BT/EE: Regulatory Headache, and Trigger for Industry Transformation

BT's attempt to acquire EE in the UK presents the regulator and its competitors with choices that could re-frame the principles of regulation and competition in an era of consolidation, with consequences for many other markets. Will BT succeed, and if so, what will be the terms of the deal, and how will the market subsequently play out? More

Strategic Intelligence Radar for the Telecoms Industry

Stay ahead of the game with our premium service for strategists and decision makers designing and leading strategy, growth, innovation, and business model change in the telecoms industry. The service contains exclusive reports plus selected high-level content from our in-depth streams. More

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

We'd like your input here on the key questions to address on new business models and strategies for Next Generation Networks (NGNs), how can they help deliver improved business performance, and the outlook for potential disruptions like NFV.

$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.

Telco Strategy: AT&T's $20bn Challenge - what are the lessons?

AT&T's residential fixed operation is underperforming as faster cable connections take over. It would probably like to trim its footprint or get out, and invest in fibre and its content business model. Is that really an option, and what are the lessons for other telcos? More

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

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