Summary: Telco 2.0 presents a new strategy report examining the evolution of cloud services; the current opportunities for vendors and Telcos in the Cloud market, plus a penetrating analysis on the positioning Telcos need to adopt in order to take advantage of the global $200Bn Cloud services market opportunity. This report offers over 140 pages of insightful commentary from those who’ve been working at the cutting edge, and includes an introduction to the sector's key technologies and emerging trends, as well as detailed recommendations for Telcos and vendors. (December 2012, Strategy Report, Cloud & Enterprise ICT Stream.)

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Contains:	Pricing and Features
Overview of Cloud products and services What is Cloud 2.0 and why does it matter? What are the most relevant Cloud services for telcos? Our forecast for Cloud market and telcos Market structure & opportunity for telcos (including future scenarios) Competitive landscape and key players in Cloud services Telco Cloud strategies & next steps	PDF Format 140 Pages, 80 Charts and Tables Now part of the Cloud & Enterprise ICT Stream For pricing, please email or call +44 (0) 207 247 5003

How is this unique?

• The report shows how CSP’s can create sustainable differentiated positions in Enterprise Cloud.
• It contains a concise and comprehensive analysis of key vendor and telco strategies, market forecasts, and key technologies. 
• Led by Robert Brace (formerly Global Head of Cloud Services for Vodafone), it leverages the knowledge and experience of Telco 2.0 analyst team, senior global brainstorm participants, and targeted industry research and interviews. 

Who is it for?

• CEO, CMO, CSO, CIO, CTO (the board) of telcos and vendor partners.
• Cloud, strategy, marketing, product development, innovation, commercial and technical functions.
• Vendor strategy, business development and sales and marketing functions seeking to understand their clients’ changing strategic needs.

To order, please email  or call +44 (0) 207 247 5003. 

The Cloud 2.0 Programme

This research report is a part of the ‘Cloud 2.0’ programme. The report was independently commissioned, written, edited and produced by STL Partners.

The Cloud 2.0 programme is a new initiative that brings together STL Partners’ research and senior thought-leaders and decision makers in the fast evolving Cloud ecosystem to develop new propositions and new partnerships. We’d like to thank the sponsors of the programme listed below for their support. To find out more or to join the Cloud 2.0 programme, please email  or call +44 (0) 207 247 5003.

Stratus Partners:

More on the Report - Cloud Services: Will Telcos be left behind?

Introduction

Cloud services are emerging as a key strategic imperative for Telcos as revenues from traditional services such as voice, messaging and data come under attack from Over The Top Players, regulators and other Telcos. A majority of these new products are delivered from the Cloud on a “pay for consumption” basis and many business customers are increasingly looking to migrate from traditional in house IT systems to Cloud-based or virtualized services to reduce costs, increase agility and decrease deployment times. Gartner recently estimated that the Cloud services market would be worth over $200 billion by 2016, roughly double the value of 2012 and with a CAGR of around 17% whereas traditional IT products and services will see just 3% growth.

It is clear that some Telcos have gained a greater understanding of the Cloud market, and are acting on that understanding, offering increasingly rich Cloud-based products and services, paving the way for Cloud 2.0. But for most Telcos, Cloud services remain secondary to their core business of voice and data delivery. Telcos are wrestling with issues of reduced margin on Cloud and how to stay relevant to their business customers.

This report looks at the development of the Cloud market providing clarity around the different types of cloud products and the impact that they have on business users. Cloud value propositions are examined along with criticisms of cloud products and services. We show that the current risks for Cloud customers represent an opportunity for Telcos and Cloud vendors because….

The report also looks at the development of Cloud 2.0 - a second generation or a more ‘intelligent’ evolution of Cloud products and services. Cloud 2.0 offers key additional benefits/capabilities to consumers, vendors, businesses and Telco/Service providers. These can be typified by cost reductions in the delivery and consumption of cloud services through working with scale players to provide basic compute services, ease of acquisition and most importantly the ability to deliver “mash-up” products and services by using API’s to provide integration between cloud services and products and Telco/service provider products such as Bandwidth, Voice, Management, Support and Billing. Cloud 2.0 is gaining rapid momentum and we show how there is still time for Telcos to play a key role in Cloud 2.0.

