Facebook: Telcos' New Best Friend?

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Facebook needs telcos' help to succeed in its huge ambitions, but can telcos find a way to work with Facebook to mutual benefit? We analyse this opportunity in depth in our latest research Facebook: Telcos' New Best Friend?.

Facebook has changed substantially since we first analysed the company in 2011. In the new report, we explore the accuracy of our 2011 predictions regarding users, revenue and strategy, and renew our forward views. The chart below shows that we were slightly under on volume forecasts back in 2011, but we're feeling pretty smug about the revenue forecasts in the full report.

We also examine Facebook's current aspirations and challenges and explain why, where and how operators should be working with Facebook to build value.

facebook march 2015 fig 3.png