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  • Latest strategies and case study analysis of Apps and Appstore based business models.
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  Facebook + WhatsApp + Voice: So What?
So Facebook is buying the mobile IM app WhatsApp for $19bn including $4bn in cash, and WhatsApp is launching a voice service. Why, and what are the consequences and lessons for telcos and others? (March 2014, Executive Briefing Service, Dealing with Disruption Stream.)

Facebook + WhatsApp + Voice: so what? March 2014
  Telco Opportunities in the 'New Mobile Web'?
The transformed mobile web experience, brought about by the adoption of a range of new technologies, is creating a new arena for operators seeking to (re)build their role in the digital marketplace. Operators are potentially well-placed to succeed in this space; they have the requisite assets and capabilities and the desire to grow their digital businesses. This report examines the findings of interviews and a survey conducted amongst key industry players, supplemented by STL Partners’ research and analysis, with the objective of determining the opportunities for operators in the New Mobile Web and the strategies they can implement in order to succeed. (September 2013, Foundation 2.0, Executive Briefing Service.)

Operator Opportunities in the “New Mobile Web”
  HTML5: market impact and telco strategies
HTML5 will have a profound impact on consumers’ and businesses’ interaction with the web in coming years. In particular, HTML5-compliant smartphones may lead to a reduction in the power of closed app platforms such as Apple iOS and Google Android. While this seems broadly positive for telcos, there may also be negative side-effects of the increasing capability of standardised (and often free) Internet capabilities. (May 2012, Executive Briefing Service)

HTML5 Standards Scope and Status
  Dealing with the 'Disruptors': Google, Apple, Facebook, Microsoft/Skype and Amazon (Updated Extract)
An extract from our 284 page, 124 chart, strategy report that analyses the business models, markets, objectives, strategies and modus operandi of the major adjacent players, and their current and future impact on the telecoms industry. The report identifies the areas and options for competition and co-operation, and outlines potential strategies for interacting with each player. It also draws the combined activities of the digital empires - telcos, so called 'OTT players' and others - into the context of the new 'Great Game', the battle for power and value in the emerging digital economy. (Page updated February 2012, report published November 2011, Dealing with Disruption stream) Google Apple Facebook Microsoft Skype Amazon Telco 2.0 Disruptor Report Cover
  APAC Nov/Dec 2011 Brainstorm - Mobile Apps
Mobile Apps. Presentations on HTML 5 Vs Native Apps by Laurent Chivallier at Singtel, Google and the evolution of the web by Sergio Salvador at Google, the Impact of HTML5 by Dean Bubley STL Partners/Telco 2.0 and The Rise and Rise of the content provider - Innovators Showcase by Monica Ricci, at CSG presented at the New Digital Economics & CSG APAC Executive Forum in November / December 2011.

Mobile Apps: Innovators Showcase

  Apps & Telco APIs 2.0: their role vs Facebook, Skype, and iMessage
Many popular communications apps such as Facebook, Skype and iMessage bypass telcos’ core networks by going ‘over the top’. Yet smartphone apps, and in future HTML5 web apps, also present new distribution opportunities for telco services including voice, messaging, and payments, as long as developers are motivated to use telco APIs. How should telcos approach the 'App Economy' to best defend existing revenues and develop new opportunities? (August 2011, Executive Briefing Service)

Apps & Telco APIs Figure 1 Drivers of the App Market Telco 2.0 Sept 2011
  RIM: R.I.P. or ‘Reports of my death are greatly exaggerated’?
RIM’s shares have plummeted in value over the last four months, prompting an eruption of finger-pointing in the media and speculation of its demise or acquisition. In this analysis we examine whether the doom-mongers are right and what RIM’s recovery strategy might be. (July 2011, Executive Briefing Service)

