip in the high-end of the handset market, lowering the Korean company's profitability and capacity to compete effectively. After a series of largely unsuccessful attempts to break into software and services, a daring option for Samsung is to seek a strong, strategic alliance with Google to enable both companies to mount a serious challenge to Apple's dominance in the affluent demographic. Telcos could back such an alliance in return for a profitable role in the service layer. This report analyses the strategic rationale for such an approach. More

Disruption: Five Principles for Disruptive Strategy

What is disruption, when is it a good idea, and what do you do when it happens to you? We illustrate five principles of disruptive strategy based on our analysis of the telecoms and adjacent markets over the past eight years. The analysis covers both principles of creating and defending against disruption. More

$350Bn Telco 2.0 Transformation: The Next Stage and an update...

See here for an update on the results into our Transformation survey, and here for an overview of the forward agenda of our Telco 2.0 Transformation research stream. It is designed to help executives identify opportunities, counter threats and manage changes enabling the growth of $350+Bn of new revenue in the telecoms industry by 2020. More

Google, Apple, Facebook: What's next in disruption?

Our new research service analyses how Google, Amazon, Apple, Facebook & others are disrupting digital commerce, communications and content services - and how to deal with it. Plus key emerging players, how to compete / collaborate, case studies of disruptive innovation and competition, and principles and lessons for innovation and defence from all markets. See here for the agenda, and here for an overview and current content.

Cloud and Enterprise ICT: Cloud, Mobility, eHealth, +

$Multi-billion Cloud, Enterprise Mobility, eHealth and other advanced enterprise ICT markets are among the key opportunities in the Telco 2.0 business model. See here for the agenda of this new programme of research identifying threats and opportunities, leading thinking, and real world examples and models to implement and manage success in these areas, and here for a service overview.

Future of the Network: what are the key questions (e.g. on 5G, FTTx, etc.)?

We're looking at new business models and strategies for Next Generation Networks (NGNs) and how can they help deliver improved business performance. We'd like your input here on the key questions we plan to address.

Cloud: What is the role of telcos in cloud services in 2015?

Service providers need to grow new revenues. The cloud market looks potentially attractive, and is growing at about 30% CAGR, but it is dominated in many areas by Amazon, Google and Microsoft. So is Cloud part of the answer for telcos, and if so how? This report looks at the role of the service provider in the cloud market and products that service providers might offer in 2015. More

Netflix: Threat or Opportunity?

Netflix's success in the US and in Western Europe has demonstrated that consumers are willing to change how they watch and pay for TV and movies. As a result Netflix's OTT proposition is challenging traditional pay TV models and changing how new broadband services are looking at content. For some players Netflix is a threat and for others an opportunity. So, how should content owners, channels, pay platforms and broadband providers respond? More

Winning Strategies: Differentiated Mobile Data Services

A small and surprising set of national operators are delivering outstanding performance in the challenging European market. Our analysis shows how they're achieving differentiation with smart strategies that target the hottest customer need, and the considerable ramifications for the rest of the market. (More)

Apple Pay & Weve Fail: A Wake Up Call

The unveiling of Apple Pay and unravelling of Weve (the UK operators' payments venture) looked like bad news for telcos' ambitions in mobile payments in some markets, and highlighted challenges to Google and others' models. Yet there are already successful telco models and favourable market trends that telcos should exploit. So what are the opportunities now? (More)

Connected Car: Key Trends, Players and Battlegrounds

Connected cars are set to revolutionise the automotive industry as we know it, turning the car into the 'ultimate mobile device' and driving the growth of M2M in a big way. With Apple, Google, telcos and many others in the chase, we analyse the growth drivers, value chain, and key battles for control of this increasingly complex ecosystem, and outline a new connected car services framework. (More)