Yankee Group 2010 Predictions

© Copyright 2008. Yankee Group Research, Inc. All rights reserved. www.yankeegroup.com© Copyright 2009. Yankee Group Research, Inc. All rights reserved. www.yankeegroup.com

Dec. 15, 2009

Christopher Collins, Senior Analyst

Josh Holbrook, Director

Camille Mendler, Vice President

Jon Paisner, Senior Analyst

© Copyright 2009. Yankee Group Research, Inc. All rights reserved. Page 2Dec.15, 2009Yankee Group 2010 Predictions

Agenda

• State of Anywhere Economy

• 2010 Predictions

• Summary and Conclusions

• Q&A


If you had $1,000 of your own money to invest in 2010, where would you invest it?

Poll 1Poll 1


State of Anywhere Economy

• Consumers are spending less

– One in four consumers expects to cancel or spend less for core connectivity solutions

• Enterprise investments are down

– 83 percent of businesses say the economy has had some to severe impact on their technology spending

• Network builders have stalled at macro levels

– Forecasted expansion of aggregate broadband revenue has been delayed one year

Despite a weak 2009, the Anywhere economy will grow dramatically


Agenda




• Q&A


Cord-cutting will double yet again

Page 6

Operators must fight back with bundled offers.

•3, T-Mobile •Sky, TalkTalk


The bell tolls for device subsidies

Operators must strategically eliminate subsidies to quickly and effectively offload device costs.

Sprint, T-Mobile AT&T, Verizon

Page 7


Netbooks fall from grace

Page 8

Back netbooks and laptops with satisfaction guarantees.Relentlessly educate retail employees and customers.

Dell, HP, Intel, Lenovo, Microsoft, Toshiba

Acer, ASUS, Linux, MSI, Qualcomm


Consumers drive more than 50 percent of enterprise smartphone purchases

Page 9

Operators must place increased emphasis on managed mobility.

Apple, Android, HTC, Sybase-Afaria

Blackberry BES,Microsoft Windows Mobile


Telcos unite behind infrastructure sharing

Page 10

Competitive differentiation lies in services, not network reach:Focus on service delivery platforms and innovation partners.

Alcatel-Lucent, Ericsson, NSN Alcatel-Lucent, Ericsson, NSN


Enterprise trust lifts telcos to the top of the cloud

Smart telcos don't worry about the cloud: They realize the cloud needs them. Start talking up resilient connectivity.

BT, Deutsche Telekom, NTT, Orange Business Services, SingTel

Page 11

Amazon Web Services, GoGrid, Google


Agenda




• Q&A


2010 Predictions Summary

1. Cord-cutting will double yet again

2. The bell tolls for device subsidies

3. Netbooks fall from grace

4. Consumers drive more than 50 percent of enterprise smartphonepurchases

5. Chrome OS powers a new class of Anywhere devices

6. Cloudy IT sparks demand for clear management tools

7. Upstart upsets the equipment vendor applecart

8. Enterprise trust lifts telcos to the top of the cloud

9. Network innovation well runs dry

10. Telcos unite behind infrastructure sharing

11. U.S. network neutrality rules have domino effect worldwide


Final Thoughts

• Opportunity is ripe, despite economic uncertainty

• Avoid the hunker-down mentality

• Adapt quickly to the new environment

• Embrace transparency

“Smart companies are fearful when others are greedy and greedy only when others are fearful.”

- Warren Buffett


Q&A

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© Copyright 2008. Yankee Group Research, Inc. All rights reserved. www.yankeegroup.com

Christopher Collins, senior analyst, [email protected]

Josh Holbrook, director, [email protected]

Camille Mendler, VP, [email protected]

Jon Paisner, senior analyst, [email protected]

Upcoming Yankee Group webinar:

Introducing ANYWHERE, the book – Jan. 14, 2010

Look for our 2010 webinar schedule at www.yankeegroup.com

Thank you!