TM Forum Community

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

I am interested in knowing if you have spec's on Googles IoT.

------------------------------
Aaron Spiteri
iiNet Limited
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

Hi,

In my opinion the answer is very simple: adapt to the new reality and follow the new rules of the game.

Telcos are used to have control over the value change, but this is no longer possible. Newcomers like Google are not playing by the old telco rules based on lengthy standardization processes and local (mostly marketing-based) competition. They follow the Internet rules. These new rules are based on in-house agile development. They do not re-sell products, they build them. And they do not talk for years inside standardization bodies to agree on heavy standards. They just act! 

So IMHO telcos have two options: either they play by the new rules and build and provide their own solutions (to continue offering value-added services) or let others do that and accept getting a small piece of the cake by being a bit pipe.



------------------------------
Cheers,
Humberto Castejon
Telenor Research
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

I totally agree with above answer - Get ready to adapt. With rapid deployment of SDN's (Software Defined Networks) and other software oriented technologies Teleco's role might simply reduce to infrastructure service provider.  To support to diverse protocols and heterogeneous device data interfaces, most of the IoT platforms - if not all- are resorting software based solutions.  So only way to over come is to innovate and find new terrains to continue as a Value Added Service provider than Commodity service.

Telco's can consider converging the power of API Economy and customized CX for better service. One good example is the product - IoTGlue- from Torry Harris Business Solutions. They demonstrated this product in Mobile World Congress and got huge positive response, which is actually doing the same mentioned above.

------------------------------
Shine Ravindra
Torry Harris Business Solutions Pvt Ltd
------------------------------

Original Message:
Sent: 06-27-2017 03:44
From: Humberto Castejon
Subject: Google IoT vs Telco IoT

Hi,

In my opinion the answer is very simple: adapt to the new reality and follow the new rules of the game.

Telcos are used to have control over the value change, but this is no longer possible. Newcomers like Google are not playing by the old telco rules based on lengthy standardization processes and local (mostly marketing-based) competition. They follow the Internet rules. These new rules are based on in-house agile development. They do not re-sell products, they build them. And they do not talk for years inside standardization bodies to agree on heavy standards. They just act! 

So IMHO telcos have two options: either they play by the new rules and build and provide their own solutions (to continue offering value-added services) or let others do that and accept getting a small piece of the cake by being a bit pipe.



------------------------------
Cheers,
Humberto Castejon
Telenor Research
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

Humberto hit the nail on the head.  Google, Apple, et al start with the customer.  What do customers want?  What would they like?  What would thrill them if it were available?  Then they work backwards to design, develop and market a product that meets those requirements.  And if they do their jobs well, they know enough people will beat a path to their door to make it a success.

Telcos come at it the complete opposite.  They start with a product they know they can design and build, then they figure out how to market it to a target audience all underpinned with control - the need to keep a tight rein on things.  Nowhere is this clearer than in the Smart Home area.

Most Telcos have a Smart Home offering.  However, most of them have very limited offerings.  Want home security - they only offer 1 brand of equipment.  Want a smart thermostat?  You might have a choice of 2 different models.  Same for cameras, door locks, lighting, etc.   And in some cases, the Telco insists on installing things themselves.

Contrast that to what one can get from Amazon, Samsung and others who all make products and platforms that connect with and work with an ever growing list of things from other makers.  And all can be self installed and managed from 1 or more apps.  And this is just 1 minor example.

If Telcos made cars - they would still be market testing cup holders.

------------------------------
Jim Warner
Westport Group
------------------------------

Original Message:
Sent: 06-27-2017 03:44
From: Humberto Castejon
Subject: Google IoT vs Telco IoT

Hi,

In my opinion the answer is very simple: adapt to the new reality and follow the new rules of the game.

Telcos are used to have control over the value change, but this is no longer possible. Newcomers like Google are not playing by the old telco rules based on lengthy standardization processes and local (mostly marketing-based) competition. They follow the Internet rules. These new rules are based on in-house agile development. They do not re-sell products, they build them. And they do not talk for years inside standardization bodies to agree on heavy standards. They just act! 

