Telco 2.0 |
October 7th, 2008 |
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Operators are familiar with the benefits of device management for their own services. The challenge ahead is to re-model the device management architecture that was originally put in place to address in-house needs so that it becomes a revenue generator in new two-sided business agreements with third parties. This involves [...]
Telco 2.0 |
September 22nd, 2008 |
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In Today's Issue: Symbian bashes mobile Linux; LiMo counterbashes; Cisco buys Jabber, threatens protocol switch; new Nokia E-series; iTrojan; building stuff for the BlackBerry; data roaming price war in Asia; Reding insists on open access to NGNs; Nortel exits optical Ethernet; EU telecoms packet in trouble; Vodafone+Vodacom; RIP Mobilink CFO [...]
Telco 2.0 |
September 1st, 2008 |
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In Today's Issue: Vodafone calls serpents out the vasty deep over termination fees; AT&T's cheaper data roaming - not very cheap; Google nixes XMPP on Android; Nokia kills native SIP on N-series; Mobilkom's new SIP softphone; Comcast's huge bandwidth cap; TiVo turns to telcos; new navigation-focused Garmin GPS gadget; what [...]
Telco 2.0 |
July 3rd, 2008 |
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The big news in mobile this week is that Nokia has bought Symbian, the mobile operating system provider, so that it can give it away. In the first article on this news we looked at the deal from the view of the shareholders and competitive threats. In this second article [...]
Telco 2.0 |
July 2nd, 2008 |
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The recent purchase of Symbian by Nokia highlights the tensions around running a consortium-owned platform business. Obviously, Nokia believes that making the software royalty-free and open source is the key to future mass adoption. The team at Telco 2.0 disagree and believe the creation of the Symbian Foundation will cure [...]
Telco 2.0 |
June 30th, 2008 |
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We were asked to present on a panel at the private marketing innovation conference of a UK mobile carrier last week. The subject was the "Need for Speed": what are the real drivers for network capacity and speed, and thus where should an operator focus its investments? Since our answers [...]
Telco 2.0 |
June 17th, 2008 |
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Amygdalin may sound like a Star Wars character, but in fact it's a precursor to cyanide found in apple pips. And your daily Gala, Fuji, or Cox's Orange Pippin isn't the only fruity offering with a potentially harmful ingredient inside. The Apple iPhone might just look to some like a [...]
Telco 2.0 |
June 2nd, 2008 |
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As there's a change in leadership occurring at Vodafone, it's a good time to reflect on the direction of the large convoy of opcos and investments being led by the good ship Newbury. Arun Sarin has stepped out of his asbestos business suit, albeit scorched by the flames of investors [...]
Telco 2.0 |
May 19th, 2008 |
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In Today's Issue: Motorola in the psychiatric ward; Verwaayen takes a bow;Bharti/MTN deal in the offing; Vodafone buys social network app, customers; Orascom: Iraq, Syria, Zimbabwe, North Korea, and now Cuba; C&W soon to be C and W; data from space cheaper than SMS; Qualcomm in the UK; more mobile-TV [...]
Telco 2.0 |
April 21st, 2008 |
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In Today's Issue: Online businesses crave telco capabilities (potentially…). Motorola rearranges the deckchairs. Nokia profits up 25%, but you wouldn't want to see what went into that. Is Comes With Music a lossmaker? Nobody pays for the stuff anyway. Silverlight everywhere. And Moonlight. Is Microsoft IBM in 1993? 1,788 entries [...]
Telco 2.0 |
March 10th, 2008 |
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In Today's Issue: BT starts Verwaayen succession plan, ideal candidate said to be "probably male"; Brough Turner takes the separation gospel to ETech; iPlayer hits mobile; Alltel goes flatrate, hoists white flag; Yahoo! lines up to whack telcos; Sun outwits Apple over iPhone; Sony lines up to whack telcos; hackers [...]
Telco 2.0 |
March 7th, 2008 |
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NGMN.org ran a half-day conference at CeBIT on mobile broadband. The presentations - from Vodafone, LG, Nokia Siemens, and Texas Instruments - can be downloaded here…but Hamid Akhavan's, CEO at T-Mobile International, seems to have been withdrawn from the site now. We managed to grab it before it was. The [...]
