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1. The impact of technological Innova4on on tradi4onal wireline Networks (mobile, all IP, Internet) is the main reason for some problems and the OTT players are drivers for this change and made beBer use of this poten4al.

Matthias Kurth Presentation

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Matthias Kurth Presentation

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1.  The  impact  of  technological  Innova4on  on  tradi4onal  wireline  Networks  (mobile,  all  IP,  Internet)  is  the  main  reason  for  some  problems  and  the  OTT  players  are  drivers  for  this  change  and  made  beBer  use  of  

this  poten4al.    

2.  Wireline  Networks  are  considered  commodi4es  by  the  Financial  markets  and  not  a  risky  high  Tec  investment.  This  could  be  an  advantage  especially  

in  disrup4ve  dynamic  changes.  Commodi4es  might  not  offer  the  highest  return,  but  they  generate  stable  revenues  and  are  Ideal  for  

Pension  funds.    

3.  Not  all  Problems  of  wireline  Networks  are  related  to  OTT.  Risky  

interna4onal  acquisi4ons,  high  Debt  or  inefficient  management  should  not  be  

underes4mate.    

4.  On  the  other  side  is  OTT  not  always  the  hen  with  golden  eggs,  but  a  highly  compe44ve  and  

risky  business.  The  success  of  Google  and  Apple  is  challenged  and  the  baBles  over  

patents  and  intellectual  property  rights  will  go  on  for  quite  a  while.  The  Facebook  IPO  has  

underlined,  that  even  a  successful  OTT  Player  has  problems  with  his  business  model.  Nokia,  Motorola  etc.  shows  how  quick  a  success  can  

be  over.  

5.  The  Slow  investment  in  new  wireline  Networks  has  two  reasons:  

         -­‐  there  is  a  Gap  between  Customer  demand,  willingness  to  pay  and  costs  for  investment                  Even  if  modern  Networks  are  available  

customers  uptake  is  slow  and  willingness  to  Pay                  Premium  prices  low  

         -­‐  the  investment  problem  is  a  last  mile  problem  and  a  FTTH,  FTTB  problem  

               The  upgrade  of  cable  infrastructure  with  the  Docsis  3  standard  managed  to  bridge  this  

gap                    in  a  cost-­‐efficient  way.  

 

6.  The  solu4on  is  to  enhance  coopera4ons  between  wireline  

companies  and  OTT  players.  There  are  already  many  examples  for  this.  

 

7.  Wireline  companies  could  offer  in  a  nondiscrimina4ng  way  beBer  quality  of  Service,  beBer  speed  and  beBer  capaci4es  and  this  will  enhance  the  

Service  quality  of  the  OTT's.  There  is  a  possibility  of  Win  -­‐  Win  

strategy  if  both  sides  are  focused  on  their  experience.  

 

8.  In  the  end  the  demand  of  the  Customer    is  crucial  and  not  poli4cally  

driven  roll  out  programs.  To  be  technology  neutral  and  to  keep  a  compe44ve  Environment  is  s4ll  the  

best  we  can  offer.