So IMHO telcos have two options: either they play by the new rules and build and provide their own solutions (to continue offering value-added services) or let others do that and accept getting a small piece of the cake by being a bit pipe.



------------------------------
Cheers,
Humberto Castejon
Telenor Research
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

And... dont forget that next to googles and apples there are also energy grid operators etc.. that want to play in the IoT market. although they are even slower that traditional telcos, and would (if they would produce cars)  still be defining cupholder requirements (thanks Jim), they have an number of interesting services for the user. to be more precise, they have thought about  "potential" services, that they mostly cannot offer consistently right now..  telcos have a lot to offer to grid operators, because they have a lot in common. googles and apples do not have a lot of experiences with dirty boots in the mud...while they WILL be great in organising/orchestrating the overall scheme of things, and will be hard to beat in "owning" the customer, they will not bring the pizza. Yes, telcos will be more like commodity providers AS WELL . but you dont need to stop there...

------------------------------
Anton Van der Burgt
Xelas energy software
www.xelasenergy.com
------------------------------

Original Message:
Sent: 06-27-2017 06:49
From: Jim Warner
Subject: Google IoT vs Telco IoT

Humberto hit the nail on the head.  Google, Apple, et al start with the customer.  What do customers want?  What would they like?  What would thrill them if it were available?  Then they work backwards to design, develop and market a product that meets those requirements.  And if they do their jobs well, they know enough people will beat a path to their door to make it a success.

Telcos come at it the complete opposite.  They start with a product they know they can design and build, then they figure out how to market it to a target audience all underpinned with control - the need to keep a tight rein on things.  Nowhere is this clearer than in the Smart Home area.

Most Telcos have a Smart Home offering.  However, most of them have very limited offerings.  Want home security - they only offer 1 brand of equipment.  Want a smart thermostat?  You might have a choice of 2 different models.  Same for cameras, door locks, lighting, etc.   And in some cases, the Telco insists on installing things themselves.

Contrast that to what one can get from Amazon, Samsung and others who all make products and platforms that connect with and work with an ever growing list of things from other makers.  And all can be self installed and managed from 1 or more apps.  And this is just 1 minor example.

If Telcos made cars - they would still be market testing cup holders.

------------------------------
Jim Warner
Westport Group
------------------------------

Original Message:
Sent: 06-27-2017 03:44
From: Humberto Castejon
Subject: Google IoT vs Telco IoT

Hi,

In my opinion the answer is very simple: adapt to the new reality and follow the new rules of the game.

Telcos are used to have control over the value change, but this is no longer possible. Newcomers like Google are not playing by the old telco rules based on lengthy standardization processes and local (mostly marketing-based) competition. They follow the Internet rules. These new rules are based on in-house agile development. They do not re-sell products, they build them. And they do not talk for years inside standardization bodies to agree on heavy standards. They just act! 

So IMHO telcos have two options: either they play by the new rules and build and provide their own solutions (to continue offering value-added services) or let others do that and accept getting a small piece of the cake by being a bit pipe.



------------------------------
Cheers,
Humberto Castejon
Telenor Research
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

Hi to all,

Thanks to all for share your ideas.

I'm thinking aloud and what do you think if mobile operators offer premium services over existing products?

The current currency (and for now) are MB, I saw in my country a free Facebook offer but so limited that no one uses it.

Also, mobile operators are not apps developers, then it makes sense they do partnerships to have a differentiation over the same products/services that exists in the internet market.

