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Google versus the telcos?

Product Type: Market Research Report
Published by: Ovum Plc
Published: November 2007
Product Code: R464-685
Description
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.
Table of Contents
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
Table of figures
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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