Apple iCloud logo in analysis of impact of iCloud/iOS on digital ecosystem
  Telco 2.0 Strategy: New Growth needs New Metrics
‘What gets measured gets done’, and telcos need to use new metrics to uncover and develop new sources of value. They also need to make WAC a ‘JFDI’ initiative. These and other top level Telco 2.0 strategic themes from the May 2011 EMEA Telco 2.0 Executive Brainstorm. (May 2011, Executive Briefing Service, Transformation Stream.) Broadband Wholesale Forecast
  New Business Models: Half Future Telco Growth
Senior industry executives in Palo Alto at the 12th Telco 2.0 Executive Brainstorm agreed that half of the telco growth available in the next 3 years would come from the new business model opportunities identified in the ‘Roadmap to new Telco 2.0 Business Models’ report. The other half would come from improvements to the current business model. Headline findings in brief. (April 2011, Executive Briefing Service) Americas - 6 Opportunities Vote
  Tablet Frenzy: Network Poison or Economic Palliative?
The success of the iPad2 has been seen by some as a sign of a paradigm shift in computing. With their theoretical appeal as a new portable medium for online video consumption could tablets have a significant impact on communications networks and economics? Here is Telco 2.0’s market outlook. (March 2011)


  Android: Google's Anti-Apple Virus?
It can be tempting to think of Android as in a two-horse race with Apple. Our analysis shows that the current and future impact of Google's highly successful mobile ecosystem play is much more complex. (March 2011, Executive Briefing Service, Disruption Stream.)
  Mobile World Congress: Microsoft CEO fails to land all punches, but...
Microsoft's pugilistic CEO Steve Ballmer came out fighting at the 2011 GSMA Mobile World Congress, but failed to register a convincing win. Is this the start of the old software champ's great comeback in mobile, or is the only way down? Our hunch may surprise you. (February, 2011, Executive Briefing Service)
  Augmented Reality: Is there a valuable role for telcos?
An introduction to Augmented Reality (AR) including: key industry players; latest developments; and the AR ecosystem. The key strategic question is what role should telcos play? Three possible roles are outlined. (February 2011, Executive Briefing Service)
  $Multi-Billion Telco 2.0 Growth Opportunities in North America: Can Telcos Act in Time?
An initial summary of the key out-takes from the 10th Telco 2.0 Americas Executive Brainstorm (incorporating Digital Entertainment 2.0) held in Santa Monica, Los Angeles, October 28-29, 2010. 92% of participants agreed it is time to make either a step change in key functions (34%) or initiate a fundamental transformation (58%) in the next 12-18 months. (November 2010, Executive Briefing Service, Transformation Stream.)
  Vodafone 360 on Android, iTunes: Now Getting it Right?
Vodafone 360 was meant to be a new, social-network centred approach to managing the customer interface. Unfortunately, it was also bug-ridden and dogged by a lack of clarity of purpose. Now, its availability on Android Market and iTunes may create a strategic opportunity for Vodafone to access more customers. (August 2010, Executive Briefing Service)
  Devices 2.0: 'Beyond Smartphones' - Innovation Strategies for Operators
Managing the role of new device categories in new and existing fixed and mobile business models is a key strategic challenge for operators. This report includes analysis of the practicalities and challenges of creating customised devices, best / worst practice, inserting ‘control points’ in open products, the role of 'ODMs', and reviews leading alternative approaches. (Executive Briefing, August 2010)
  Mobile Devices: Fight Club
The device market has been transformed by smartphones and tablets but who do institutional investors see as the winners and losers? From our Partners at Arete Research
  Apple vs. Nokia: strategic lessons from the Smartphone / Appstore Wars
In the last quarter of 2009, Apple made more money from smartphones and applications than the formerly dominant Nokia. The contrast between their approaches to developer communities reveals important lessons in the design and management of ‘two-sided’ business model ecosystems. (March 2010, Executive Briefing Service, Dealing with Disruption Stream)
  Apps & AppStores: Litmus vs Apple AppStore
As O2 UK's Litmus developer proramme matures into a global corporate project for Telefonica, we analyse the business model challenges it faces in becoming a vibrant community for developers and a value driver for the company. (Sept 2009, Executive Briefing Service, Dealing with Disruption Stream).
  Nokia's Strange Services Strategy - Lessons from Apple iPhone and RIM
An analysis of Nokia's 10 year services strategy in the light of Apple and RIM's successes. (May 2009, Executive Briefing Service, Dealing with Disruption Stram)