------------------------------
Marco Garfias
Salamanca Solutions International
------------------------------

Original Message:
Sent: 06-27-2017 07:35
From: Anton Van der Burgt
Subject: Google IoT vs Telco IoT

And... dont forget that next to googles and apples there are also energy grid operators etc.. that want to play in the IoT market. although they are even slower that traditional telcos, and would (if they would produce cars)  still be defining cupholder requirements (thanks Jim), they have an number of interesting services for the user. to be more precise, they have thought about  "potential" services, that they mostly cannot offer consistently right now..  telcos have a lot to offer to grid operators, because they have a lot in common. googles and apples do not have a lot of experiences with dirty boots in the mud...while they WILL be great in organising/orchestrating the overall scheme of things, and will be hard to beat in "owning" the customer, they will not bring the pizza. Yes, telcos will be more like commodity providers AS WELL . but you dont need to stop there...

------------------------------
Anton Van der Burgt
Xelas energy software
www.xelasenergy.com
------------------------------

Original Message:
Sent: 06-27-2017 06:49
From: Jim Warner
Subject: Google IoT vs Telco IoT

Humberto hit the nail on the head.  Google, Apple, et al start with the customer.  What do customers want?  What would they like?  What would thrill them if it were available?  Then they work backwards to design, develop and market a product that meets those requirements.  And if they do their jobs well, they know enough people will beat a path to their door to make it a success.

Telcos come at it the complete opposite.  They start with a product they know they can design and build, then they figure out how to market it to a target audience all underpinned with control - the need to keep a tight rein on things.  Nowhere is this clearer than in the Smart Home area.

Most Telcos have a Smart Home offering.  However, most of them have very limited offerings.  Want home security - they only offer 1 brand of equipment.  Want a smart thermostat?  You might have a choice of 2 different models.  Same for cameras, door locks, lighting, etc.   And in some cases, the Telco insists on installing things themselves.

Contrast that to what one can get from Amazon, Samsung and others who all make products and platforms that connect with and work with an ever growing list of things from other makers.  And all can be self installed and managed from 1 or more apps.  And this is just 1 minor example.

If Telcos made cars - they would still be market testing cup holders.

------------------------------
Jim Warner
Westport Group
------------------------------

Original Message:
Sent: 06-27-2017 03:44
From: Humberto Castejon
Subject: Google IoT vs Telco IoT

Hi,

In my opinion the answer is very simple: adapt to the new reality and follow the new rules of the game.

Telcos are used to have control over the value change, but this is no longer possible. Newcomers like Google are not playing by the old telco rules based on lengthy standardization processes and local (mostly marketing-based) competition. They follow the Internet rules. These new rules are based on in-house agile development. They do not re-sell products, they build them. And they do not talk for years inside standardization bodies to agree on heavy standards. They just act! 

So IMHO telcos have two options: either they play by the new rules and build and provide their own solutions (to continue offering value-added services) or let others do that and accept getting a small piece of the cake by being a bit pipe.



------------------------------
Cheers,
Humberto Castejon
Telenor Research
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

​The IOT/IOE echo system broadly comprises edge device/gateways, connectivity, IOT Platform, analytics and application providers
It requires integration across these players to stitch and realize the value.

Among these, CSPs have been the connectivity providers.
Also CSPs, 
     have been traditionally collaborating with OEMs, VAS providers for network function and services.
     Have established structures to handle sales, field deployment/service apart from the means to measure and bill service - all for the large    volumes of customers scattered geographically, typically country/state.
     Established relationships with customers/enterprises over the years

Considering these, CSPs are well placed to take distinct advantage over other players in the echo system to move up the value chain and play integrators, thus offering IOT as a service to customers.

However, this requires certain fundamental learning/unlearning from CSPs:
• Readiness and willingness to move up the value chain
• Change in organization mindset through management to the field/service personnel, to accept and differentiate this as different from telecom way of business
• Agility unlike the days when CSPs determined and controlled the product launches over months
• Identifying and finalizing partnerships with vendors/players in this chain in this evolving stream, and making the processes to onboard/off board partnerships simpler   
• Launch IOT services that are reasonably cooked and ensure basic function, and not wait for the perfection, quickly learn from the field feedback.
• Acceptance that the revenue streams in near term will be at pittance compared to existing connectivity portfolio, with the realization and understanding of its future potential

------------------------------
Jagan Kalva
Tata Consultancy Services
------------------------------

Original Message:
Sent: 06-27-2017 11:19
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi to all,

Thanks to all for share your ideas.

