Global - Analysis - Industry - Declining Telcos

Synopsis

Archived Report. This report was archived in 2005 and has not been updated. This report sees Paul Budde review and analyse incumbent telecommunications carriers in the market. At the industry level, irrespective of geographic borders, incumbent carriers have carved out unique competitive positions for themselves, and this report looks at what this position is and how it has come about. Monopolies remain strong and are even increasing, however disruptive technologies and -regulations are encroaching. Delaying tactics and denials are as prevalent as they were 10 years ago. Vision; directions; and strategic developments are well overdue. And than there are the customers, oops incumbents do have problems with that word. Paul Budde draws on this background to present his views on future directions for incumbent carriers and recommends strategies and business models for success in a dynamic industry.

Table of Contents

• 1. Synopsis
• 2. The global telecoms scam
  • 2.1 Why customers hate their telcos
  • 2.2 And our kids are being ripped-off
  • 2.3 Politicians are fuelling the scam
  • 2.4 Triple play will deliver transparent bills
  • 2.5 Incumbents caught in their own web of complexity
  • 2.6 Disruptive competition is what is needed.
  • 2.7 Urgent telco blood transfusion needed
  • 2.8 Telco execs remain inward looking
• 3. Spare a thought for the poor 800-pound gorillas
  • 3.1 It all started with the FUD campaigns
  • 3.2 And now there is the ‘poor me’ game
  • 3.3 Results of anti-competitive behaviour
  • 3.4 Structural separation debates are overdue
  • 3.5 We need effective competition to stimulate innovation
• 4. Monopolies must be broken up
• 5. Anti competitive behaviour and dominance
  • 5.1 The strategy
  • 5.2 The five killer Ds of competition
  • 5.3 The PR machine
• 6. Carriers and their core business
• 7. Rethinking business models
  • 7.1 The need for a vision
  • 7.2 The need for an infrastructure focus
  • 7.3 Move away from ancillary businesses
  • 7.4 No focus within the vertical telco structure
• 8. The future of incumbent telcos
  • 8.1 40% of countries will face telco destruction