May 2008 - Telco 2.0

  • Amazon Kindle: A Wireless Trojan Horse

    The Amazon Kindle e-book reader is back in the news again with a headline $40 device price cut to US$359, with Jeff Bezos giving an interview at the annual All Things Digital soiree, and various financial analysts speculating about sales so far. The team at Telco 2.0 are huge fans of Amazon and the way they continually evolve their e-commerce platform capabilities. We see the Kindle in this light — adding a wireless content delivery capability. While the device itself is very interesting, the most...
  • Telco 2.0 Case Study: Mobile Signature

    We first encountered Mobile Signature at this year’s Mobile World Congres with Telefonica, but the system’s big success has been with Turkcell. And we think it sums up a lot of the possibilities and challenges posed by Telco 2.0. So what is it? Well, it’s an implementation of out-of-band two-factor authentication with digital signatures generated through public-key encryption. Right . More usefully, it’s a service which permits essentially anyone to get strong verification of the identity of people...
  • Ring! Ring! Hot News, 26th May 2008

    In Today’s Issue : Chinese restructuring and 3G licences are here!; Unicom tapped for UMTS ; Every breath you take, every move you make, DTAG is watching you; no further disaster this week at Moto; 3UK squeezed on MTR ; dumb pipes smarter than you think; Nokia drinks the DRM Koolaid; MTN -Bharti off, MTN -Reliance on; no money for you, WU; two-sided API -enabled OTA config firm launches in Telco 2.0-fest; send in photos of your unmentionables for only £49.99 . The great Chinese 3G story is at an...
  • Ring! Ring! Hot News, 19th May 2008

    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 alphabet soup; Sprint launches WiMAX, loses 1 million customers and Embarq wholesale contract; MacBooks with WiMAX?; new J2ME toolkits; Verizon Linux; NFC SIM s in Thailand; death of muni-WiFi...
  • Mobile Innovation Marketplace: 3-4 June, Atlanta

    We’d strongly recommend to all telco-media-tech strategists worldwide the GSMA’ s Mobile Innovation Marketplace event on 3-4 June in Atlanta, USA. The GSMA has unquestionably the best pulling power on senior mobile execs (see list below), and their new events team has really shown that it can do a lot more than the (still) mighty Mobile World Congress (those at the Mobile Money Summit in Cairo last week will certainly agree). There’s a 30% discount to readers of the Telco 2.0 blog . Just use the...
  • Ring! Ring! Hot News, 12th May 2008

    In Today’s Issue : DTAG wants a monstermerger; T-Mobile USA subscriber surge; Sprint/Google/Clearwire/Cable/Intel; superduper HSPA ; the coming US mobile broadband price war; profit at HTIL ; cunning Charlie Dunstone; Broadband (breadth differs); some sort of device from Apple; TV needs a new business model; Vodafone vs MTN ?; Huawei handsets havailable; BlackBerry discovers “fun”; poor KDDI results; TeliaSonera likes the FTTH ; heart-controlled mobile games; Brough Turner is right Deutsche Telekom...
  • OSS/BSS: Vast untapped reserves of value

    If you (or colleagues) are coming to the TM Forum’s Management World event in Nice in two week’s time, why not maximise your time investment and join the Leadership Summit on the Monday (18th May) - starts at 11am. Telco 2.0 will be facilitating using our interactive ‘Mindshare’ method as well as presenting new analysis (new since our own event 3 weeks ago!). There are also 4 luminaries on tap to stimulate and drive the debate. Details here . Here’s the rationale for coming: Ref our post on ‘Two...
  • New IPTV Survey

    Telecom TV’ s new survey explores the future of IPTV. It’s an interesting survey and is quick to do. The link is here . NB: For each survey you participate in TelecomTV will share the results with you for FREE and donate $1.00 to UNHCR’ s charity, Ninemillion.org. Background: Many Carriers, faced with decreasing voice revenue streams, are looking to IPTV for their next big win. With new opportunities comes risks and challenges; many critics point out that telcos are straying into new and dangerous...
  • Bonanza or bust for termination fees?

    One occasionally controversial, but always lucrative, part of the telecoms business is the collection of termination fees. For example, the UK regulator Ofcom estimates that approx. 15% of UK mobile industry revenue is via termination (in other words £2bn of a £14bn industry in 2006). What might happen to this voice and SMS wholesale revenue base as we move towards more open ‘Telco 2.0’-like models? We’ve got a surprising answer for you, based on two-sided markets . In the very early days of the...
  • Telco 2.0 Strategy: Say It With Charts

    A TV show called Who Wants to Be A Millionaire is apparently now the most internationally popular television franchise of all time. Its popularity comes partly from the tension created by the huge amounts of money at stake and partly because of its interaction with the audience and with interested parties (‘phone a friend’). At Telco 2.0 events we also have an ‘Ask the Audience’ format, but the difference is that the audience is also the contestant, the question master and, in fact, the prize giver...
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