I'm thinking aloud and what do you think if mobile operators offer premium services over existing products?

The current currency (and for now) are MB, I saw in my country a free Facebook offer but so limited that no one uses it.

Also, mobile operators are not apps developers, then it makes sense they do partnerships to have a differentiation over the same products/services that exists in the internet market.

------------------------------
Marco Garfias
Salamanca Solutions International
------------------------------

Original Message:
Sent: 06-27-2017 07:35
From: Anton Van der Burgt
Subject: Google IoT vs Telco IoT

And... dont forget that next to googles and apples there are also energy grid operators etc.. that want to play in the IoT market. although they are even slower that traditional telcos, and would (if they would produce cars)  still be defining cupholder requirements (thanks Jim), they have an number of interesting services for the user. to be more precise, they have thought about  "potential" services, that they mostly cannot offer consistently right now..  telcos have a lot to offer to grid operators, because they have a lot in common. googles and apples do not have a lot of experiences with dirty boots in the mud...while they WILL be great in organising/orchestrating the overall scheme of things, and will be hard to beat in "owning" the customer, they will not bring the pizza. Yes, telcos will be more like commodity providers AS WELL . but you dont need to stop there...

------------------------------
Anton Van der Burgt
Xelas energy software
www.xelasenergy.com
------------------------------

Original Message:
Sent: 06-27-2017 06:49
From: Jim Warner
Subject: Google IoT vs Telco IoT

Humberto hit the nail on the head.  Google, Apple, et al start with the customer.  What do customers want?  What would they like?  What would thrill them if it were available?  Then they work backwards to design, develop and market a product that meets those requirements.  And if they do their jobs well, they know enough people will beat a path to their door to make it a success.

Telcos come at it the complete opposite.  They start with a product they know they can design and build, then they figure out how to market it to a target audience all underpinned with control - the need to keep a tight rein on things.  Nowhere is this clearer than in the Smart Home area.

Most Telcos have a Smart Home offering.  However, most of them have very limited offerings.  Want home security - they only offer 1 brand of equipment.  Want a smart thermostat?  You might have a choice of 2 different models.  Same for cameras, door locks, lighting, etc.   And in some cases, the Telco insists on installing things themselves.

Contrast that to what one can get from Amazon, Samsung and others who all make products and platforms that connect with and work with an ever growing list of things from other makers.  And all can be self installed and managed from 1 or more apps.  And this is just 1 minor example.

If Telcos made cars - they would still be market testing cup holders.

------------------------------
Jim Warner
Westport Group
------------------------------

Original Message:
Sent: 06-27-2017 03:44
From: Humberto Castejon
Subject: Google IoT vs Telco IoT

Hi,

In my opinion the answer is very simple: adapt to the new reality and follow the new rules of the game.

Telcos are used to have control over the value change, but this is no longer possible. Newcomers like Google are not playing by the old telco rules based on lengthy standardization processes and local (mostly marketing-based) competition. They follow the Internet rules. These new rules are based on in-house agile development. They do not re-sell products, they build them. And they do not talk for years inside standardization bodies to agree on heavy standards. They just act! 

So IMHO telcos have two options: either they play by the new rules and build and provide their own solutions (to continue offering value-added services) or let others do that and accept getting a small piece of the cake by being a bit pipe.



------------------------------
Cheers,
Humberto Castejon
Telenor Research
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

Original Message------

​The IOT/IOE echo system broadly comprises edge device/gateways, connectivity, IOT Platform, analytics and application providers
It requires integration across these players to stitch and realize the value.

Among these, CSPs have been the connectivity providers.
Also CSPs, 
     have been traditionally collaborating with OEMs, VAS providers for network function and services.
     Have established structures to handle sales, field deployment/service apart from the means to measure and bill service - all for the large    volumes of customers scattered geographically, typically country/state.
     Established relationships with customers/enterprises over the years

Considering these, CSPs are well placed to take distinct advantage over other players in the echo system to move up the value chain and play integrators, thus offering IOT as a service to customers.

