July 22, 2014

Cloud 2.0: Your Input Requested Please


If you are a strategist or decision maker engaged in implementing or evaluating Cloud services, we’d very much value your input to our new Cloud 2.0 Programme here.

Building on several years of ground-breaking Telco 2.0 research into cloud services, we are initiating a set of activities that bring together leading thinking, practice and senior practitioners from telecoms operators, technology companies, and other industry facilitators.

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

If you’d like to input to the agenda and design of the programme overall, please take 5 minutes to input to our online research here, as we are collecting feedback on our plans, or contact us directly at contact@stlpartners.com. We will also be covering cloud at Digital Asia 2014, 2-4 December, Bali, and at OnFuture brainstorms in Arabia, Europe and the Americas.

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July 7, 2014

Regulators, Orange, Telefonica, EU, Verizon, Samsung: 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.

Consolidation is go in Germany, but no in France

So while the European Commission clears the Telefonica buy of E-Plus, taking Germany down to three operators, the opposite is happening in France - Orange has walked away from the deal with Bouygues. That leaves only the options of a Free-Bouygues deal, or no deal at all.

Continue reading "Regulators, Orange, Telefonica, EU, Verizon, Samsung: Telco 2.0 News Review" »

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July 4, 2014

Keep Smiling: a Telco 2.0 tribute to Keith McMahon

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We were shocked and saddened to learn this week of the early death of our colleague and friend Keith McMahon. It is a devastating blow for his family and friends, and a huge loss to us all. We understand from his family that he was diagnosed with a brain tumour last Friday 27th June, and died on Monday 30th June. He leaves a wife and two children of whom he was immensely proud, and to whom we offer our deepest condolences.

Keith started working with us in 2006, eventually closing down his Telebusillis blog to concentrate on his contribution to Telco 2.0. He had a fantastic grasp of the reality behind the numbers in almost every industry but particularly in telecoms, and a real talent for insight - the ability to find, understand, and express important issues well beyond the obvious. His analytical skills were backed by a wealth of practical experience gained in UK altnets and ISPs, in long-haul fibre builds throughout Latin America, and with Brazil’s biggest mobile operator.

He was a great and engaging presenter too - always colourful and often challenging, and a hugely enjoyable person to be with. He will be greatly missed by us all and the many clients, colleagues and friends he amassed throughout his busy and varied life.

Keith worked across our research and consulting business on many different projects, research reports and other publications. Among the many pieces that Keith either lead or contributed significantly to, in ‘BBC’s iPlayer nukes “all you can eat” ISP business model’ (2008), Keith was characteristically ahead of the curve in understanding the impact of video on broadband business models, and also showed his penchant for brutal attention-grabbing headlines, which he showed again in ‘Public Wifi: Destroying LTE/Mobile Value?’ (2011).

As well as contributing significantly to ‘Dealing with the ‘Disruptors’: Google, Apple, Facebook, Microsoft/Skype and Amazon’ (2012), he produced this gem on Amazon’s business model transformation. More recently, he was part of the team that delivered the Telco 2.0 Transformation Index.

As a person, Keith was warm, entertaining and fun to be with. He was highly intelligent, creative, and occasionally eccentric. He gave great value to clients and was a treasured colleague, even if his approach to deadlines evoked memories of the nickname he earned building telecoms networks in Latin America - ‘Il Pirata’.

Keith always signed his emails ‘Keep Smiling’. As hard as it is in the tragic circumstances of his early death, we would like to remember him with a smile, and hope this short video of Keith reflects a little of the qualities and the joy that we will remember him for.

(With thanks to Tom Davies at Keyline.tv for putting this video together.)

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July 2, 2014

Transformation: Vodafone needs a Telco 2.0 revolution

Our latest analysis shows that Vodafone, like AT&T and Verizon, needs a revolution in certain areas of its approach to transformation.

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STL Partners has today launched the most recent update to the Telco 2.0 Transformation Index, which features the addition of Vodafone to the 250+ page overall benchmarking report.

