November 24, 2014

America-T-Movil, BT Cellnet 2.0, PSTN transition, Free’s cloud - Telco 2.0 News Review

‘Digital Asia 2014’ Executive Brainstorm and Innovation Forum, run by STL Partners in collaboration with Telkom Indonesia, is designed to equip 250 specially-invited business leaders from across the region’s telecoms, enterprise and technology sectors with new, breakthrough ideas, methods and tools on how to grow significant new revenues in the next 12-18 months leveraging Mobile, Cloud and Big Data.

America T-Movil? AT&T after Nextel.mx, TI after Oi, Oi wants to sell PTel to Altice

Will America Movil make a bid for T-Mobile USA? Deutsche Telekom CEO Timotheus Höttges mentioned them in a list of hypothetical buyers that also included DISH and also Comcast, but denied being in any talks or indeed really wanting to sell any time soon. America Movil, of course, faces the arrival of real competition in Mexico and is keen to diversify. It also owns pre-pay MVNO Tracfone, which is under heavy pressure from T-Mobile’s price cuts.

Continue reading "America-T-Movil, BT Cellnet 2.0, PSTN transition, Free's cloud - Telco 2.0 News Review" »

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November 20, 2014

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


We’ve just published a new research paper ‘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.

You can read an excerpt of the report here

We’ll also be exploring the topic of Cloud and Enterprise ICT further at Digital Asia (2-4 December, Bali), and are initiating coverage of a new research programme on Cloud and Enterprise ICT . For more on any of these services, please email contact@telco2.net or call +44 207 247 5003.
Cloud article.jpg

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November 17, 2014

Title II, Fibre-to-the-Cell, Skype for Browsers, HD WiFi, AWS: Telco 2.0 News Review

‘Digital Asia 2014’ Executive Brainstorm and Innovation Forum, run by STL Partners in collaboration with Telkom Indonesia, is designed to equip 250 specially-invited business leaders from across the region’s telecoms, enterprise and technology sectors with new, breakthrough ideas, methods and tools on how to grow significant new revenues in the next 12-18 months leveraging Mobile, Cloud and Big Data.

Obama’s Title II speech uncorks lobby-fest; AT&T “pauses” fibre build they’d already stopped

Fight! Fight! So last week, President Obama said he wanted the FCC to reclassify broadband under Title II. This week, FCC chairman Tom Wheeler put off a vote on the issue, asking for more time to “consult” the industry.

AT&T, meanwhile, responded by “pausing” its gigabit fibre rollout, a threat that would be more convincing if they hadn’t announced that their broadband rollout under Project VIP was over in their Q3 results a week earlier, with a $3bn cut in their CAPEX guidance (see News Review for the 10th November).

Continue reading "Title II, Fibre-to-the-Cell, Skype for Browsers, HD WiFi, AWS: Telco 2.0 News Review" »

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November 15, 2014

What is the Future of the Network?


We’re launching a new Research Stream on the Future of the Network to look at the key strategic issues in the design, development and delivery of the network, and we’d like your input on the key issues through a short online survey here. We want to understand the specific issues and questions you need to address, and to get your steer on our current draft agenda.

The Stream will cover fixed and mobile networks, and issues including: the impact and direction of regulation and technologies, new network business models, the ‘spectrum crunch’, 3G/4G/5G, net neutrality and beyond, the future of WiFi, IoT networks, the extent of fibre, convergence of fixed and mobile networks, backhaul strategies, the true network impact of SDN and NFV, and more.
Future of the Networks Stream Nob 2014.png
So whether you’re from a telecoms company, network or systems vendor, regulator, or anyone else interested in driving the direction of the network of the future, we’d really value your input here. If you’d like to get involved in any other way, please email contact@telco2.net.

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November 13, 2014

Introducing our new research streams: Cloud & Enterprise ICT, Dealing with Disruption, The Future of the Network and Telco 2.0 Transformation.


We’re excited to announce the launch of four new in-depth research streams that address key areas of strategy and implementation:

  • Dealing with Disruption: This stream helps executives identify threats and opportunities arising from disruption in communications, commerce and content, and the actions required to deal with it.
  • Cloud & Enterprise ICT: Ongoing analysis of the progress of and prospects for telcos addressing or seeking to address $Multi-Billion advanced ICT opportunities such as enterprise mobility, cloud, and vertical industry solutions (e.g. eHealth) in the enterprise market.
  • Telco 2.0 Transformation: This stream is a new service to helps executives identify opportunities, counter threats and manage the change required to enable the growth of $350+Bn of new revenue in the telecoms industry by 2020.
  • Coming soon - New Generation Networks: New business models and strategies for Next Generation Networks and how they can help deliver improved business performance. In the meantime we’d like your input into the programme here
Each research stream is available as a subscription service and will provide:
  • A stream of c.10 new briefing reports a year
  • A searchable existing database of our existing research categorised to each research programme
  • Sessions at our executive brainstorms, plus networking and information sharing activities.

