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SAAS Themes in Mobile Industry - Presentation made by Alok Mittal, Canaan Partners at the EMERGEOUT conclave, 28th August New Delhi
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SAAS Themes in Mobile SAAS Themes in Mobile IndustryIndustry
Alok MittalAlok MittalAugust 2009August 2009
© Copyright 2009 Canaan Partners 2
Agenda
»Overview
»Telco Procurement – Shift to Managed Services
»Application Development – The PAAS of Mobile
© Copyright 2009 Canaan Partners 3
Background
» 21-year-old firm with offices in Silicon Valley | New York Corridor | India | Israel
» $3.0 Billion assets under management across 8 funds
» Technology & Healthcare focused
» Early-stage investments (Series A/B)
» 129 liquidity events 52 IPOs | 77 M&As
» 201 years investing experience
» 171 years operating experience
OVERVIEW
© Copyright 2009 Canaan Partners 4
» Utilities, including telecom, inherently adopt “pay as you go” business model to customers› Minutes, Watts, Gallons
» Mobile companies have been migrating to a sourcing model on SAAS lines for 5 years now
» The open application environments of the computing world are being adopted in the mobile world, and will offer developers similar services as online PAAS platforms
Mobile Industry – Key SAAS ThemesOVERVIEW
© Copyright 2009 Canaan Partners 5
Agenda
»Overview
»Telco Procurement – Shift to Managed Services
»Application Development – The PAAS of Mobile
© Copyright 2009 Canaan Partners 6
Telco Procurement – 10 years agoTELCO PROCUREMENT – SHIFT TO MANAGED SERVICES
Marketing
Network O&M
Billing/ Customer Care
Network Equipment
NM, OSS
Active Infra
Passive Infra
IT
Capital
Billing/ Customer Care
Marketing
© Copyright 2009 Canaan Partners 7
Telco Procurement – now and futureTELCO PROCUREMENT – SHIFT TO MANAGED SERVICES
Network
VAS
IT
O&M
Project Executio
nEquipme
ntCapital
© Copyright 2009 Canaan Partners 8
Agenda
»Overview
»Telco Procurement – Shift to Managed Services
»Application Development – The PAAS of Mobile
1980s1980s
Evolving Developer ContextAPPLICATION DEVELOPMENT – THE PAAS OF MOBILE
© Copyright 2009 Canaan Partners 9
Proprietary to Device or Network
Proprietary to Device or Network
Cross – Device Cross – Network
Cross – Device Cross – Network
Embedded
Embedded
OSOS
Middleware
Middleware
MMIMMI
Monetization
Monetization
Docomo 1990s
Docomo 1990s
S40 1990sS40 1990s
Java, FlashLite
2000s
Java, FlashLite
2000s
iPhoneiPhone
S60, WinMo 2000s
S60, WinMo 2000s
AndroidAndroid
© Copyright 2009 Canaan Partners 10
» Easier application development due to increasing standardization of development platform› Might still not get to 1 platform
» Tighter integration of application environment with device and network capabilities› Richer, network oriented applications (presence, location, etc)
» Value shifting to customer experience (MMI) and business model (Distribution, payment)
Key Takeaways for Application Developers
APPLICATION DEVELOPMENT – THE PAAS OF MOBILE
Thank you!Thank you!