Google versus the telcos?

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