Who should read this report?

The report is a ‘must-have’ for all strategy decision makers, Cloud specialists and influencers across the TMT (Telecoms, Media and Technology) sector; in particular, CxOs, strategists, technologists, marketers, product managers, and legal and regulatory leaders in telecoms operators, vendors, consultants, and analyst companies. It will also be invaluable to those managing or considering medium to long-term investment specifically in Telco Cloud services, but also more broadly those involved within telecoms and adjacent industries, and to regulators and legislators.

Contents

Executive Summary

Introduction

• What is Cloud?
• What is the Cloud Value Proposition?
• Types of Cloud
• Key criticisms of the Cloud
• What is ‘Cloud 2.0’ and why does it matter?
  • Enterprise vs Consumer cloud, Fit with Telco 2.0 strategies

Market Structure & Opportunity

• What is the shape and size of the market (revenues and profit)?
  • Total size, definitions of SaaS, PaaS, IaaS, VPC + forecasts
  • Advantages and limitations of XaaS definitions
• What are the key customer segments and their needs?
  • SMBs vs Enterprise
  • Early adopters vs mass adopters
• What is the opportunity for Telcos (market size and revenues)?
  • Share forecasts / ranges for Telcos
• What are the most relevant cloud services for Telcos?
• What are the key barriers?
  • Overall and by segment
• Future Scenarios
• What is the competitive landscape and who are the key players in Cloud Services?
  • Detailed competitor analysis, groupings by type and strategy Strategy review: Analysis of 6-10 key players, covering
    • Objectives, strategy, areas addressed, target customers, proposition strategy, routes to market, operational approach, buy / build partner approach
  • Key strategies of other players
  • Role of the network / operators to Vendor/partner strategies

Telco Strategies

• Which strategies are Telcos adopting and what else could they do
  • Review of Telco attitudes and approaches based on following analysis
  • Grouping of Telcos by approach (if valid)
• Which are the leading Telcos and what are they doing?
  • Case studies on 6-10 leading Telcos, covering:
    • Objectives, strategy, areas addressed, target customers, proposition strategy, routes to market, operational approach, buy / build partner approach
• Outlines of 10 additional Telco strategies
• What relationships should Telcos establish with other ecosystem players?

Conclusions and recommendations

Excerpts & Previews

We've published short extracts and previews of the report in Telcos in the Cloud: 3 strategy groups and 3 future scenarios and Cloud 2.0: the fight for the next wave of customers, which also looks at North American and European market perspectives from recent brainstorms.

Telcos referenced: AT&T, Orange, Telefonica, Deutsche Telekom, Vodafone, Verizon, China Telecom, SFR, Belgacom, Elisa, Telenor, Telstra, BT, Cable and Wireless.

Technology companies and brands referenced: Amazon, Google, Microsoft, VMWare, Akamai, HP, IBM, Apigee, Mashery, Aepona, Astadia, Salesforce, Box, Drop Box, Sugar Sync

Industry terms referenced: API, app, appstore, authorisation, B2B VAS, CEBP, cloud, dumb pipe, happy pipe, IaaS, identity, IPR, location, Managed Services, MVNO, NaaS, NEPs, NGA, NGN, ODMs, PaaS, platform, QoE, QoS, retail, SaaS, spectrum, two-sided business models, wholesale, telecom, strategy, innovation, transformation, disruption, enterprise.

Products and technologies referenced: 2G, 3G, 4G, ACD, ADSL, API, GSM, HSPA, HSPA+, HTML5, IMS, Internet, iOS, IP, IPTV, IPTV, IPv4, IPv6, LiMo, Linux, LTE, M2M, MiFi, mobile, MPLS, Netbook, NFC, online, PDF, PSTN, PVR, RCS, SDH, SIM, Smartphone, Tablet, TiVo, TV, VOIP, VPN, WiFi, WiMax.

This report is now availalable to members of our Telco 2.0 Cloud and Enterprise Stream. Below is an introductory extract and list of contents from this 140 page strategy Report that can be downloaded in full in PDF format by members of the Cloud and Enterprise ICT stream here. 

For more on any of these services, please email  / call +44 (0) 207 247 5003