Awesome Stuff! — “Telco 2.0: Beyond bundling: the future of broadband”

Martin Geddes and his Telco 2.0 team are always discussing the future challenges of telco’s and their food-chain. It’s not often that they post a full presentation. Have a look at Telco 2.0: Beyond bundling: the future of broadband. It’s worth it. It will take a long time to digest.

I need to spend more time on this, but so far the part I like best is analogies to shipping ports. The ports that didn’t embrace the “new-world” of containers and figure them out — “died”. It’s that pesky Innovators Dilemma trajectory that disruptive technologies follow (again).

Telco 2.0: Beyond bundling: the future of broadband: “Beyond bundling: the future of broadband

This is an edited version of the keynote presentation of Martin Geddes, Chief Analyst at STL Partners, at the Telco 2.0 Executive Brainstorm in London last month. It provides some initial findings from our research into future business models for broadband service providers (BSPs), including our recent online survey. (The summary results will be mailed out to respondents in the next few days.) Those wishing to find out more may want to take a look at our forthcoming report, Broadband Business Models 2.0.

To save you the suspense, here’s the headlines for what’s upcoming for the telecoms industry, based on what insiders are saying through our survey and research:

Operators are going to face a slew of non-traditional voice service competition. To corrupt the words of Yogi Berra, ‘The phone network? Nobody goes there anymore, it’s too crowded.’ The volume may linger on, but the margins in personal communication will move elsewhere.

Content delivery is a logistics problem that spans many distribution systems. Those who can solve the delivery problem by sewing together many delivery services, rather than those focused on owning and controlling one channel, will win.

Wholesale markets in telecoms are immature and need to evolve to support new business models.
Investors aren’t up for more ‘loser takes nothing’ facilities-based competition capex splurges. Time to look hard at network sharing models.

So, read on for the background and evidence:”