  |
 |
 |
The 2-Sided Telecoms Market OpportunityRealising Growth from the 'Platform Play' – The new $125Bn Platform Services OpportunityReport SummaryThe traditional business models for fixed and mobile operators are under pressure in all core products – voice, messaging, broadband access – particularly in mature markets. A new business model is described here: one where operators make money from new types of customers rather than exclusively from end-users – and the business opportunity is potentially very large - c$125Bn. This additional, incremental revenue to the $250Bn described in the Future Broadband Business Models Report. This report is designed to help readers understand the nature and size of this new business model opportunity in its entirety.
Publication Date: March 2008
What is The Two-Sided Telecoms Market / Platform Services Opportunity?
Click here for a short explanatory presentation. Key Points
Who is this report for?The report is a must-have for strategists, marketers, technologists, and strategic business development professionals in operators and vendors who seek to position their company to take advantage of this new opportunity.
Strategists and CxOs in Media, “Upstream”, and Investment Companies may also find this report useful to understand the future landscape of the Telecoms and related industries, and to help to spot likely winning and losing investment and operational strategies in the market Click here to purchase the report Background Context – The need for profitable growthThus far, operators have looked to replicate this business model in adjacent markets. Fixed operators have moved into mobile markets; mobile and fixed operators have sought to make money in fixed broadband. Operators are also charging users for new services, such as content delivery, with the launch of IPTV and mobile TV. The larger players in mature markets are aggressively expanding into emerging markets, such as China and India, where subscriber growth is still available. But, as we have shown in the preceding report to this on Future Broadband Business Models, this activity is not enough. All mature markets are becoming more competitive and emerging market growth will slow in the next few years. A new business model is required: one where operators make money from new customers rather than exclusively from end-users. For background on the 2-sided telecoms market opportunity, click here for a short presentation. This report is designed to help readers understand the nature and size of this new business model opportunity in its entirety. It looks beyond the advertising opportunity to other areas where operators could provide value and generate revenue. It lays out the key principles and strategies for success for fixed and mobile operators and recommends specific actions for moving forward. A New Generation of Telecoms Platform Services
Our belief is that the total two-sided market opportunity is of huge strategic importance for operators. Advertising is only one step for operators to add value to upstream customers (government, advertisers, merchants, application developers, content owners etc.) and end users (businesses and consumers):
The report describes the common set of underlying enablers required to enable upstream players to interact effectively with downstream end-users, and shows how operators have the necessary assets and competencies to build such a platform. It also explores the key lessons from other successful platform players (Akamai, Google, Amazon, Ebay, Monster, iTunes, The London Stock Exchange, Betfair, Maersk) and identifies a way forward for operators:
Key Questions AnsweredThis report uniquely answers 5 key questions:
In addition, the report seeks to help operators and vendors maximise future opportunities from operator services by answering the following questions:
Click here to purchase the report Case Studies, Companies and Services, and Technologies & Applications CoveredDetailed Case Studies: Akamai, Amazon, AP Moller-Maersk, Betfair, Blyk, BT, Google, Monster, Vodafone. Forecasts IncludedFixed & Mobile Platform Services, VAS, Distribution, New TelcoWholesale – to 2017. 7 key capabilities by industry verticals. (1.Identity, Authentication & Security. 2. Advertising, Marketing Services & Business Intelligence. 3.E-Commerce Sales. 4. Order Fulfilment – Off-line. 5. Order Fulfilment – On-line. 6.Billing & Payments. 7. Customer Care) VAS Platform Europe & US: Top 10 Verticals x 7 Capabilities. 7 key capabilities x Industry sectors, Europe & US. Top 4 Industry Verticals in depth by capability. Summary of Contents (click here for detailed contents)1. Executive Summary Pricing and User LicensesThe 2-Sided Telecoms Market Opportunity Publication Date: March 2008 Single User License*: £1,995 GBP Excluding UK VAT (if applicable) Corporate License***: Price on Request * Dedicated license for 1 named individual. NOTE: UK VAT at 15% is chargeable on orders from all UK customers and from non VAT registered customers in other EU Member States. Please supply your EU VAT registration number or add 15% UK VAT to your remittance. Customer WorkshopsThe Two-Sided / Platforms Services research raises a number of important questions and challenges for operators and their partners. To help companies take these findings forward and develop concrete action plans, Telco 2.0™ run interactive 'Mindshare' Workshops to provide a unique means to access this knowledge quickly and effectively, combine it with internal thinking, and produce agreed action plans for clients to exploit the opportunities presented. Click here for details about the workshops. Telco 2.0™ 2-Sided Telecoms Market Opportunity Team Biographies
Further informationOther Reports
Updated 15 May 2008 |
 |
|
| © 2009 STL Partners Telco 2.0 is a trademark of Simon Torrance Limited, which trades as STL Partners |
Legal | Privacy | Help | Contact | Telco 2.0™ | Site Map |