Google versus the telcos?

Google versus the telcos? published by Ovum, Ltd. in November, 2007. This report consists of 13 PAGES and the price starts from US $ 1072.

Introduction

Google has long been the subject of speculation that it plans to moves into markets traditionally occupied by telcos. This report investigates the various scenarios under which Google' s need to diversify could push it into the telcos' markets, and discusses the long term potential for convergence in the telecoms industry to push telcos onto Google' s turf.

Google needs to diversify

Short to medium term - competing in, or disrupting, telcos' markets

• Google enters the telcos' market under their current business model
• Google enters the telcos' market under a new business model
• Google enters the telcos' market as a reseller
• Google disrupts the telcos' business as a device player

Medium to long term - owning the converged customer interface

• Convergence is transforming the telcos
• Converged network services increase the importance of the customer interface
• Convergence is taking the telcos onto Google' s turf

• Figure 1: Trends in world telecoms revenues: 2006-2011
• Figure 2: Trends in Western European telecoms revenues: 2006- 2001
• Figure 3: The telecoms market is converging internally and externally
• Figure 4: Traditional networks: separate services, with separate guides
• Figure 5: Future networks: converged services, with a converged guide

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