    The research streams build upon our nine years of unique research and are complimentary to our existing Executive Briefing Service: a comprehensive premium service for strategists and decision makers designing and leading strategy, innovation, and business model change.

    We’ll also be exploring the topics above at Digital Asia 2014 (2-4 December, Bali). For more on any of these services, please email contact@telco2.net or call +44 207 247 5003.

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  • November 12, 2014

    Netflix: Threat or Opportunity?


    We’ve just published a new research paper ‘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?

    You can read an excerpt of the report here. We’ll also be exploring the topic of disruption further at Digital Asia (2-4 December, Bali), and are initiating coverage of a new research programme on Dealing with Disruption, and we’d really appreciate your input here. For more on any of these services, please email contact@telco2.net or call +44 207 247 5003.


    Netflix_Threat_or_Opportunity

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    November 10, 2014

    LatAm, Title II, Voice 2.0, Internet of Things: Telco 2.0 News Review

    ‘Digital Asia 2014’ Executive Brainstorm and Innovation Forum, run by STL Partners in collaboration with Telkom Indonesia, is designed to equip 250 specially-invited business leaders from across the region’s telecoms, enterprise and technology sectors with new, breakthrough ideas, methods and tools on how to grow significant new revenues in the next 12-18 months leveraging Mobile, Cloud and Big Data.

    Oi-Portugal Telecom - things become more serious; AT&T buys into Iusacell

    So Altice, aka the holding company for Numericable and now SFR, went ahead and put down a bid of €7bn for Portugal Telecom. Technically, PTel is part of the way through merging with Brazilian operator Oi, and Oi is not happy about it.

    Continue reading "LatAm, Title II, Voice 2.0, Internet of Things: Telco 2.0 News Review" »

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    November 3, 2014

    BT, Alcatel, KPN, Numericable, Oi, Bharti: Telco 2.0 News Review

    ‘Digital Asia 2014’ Executive Brainstorm and Innovation Forum, run by STL Partners in collaboration with Telkom Indonesia, is designed to equip 250 specially-invited business leaders from across the region’s telecoms, enterprise and technology sectors with new, breakthrough ideas, methods and tools on how to grow significant new revenues in the next 12-18 months leveraging Mobile, Cloud and Big Data.

    BT Q2s focus on football; FiOS and U-Verse net-adds; Amazon stick; a look back at Netflix/Comcast

    BT’s Q2 results are out, and all the football seems to be working, up to a point. Although revenues are down 2%, EBITDA was up 1% and pre-tax profits up 13%. ThinkBroadband points out that the key metric here is that out of all the premises passed by BT’s FTTC rollout, 73.5% have taken BT services. Interestingly, they’re also going to start bundling Netflix, so it certainly looks like BT is deeply committed to video as its lead product.

    Continue reading "BT, Alcatel, KPN, Numericable, Oi, Bharti: Telco 2.0 News Review" »

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    October 30, 2014

    Telco Transformation: Preliminary research results show large variation in strategy and progress

    It is a couple of weeks since we started a piece of research focused on the transformation of Communications Service Providers (CSPs).  We thought it might entice more CSP executives to respond to our survey if we gave you a peak at some of the results.  A full analysis will be made available to survey respondents that fully complete the survey.

    The survey itself is available here and will take 10 minutes to complete.

    It covers:

    • CSP aspirations for digital services
    • Optimal investment levels for digital services and how close CSPs are to this at present
    • Key success factors for implementation of digital services and progress in addressing these

    Initial research results

    Turning to this last point around implementation key success factors, below is a chart summarising the results of the first 30 or so respondents with two factors revealed (we don’t show more lest we prejudice you before you complete the survey):

    CSP transformation, summary chart.png

    Source: CEP Transformation Survey, Preliminary research results only

    It is clear that, on average:

    • 8 out of 9 of the key success factors are rated as close to or above ‘Important’
    • 2 factors are rated as being particularly important - ‘Senior management support’ being one of these. 
    • All of the factors will take more than 2 years to ‘resolve’ with several close to averaging over two years (including ‘Prioritising digital services’). 


    So, in summary, there is a lot of important stuff to get right if CSPs are to transform themselves and successfully adopt new business models and services and it is going to take a while to get there.


    Digging a bit deeper shows wide variation

    As any statistician will tell you, averages are awfully misleading.  In this case, what they fail to show is the variance from respondents in the two factors we have revealed - ‘Senior management support’ and ‘Prioritising digital services’.  The charts below show the distribution of responses among all participants (with the bubble size representing the proportion of respondents) for both factors.

