Telco 2.0 Strategy Report: New Mobile, Fixed & Wholesale Broadband Business Models


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Disruptive Opinions

Disruptive Analysis has strong views on many areas of the technology industry. These are formulated through a deep understanding of companies' strategies, user behaviour, technological capabilities & limitations, and the impact of regulation, competition and finance. The table below gives some "highlights" of current viewpoints - clearly, there will be niche exceptions in each case, but these generalisations are intended to put probable market outcomes into context, against current "consensus" expectations.

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What's hot?

What's not?   

Jury still out

 Mobile broadband RAN offload

 Non-subscription usage models

 Granular tiers for mobile data

 Residential femtocells

 HSPA+

 Facebook

 Apple iPhone

 Android

 RIM BlackBerry

 Open-access fibre & mobile

 Private cloud computing

 3G dongles for laptops / netbooks

 Network congestion APIs

 "Device aggression mgmt"

 VoIPo3G

 Cross-operator services

 Connection-sharing & MiFis

 

 Mobile IMS & RCS

 Circuit-switched fallback

 Apple iPad

 NFC

 Contacts / social network combos

 Twitter

 Unlimited flatrate mobile data

 Tablets / MIDs / smartbooks

 QoS without SLAs

 Mobile TV

 Operator-sold netbooks

 Data roaming charges

 Metro WiFi

 Palm

 Enterprise femtocells

 Virtual conferences

 Mobile-specific search

 

 

 Massmarket mobile apps

 Operator-owned appstores

 LTE in Europe

 WiMAX

 TD-LTE

 Mobile compression / optimisation

 VoLGA

 VoLTE

 Smart Grids

 eBook readers

 Augmented reality

 HD voice

 Google Wave and Buzz

 Core network offload

 IP-layer optimisation (eg TCP++)

 

 "Three-screen" services

 Operators open APIs

 Open-sourced Symbian

 Nokia Ovi

 Samsung Bada

 Windows Mobile 7

 "Comes with data" bundled devices

 Usefulness of 2.6GHz spectrum

 Data MVNOs

 Social location applications

 Outdoor femtos ("macro femto")

 Evolved packet core

 Contextual mobile advertising

 Mobile widget-based apps


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