Implications of the Google-Lenovo Deal
Google selling its Motorola device unit to Lenovo, while not necessarily seismic, was notable enough to change market dynamics. We think the smartphone market is still too crowded and see the deal as an acceleration of the inescapable dissociation between hardware and software in the smartphone business. See details
BY DANIEL RAMOS, SENIOR CONSULTANT
Cisco and NEC optimize telco cloud delivery for small and midsize businesses
Cloud aggregation platforms serve to bring together multiple cloud vendors; they can also help telcos develop services, manage catalogs and assemble service packages that telcos would otherwise have to integrate themselves, reducing both time-to-market cycles and capex for product launches. See details
BY HANSANG HE, ANALYST
4G unveiled in China, but China Mobile still has work to do
More affordable LTE handsets and tariffs will help LTE take off in China. China Mobile has to seize the moment if it is to catch up in mobile data and establish a first mover advantage in the 4G race. See details
This report presents strategies for operators to use in response to the challenges brought by the enormous changes in the mobile market since the release of the first iPhone in 2007. It will help them reposition their businesses in order to both defend themselves against damage from the smartphone revolution and make the most of the many opportunities that that revolution has ushered in.
This report critically assesses the involvement of mobile operators in the m-payment value chain and the opportunity the ecosystem presents. It is structured around 10 operator case studies, each outlining the success factors of particular mobile payment strategies implemented by service providers worldwide. Besides examining the m-payment business models adopted by operators in different geographies, we look at cutting-edge m-payment services launched by financial institutions, Google and others, and assess their effect on the position of service providers in the m-payment value chain.