  • For a full description of the inputs and methodology behind the Transformation Index, see here
  • For the headline transformation scores broken down by domain, followed by an analysis of Vodafone’s current growth story, see here.
NB. We’ll also be discussing transformation at Digital Asia 2014 (Bali, 2-4 December) 2014.

Figure 1 below, taken from the updated benchmarking report, categorises the CSPs surveyed along two dimensions: what they can’t control (external market attractiveness, e.g. market maturity, regulation) and what they can control (execution within this context e.g. quality of service offerings, internal organisation and external partnerships).

Figure 1: Telco 2.0 Execution vs. Marketplace Attractiveness

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One of the key findings from this chart is that Vodafone, AT&T and Verizon are operating in less attractive markets than their peers and, with the exception of Ooredoo, are executing on transformation less well also.

Focusing on Vodafone, one of the areas of execution STL Partners believes it can improve upon are its Service Offerings: specifically, as discussed here, it falls short of all of its peers except Ooredoo in this regard. The logical question, therefore, is why?

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June 30, 2014

Google I/O: Telco 2.0 News Review

[Ed: Plus, don’t forget to mark your diaries for OnFuture Arabia 2014, November 11-12, Dubai, and Digital Asia, 2-4 Dec, Bali.]

Google I/O: Android on your TV, your car, your watch; stock ‘droid phones at last; Glass, he dead; new big-data tools; Nest API

It’s been Google I/O this week. Among the major announcements, Google is having another run up the smart-TV hill with the selfexplanatory Android TV. This incorporates the API from Chromecast into a TV-specific version of Android, which also has voice recognition and natural language processing extensions to support searching for content hands-off. The API is also intended to let the user drive it from a mobile phone, rather than a remote control.

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June 26, 2014

Disruptive Strategy: ‘Uncarrier’ T-Mobile vs. AT&T, VZW, and Free.fr


We’ve just published a new research paper ‘Disruptive Strategy: ‘Uncarrier’ T-Mobile vs. AT&T, VZW, and Free.fr’ T-Mobile USA’s ‘uncarrier’ strategy has delivered significant net additions, but is it a good strategy - and is the disruption promised by Softbank CEO Masayoshi Son already underway? We compare it to Free Mobile’s disruptive approach in France, and the results of its competitors’ responses.

You can read an excerpt of the report here We’ll be looking further at telecom disruption at OnFuture Arabia (10-12 November) and Digital Asia (2-4 November) 2014. Email contact@telco2.net or call +44 207 247 5003 to find out more.

Extract chart from report:

The duopolists hold a lead but a new challenger arises.png

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June 23, 2014

LTE-A, WiFi Cows, Amazon Fire, Cloud, Netflix: Telco 2.0 News Review

SKT, Bouygues, Orange, SFR, Swisscom, Vodafone.pt launch LTE-A hotspots; EE launches the Wi-Fi cow; prime minister’s dropped call leads to UK roaming; military coup stops Thai 4G

SK Telecom turns up its LTE-Advanced network with carrier-aggregation, claiming a 225Mbps peak download, using 2x20MHz carriers in the 1800MHz band and a 10MHz 800MHz carrier together. Samsung has helpfully enabled it on a version of the Galaxy S5, as well as a new high definition display to help you enjoy it.

Meanwhile, Bouygues took its mind off merging with Orange or Free and soft-launched its own LTE-A, claiming 220Mbps. The actual coverage is quite limited, and the only device available is a Wi-Fi hotspot, so this is really more of a large-scale trial.

Orange and SFR are promising something similar this year. Swisscom has started trialling the technology in major railway stations. Swisscom has an unlimited data tariff, so it could well benefit from it. And Vodafone Portugal is offering its first LTE-A product.

