Global - Analysis - Industry - Successful telco scenarios

Synopsis

Archived report. This report was archived in 2008 and has not been updated since. Following deregulation, incumbent telcos have been using every device in their arsenal to retain their inefficient monopoly positions, causing significant delays to the development of broadband and the new products that it will allow, and probably hastening their demise. Following the crash of the early 00s and the continued development of wireless/mobile products, the telcos have less money to pursue their delaying tactics, and are starting to accept the need for improved broadband infrastructures and the future role of IP. Now is the time to make structural changes and position themselves strategically for the new opportunities that are emerging around convergence.

Table of Contents

• 1. Synopsis
• 2. Where are the opportunities?
  • 2.1 The changing national telco environment
  • 2.2 Time to build international networks again
  • 2.3 Internet Media Companies
• 3. Telcos still don’t seem to get it
  • 3.1 Innovation and monopolies don’t match
  • 3.2 Digging their own graves
  • 3.3 Chairing an IMS conference
  • 3.4 And the world keeps bypassing the telcos
  • 3.5 The need to change from a retail to a wholesale model
  • 3.6 We can’t see the business model
  • 3.7 Vendors on the skids
  • 3.8 From telcos to IT companies
  • 3.9 Vendors have to become telcos
  • 3.10 Listening to customers
• 4. The new video markets
  • 4.1 From telecoms to Internet competition
  • 4.2 Telcos and the entertainment market
  • 4.3 Turning Carriers into Multi-Service Operators
• 5. Telco competition
  • 5.1 Looking on the bright side of competition
  • 5.2 ULL opportunities
  • 5.3 Incumbent responses
• 6. Infrastructure issues
  • 6.1 The risk of network failure
  • 6.2 Inadequate incumbent networks
    • 6.2.1 Infrastructure in economically unviable areas
  • 6.3 Escalating broadband requirements
  • 6.4 Increasing role for utility companies
  • 6.5 Fibre-to-the-Home
  • 6.6 Structural separation of infrastructure
• 7. More telecoms industry consolidation needed in 2008
• 8. Related reports