How Apple, Cisco and Huawei Disrupted the Telecom Equipment Market

Now that Alcatel-Lucent is to become part of Nokia, it’s a good time to look back and see what has happened over the last decade or so in the global telecoms equipment market. The picture that emerges is one of consolidation and divestment. Consolidation into four major players: Huawei, Cisco, Nokia and Ericsson. Divestment of […] Read more »

How To Lead In The New Mobile Economy

METISfiles analyst Pim Bilderbeek was the keynote speaker at the Innovation Group’s Mobile Summit in Milan last week. His presentation focused on the mobile economy that has emerged as a key engine of economic transformation. The figure below provides a graphical representation of four major themes that were addressed. Mobile is a game changer for […] Read more »

Digital Ecosystems: To Lead, Protect Or Serve?

Despite the fact that it was published in 1993, James Moore’s definition of a business ecosystem is still perfectly valid in today’s digital society:  “An economic community supported by a foundation of interacting organizations and individuals–the organisms of the business world. This economic community produces goods and services of value to customers, who are themselves […] Read more »

You’re a Feature, Not a Product

So said Steve Jobs to Drew Houston, founder and CEO of Dropbox. And Steve wanted that feature badly. But Dropbox did not sell and Apple created iCloud. The iCloud is a feature for Apple. But Dropbox is a product for those that want their cloud content synchronized independent of device, operating system and browser vendor. […] Read more »

The Mobile Voice And Text Messaging Platform Is Burning

And KPN is the proverbial canary in the coal mine. For operators, the impact of an increased uptake of mobile VoIP and chat (mVoIP/Chat) is potentially devastating. Operators run a very real risk that voice and SMS revenues will dwindle. A study by GSM/Wireless Intelligence estimates global mobile service provider revenues will be $1.1 trillion […] Read more »