The Telco/Mobile Operator Cloud – what are the unique aspects for Operators?

I have been asked this a few times .. and its a changing goal post ..
Time to do a quick recap of my views

Qs is: What are the unique differentiators/ advantages for the Telecom Operator for the Cloud?

Here is a brief summary

The Cloud
- The Cloud can be seen to be ‘on demand/metered’ access to HW, SW and services. Hence, its all about business models

- Cloud converts CAPEX to OPEX. The ideas are not new but the technology is here which makes the business model feasible. There are many advantages – ex scaling, outsourced sysadmin etc

- Amazon S3 and EC2 clouds provide access to computing resources – ex disk storage, CPU etc and are one of the best example of Cloud services

- The problems with Cloud are the same as that of any ‘outsourcing’ –security, privacy etc etc

What can ‘telecoms’ do for the Cloud?
- In a word of ‘on demand’ services – the question arises – which services can telecoms uniquely provide(typically then Operator) – which others like amazon cannot

- Convergence is one i.e. you are with one provider and that provider manages your mobility ‘seamlessly’ at home and outside and also stores all your data

- This model has some limited success(typically in fixed to mobile convergence for homes) and in enterprises but has not really taken off

- ‘Bandwidth’ is another service that can be provided by the Operator ‘on demand’

- Ericsson is widely reputed to be speaking of 50 billion connected devices by 2020. The management of these devices could be an important part of the Mobile cloud

- Similarly, management of sensors in venues such as cafes could also be ‘outsourced’ and managed by the Operator

- The Operator could also sell QOS(Quality of service) but end to end QOS is hard to sell and gurantee for Operators

- There is now a clear trend to store music in the cloud (maybe followed by other content) ex from Apple to be announced next week

- Security, Privacy and Identity will always the the forte for the Operator

Managing the Cloud ecosystem end to end for the Telecom operator
- One of the unique challenges which Operators face, especially in the West, is that Operators do not control the device.
- This has relevance in the cloud context since many of the benefits (ex security, guaranteed QOS etc) cannot be provided unless the Operator also has a ‘footprint’ on the client(device)

- This can be achieved in at least three ways: A SIM card (which is controlled by the operator), an operator managed ‘on device portal’ or devices like femtocells

Hypothesis
considering the view that the Operator Cloud advantages can only be deployed if they have some footprint on the device, then there are three possible options

a) Security, privacy, Identity – you do not have to necessarily go via the Operator route for these, but the Operator has a long history in this space and also the motivation. I am moderating some webinars (free) at the Sim alliance on this topic and I will summarise these ideas more

b) Sensors and other devices – these are ‘greenfield’ and in some cases, the security, privacy and Identity arguments also
apply

c) There is also a wider aspect of ‘Voice and the Cloud’ which Martin Geddes and Dean Bubley are speaking of and that is also a differentiator for the Operator

That’s my thinking so far ..

comments welcome