I've recently re-introduced myself to the work of two of the better analysts in the Telco 2.0 world, Martin Geddes and Alan Quayle. Martin Geddes of STL Partners is running the
Telco 2.0 conference in London this week. While, Alan Quayle just did a terrific
webinar on this topic that can be found at his site.
One of the truisms in the technology industry has always been that waves of technology innovation are followed by waves of business model changes.
What I've seen in the Telco 2.0 world over the past few years is that most of the bigger questions about the shape and direction of the technical innovation wave are being answered in the same way. IP and Web services tools aren't going away. When Telcos now think about innovation what comes out of their mouth are themes, standards, and technical lessons learned from Google and Apple.
Obviously there is still plenty of work to be done but from a technical perspective global telcos now have true buy or build options placed in front of them. They know what needs to be done. For most telcos, it comes down to how best to make it happen.
Now, the business model waves of questions that are following the technical innovations are something quite a bit different. Telcos can't easily follow the Google advertising model or Apple's design and brand advantage to build a new, high margin business.
So, that is why I am impressed with the work of analysts like Geddes and Quayle who are working to offer Telcos the vision and strategic insight required to evolve their business models.
Most importantly, when I hear Geddes talk about leveraging telco assets with two sided business models or Quayle highlight the unmet sweet spot in B to B work, my confidence in the quiet evolution taking place at Jaduka and NetworkIP grows and grows.
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