May 23, 2016

Google I/O, Gigabit Cable, Xiaomi, Yahoo! - Telco 2.0 News Review

Google I/O: new apps, Assistant, radar UX, Chromebooks, TPU, much more

It was Google I/O time. Google announced a wave of new products, very few of them original, but all circling around what they hope is a competitive advantage in natural language processing, machine learning, and the data centres that underpin them.

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May 20, 2016

7 NFV Hurdles: DTAG, NTT, Verizon, Vodafone, Swisscom and Comcast

There are still major barriers to NFV transformation. Our latest analysis identifies seven key barriers that have slowed NFV roll out across six operators (Deutsche Telekom, NTT, Verizon, Vodafone, Swisscom and Comcast), and the approaches being used to overcome them.

This report is part of the Executive Briefing Servce and Telco 2.0 Transformation Stream, and you can read an extract 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:

7NFVchallenges fig 1.pngSource: STL Partners

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May 16, 2016

Euregulators, WiFi, Google, Apple R&D, Alibaba, 5G: Telco 2.0 News Review

Euregulators nix 3UK/O2, probe DTAG vectoring; OFCOM consults on 160MHz more WiFi

Rewheel’s latest report points out that there is a drastic disparity in data pricing within Europe, and it’s between the markets with three or fewer operators, and the rest. In three-operator Germany, Vodafone users get 1GB of data for the same money, €35/mo, that gets Vodafone users in the four-operator UK 20GB. Typical data bundles in Holland doubled at the same price point after Tele2 launched the fourth 4G network. And France, once the dearest and least competitive market in Europe, is now the second-cheapest, powered by Free Mobile’s price-slashing.

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It’s no surprise, then, that the European Commission has announced its veto on the 3UK/O2 deal.

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May 11, 2016

Vertical Innovation Leaders: How Telstra’s Healthcare Jigsaw is Coming Together

We’ve published “Vertical Innovation Leaders: How Telstra’s Healthcare Jigsaw is Coming Together”.

We analyse the aggressive strategy Telstra has chosen to develop its digital healthcare business - which relies heavily on acquisitions across the whole eHealth value chain - and discuss how this fits into a wider companywide digital strategy, what it will take for Telstra to succeed in this vertical, and what insights other telcos can take away about their own digital health strategies.

This report is part of the Telco 2.0 Cloud & Enterprise ICT Stream and you can read an extract here.

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

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May 9, 2016

5G, Sprint, T-Mobile, BT, Ghana, Charter, Comcast: Telco 2.0 News Review

Sprint’s 5G plans; LTE-U tests clear for take-off; NI’s “beast” of a SDR; LTE-B use cases

Once VZW started the music playing, everyone had to get up and dance. This week, it’s Sprint that’s setting out plans to have something described as 5G out in the field as soon as possible. CEO Marcelo Claure is promising to have a trial of millimetre-wave spectrum at two of the stadiums for the Copa America in June, with Nokia and Ericsson. As always with Sprint, it’s all about trying to find a use for that 2.5GHz block - apparently it’s “the low-band spectrum for 5G”. We can remember when it was the “beach-front spectrum for 4G”.

Continue reading "5G, Sprint, T-Mobile, BT, Ghana, Charter, Comcast: Telco 2.0 News Review" »

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May 5, 2016

Can Telcos Entertain You? Vodafone and MTN’s Emerging Market Strategies

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May 3, 2016

Apple, Samsung, Intel, Facebook, Twitter, Amazon: Telco 2.0 News Review

Apple’s mediocre Q1; Samsung beats the Street; smartphone shipments drop; Google Devices; Xiaomi

Apple Q1s are in, and it was a significant down quarter. Revenue was off $8bn year-on-year, 13 per cent, while net income was down $3.1bn, 22 per cent, as gross margins dropped from 40.8% to 39.4%. (The document is here.) ZDNet digs into the operational volumes, and discovers a surprise - not only does the iPad seem saturated, but it was a horrible quarter for Macs, the worst since Q2 2014. iPhone numbers weren’t all that bad - it was still the fourth-biggest iQuarter ever - but the average selling price has slipped by almost $50 a phone. Because Apple derives a lot of margin from selling the extra Flash storage in a 64GB iPhone, customers trimming on the specifications is a disproportionate hit to profitability.

2016-04-2622-15-41.jpgNaturally, the punditsphere is racing to explain this with artificial intelligence, drones, bots, and the like. But it could just be good old-fashioned competition.

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April 29, 2016

New ‘Telco 2.0’ Vision: The Telco Cloud Service Provider - New Model and Revenue Forecasts

We’ve published more major new research on our updated ‘Telco 2.0’ vision of how telcos can transform to the ‘Telco Cloud Service Provider’, and a detailed analysis of new services and revenue forecasts.

