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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

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