Dan Bieler

Principal Analyst

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Telefonica Digital: Only A First Step Towards Transforming The Telco Business Model

Dan Bieler July 16, 2012
I recently attended an event in London where Telefonica shed more light on its Digital division. Digital is the central division driving innovation at Telefonica group and was formed in September 2011. However, Telefonica, despite the creation of Digital, still is somewhat in the old telco mold of inside-out innovation. Digitization is undoubtedly a major […]
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Impressions From Google Enterprise’s Road Show

Dan Bieler July 4, 2012
Recently I attended one of the day-long events in Munich that Google offers as part of its atmosphere on tour road show that visits 24 cities globally in 2012. The event series is aimed at enterprise customers and aims to get them interested in Google’s enterprise solutions, including Google Apps, search, analytics and mapping services, […]
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2012 Huawei Global Analyst Summit: ramping up the game

Dan Bieler May 15, 2012
Dan Bieler; Bryan Wang; Henry Dewing; Katyayan Gupta; Tirthankar Sen Huawei hosted about 160 industry and financial analysts at its annual analyst summit in Shenzhen, China in April 2012. The main take-aways from the event are: Huawei continues its drive for more financial openness and transparency. Huawei provided detailed information about its financial and operational […]
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Colt Revamps The Way It Develops Agile Solutions For Its Customers

Dan Bieler May 9, 2012
The other day I visited Colt’s London HQ and saw how the telco is revamping its approach to developing more customer-centric and Agile solutions (Colt consciously avoids the “cloud” terminology). By now, most telcos managed to jump onto the cloud bandwagon by launching cloud-based services. The challenge, from an end user perspective, is that these […]
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Vodafone Reinforces Its Position In The UK Enterprise Market Through Cable & Wireless Worldwide Take-Over

Dan Bieler April 24, 2012
Vodafone agreed to acquire Cable & Wireless Worldwide (CWW) for 1.04 billion pounds in cash, valuing CWW at three times EBITDA. The deal propels Vodafone to the second largest telco in the UK with revenues of GBP6.97 billion, behind BT with revenues of GBP15.6 billion. From a financial perspective, the deal has a limited impact, […]
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Telefonica Leadership Conference: Effective Repositioning

Dan Bieler April 3, 2012
Last week I attended Telefónica’s leadership event, which is held annually in Miami, reflecting its very strong basis in the Americas. This year’s event attracted around 700 visitors from 130 countries, comprising Telefónica’s customers, vendor partners, and analysts. There were several external keynote speakers, like the CIO of the US government, futurologist Michio Kaku, and […]
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Mobile World Congress 2012: Impressions From A Telco Perspective

Dan Bieler March 7, 2012
Around 60,000 global movers and shakers of all things mobile once again descended upon Barcelona to attend the leading annual mobility event, the Mobile World Congress (MWC). This year’s main themes centered on metadata analytics, the customer experience, and over-the top business models: The big data opportunity fueled the fantasies of almost all MWC attendees. […]
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Network Sharing And Outsourcing Is In Many Telcos’ Future

Dan Bieler March 2, 2012
Network infrastructure is the basis for all funding of telco activities; as such, telcos must not only keep the cash cow alive, but also strengthen it. Management of network infrastructure is easily belittled as a subject for engineering nerds — but it must be treated as a key strategic matter. Outsourcing the management of or […]
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How Telcos Will Play A Larger Role In Cloud Computing

Dan Bieler March 1, 2012
Corporate CIOs should not ignore the network-centric nature of cloud-based solutions when developing their cloud strategies and choosing their cloud providers. And end users should understand what role(s) telcos are likely to play in the evolution of the wider cloud marketplace. Like many IT suppliers, telcos view cloud computing as a big opportunity to grow […]
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Deutsche Telekom Demonstrates Willingness For Cultural Change As Part Of Innovation Drive

Dan Bieler February 2, 2012
I attended Trend Forum 2012 last week in Bonn, effectively an analyst day where Deutsche Telekom presented its innovation strategy. There was no focus on overall group strategy. Still, innovation matters greatly as part of the repositioning efforts of telcos. As the role of telcos in the value chain is weakening, largely due to increasing […]
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A Dropped Call: AT&T And Deutsche Telekom Put US Merger Plan To Rest

Dan Bieler December 21, 2011
It does not come as a real surprise that the deal aimed at merging AT&T's and Deutsche Telekom's US wireless operations got nowhere. We were expecting as much back in autumn. In our view, there are no winners as a result of this dropped deal, not even the US consumer. The US consumer can look […]
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Nokia Siemens Networks Outlines More Details Of Strategy At Analyst Event

Dan Bieler December 21, 2011
At its 2011 Analyst Event in Boston, Nokia Siemens Networks (NSN) outlined more details of its recently announced strategy review. In our view, the new focus NSN is taking is right. NSN is focusing on growth segments of the infrastructure market and will generate large savings from operating expenses and production overheads. In addition to […]
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Nokia Siemens Networks Announces Radical Strategy Review

Dan Bieler December 1, 2011
Nokia Seimens Networks’ top management has finally pulled the emergency brakes, after months of unsuccessful attempts to find a buyer. Going forward, NSN will focus on mobile network infrastructure and the services market. All other areas are non-core and subject to disposal. We estimate that about two-thirds of NSN’s current portfolio will remain in this […]
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T-Systems’ Analyst Summit 2011: Getting Past A Lost Year

Dan Bieler November 23, 2011
T-Systems’ Analyst Summit 2011 in Frankfurt was dominated by updates on the progress the company made regarding its restructuring projects. As a result of these efforts, T-Systems has created the basis to become a more efficient and agile ICT services provider going forward. Still, in our view, the period between mid-2010 to mid-2011 was a […]
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Fujitsu Forum 2011 In Munich: A Global Reset

Dan Bieler November 19, 2011
During its Fujitsu Forum, which was attended by over 10,000 customers and partners, Fujitsu presented itself as a company in transformation from a fairly disjointed business to a more streamlined international business. Fujitsu’s new strategy has three main components: Focus on organic growth: Fujitsu is investing more in its sales and services structure as well […]
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