    CSP transformation, more details.png

    Source: CEP Transformation Survey, Preliminary research results only

    What these show is that:

    • While there is consistency among respondents about the importance of senior management support for CSP transformation, there is huge variability over progress.

    o   Worryingly, few respondents feel they yet have the support of senior management - Only 14% rated it as ‘Competed, In hand’

    o   Perhaps even more worrying is that 25% are unclear on how to progress winning over their senior management team

    • For ‘Prioritising digital services’ things are even more varied:

    o   Wide scope of responses on both importance to change and organisation progress

    o   Around 28% feel it is ‘Irrelevant’ or of ‘Limited Importance’ and most of these, unsurprisingly feel it will take more than 2 years to resolve or are unclear how to resolve (but presumably don’t care much about this) - the 5 bubbles in the bottom right

    o   Conversely, 46% feel it is either ‘Important’ or ‘Critical’ and are equally sceptical about their organisation’s ability to resolve - the 4 bubbles in the top right

     

    Once we have sufficient responses, we will share the detailed results with respondents and give insight about differences by region and, potentially, by individual CSP.   Will also explore how big CSPs think new digital services could become for them over time (in revenue terms) and how much they should be investing (as a proportion of their opex and capex budgets).

    The survey itself is available here and will take 10 minutes to complete

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    October 27, 2014

    Telco Q3s: VZ, AT&T, Orange, China Unicom, EE, MTN - Telco 2.0 News Review

    ‘Digital Asia 2014’ Executive Brainstorm and Innovation Forum, run by STL Partners in collaboration with Telkom Indonesia, is designed to equip 250 specially-invited business leaders from across the region’s telecoms, enterprise and technology sectors with new, breakthrough ideas, methods and tools on how to grow significant new revenues in the next 12-18 months leveraging Mobile, Cloud and Big Data.

    Telco Q3s: VZ, AT&T, Orange, China Unicom, EE, MTN

    It’s time for the telco Q3s. The dynamic duo go first, with TelecomTV pointing out that Verizon is on $3.8bn of net income and AT&T is on $3bn, and most of the rest of their numbers are roughly similar.

    That said, the main story at AT&T is wireless net-adds, with 2.4m year-to-date and 785k in the quarter, while service revenue is flat and operating-level profits falling.

    Continue reading "Telco Q3s: VZ, AT&T, Orange, China Unicom, EE, MTN - Telco 2.0 News Review" »

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    October 23, 2014

    CSPs/Telcos: How big is digital going to be?


    If you work on behalf of a Communications Service Provider (CSP), we would like to ask you to participate in a research programme we are undertaking on transformation. We have already collected some fascinating results and, through your participation, you can have access to these too.

    Most Communications Services Providers (CSPs) around the world have embarked on the journey to new (Telco 2.0) business models via the development of ‘digital services’.

    As part of STL’s support to CSPs on this journey, we would like to ask you to contribute to a questionnaire on transformation. It will take only 10 minutes and focuses on 3 big issues:

    • How important should digital services be for CSPs?
    • What is the optimal level of investment in digital services and how close are CSPs to this at present?
    • What are the biggest barriers to successful implementation of digital services and how effective are CSPs at overcoming these barriers?

    - Access the survey here -

    Please note:

    1. The survey will take only 10 minutes to complete.
    2. Your individual answers will not be revealed to anyone, ever.
    3. A summary of the valuable results will be shared with you.

    You can contact us here if you have any questions about the survey. We will also be covering CSPs’ digital transformation at Digital Asia 2014, 2-4 December, Bali, and at OnFuture brainstorms in Arabia, Europe and the Americas.

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    October 20, 2014

    Internet of Things special: Telco 2.0 News Review

    ‘Digital Asia 2014’ Executive Brainstorm and Innovation Forum, run by STL Partners in collaboration with Telkom Indonesia, is designed to equip 250 specially-invited business leaders from across the region’s telecoms, enterprise and technology sectors with new, breakthrough ideas, methods and tools on how to grow significant new revenues in the next 12-18 months leveraging Mobile, Cloud and Big Data.

    Cisco “fog computing” release 2; GSMA spec for IoT devs; IoT makes GM a net neutrality player

    Cisco announced this week the second release of its Internet of Things products, the IOx Fog Computing line, including a new applications management module and some new vertical apps for railways and video surveillance, as well as support for the software in 16 more routers. They are also boasting of some major deployments - General Electric and WindRiver, manufacturer of real-time operating systems for IoT devices, stand out.

    Continue reading "Internet of Things special: Telco 2.0 News Review" »

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    October 15, 2014

    Enterprise Mobility: Digital Asia 2014


    In the age of the smart device, organisations are adopting Enterprise Mobility to transform how they support and engage employees, customers and business partners.

