Yankee Group Q&A Forum for Analyst Relations Professionals, presented by Emily Green

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

Yankee Group Q&A:Analyst Relations Professionals

Emily Nagle GreenPresident and CEO

December 3, 2008

© Copyright 2008. Yankee Group Research, Inc. All rights reserved. Page 2December 3, 2008Q&A for Analyst Relations Professionals

Agenda

� The Anywhere Revolution

� Our focus

� Who we work with & what we do

� Our reach

� Yankee Group Research Framework

� Q & A


What Is Anywhere?

Anywhere is Yankee Group’s vision for how ubiquitous connectivity

will transform consumers, enterprises and the world we live in.

Navigating this transformation is now

Yankee Group’s sole focus.

This makes us unique as advisors in two ways.


The Anywhere revolution will be massive in scope

New kinds of consumers

New kinds of connections

New kinds of devices

New ecosystems


Who does Yankee Group help?

� Who do we serve as clients?

� Network operators

� Network builders

� Network users

� Which associations do we

work with?

� Official industry analysts

for the ITU

� Premier analysts for

USTA, TIA, CTIA, CES,

3GSM, FTTH Council,

BSG, MMA, etc.


Yankee Group in the news

"Mobile Web sites are in the circa 1994 to 1995 web

world..." Carl Howe, NYT"As times get tight, marketers tend to focus on more direct

response media [like online search-related ads], that are

more measurable."

Daniel Taylor, NPR Marketplace

"It has become part of our vocabulary: ‘I'll Skype you later.’” Zeus Kerravala, FORTUNE

“The future of IPTV rests on middleware.”

Vince Vittore, Telephony


How do we deliver our value?

Yankee Group’s Link products and services provide clients the insight,

analysis and tools to navigate the global connectivity revolution.

Link Research: qualitative research

focused exclusively on the

transformational effects of the

connectivity revolution

Link Data: quantitative richness

about Anywhere’s effects with

monitors, surveys and forecasts

Link Interaction: connect with analysts to gain deeper insight into research and trends

Link Consulting: in-depth analysis and actionable

recommendations tailored to client needs

Link Events: world-class, open conferences

where industry leaders and Yankee Group experts

explore the future of connectivity


Yankee Group’s global reach

• Anywhere is a global phenomenon with

substantial regional differentiation

• Our Anywhere Index now guides our

investigations in regional variation

• Research around the world: >1 million data

points compiled annually on connectivity change

– 80+ countries

– 150+ network operators

– Substantially expanded for Q4 2008 and beyond

• Analysts have extensive regional expertise

• Operations, partners, and clients on all

continents


Agenda

� The Anywhere Revolution

� Yankee Group Research Framework

� New question-driven research agenda

� 2009 research categories & topics

� Updates to quantitative work

� Q & A


There are big battles underway in the Anywhere revolution

Full service provider or

pipe provider ?

Extend legacy or next-gen

technologies, or both?

Open or closed network

architectures?

Fiber, copper or air?

Flat-rate or per-bit pricing?

Government or market control?

Laptop or mobile device?

Corporate or social networks?

Corporate IT or the cloud?

Monolithic applications or

mashups?

Corporate controlled or worker flexibility?

One entertainment provider or many?

Specialized or converged devices?

Consumer privacy or

monetization?

Supplier control or consumer

freedom?

Consumer time or subscription money?


To help, we created a question framework for our research

Anywhere Network Framework Questions

1. What technologies and architectures build and

power the Anywhere Network?

2. What are the economics of the Anywhere Network?

Anywhere Enterprise

Framework Questions

1. How will the Anywhere

Network transform the

enterprise and its

workforce, partners and

customers?

2. How will the Anywhere

Network transform

enterprise IT, and what

impact will that have on

the Anywhere Network?

Anywhere Consumer

Framework Questions

1. How do consumers

connect to the

Anywhere Network

wherever they are?

2. How will connectivity

transform consumers,

and how will their

experiences transform

the Anywhere Network?


Building and Powering the Anywhere NetworkResearch categories and analysts

Phil Marshall

Roberta Wiggins

Ashvin Vellody

Jon Edwards

Nate Dyer

3G, 4G, WiMAX, femtocells, LTE, HSPA+Advanced RAN

Jenn Pigg

Brian Partridge

Vince Vittore

Benoit Felten

FTTH, FTTN, FTTO, FTTx, GPON vs. P2P, xDSBroadband

Jenn Pigg

Phil MarshallMovement to 100GigE, optical network technologies, wireless backhaul

Core transport network

Andy Castonguay

Wally Swain

Nate Dyer

Handsets, connected consumer electronics including gaming platforms, Kindle-like devices, M2M, geo-location (GPS), location intelligence, presence, set-top boxes

Access devices

AnalystsCurrent TopicsResearch Categories

1/4


Building and Powering the Anywhere NetworkResearch categories and analysts

Ari Banerjee

David Vorhaus

Jon Paisner

Jon Edwards

Ashvin Vellody

RT charging, dynamic cataloging, subscriber and policy management, OSS/BSS, customer care, self service, web portals, revenue assurance, business intelligence, middleware technologies, web services, mobile transactions

Network software Systems

Brian Partridge

Ari BanerjeeNGN/IMS and SDP/Telecomm SOA

Service delivery architecture

Jon Paisner

Brian Partridge

Mobile transactions, mobile payments, mobile banking, partner management, revenue settlement, digital commerce

