two sided telecoms business models

8/19/2019 Two Sided Telecoms Business Models

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“Is there $250bn in new ‘Two$Sided’ Business models?”

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facing new forms of competition. Our view is that… :8$30/'34 4#';%9 5'&;4 '- /#$.3 +#2( +#,=(:(/+( as ‘distributors of valuable bits and bytes’.

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Let’s define core ‘Telco’

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Today: a ‘one$sided’ business model

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Wouldn’t it be nice if…

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…telcos could reduce friction in the digital economy

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New Value Proposition: ‘Logistics Services for Data’

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New Revenues (1): ‘New’ Wholesale and New Distribution Platform

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“Skype minutes” vs.

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