Continue reading "LTE-A, WiFi Cows, Amazon Fire, Cloud, Netflix: Telco 2.0 News Review" »

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June 16, 2014

AT&T, DirecTV, FCC, Bouygues, Apple: Telco 2.0 News Review

AT&T: we need DirecTV because U-Verse failed, like Telco 2.0 said; US customers hate cable, but not as much as they hate telcos; key data on the Verizon/Netflix row

AT&T’s official filing to the SEC, setting out reasons why it should be allowed to acquire DirecTV, is sensational, Ars Technica reports. The original document is available here. In it, CSO John Stankey as good as confesses that U-Verse just isn’t good enough, that too much of the revenue is leaking away to the content providers, and that the broadband isn’t much cop either. He seems distinctly worried about Google Fiber, and also concerned that increasing numbers of customers just aren’t that into TV. Meanwhile, not only do the cablecos have better TV, but they have much better broadband:

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These are essentially exactly the conclusions we arrived at in the Telco 2.0 Transformation Index and its component AT&T In-Depth Report. We have recently published a new Executive Briefing, Triple Play in the USA, covering developments in the US fixed market in detail.

Continue reading "AT&T, DirecTV, FCC, Bouygues, Apple: Telco 2.0 News Review" »

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June 10, 2014

The $50bn Enterprise Mobility Opportunity: what’s stopping telcos winning 500% more business?


We’ve just published a new research paper ‘The $50bn Enterprise Mobility Opportunity: what’s stopping telcos winning 500% more business?’.

Our new global research among enterprises and telcos shows that many telcos are ideally positioned, but underprepared, to exploit the fast emerging and evolving $50bn Enterprise Mobility opportunity. How can telcos address this gap?

You can download this report in full for free here. We’ll also be exploring the implications at the OnFuture EMEA Brainstorm, 11-12 June in London. Email contact@telco2.net or call +44 207 247 5003 to find out more.


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Source: STL Partners, On-line research, Enterprise >250 employees, Feb 2014(n=101)
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June 2, 2014

WWDC standby; Moto X production; consolidation coming - Telco 2.0 News Review

The 9th Annual ‘OnFuture EMEA’ Executive Brainstorm & Innovation Forum (formerly ‘New Digital Economics EMEA’) is designed to equip up to 200 specially-invited business leaders 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. For the full agenda click here, to apply to participate click here.

Standing by for Apple WWDC, speculation roundup; tablet sales slow sharply; Moto X production in US to end; Foxconn tries being a telco

Apple has signed off the acquisition of Dr Dre’s Beats Music for three billion greenbacks. More importantly, we’re standing by for the keynote at this year’s WWDC. ZDNet reckons we can expect a “mash-up of software and services”, and probably new versions of OS X and iOS. There’s also speculation that Apple will announce something to do with home automation, mobile payments, fitness apps, or let slip details of the next iPhone - although at this point you might think we’re just iterating through a list of generic options.

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May 30, 2014

Combining Cloud, NFV, and SDN to create agile new services

This is a guest post by Paulo Campoli, CTO of Cisco’s EMEAR Service Provider Segment, who will be presenting at the OnFuture EMEA 2014 Brainstorm in London, June 11-12.

The industry is going through a huge business transformation. Enterprises want to focus their resources and investments on their core business rather than investing in non-core IT operations. They are looking at consuming network and IT services from the cloud, rather than investing in in-house operations. Consumers are raising their expectations, demanding to have a consistent application experience on any device at any place and at any time. And consumers expect the same experience at work, which drives overall consumerization of IT.

The market opportunity is huge and can be described as the ‘Internet of Everything’, as people, machines, and processes are communicating with each other at an exponentially increasing scale. This creates new opportunities for everyone.

As part of this, Service Providers can apply innovative technologies, like SDN, NFV and orchestration platforms, in their networks to overcome the current rigidity and complexity of today’s network infrastructure and operations. This opens new business opportunities.

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May 27, 2014

Vodafone Q1s, Cisco connected city, Comcast CDN, Lenovo PC surge: Telco 2.0 News Review

The 9th Annual ‘OnFuture EMEA’ Executive Brainstorm & Innovation Forum (formerly ‘New Digital Economics EMEA’) is designed to equip up to 200 specially-invited business leaders 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. For the full agenda click here, to apply to participate click here.