However, this requires certain fundamental learning/unlearning from CSPs:
• Readiness and willingness to move up the value chain
• Change in organization mindset through management to the field/service personnel, to accept and differentiate this as different from telecom way of business
• Agility unlike the days when CSPs determined and controlled the product launches over months
• Identifying and finalizing partnerships with vendors/players in this chain in this evolving stream, and making the processes to onboard/off board partnerships simpler   
• Launch IOT services that are reasonably cooked and ensure basic function, and not wait for the perfection, quickly learn from the field feedback.
• Acceptance that the revenue streams in near term will be at pittance compared to existing connectivity portfolio, with the realization and understanding of its future potential

------------------------------
Jagan Kalva
Tata Consultancy Services
------------------------------

Spot On Jagan

Telcos with B2B operations have sales, relationships and understanding of a lot of customer problems. Their customers often come to them first with their problems including IOTesque needs and ask operators to solve them.

A transformation for telcos should work towards creating solutions to distribute IOT services. Next the move towards using NFV/SDN and cloud services to integrate connectivity with device and cloud orchestration. This can happen over time. Whats imminent is to create a way to solve problems now with solutions that are available now.

Great list of things there, Jagan.


------------------------------
Ehtisham Rao
CEO, Servup
------------------------------

Original Message:
Sent: 07-26-2017 06:49
From: Jagan Kalva
Subject: Google IoT vs Telco IoT

​The IOT/IOE echo system broadly comprises edge device/gateways, connectivity, IOT Platform, analytics and application providers
It requires integration across these players to stitch and realize the value.

Among these, CSPs have been the connectivity providers.
Also CSPs,
     have been traditionally collaborating with OEMs, VAS providers for network function and services.
     Have established structures to handle sales, field deployment/service apart from the means to measure and bill service - all for the large    volumes of customers scattered geographically, typically country/state.
     Established relationships with customers/enterprises over the years

Considering these, CSPs are well placed to take distinct advantage over other players in the echo system to move up the value chain and play integrators, thus offering IOT as a service to customers.

However, this requires certain fundamental learning/unlearning from CSPs:
• Readiness and willingness to move up the value chain
• Change in organization mindset through management to the field/service personnel, to accept and differentiate this as different from telecom way of business
• Agility unlike the days when CSPs determined and controlled the product launches over months
• Identifying and finalizing partnerships with vendors/players in this chain in this evolving stream, and making the processes to onboard/off board partnerships simpler
• Launch IOT services that are reasonably cooked and ensure basic function, and not wait for the perfection, quickly learn from the field feedback.
• Acceptance that the revenue streams in near term will be at pittance compared to existing connectivity portfolio, with the realization and understanding of its future potential

------------------------------
Jagan Kalva
Tata Consultancy Services

Original Message:
Sent: 06-27-2017 11:19
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi to all,

Thanks to all for share your ideas.

I'm thinking aloud and what do you think if mobile operators offer premium services over existing products?

The current currency (and for now) are MB, I saw in my country a free Facebook offer but so limited that no one uses it.

Also, mobile operators are not apps developers, then it makes sense they do partnerships to have a differentiation over the same products/services that exists in the internet market.

------------------------------
Marco Garfias
Salamanca Solutions International

Original Message:
Sent: 06-27-2017 07:35
From: Anton Van der Burgt
Subject: Google IoT vs Telco IoT

And... dont forget that next to googles and apples there are also energy grid operators etc.. that want to play in the IoT market. although they are even slower that traditional telcos, and would (if they would produce cars)  still be defining cupholder requirements (thanks Jim), they have an number of interesting services for the user. to be more precise, they have thought about  "potential" services, that they mostly cannot offer consistently right now..  telcos have a lot to offer to grid operators, because they have a lot in common. googles and apples do not have a lot of experiences with dirty boots in the mud...while they WILL be great in organising/orchestrating the overall scheme of things, and will be hard to beat in "owning" the customer, they will not bring the pizza. Yes, telcos will be more like commodity providers AS WELL . but you dont need to stop there...