Mobile transactions

David Vorhaus

Brian Partridge

Ari Banerjee

Jon Paisner

Network neutrality issues/policy, quality of context initiatives, subscriber data and identity management, analytics and business intelligence, DPI and session control, QoC

Network intelligence

Diane Northfield

Brian Partridge

Wally Swain

Nate Dyer

Andy Castonguay

NGN broadband, new media regulations and distribution, open access conditions/network neutrality, new licensing opportunities/technology or service provision constraints

Regulation


2/4


Mobilizing and Capitalizing on the Anywhere NetworkResearch categories and analysts - Enterprise

Phil Hochmuth

Agatha Poon

Zeus Kerravala

Cloud computing, desktop virtualization, hosted applications, desktop on a stick, data center networking, application networking, WAN optimization, service orchestration

Mobile desktop

Phil Hochmuth

Zeus KerravalaNetwork security, network access control, DLP, network behavioral analysis, DPI, endpoint and device security

Mobile security

Sheryl Kingstone

Gene Signorini

SaaS, mobile app infrastructure, mobile web, mobile customer services, managed application performance management, self-service, mobile commerce, mashups, widgets

Mobile applications

Zeus Kerravala

Phil Hochmuth

VoIP, collaboration, network infrastructure, social networking, application ecosystem, video, messaging, conferencing, presence

Unified communications

Josh Holbrook

Gene Signorini

Agatha Poon

Steve Hilton

Sheryl Kingstone

Camille Mendler

M2M, business mobile devices, mobile OS, device management, location, wireless LAN, managed mobility, mobile application ecosystem, mobile field sales, mobile middleware, RFID, managed messaging, Web 2.0

Enterprise mobility


3/4


Mobilizing and Capitalizing on the Anywhere NetworkResearch categories and analysts - Consumer

Chris Collins

Josh Martin

Daniel Taylor

Declan Lonergan

Carl Howe

Fixed broadband, mobile broadband, 3G, 4G, FTTH, femtocells, FMC, wireless networking, home networking

Consumer access services

Declan Lonergan

Carl Howe

Mobile web sites, mobile data pricing, privacy, search, consumer cloud services

Mobile Internet services

Chris CollinsTriple-play, quad-play, prepaid vs. postpaid service strategies, consumer services regulation

Consumer pricing and packaging

Josh Martin

Declan Lonergan

Connected home, mobile apps, consumer connected devices, search, location-based services, mobile paymentsmobile transactions

Converged

consumer applications

Daniel Taylor

Declan Lonergan

Carl Howe

Mobile advertising, broadband advertising, three-screen models

Digital media and

advertising


4/4


Market Adoption Monitors & Forecasts are growing

� Global� North America� Latin America

� EMEA� Europe

� Western Europe

� Eastern Europe

� Middle East

� Africa

� Asia-Pacific

� 54 individual country worksheets

� Quarterly updates help monitor market changes

� Customization available

Featured

Countries

Global View

Featured

Countries

Europe Detail View

Featured

Countries

Asia Detail


2009 Attitude & Behavior surveys

• YG’s quantitative surveys dive into Anywhere adoption and attitudes

• New in 2009: “River” method provides continuous monthly updates

• Anywhere Consumer Survey Suites: 17,000 consumers in US & Canada

– Connectivity Choices explores devices, bundling, purchase, connectivity brands, including fixed & mobile, TV, more

– Digital Experience explores consumption, devices, unmet needs, threats, multi-screen, m-commerce, location-awareness, more

• Anywhere Enterprise Survey Suites: 6,700 enterprises in US & Canada

– Empowered Employees (surveying employees of SMBs and Large Enterprises) usage, productivity, technologies

– Transforming Infrastructure (surveying IT decision-makers) UC, virtualization, mobile tech, handset, wireless infrastructure, winning vendors

– Transforming Applications (surveying IT decision-makers and LOB leaders) changing application models and vendors


Measuring Anywhere: scorecards

The Anywhere vision allows us to

define unique new measures

� How fast are network providers

moving to Anywhere?

Anywhere Network Scorecard

� Which application providers are

moving their offerings Anywhere?

Anywhere Applications Scorecard

� Which enterprises are most

successful in delivering the Anywhere

Web?

Anywhere Web Scorecard

� Much more to come in 2009


Additional resources

• 2009 Research Agenda - Available now at www.yankeegroup.com

• 2009 Predictions for the Anywhere Economy webinar

– Thursday, December 11, 2008, 10-11 am ET

– Zeus Kerravala, Declan Lonergan, Ashvin Vellody

• Upcoming Anywhere research (Dec- January)

– A 5-Year Outlook on the Transformation of Connectivity, Phil Marshall

– The Anywhere Network: The Next Wave of Enterprise Transformation, Sheryl

Kingstone

– Virtual IT Infrastructure Transforms the Anywhere Enterprise, Zeus Kerravala

– How Consumers Get the Anywhere Network, Carl Howe

– Anywhere Connectivity Will Transform Consumers’ Digital Lives, Declan

Lonergan

– Anywhere Goes Global, Camille Mendler


The bottom line

Anywhere will bring the

largest technology

change in our lifetimes

Who will survive?

Who will thrive?

Are you ready?

Yankee Group

can get you there.

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

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Yankee Group Q&A Forum for Analyst Relations Professionals, presented by Emily Green