February 8, 2016

5G, Vodafone, Comcast Q4s, APAC: Telco 2.0 News Review

5G - AT&T goes next; LTE-U trials get the go; Nokia, Ericsson pre-MWCs; VF Turkey just misses the gig

The race to get 5G into the field is picking up, with the 2020 deadline moving forward to 2018 and perhaps even sooner. We knew the Korean carriers were shooting for 2018, but now TeliaSonera has joined them, Verizon Wireless is promising a trial this year, and now AT&T has applied for a licence to test 5G technology around Austin, Texas during the next three years. The operator wants to use four frequency bands ranging from 3.4GHz to 27.5GHz and to test both fixed and mobile stations. The motivation seems to be that they want to have some testing data in hand to inform the standards process. You can download the document here.

It wasn’t that long ago that AT&T’s Glenn Lurie rubbished the VZW project at last year’s CTIA. Now they’re getting up off the wall.

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February 3, 2016

Digital Partnering: Success Factors and AT&T Drive Case Study

We’ve published a new research paper, Digital Partnering: Success Factors and AT&T Drive Case StudyPartnering is a key competence for building telco digital services offerings, but many past attempts have failed. So what does it take to succeed? In this briefing we review viable strategies, key success factors and barriers, and profile the highly effective approach used in AT&T’s Drive Ecosystem.

This report is part of the Telco 2.0 Transformation stream and you can read an except of the report here.

For more information on any of our services, please email contact@telco2.net or call +44 207 247 5003.

Extract chart from the report:
digital partnering fig 3.png

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February 1, 2016

Q4 Results Special: Telco 2.0 News Review

Q4 Results Watch: Apple, Facebook, Ericsson, Alphabet, Xiaomi

Apple Q4s are out and, as usual, they broke records - Apple’s revenue has never been higher and neither has its profits. With $75.9bn in revenue and a gross margin of 40%, you might expect everyone to be happy. But nothing is more characteristic of Apple than perfectionism, except perhaps bevelled corners. Apple’s guidance for Q2 is between $50bn and $53bn, and if the out-turn is towards the lower end, it will actually be lower than Q2 2015, the first drop in Apple revenues in 10 years.

Part of the story here is that the first half of 2015 was driven skywards by Apple’s triumph with the iPhone 6 and 6S. There is no such big new product at the moment, so you’d expect some reversion to the mean. That said, Apple could legitimately start to worry about the iPad line, as its sales were off 25% year-on-year even with the iPad Pro and Mini 4 to push. Interestingly, as ZDNet points out here, sales of services and software were very strong and Apple executives have been talking up the importance of this business and the opportunity represented by the installed base.

Not, of course, that they’re going to give up on hardware.

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January 28, 2016

Problem: Telecoms technology inhibits operator business model change (Part 1)

We’ve published a new research paper “Problem: Telecoms technology inhibits operator business model change (Part 1)”.

The last few years have seen attempts by many leading telecoms operators to refresh their business model and generate new sources of growth and value. Now many digital initiatives are being scaled back. Telefonica and Telenor, two companies in the vanguard of the ‘drive to digital’ have both disbanded their digital organisations. In the first of two reports, STL Partners explores why efforts to yoke platform and product innovation businesses to a traditional infrastructure business have proved so difficult. The financial and operational constraints associated with traditional telecoms - particularly the need for long investment cycles in ‘one-function’ infrastructure - have made achieving the switch to ‘agile digital innovation’ all but impossible. But all that may be about to change and the future could be a little brighter.

This report is part of the Executive Briefing Service and you can read an excerpt of the report here.

For more information on any of our services, please email contact@telco2.net or call +44 207 247 5003.

Extract chart from the report:

business-model-change-figure-1.png

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January 26, 2016

Building Digital Trust: A Model for Telcos to Succeed in Commerce

We’ve just published a new research paper ‘Building
Digital Trust: A Model for Telcos to Succeed in Commerce’. Digital commerce continues to be held back by the lack of straightforward and consistent mechanisms for consumers to authenticate and identify themselves, share information and complete transactions with merchants. Telcos could address this fragmentation by creating a single framework through which individuals could interact with merchants, content companies and other service providers. Such a move would shore up telcos’ relevance and could ultimately increase their revenues. We show how, and review case studies from Deutsche Telekom (DTAG), Vodafone and KDDI.

The report is part of the Executive Briefing Service and Dealing with Disruption Stream and can be accessed here.

For more information on any of our services, please email contact@telco2.net or call +44 207 247 5003.