Telco 2.0 |
March 7th, 2008 |
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For all of Google's intellectual brilliance, they currently do not have a business model for their maps - they have a superb tool, a lot of customers using it, no doubt a lot of costs … and unfortunately no outward sign of revenue. Even the attention-grabbing tiddly text ads don't [...]
Telco 2.0 |
February 25th, 2008 |
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In Today's Issue:: Flat-rate menaces US cellcos, mobile voice volume booms, COLT feels the pain, Voda/Orange mast-share, OFCOM after the fibre, mobile filth disappoints, DVD Jon turns on mobiles, Pakistan breaks the Internet, GSM crypto cracked, BlackBerry down again, Facebook loses traffic, microwave spectrum in demand, France resists Reding, pretty [...]
Telco 2.0 |
January 25th, 2008 |
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Last week Mark Lowenstein, former strategy VP at a major US telco (now Managing Director at Mobile Ecosystem) presented some issues around 'Open Internet Access on Mobile' on INmobile.org, the private community for senior executives in wireless. They prompted a 'Telco 2.0' response from us. We thought the exchange, captured [...]
Telco 2.0 |
January 14th, 2008 |
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This year, we're focusing on seven themes in the industry; Investment and Market Valuations, Disruptive Threats, Two-Sided Business Models (a key theme in the forthcoming Platforms report), Adjacent Markets, Core Products and End-User Needs, and of course Regulation. So these news posts will be centred around these concerns. Despite everything, [...]
Telco 2.0 |
January 11th, 2008 |
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As is traditional at this time of year, we've been reviewing everyone else's crystal ball visions, as well as giving the tea leaves at the bottom of our corporate mugs a gentle swilling. Here's what we think the future might have in store for us, with a bias towards European [...]
Telco 2.0 |
January 7th, 2008 |
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BT strikes in the set-top box market; they're the first to ship Xbox360 consoles as IPTV endpoints. And there's more; BT Vision gets an "on-screen magazine" based on the same single platform. We've often said that the fixed-line world doesn't get user equipment, and that this creates interesting opportunities; BT [...]
Telco 2.0 |
December 17th, 2007 |
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Telco 2.0 Strategy Structural separation? We don't need no stinkin' separation! So says Belgacom… Telco 2.0 Comment: They built a VDSL network, and now their competitors want to play. Belgacom of course claims they took the risk and therefore should reap the rewards; but the biggest competitor is the company [...]
Telco 2.0 |
December 11th, 2007 |
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Following our very popular post on Nokia, a useful introductory presentation and video from the recent Nokia World event describing Ovi can be found here. We believe Ovi is a very important industry development…[...]
Telco 2.0 |
December 10th, 2007 |
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In Today's Issue: Asia goes crazy for network sharing, plastic fibre, fixed-line videocalls (yes, really), Opera Mini conquers all, make a widget and win a Nokia N95, UMA gadget with 2GB storage, data centre heists, iFlop, BlackBerry WiFi on a plane, Nokia threatens UGC boom, new torrent tracker tech terror, [...]
Telco 2.0 |
December 4th, 2007 |
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In Today's Issue: 3.3bn Mobiles, Open VZW, 3UK sues the world, Peter Erskine spends more time with his money, another WiMAX outbreak, Japanese data prices tumble, Dutch fibre prices untumble a tad, Saudi Mobily buys huge IP network, Vodafone and Telefonica and adverts, Lithuanian and Brazilian IPTV, rapid withdrawal from [...]
Telco 2.0 |
November 14th, 2007 |
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Following our earlier post on the 'Future of Broadband' keynote presentation given at the Telco 2.0 event last month, we've responded below to a sample of the questions we captured in real-time from the participants via our 'Mindshare' collaborative technology. We've grouped them into 7 sections (Retail, Wholesale, Regulation, User [...]
Telco 2.0 |
November 7th, 2007 |
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It's one thing to exhort business model change and write about platforms and better telephony and Telco 2.0 all day; but what about the financial results? So, here's a chart we made earlier. It shows the change in the share prices of 6 major telcos over the last 24 months; [...]