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Telecom operators: A renaissance as OTT-style players? eComm, SF, 29 th June 2011 [email protected]

Disruptive Analysis - Telco-OTT

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Dean Bubley's presentation at the 2011 eComm conference, on the opportunity for telcos to develop and run their own OTT-style services, beyond the confines of the own access networks

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Page 1: Disruptive Analysis - Telco-OTT

Telecom operators: A renaissance as OTT-style players?

eComm, SF, 29th June [email protected]

Page 2: Disruptive Analysis - Telco-OTT

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Imagine if…..

June 2011

+

….. at least 3 operators were looking seriously, over the past few years

Page 3: Disruptive Analysis - Telco-OTT

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Telcos face encroachment from all sides

June 2011

Source: STL PartnersStrategy Report “The Roadmap to new Telco 2.0 Business Models”

Page 4: Disruptive Analysis - Telco-OTT

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Telcos’ new ecosystem: slow, hostile & brittle?

Novy 2010

Interop: federation, roaming & IPX

IMS

VoLTE RCS

APIs

OneAPI Dev Progs BONDI

Devices

Android

ODMs

WP7 &

Nokia

IOS

Apps?

Services & enablers

Cloud CDNs QoS & 2SBM

NFC & money

Data & ID

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Leveraging web & smartphone scale effects

2bn users on Internet

2bn users on Internet

300m smartphone users-- 1bn+ by 2013

?Standards & interop

vs. speed & temptation of scale “off network”

<600m users

<400m users

<200m users

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Dumb pipe, or happy piper?

June 2011

OTT, UTF….. If you can’t beat them, join them

Page 7: Disruptive Analysis - Telco-OTT

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Didn’t all this fail already?

June 2011

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Or are we overlooking success stories?

June 2011

Roaming

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Operators already endorsing own-brand OTT

Telecom Italia CTO Strategy Presentation, April 2010

Deutsche TelekomStrategy Presentation, March 2010

Orange ONLifeisbetteron.com

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Page 10: Disruptive Analysis - Telco-OTT

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Challenges & questions

Build vs. Buy Conception & differentiation Execution Governance / org model Incentivisation / remuneration Protection from internal sabotage Metrics & valuation Neutrality hypocrisy

June 2011

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Smartphones & appstores are pivotalBT BT Rogers SingTel

Telstra 3 Italy Telecom Italia Far EasToneCopyright Disruptive Analysis Ltd 2011June 2011

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Real innovation & vision starting to emerge

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Not just telcos playing Internet services either…

June 2011

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Copyright Disruptive Analysis Ltd 2011June 2011