Extract chart from the report:

building digital commerce.png

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January 25, 2016

Google vs Apple, Downturn, VZW, 5G, Indonesia, AR: Telco 2.0 News Review

Google shares surge before Apple Q4; the enormity of bad advertising; iRumours; Oracle leaks Android “numbers”

Ahead of Apple’s results tomorrow, Google, or rather the holding company Alphabet, was trading within 10 per cent of Apple’s market capitalisation. The investment thesis is apparently that the iPhone has peaked, while digital advertising can only grow. How this matches up with the on-going shakeout of ad-tech companies and massive adoption of adblockers is an interesting question. Also, Apple ‘bears’ have notoriously managed to predict the end of the iPhone ahead of every Apple quarter for years, in the same way Paul Samuelson said the market predicted 9 of the last 5 recessions. So… tomorrow’s results will be interesting.

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January 18, 2016

Xiaomi, Intel, WhatsApp, BT-EE, 5G, Facebook Live: Telco 2.0 News Review

Below par in Q4: Xiaomi, GoPro, PCs, Apple, Bitcoin

January is supposedly the most depressing month, and this week saw an impressive crop of disappointments around the tech industry.

Having shaded its 100 million phone stretch-target down to 80 million, Xiaomi eventually missed even that and suspiciously won’t give a more precise number than “over 70 million”.

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January 14, 2016

Connectivity for telco IoT / M2M: Are LPWAN & WiFi strategically important?

We’ve just published a new research paper ‘‘Connectivity for telco IoT / M2M: Are LPWAN & WiFi strategically important?

It’s reasonably clear that standard cellular networks will only carry a fraction of the data of the Internet of Things (IoT), but how should telcos be involved in the fast growing range of low cost, disruptive networks that will carry the bulk? We examine the alternatives and outline strategic options.

The report is part of the Future of the Network Stream and you can read an excerpt of the report here.

For more information on any of our services, please email contact@telco2.net or call +44 207 247 5003.

Extract chart from the report:

connectivity for telco thumbnail.png

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January 11, 2016

CES & Internet of Things Special: Telco 2.0 News Review

CES; AT&T launches edge hosting for M2M apps; NB-IoT in Ericsson 17A; 20m Qualcomm connected cars; Nokia private LTE for oil & gas

So it’s CES week and the world is full of Internet of Things gadgets. AT&T announced over 400 enhancements to its M2X developer platform for IoT apps, including integration with Salesforce, a new emphais on Salesforce’s Heroku PaaS, and a new API for deploying apps to edge-computing hosting. This last product is called Flow Edge and sounds very much like the ETSI Mobile Edge Computing concept.

On the other hand, here’s a washing machine that has a quad-core ARM Cortex A9 procesor, runs Linux, and streams HD video. However the most exciting use case suggested is just that it has a spin cycle, like most washing machines outside the United States.

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January 4, 2016

IPv6, 5G, Comcast, India, Talko: Telco 2.0 News Review

Mobile drives IPv6 adoption through 10%; MTS wants 5G by 2018; VZW wants 28GHz; ETSI MEC PoCs; Swantee quits

On the 31st of December, the world reached a milestone: 10% of world Internet traffic is now on IPv6, per Google. The US is almost at 25%, although nowhere close to mighty Belgium’s world championship performance with 43%. If current trends continue, that means IPv4 will be decommissioned by the summer of 2020, only 25 years after IPv6 was standardised by RFC 1883.
ipv6-20-1-640x377.png

Interestingly, the key driver of growth is now mobility. On the US top four wireless networks, 38% of traffic is now IPv6, so 2016 will be the year when the world’s biggest and richest ISP market becomes majority-IPv6.

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December 21, 2015

Merry Christmas from the Telco 2.0 News Review

Apple’s new COO, Hardware SVP, displays lab; BlackBerry Q3; Qualcomm not splitting; Amazon Jet

Apple has appointed a new COO, Jeff Williams. Having been the head of worldwide procurement and vice president for operations before taking over the supply chain from Tim Cook, he’s evidently a product of the Cookian industrial strategy. So is Johnny Srouji, who is promoted to SVP of hardware technologies after having led the in-house chip design team since the beginning in 2008. Meanwhile, Phil Schiller, who heads developer relations and product marketing, also gets the responsibility for the App Store.

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December 16, 2015

How leading operators are building sustainable advertising businesses - Lessons learned from Sprint

There has never been a better time for telcos to establish a profitable role as a market enabler in the mobile advertising ecosystem. In the recent report: ‘Connecting Brands with Customers: How leading operators are building sustainable advertising businesses’, STL Partners analyses how 3 telcos - Sprint, Turkcell and SingTel - lead the way in leveraging permission-based subscriber data. Today’s mobile marketing ecosystem is dynamic and complex. In this report, STL Partners is leveraging First Partner’s ecosystem mapping to examine the strategic approach of three telcos, all of which have successfully grasped the mobile advertising opportunity, illustrating both differences and similarities and identifying lessons learnt along the way.