    STL Partners’ recent research, has revealed that MNOs are well placed to support their business customers’ Enterprise Mobility ambitions. MNOs have a “credibility advantage”: enterprises expect Telco’s to be able to support them. However, most operators are a long way from seizing this opportunity.

    We’ll be exploring this topic further as a focused session at Digital Asia 2014 (2-4 December, Bali), the session aims to enable Enterprise Mobility strategists, planners and practitioners to brainstorm and share best practice. The session will include presentations and break-out groups focusing on:

  • What strategy and roadmap should MNOs be putting in place?
  • Which resources and organisational changes will be required?
  • What should the product portfolio look like?
  • When and how should an operator build / Buy / Partner?

    This focused Enterprise Mobility session includes Monty Hamilton (Director Digital Innovations, Telstra), presenting on how Telstra have adopted enterprise mobility solutions within Telstra to turn their operations into a more efficient organisation, leveraging digital channels and touch-points with customers.

    To register your interest for the focused session ‘Enterprise Mobility’ at Digital Asia 2014 (2-4 December, Bali) please click here. To find out more on the event please visit www.onfuture.com/Digital_Asia2014.

    DigitalAsia_2014_headimage_800.jpg

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  • CSPs/Telcos: Is your organisation transforming quickly enough?


    If you work on behalf of a Communications Service Provider (CSP), we would like to ask you to participate in a research programme we are undertaking on transformation.

    Most Communications Services Providers (CSPs) around the world have embarked on the journey to new (Telco 2.0) business models via the development of ‘digital services’.

    As part of STL’s support to CSPs on this journey, we would like to ask you to contribute to a questionnaire on transformation. It will take only 10 minutes and focuses on 3 big issues:

    • How important should digital services be for CSPs?
    • What is the optimal level of investment in digital services and how close are CSPs to this at present?
    • What are the biggest barriers to successful implementation of digital services and how effective are CSPs at overcoming these barriers?

    - Access the survey here -

    Please note:

    1. The survey will take only 10 minutes to complete.
    2. Your individual answers will not be revealed to anyone, ever.
    3. A summary of the valuable results will be shared with you.

    You can contact us here if you have any questions about the survey. We will also be covering CSPs’ digital transformation at Digital Asia 2014, 2-4 December, Bali, and at OnFuture brainstorms in Arabia, Europe and the Americas.

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    October 14, 2014

    Cloud Services: New Telco 2.0 Research stream iniatated; plus Cloud Services at Digital Asia 2014 speakers include; CEO Telkom Sigma, COO Telstra & Head of Cloud APAC Google


    Cloud is both disrupting and generating opportunities for Enterprise and Telco businesses. With the goal of accelerating the adoption of cloud services by telecoms operators whilst building on several years of ground-breaking Telco 2.0 research, we are initiating the Cloud 2.0 Programme, a set of activities that bring together leading thinking, practice and senior practitioners from telecoms operators, technology companies, and other industry facilitators.

    The programme acts as means to transform and develop operational agility and to provide external enterprise cloud propositions. Led by Bob Brace, Senior Analyst, STL Partners/Telco 2.0 (formerly Head of Cloud at Vodafone), the programme will comprise a stream of dedicated research reports, sessions at our executive brainstorms, and other networking and information sharing activities.

    Future reports in this stream include

  • The role of telcos in the cloud in 2015
  • NFV: Will it live up to the hype?
  • Telstra: a telco cloud case study

    The first session at our executive brainstorm (with networking opportunities) will be held at Digital Asia 2014 (2-4 December, Bali) covering how Cloud is shifting IT from playing a supporting role to being a core driver of business success. Senior Telco and industry Cloud specialists will explain how they are using cloud to differentiate in their markets, drive operational success and agility, and how cloud computing is now disrupting the networking and security markets.

    Key themes covered in the session include:

  • How Cloud has disrupted the Enterprise
  • Virtualisation affected computing first and now the network - what this means for Enterprises and Telco’s
  • How can Telco’s differentiate with cloud?

    Stimulus speakers and panellists include:

  • Bob Brace, Senior Analyst, STL Partners
  • Judi Achmadi, CEO, Telkom Sigma
  • Nathan Bell, COO, Telstra/Telkom JV
  • Cory Franzmeier, Head of Cloud APAC, Google

    To register your interest for the focused session ‘Cloud Services’ at Digital Asia 2014 (2-4 December, Bali) please click here.

    We are also initiating coverage of a new research programme on Cloud, and we’d really appreciate your input here. here


    DigitalAsia_2014_headimage_800.jpg

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  • Telco 2.0 Strategy Report Out Now: Telco Strategy in the Cloud

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