Transforming to the Telco Cloud Service Provider: Becoming a Telco Cloud Service Provider (TCSP) is a new vision for the future of telecoms operators, which promises hugely improved agility, a fundamentally new business model, new services, and new growth. What is this vision, how would it work, and how can it overcome the barriers to change that have thwarted most previous efforts? 

Translating New Capabilities into New Revenue: To date, discussions of the benefits to telcos of NFV and SDN have mainly focused on reducing operating and capital costs, while the impact on future telco revenues has been somewhat sketchy. In order to fill this gap, this report outlines a comprehensive set of potential new “telco cloud” services, and forecasts associated revenue growth. 

Both reports are part of the Telco 2.0 Executive Briefing Service.

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

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April 26, 2016

The Mobile Network Customer Experience Index (MobiNEX)

We’ve published “MobiNEX: The Mobile Network Customer Experience Index, Q4 2015”.

For the first time, STL Partners quantifies the customer ‘app experience’ on twenty-seven mobile networks in seven countries (Canada, France, Germany, Italy, Spain, UK, USA). MobiNEX - The Mobile Network Experience Index - benchmarks mobile operators’ network speed and reliability by measuring download speed; average latency; error rate and latency consistency. It’s based on billions of real customer data points provided by our partners Apteligent. Congratulations to the top three performers - Bouygues, Free and Orange (all in France), plus there are some real surprises in the results, most notably how despite high 4G penetration, the US players are not among the leaders.

This report is part of the Telco 2.0 Executive Briefing Service and you can read an extract here.

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

mobinex 4q15 fig 1.png

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April 25, 2016

Q1s, 5G, Regulation, UK News, Content, Cloud: Telco 2.0 News Review

Q1s: Verizon, Ericsson, Qualcomm, Intel, Microsoft, Google, China Mobile, and more

It was Q1 week around the world. Verizon’s quarter was pretty mixed - revenue was up, but only barely, although net income was a little better. Wireline was the usual picture, with FiOS making up for the struggling enterprise operation, but the worrying bit was that wireless revenues actually fell even though device sales were up 17%.

Continue reading "Q1s, 5G, Regulation, UK News, Content, Cloud: Telco 2.0 News Review" »

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April 14, 2016

Can Telcos Entertain You?

We’ve published a new research paper: “Can Telcos Entertain You?

Some of the world’s largest telcos see the fast-growing demand for online entertainment as a golden opportunity to shore up their revenues and relevance. BT, Telefónica and Verizon are among the major telcos pumping billions of dollars into building end-to-end entertainment offerings that can compete with those of the major Internet platforms. But how well prepared are telcos to respond to the forces set to disrupt this fast-changing market?

This report is part of the Telco 2.0 Dealing with Disruption 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.

BT telefonica verizon fig 1 - Copy.jpg

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April 11, 2016

Yahoo!, Vivendi, Samsung, 3UK/O2: Telco 2.0 News Review

Unlikely Yahoo! bidding war; Vivendi swapping TI for Mediaset; RIAA vs. YouTube, again; the TV costs timebomb

Rather surprisingly, a bidding war is developing for Yahoo! Verizon kicked it all off, with an $8bn offer that foresaw Yahoo! being integrated into AOL under the purview of their new businesses EVP, Marni Walden. Then it was rumoured that Google might be interested - just imagine, searching the web with Google Yahoo! - or perhaps Time, Inc, in an ironic replay of the AOL-Time Warner merger.

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April 4, 2016

Euro M&A, 5G, Huawei, 600MHz, Microsoft, Apple, and more. Telco 2.0 News Review

Orange-Bouygues, no deal; new TI CEO, Alierta out; EC calls in 3/Wind

Orange’s press release on their talks with Bouygues is brief and to the point.

an agreement regarding a possible consolidation with Bouygues Telecom has not been reached. The decision has therefore been taken to end the discussions with Bouygues

Reuters has much more detail, notably about the role of the French government and the increasing bitterness between Martin Bouygues, Xavier Niel, and Patrick Drahi.

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March 31, 2016

TeliaSonera and Spotify Make Beautiful Music

We’ve just published ‘Partnering 2.0: How TeliaSonera Makes Beautiful Music with Spotify’, a follow-up to last month’s report on digital partnering at AT&T.

TeliaSonera’s digital partnership with Spotify has worked well while other operator music tie-ups have languished. We investigate how the partnership has helped both companies to target new market segments and develop innovative products, with Spotify benefiting from TeliaSonera’s marketing channels and direct investment, and TeliaSonera leveraging both Spotify’s brand association with youth-oriented digital innovation, and the serious stickiness of the Spotify service.

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

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

teliaspotify logo final.jpg

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MWC 2016: 5G, NFV/Cloud and the IoT

What was hot at Mobile World Congress? We’ve published four short research briefings that round up the action:

  • How MWC 2016 overall signalled a sea-change in the industry (read more)
  • The cloud/NFV transformation needle is starting to move (read more)
  • The Internet of Things is getting real but looking smaller (read more)
  • How is the 5G game shaping up? (read more)

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

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

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