Here we are giving you a glimpse into one of our case studies, Sprint:

Reasons for Sprint’s success

With a track record for innovation, Sprint has concentrated on making data matter, setting up a separate company Pinsight Media+ to analyse the telco’s first party customer data and to establish a business relationship with the digital marketing industry. The following ten factors are considered to be instrumental in the success of Sprint’s venture:

1. Outsourcing the development and management of task-specific platform

2. Technical capability to build highly scalable infrastructure

3. Recruitment of quality personnel (with telco and/or advertising experience)

4. Acquisition of small companies to accelerate growth

5. Understanding how to work with large scale operators

6. Building trust within ecosystem - both buy-side and sell-side

7. Positioning in ecosystem (value of first party authenticated data)

8. Integration and enhancement of mobile subscriber data with third party data sets

9. Understanding of services model within advertising & marketing industries

10. Incentivised value exchange with subscribers

A track record in innovation

Sprint was an early innovator in the provision of advertising content to its own subscriber base, defining and developing the on-deck proposition, offering brands the opportunity to place targeted ads displayed at the top and bottom of Sprint-branded mobile Web pages. In 2010, the company was awarded Frost & Sullivan’s 2010 North American Customer Value Enhancement of the Year Award in On-deck Mobile Advertising, in recognition of the strategic advantages of Sprint’s mobile advertising service:

  • Customer relevancy and privacy
  • Open approach
  • Strategic roadmap

Encouraged by this early success, the company’s strategic objective was to extend this data-driven approach from on-device inventory to the broader mobile advertising marketplace, extending the data targeting options to enhance advertising audience selection in mobile internet, mobile apps and beyond. To achieve this objective and to fully realise the value of subscriber data, Sprint reconfigured its mobile advertising offering to control and enable the flow of data within the ecosystem.

In late 2012, Sprint launched Pinsight Media+, a new mobile advertising platform (incorporating a DMP and an ad exchange) enabling brands to target advertising campaigns based on opted-in subscribers’ preferences and behaviours. This venture enabled the telco’s subscribers to see usage-based ads delivered according to their personal interests across third-party properties for the first time, in addition to operator-owned properties like the Sprint Web on-deck portal and Sprint Zone account management app.

Making data matter & Enabling the advertising ecosystem

Sprint’s approach to mobile advertising is multi-facetted. The telco identified different roles within the ecosystem to provide enabling services, acting variously as publisher, audience profiler, data broker, data analyst and platform provider as a route to “democratizing” the data (see mapping of core capability / resources and focus of attention on Figure 8). 

Sample Image from the Case Study (Figure 8):

First Partner Ecosystem.png

Source: First Partner, STL Partners Analysis

Want to know more? Download our report from our Foundation 2.0 service here.

For more information on any of our services, please email contact@telco2.net or call +44 207 247 5003.

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December 14, 2015

BRICS, 5G, Cloud, Net Neutrality, IoT: Telco 2.0 News Review

Brazilian spectrum; Vodafone joins Indian 4G rush; 2G phones fade in India; “Xiaomi clone”; exit Firefox OS

Brazil is auctioning off more spectrum, in the 1.8, 1.9, and 2.5GHz bands. Everyone you’d expect has registered to bid for the first two, while the high band is reserved for “small and medium operators licensed by municipalities”. You wonder how long it will take for someone to try a version of the DISH caper with a straw buyer, that is, if anyone feels that excited by the 2.5GHz.

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December 10, 2015

Telcos’ Last Chance in Cloud? New $18bn Sovereign Cloud Opportunity

We’ve just published a new research paper ‘Telcos’ Last Chance in Cloud? New $18bn Sovereign Cloud Opportunity’. If telcos in certain markets act swiftly, there is a major new and addressable opportunity in cloud created by profound recent changes in data sovereignty and security requirements. We outline the market opportunities, specific customer needs, and market sizing in our latest research.

The report is part of the Cloud & Enterprise ICT Stream and you can read an excerpt of the report here.

For more information on any of our services, please email contact@telco2.net or call +44 207 247 5003.

Extract chart from the report:

Sovereign Cloud Figure 3.png

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December 7, 2015

Gigabit LTE, CAPEX, Orange, Ads, Seals: Telco 2.0 News Review

LG U+ bursts through 1Gbps; TEF, TIM Brasil, Vodafone CAPEX plans; new street lights for more small cells

We were wondering how long it would be before someone announced gigabit mobile. Turns out it was a week. LG U+ announced that they reached 1.2Gbps in a trial using a combination of 256QAM modulation, 4x4 MIMO, and 4-band carrier aggregation. Obviously enough, they won’t be offering this to customers until some devices show up with support for the new modulation scheme and the extra antennas for the MIMO, and they also need to add more spectrum - they needed 60MHz over 4 carriers.

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

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