Vodafone Q1 results are dreadful; is something up in the EU backhaul market? First markets handed over to NBN; KT, AT&T plans; mobile prices down 30% in France

Vodafone had Q1 results, and they are frankly disappointing. Revenues are down 2% year on year, and EBITDA 7%, and the company has to write off a further £6.6bn from the value of its southern European networks. But it’s not just the southern Europeans; Vodafone Germany has been doing poorly, especially if you look-through the effect of adding KDG’s cable assets. That £7bn of Project Spring spending can’t come soon enough.

Continue reading "Vodafone Q1s, Cisco connected city, Comcast CDN, Lenovo PC surge: Telco 2.0 News Review" »

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May 19, 2014

FCC, DTAG, DirecTV, Broadband, Comcast WebRTC: Telco 2.0 News Review

The 9th Annual ‘OnFuture EMEA’ Executive Brainstorm & Innovation Forum (formerly ‘New Digital Economics EMEA’) is designed to equip up to 200 specially-invited business leaders 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. For the full agenda click here, to apply to participate click here.

Busy regulatory week: Net Neutrality-ish NPRM, 600MHz comes down on T-Mo’s side, TVWS band plan done, Euroregs turn against mergers, politician welcomes deletion of search results

The FCC has spoken, but as they say about the people, what did it say? The promised draft NPRM appeared, and it does indeed contain a commitment to the principle of net neutrality - but on the other hand, it hedges on precisely what that means, and it bases itself on Section 706. And it suggests that nondiscrimination might only apply up to an unspecified minimum service level. However, it also says it’s going to “seriously consider” Title II reclassification.

Just to add to the confusion, all five commissioners issued further statements explaining what they thought the NPRM meant, and the commission divided on party lines. The NPRM actually asks more questions of the public than it answers; for example, it requests comments on whether it should extend to include wireless operators.

Continue reading "FCC, DTAG, DirecTV, Broadband, Comcast WebRTC: Telco 2.0 News Review" »

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May 12, 2014

Open Internet NPRM, Telefonica Q1s, Apple Beats, VoLTE: Telco 2.0 News Review

The 9th Annual ‘OnFuture EMEA’ Executive Brainstorm & Innovation Forum (formerly ‘New Digital Economics EMEA’) is designed to equip up to 200 specially-invited business leaders 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. For the full agenda click here, to apply to participate click here.

Open Internet NPRM: AT&T pushes, neutralists push back, neutralists on the verge of winning?

It’s been a week of intense lobbying at the FCC regarding the Open Internet NPRM. AT&T, not surprisingly, weighed in claiming that reclassification would automatically create a termination-fee regime for the Internet and require the renegotiation of all peering agreements. Harold Feld of Public Knowledge, not surprisingly, disagreed and denounced this as “scary mumbo-jumbo”.

On the other hand, a catalogue of Silicon Valley companies wrote to the FCC to express their support for net neutrality. The list includes Google, Facebook, Amazon, Level(3), EBay, Microsoft, Yahoo! and much else - but not Apple.

Continue reading "Open Internet NPRM, Telefonica Q1s, Apple Beats, VoLTE: Telco 2.0 News Review" »

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May 6, 2014

China, ITU, T-Results, UK Fibre, Apple: Telco 2.0 News Review

The 9th Annual ‘OnFuture EMEA’ Executive Brainstorm & Innovation Forum (formerly ‘New Digital Economics EMEA’) is designed to equip up to 200 specially-invited business leaders 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. For the full agenda click here, to apply to participate click here.

Three of the four operators with “China” in the name are interested in an epic network-sharing joint venture. It’s Mobile, Telecom, and Unicom, no sign of Netcom yet, and the Ministry of the Information Industry is keen, so it could well happen.

The ITU has rounded up the world’s broadband stats. It reckons there are 3 billion Internet users, 40% of humanity. Fixed subscriptions are growing at 4.4%, although fixed telephony has lost 100 million lines since the peak in 2009. There are 2.3 billion mobile broadband users, and ITU counts 7 billion mobile users. In terms of speed, apparently the UK is 7th fastest in the world.

Continue reading "China, ITU, T-Results, UK Fibre, Apple: Telco 2.0 News Review" »

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

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