« Free vs T-Mobile; Apple Q3s; results roundup - Telco 2.0 News Review | Main | Hesse out at Sprint; DTAG Q2; Brazil; Amazon - Telco 2.0 News Review »

Connected Home: Telcos vs Google (Nest, Apple, Samsung, +…)


We’ve just published a new research paper ‘Connected Home: Telcos vs Google (Nest, Apple, Samsung, +…)’. Since Google acquired Nest for $3.2bn, Apple and Samsung have also entered the complex battle for the connected home. We analyse in-depth why Google wanted Nest, the players’ goals and strategies, and what should telcos and others do to stay in the game?

You can read an excerpt of the report here. We’ll also be exploring the implications at Digital Asia (2-4 December, Bali), and are initiating coverage of a new research programme on Internet-Driven 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


Extract chart from report:

Figure 1 - Nest vs Competitors market capitalisation relative to revenue.png

To share this article easily, please click:

Post a comment

(To prevent spam, all comments need to be approved by the Telco 2.0 team before appearing. Thanks for waiting.)

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

Subscribe to this blog

To get blog posts delivered to your inbox, enter your email address:


How we respect your privacy

Subscribe via RSS

Telco 2.0™ Email Newsletter

The free Telco 2.0™ newsletter is published every second week. To subscribe, enter your email address:

Telco 2.0™ is produced by: