The McKinsey and WEF ideas rely on optimizing the core business and building at the periphery to support digital services and enhanced customer experiences. These approaches take a narrow view of the market for telcos and one and define competition in terms of other telco service providers. Is that really the right way to address the strategic challenge that faces the industry?
Feb 4, 2017
Will digital transformation save the telco industry?
The McKinsey and WEF ideas rely on optimizing the core business and building at the periphery to support digital services and enhanced customer experiences. These approaches take a narrow view of the market for telcos and one and define competition in terms of other telco service providers. Is that really the right way to address the strategic challenge that faces the industry?
Jan 7, 2017
2016 in Review: Shift in Industry Dynamics as the IoT Enters the Mainstream
While the number of merger, acquisition and investment (MA&I) fell compared to 2015, as a proportion of all corporate events it increased over the prior years.
About 70% of these relate to acquisitions; the remainder correspond to fundraising or investment activities.
Now that the IoT market has become a mainstream idea across the wider economy, the MA&I dynamic reveals a stronger tendency for companies to accelerate their IoT strategies by acquiring capabilities from third parties.
Dec 29, 2016
Industrial IoT Strategy
The IoT takes most industrial organizations into a new operating domain and requires a process of self-education to begin with. Most of the questions I encountered began around the two topics of connectivity technology choices and approaches to justify the IoT business case.
Nov 29, 2016
Mass-market data monetization
Telefonica, one of the larger communications service providers, announced plans to create a personal data bank for each of its 350m customers [2]. This will allow customers the means of storing, managing and selling their own data. When questioned about Telefonica’s plans, Vodafone’s CEO expressed puzzlement as to whether this is any different from everyday protection of customer data [3]. This reaction should set a few alarm bells ringing.
Nov 2, 2016
Impressions from IoT Solutions World Congress 2016
In addition to three speaking slots – one for the Industrial Internet Consortium, another for Intel’s Corporate Strategy group and a third on main Congress track - I had several discussions with industrial businesses, investors and solution providers about the state of the market.
Here are a few observations that stood out from the event.
Oct 5, 2016
SK Telecom’s IoT strategy looks beyond Connected Devices
Sep 14, 2016
IoT Reference Design Framework
The next step is to map these logical requirements into a physical architecture, which entails a process of design, performance and cost trade-offs, to select suitable technical solutions. This approach avoids the pitfalls of working back from any given technology and positing it as the solution to all IoT problems.
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