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amazon web services

Where’s the beef in telco SaaS?

Microsoft Office 365  is becoming to telco SaaS what the Big Mac is to fast food. That’s not a health warning, but a fact, based on a 38-country study* of 51 communication service providers’ business SaaS portfolios that I’ve just completed. Microsoft powers an astonishing 51% of these CSPs’ productivity and collaboration offers. Want a SaaS… Read more

Camille Mendler

Warning! Dumb Pipe or Dumb Cloud, Same Danger

Terrified of a dumb pipe future, telecom operators have lemminged to the Cloud. The awful truth: Telcos have just replaced one big problem with another. For the majority, generic, ‘dumb’ cloud services dominate. What’s to differentiate them from each other, or indeed,from their non-telco competitors? Take a guess. Once the cloud’s digital assets are fungible, the only real differentiator becomes… Read more

Camille Mendler

Diffusion: A New Model on the Cloud Catwalk

Prada did it with Miu Miu; Dolce & Gabbana with D&G Now Verizon’s $1.4 billion purchase of Terremark applies a business model from the catwalk to cloud computing: The launch of a ‘diffusion’ line. Diffusion lines – affordable merchandise from luxury labels – are big business in fashion. Correctly marketed, they create a virtuous circle… Read more

Camille Mendler