------------------------------
Anton Van der Burgt
Xelas energy software
www.xelasenergy.com

Original Message:
Sent: 06-27-2017 06:49
From: Jim Warner
Subject: Google IoT vs Telco IoT

Humberto hit the nail on the head.  Google, Apple, et al start with the customer.  What do customers want?  What would they like?  What would thrill them if it were available?  Then they work backwards to design, develop and market a product that meets those requirements.  And if they do their jobs well, they know enough people will beat a path to their door to make it a success.

Telcos come at it the complete opposite.  They start with a product they know they can design and build, then they figure out how to market it to a target audience all underpinned with control - the need to keep a tight rein on things.  Nowhere is this clearer than in the Smart Home area.

Most Telcos have a Smart Home offering.  However, most of them have very limited offerings.  Want home security - they only offer 1 brand of equipment.  Want a smart thermostat?  You might have a choice of 2 different models.  Same for cameras, door locks, lighting, etc.   And in some cases, the Telco insists on installing things themselves.

Contrast that to what one can get from Amazon, Samsung and others who all make products and platforms that connect with and work with an ever growing list of things from other makers.  And all can be self installed and managed from 1 or more apps.  And this is just 1 minor example.

If Telcos made cars - they would still be market testing cup holders.

------------------------------
Jim Warner
Westport Group

Original Message:
Sent: 06-27-2017 03:44
From: Humberto Castejon
Subject: Google IoT vs Telco IoT

Hi,

In my opinion the answer is very simple: adapt to the new reality and follow the new rules of the game.

Telcos are used to have control over the value change, but this is no longer possible. Newcomers like Google are not playing by the old telco rules based on lengthy standardization processes and local (mostly marketing-based) competition. They follow the Internet rules. These new rules are based on in-house agile development. They do not re-sell products, they build them. And they do not talk for years inside standardization bodies to agree on heavy standards. They just act!

So IMHO telcos have two options: either they play by the new rules and build and provide their own solutions (to continue offering value-added services) or let others do that and accept getting a small piece of the cake by being a bit pipe.



------------------------------
Cheers,
Humberto Castejon
Telenor Research

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

In my view Google, Facebook, Linkedin, etc has an edge over others being a player over the internet with huge customer data and connected devices. Google has already started competing with the Telcos directly with their 'Project FI' where they are leveraging the unused 4G/ LTE bandwidth of the telcos to offer basic services to the consumers with unlimited calls and data. With this comes their reach to data and devices where they can turnout to be a leading provider in no time.

Currently more developer exist on google platform than anybody else in the industry, and that is their USP. So with the combination Google Telco (Project FI), Google Data and analytics and developer world can bring in real sense to the IOT. The IOT journey so far is very conventional, we are yet to see innovation.

Probably with Google and the other social giant we may see a paradigm shift in this area.

------------------------------
Sabyasachi Ghosh
IBM Corporation
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

Many IT providers have started venturing into many aspects of communication technology except the fat-communication channels. For example Google, AWS, MS have also invested these area through M&A. It is high time for Telcos to speed up on 5G specification and adoption. Otherwise, each of these big players (non-telco) are going to come-up with some alternatives (end-users want something badly). If that happens, Telcos are going to lose the Bus. Thanks and regards.

------------------------------
Sudipta Ghosh,
Head-Intellectual Property Management
Wipro Technologies
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

This is certainly a question many are asking and many are looking for answers to. There's some interesting research going on around this at the moment too.

For example, ABI Research found 55 percent of implementer respondents only look to telcos for connectivity; but just 13 percent expect them to create ecosystems for IoT. ABI goes on to warn that the survey results show that telcos cannot, and should not, compete with web-scale companies for cloud computing services. 

