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.

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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.

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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.

Continue reading "Yahoo!, Vivendi, Samsung, 3UK/O2: Telco 2.0 News Review" »

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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.

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

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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.

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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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March 29, 2016

Future Network, Fibre, Smartphones - Telco 2.0 News Review

VZW 28GHz tests; Tele2 virtualises for 5G; more ONOS telco cloud; open optical switching; Ahuja out at Cisco

Verizon has filed papers with the FCC requesting permission to test 5G technology in the 28GHz band at three locations in the US. The test campaign will last at most six months and it intends to evaluate Ericsson, Intel, Samsung, and Qualcomm equipment. Interestingly, Nokia has already been testing with VZ in the same area.

Tele2, meanwhile, is moving its core network into a private cloud, and it is positioning this as preparation for 5G.

Continue reading "Future Network, Fibre, Smartphones - Telco 2.0 News Review" »

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March 21, 2016

3UK/O2, APAC Special, Google Cloud, European M&A, Apple: Telco 2.0 News Review

3UK/O2 - Wholesale 30% of O3 capacity, or leave O2 independent?

The 3UK/O2 deal just gets more interesting. Hutchison apparently proposed to offer as much as 30% of the combined network’s capacity as wholesale for MVNOs, and sell its 50% stake in Tesco Mobile to the eponymous supermarket. It also suggested offering a strategic partner a long-term MVNO agreement, perhaps rather like the national roaming agreement between Orange and Free Mobile. The Financial Times reckons the partner is Sky, but it could equally be TalkTalk or Virgin Media.

Continue reading "3UK/O2, APAC Special, Google Cloud, European M&A, Apple: Telco 2.0 News Review" »

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March 18, 2016

Telefónica’s NFV: An Empire Divided?

We’ve published a new research paper: Telefónica’s NFV: An Empire Divided?

In this analysis we examine the background and trajectory of Telefónica’s NFV high-profile NFV program, how it may evolve, and the implications for other operators on or considering the journey.

This report is part of the Telco 2.0 Transformation Stream, Future of the Network Stream, and Cloud and Enterprise ICT 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:

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March 14, 2016

Open Compute, Fibre, Iliad, Softbank: Telco 2.0 News Review

TI’s €7bn for innovations; Equinix brings Open Compute to telecoms; Microsoft’s Linux-based switches; wave of NFV contracts

The long-running saga of TIM’s investment in Telecom Argentina is at an end, with regulatory approval in. The sale, to a financial investor, brings in $1bn. The interesting bit, though, is what TIM plans to do with the money. Over the next three years, TI plans €12bn of CAPEX. Out of this, €1.2bn is going into additional 4G capacity, €3.6bn into FTTH builds, €400m into the TI Sparkle submarine cable division…and a whole €7bn into “innovation initiatives” such as IoT, NFV, and cloud. CEO Marco Patuano says this is

“the transition from a traditional telco to a digital telco & platform company enabler of the country’s digital life”

Very Telco 2.0?

Continue reading "Open Compute, Fibre, Iliad, Softbank: Telco 2.0 News Review" »

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March 11, 2016

Innovation Leaders: Iliad - A Disruptive Operator Tackles The Cloud

We’ve published a new research paper: Innovation Leaders: Iliad - A Disruptive Operator Tackles The Cloud

Free has won market share and customer plaudits alike with its disruptive and original strategy in the French telecoms market. Its parent company Iliad has now developed an ingenious strategy for cloud. Our latest report shows how, and highlights lessons for all operators with ambitions to be more than a ‘pipe’.

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

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

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March 7, 2016

Smartphone Slowdown, 5GHz, Mirantis, Sprint, 3UK/O2 - Telco 2.0 News Review

A wet blanket for smartphone shipments; iPhone 5SE; Ericsson warns on m-money; Microsoft’s outstanding apps

IDC reckons the glory days of smartphone shipments rising 10+% annually are over. Western Europe, North America, and China are already under the mark, whereas South-East Asia, India, Africa, and Indonesia are going great guns. That of course means that the device mix is skewing cheaper, with ASP expected to drop from $295 last year to $237 in 2020.

GfK, meanwhile, offers a short-term take, saying that volumes were up 7% globally in 2015 but ASP fell enough that the size of the market by value was flat.

Continue reading "Smartphone Slowdown, 5GHz, Mirantis, Sprint, 3UK/O2 - Telco 2.0 News Review" »

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March 4, 2016

4G Roll Out Analysis: Winning Strategies and 5G Implications

We’ve published a new research paper: 4G Roll Out Analysis: Winning Strategies and 5G Implications

As LTE adoption passes 50% in North America and 9% worldwide, we review the operators who did best and worst and draw conclusions for the mass adoption phase of 4G. The analysis provides a valuable template for all players in the 4G race, and has important implications for plans for 5G.

This report is part of the Telco 2.0 Future of the Network 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:

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

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