Enabling the Gigabyte Lifestyle

Liliane Offredo-ZreikThe Sannine Group, LLC

Liliane.offredo@gmail.com

+1.917.599.7399

The Sannine Group, LLC

The Sannine Group

• A boutique advisory firm with a unique focus in telecom, cable and media.

• We are specialized in the following areas:– End to end product development and management– Corporate strategy and business model creation– Technology strategy and execution– Marketing

• We also provide advisory services to hedge funds, research analysts and private equity firms.

The Sannine Group, LLC

The Gigabyte Lifestyle

• 4G is becoming real – many deployment commitments for 2010 and 2011.

• Significant growth of mobile bandwidth utilization.

• Live mobile video is becoming a reality.

• Machine to machine communications will demand more resources from wireless networks.

• Over the top players are gaining more leverage.

• Mobile operators are loosing “clout” to smartphone vendors, app vendors and content providers.

The Sannine Group, LLC

Challenges to Network Operators

• Significant investment in 4G networks. Will they attain an attractive ROI?

• The FCC is mulling new net neutrality regulation.

• New 4G devices will be open => difficult to differentiate with the end device.

• They have become the “seamless” enabler of applications. Blamed when things go wrong. Invisible when things go right.

• With 3rd party vendors delivering value add services, how can they differentiate and continue to increase ARPU?

The Sannine Group, LLC

But New Opportunities Emerge

• Operators retain powerful tools, which they can leverage to gain a differentiated advantage:

• They have access to network intelligence and subscriber infoÞ offer personalized services and applications.Þ Optimize billing and service quality based on usage patternsÞ Better demand forecasting

• They can control QoS

• They can offer truly seamless multimedia applications

The Sannine Group, LLC

Some Questions we will address…

• How can network operators continue to differentiate and offer premium applications?

• How can operators achieve an attractive ROI for 4G?

• What strategies should operators adopt to support data demands and manage over the top providers?

• What is the future of app stores?

• Who controls the user experience?

• What new business models will emerge?

• Who will win? Why?

The Sannine Group, LLC

Speakers

• Kittur Nagesh (Nagesh) – Director, Service Provider Marketing, Cisco Systems, Inc.– Consumer and infrastructure– How the ecosystem is evolving– Operator challenges and how they are responding.

• Bill Joll – President, Velocitude.– The user experience– How apps will become ubiquitous and mobile ready– The future of application stores

• Stu Elby - Vice President, Network Architecture , Verizon – The service provider’s perspective – How Verizon is rising to the challenge and is creating new opportunities.