Meanwhile, Analysys Mason goes on to say that for the telecoms industry to truly become big IoT players, they need to get more revenue from it, and more than connectivity alone can generate - bold investment and fostering partnerships (amongst others) can help to spur this along.

You might be interested in reading the following two articles which go into the findings in more details:

Stake your claim telcos: Reaping those IoT returns

Ecosystems: Telcos can't? Yes, we can.

------------------------------
Arti Mehta
Editor
TM Forum
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

Good Morning,

Telco's can only provide the ecosystem to enable the IOT or provide the better internet service to the customers for IOT.

Is there any way, that telecom operator can enter into IOT and dominate others?

------------------------------
Anbuselvan Thangaraj
Tata Consultancy Services
------------------------------

Original Message:
Sent: 06-29-2017 19:55
From: Arti Mehta
Subject: Google IoT vs Telco IoT

This is certainly a question many are asking and many are looking for answers to. There's some interesting research going on around this at the moment too.

For example, ABI Research found 55 percent of implementer respondents only look to telcos for connectivity; but just 13 percent expect them to create ecosystems for IoT. ABI goes on to warn that the survey results show that telcos cannot, and should not, compete with web-scale companies for cloud computing services. 

Meanwhile, Analysys Mason goes on to say that for the telecoms industry to truly become big IoT players, they need to get more revenue from it, and more than connectivity alone can generate - bold investment and fostering partnerships (amongst others) can help to spur this along.

You might be interested in reading the following two articles which go into the findings in more details:

Stake your claim telcos: Reaping those IoT returns

Ecosystems: Telcos can't? Yes, we can.

------------------------------
Arti Mehta
Editor
TM Forum
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

The answer lies in collaboration. A diverse range of people have to address these issues together, from the communications industry, through every associated digital ecosystem associated with IoE.= (read more: IoE: Tackling the trillions-of-dollars opportunity).


------------------------------
Arti Mehta
Editor, InformTM Forum
------------------------------

Original Message:
Sent: 07-19-2017 02:16
From: Anbuselvan Thangaraj
Subject: Google IoT vs Telco IoT

Good Morning,

Telco's can only provide the ecosystem to enable the IOT or provide the better internet service to the customers for IOT.

Is there any way, that telecom operator can enter into IOT and dominate others?

------------------------------
Anbuselvan Thangaraj
Tata Consultancy Services
------------------------------

Original Message:
Sent: 06-29-2017 19:55
From: Arti Mehta
Subject: Google IoT vs Telco IoT

This is certainly a question many are asking and many are looking for answers to. There's some interesting research going on around this at the moment too.

For example, ABI Research found 55 percent of implementer respondents only look to telcos for connectivity; but just 13 percent expect them to create ecosystems for IoT. ABI goes on to warn that the survey results show that telcos cannot, and should not, compete with web-scale companies for cloud computing services. 

Meanwhile, Analysys Mason goes on to say that for the telecoms industry to truly become big IoT players, they need to get more revenue from it, and more than connectivity alone can generate - bold investment and fostering partnerships (amongst others) can help to spur this along.

You might be interested in reading the following two articles which go into the findings in more details:

Stake your claim telcos: Reaping those IoT returns

Ecosystems: Telcos can't? Yes, we can.

------------------------------
Arti Mehta
Editor
TM Forum
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

IoT can not be a service but the end offered by diverse players, Telcos should act as the highway or gas stations provider, thus in the end happen to be that the IoT world is just the current internet market with consumers, stores and the wide web path offered by ISPs and Telcos. At least that Telcos could implement something like Amazon's button,
But wait, AWS report best income to Amazon that its retail business.

Sent from my iPhone

________________________________

Este mensaje y sus adjuntos se dirigen exclusivamente a su destinatario, puede contener información privilegiada o confidencial y es para uso exclusivo de la persona o entidad de destino. Si no es usted. el destinatario indicado, queda notificado de que la lectura, utilización, divulgación y/o copia sin autorización puede estar prohibida en virtud de la legislación vigente. Si ha recibido este mensaje por error, le rogamos que nos lo comunique inmediatamente por esta misma vía y proceda a su destrucción.

The information contained in this transmission is privileged and confidential information intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this transmission in error, do not read it. Please immediately reply to the sender that you have received this communication in error and then delete it.

Esta mensagem e seus anexos se dirigem exclusivamente ao seu destinatário, pode conter informação privilegiada ou confidencial e é para uso exclusivo da pessoa ou entidade de destino. Se não é vossa senhoria o destinatário indicado, fica notificado de que a leitura, utilização, divulgação e/ou cópia sem autorização pode estar proibida em virtude da legislação vigente. Se recebeu esta mensagem por erro, rogamos-lhe que nos o comunique imediatamente por esta mesma via e proceda a sua destruição


Original Message------

The answer lies in collaboration. A diverse range of people have to address these issues together, from the communications industry, through every associated digital ecosystem associated with IoE.= (read more: IoE: Tackling the trillions-of-dollars opportunity).


------------------------------
Arti Mehta
Editor, InformTM Forum
------------------------------

From Microsoft's perspective, we're delivering an IoT "platform" (branded Azure IoT Suite) which operators can leverage to build highly scalable IoT offerings for core scenarios such as predictive maintenance, connected car/home, etc.  Microsoft relies on operator partners to provide the connectivity, vertical application(s), and BSS, while Microsoft provides the platform and cloud services that enable rapid time-to-market, scalability, etc.  In practice, it provides the operator much more than just connectivity (thus bigger revenues) without heavy capex investments on platform.  We're working with AT&T, DTAG, Tele2, Sigfox, and many other providers already.

------------------------------
Rick Lievano
Microsoft Corporation
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

Yello,

Please can we discuss how the partnership can be extended to MTN Group?  

We have invested on a Group IOT platform that works across 22 Operations globally, we are sourcing partners to on-board related services.

Please reach out on:

adedamola.ibironke@mtn.com

Will be great to have the Azure IOT integrated.

Cheers,

Damola

------------------------------
Adedamola Ibironke
MTN Nigeria
------------------------------

Original Message:
Sent: 07-24-2017 15:21
From: Rick Lievano
Subject: Google IoT vs Telco IoT

From Microsoft's perspective, we're delivering an IoT "platform" (branded Azure IoT Suite) which operators can leverage to build highly scalable IoT offerings for core scenarios such as predictive maintenance, connected car/home, etc.  Microsoft relies on operator partners to provide the connectivity, vertical application(s), and BSS, while Microsoft provides the platform and cloud services that enable rapid time-to-market, scalability, etc.  In practice, it provides the operator much more than just connectivity (thus bigger revenues) without heavy capex investments on platform.  We're working with AT&T, DTAG, Tele2, Sigfox, and many other providers already.

------------------------------
Rick Lievano
Microsoft Corporation
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------

Telcos role is clearly cut out as enablers. They offer the infrastructure for devices to communicate as its their core business. And with pre-existing tie ups in terms of roaming agreements across the globe, they can make sure the service offering is indeed seem-less. For example, an auto maker in Germany shouldn't have to worry about their cars' IOT support irrespective of cars being exported anywhere across the globe.
The IoT solution offerings however would be dominated by specialized players who have already an early mover advantage in this space as well as startups coming up with innovations in this rather new space.

------------------------------
Neeraj Kumar
Zenith System Solutions, Inc.
------------------------------

Original Message:
Sent: 06-26-2017 09:05
From: Marco Garfias
Subject: Google IoT vs Telco IoT

Hi,

I have a question to this community, it seems Google and many application developers are doing IoT software using the standard protocols (Bluetooth, WiFi, IPV4, others) without dependency of a specific mobile provider nor additional network infrastructure.

Under this scenario it is possible telecom business changes their image from Value Added services to commodity services. How can survive a mobile provider in this environment where there are new challengers in the market out of their control?


------------------------------
Marco Garfias
Product Manager
Salamanca Solutions International
------------------------------