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Telecom and cable operators have greatly benefited from the explosive adoption
and utilization of mobile services
More people have access to a mobile phone,
than have access to a toothbrush or working
toilets
It takes 26 hours for the average person to
report a lost wallet. It takes 68 minutes for them
to report a lost phone
It takes 90 minutes for the average person to
respond to an email. It takes 90 seconds for the
average person to respond to a text message
70% of all mobile searches
result in action within 1 hour
91% of all U.S. citizens have their mobile
device within reach 24/7 In 2014, smartphone screen time (151 minutes)
surpassed TV screen time (147 minutes)
Source: Google, United Nations, Unisys, CTIA, Mobile Marketer, Morgan Stanley, Ad Reaction
Copyright © 2014 Accenture. All rights reserved.
However, digital is enabling new entrants to disrupt services traditionally
monetized by operators Traditional Operator Offerings Disruptors
Text Messaging
Voice Calling
Data Connectivity
Yellow Pages
Maps & dedicated GPS devices
Television
Location Based Services
Yet, only a few Operators have set up their organizations and capabilities to effectively capitalize digital services
Copyright © 2014 Accenture. All rights reserved.
Our recent consumer survey demonstrated a global demand for digital companies
as alternatives to operators “If the following services were available from all of these providers, which providers would you consider using for each service?”
(if it were available)
Broadband Phone Calls Pay TV VoD Catch Up TV Broadband Phone Calls Messaging
In The Home Mobile
35%
29%
23% 27%
24%
32%
24% 26%
0%
5%
10%
15%
20%
25%
30%
35%
40%
Apple
Microsoft
Amazon
Samsung
Copyright © 2014 Accenture. All rights reserved.
Source: Accenture Digital Consumer Survey 2014
Not surprisingly, digital frontrunners are outperforming traditional operators
Serve Efficiently:
-29%
17% 21%
Telecom S&P 500 Technology
Sector Performance (Jul 30, 2013 – Jul 29, 2014)
Scale Rapidly:
Alter Economics:
64 billion messages per day, across
465 million users
Expanded from 50,000 users to 17
million in 9 months
Able to offers Maps for free to nearly
60M users a month
Source: Google Finance Analysis, WhatsApp, Amazon, comScore/Mashable
Note: Based on domestic equities and ADRs listed in US. 786
companies within Technology sector, including Apple, Microsoft,
Amazon and Google. 109 companies within Telecommunications
Services sector, including AT&T, CenturyLink, Verizon, Comcast.
Copyright © 2014 Accenture. All rights reserved.
New
Class of
Competitors
Six major digital trends are having an impact on operators.
1 2 3 4 5 6
Living Services
Wave
Shared
Customer
Competition
at the
Network Edge
The Great
Unbundling The New Scale
Copyright © 2014 Accenture. All rights reserved.
New Class of Competitors
PC
Tab
let
Ph
on
e
TV
Devic
e
s
Ap
ps
Bro
ws
er
OS
HW
Desig
n
Se
mi
IP
Me
dia
Ma
pp
i
ng
Se
arc
h
Sto
rag
e /
Ho
sti
n
g
Ma
rket
pla
ce
Ap
p
Dev
Clo
ud
Dev
Vo
ice /
Ms
g
Data
Care
Data
Acce
s
s
Se
rvic
es
Devices Platforms Cloud Services Dev Operators Services
20
08
20
10
2
01
4
Copyright © 2014 Accenture. All rights reserved.
The New Scale
Sources: Apple, Google, comScore, Amazon, Microsoft, Samsung, Verizon, Accenture analysis; GSMA Wireless Intelligence; Capital IQ
Copyright © 2014 Accenture. All rights reserved.
$569
$610
$685
$288
$354
$214
$340
$565
$334
$257
$249
$73
$41
$7
$45
24%
0%
27%
16%
12%
21%
22%
21%
1%
18%
28%
43%
16%
36%
25%
Global Annual ARPU (USD) Operating Margin
Notes: Users, ARPU, and OM for rolling 4 quarters. Samsung based on shipments and financials for mobile phones and tablets; Comcast data represents Cable Communications segment
The communications industry is undergoing massive changes driving deep
network transformations
Legacy Revenue Decline
100% Data
Value Chain Disruption
Hyper-growth Markets
Innovative Services
Government Strategies
Comm Industry Trends Network Transformation Drivers
The Need for
Network Industry Evolution
DRIVE RADICAL COST
STRUCTURE TRANSFORMATION
ASSURE MASSIVE NETWORK
TECHNOLGY EVOLUTION
(DATA EXPLOSION AND
VIRTUALIZATION)
COPE WITH THE NEW
COMPETITION AND REGULATION
Copyright © 2014 Accenture. All rights reserved.
Virtualization on each layer, connected via SDKs
Accenture developed the future vision of the
network of the future - the Network 3.0 model
SDKs & APIs Exposure
SDKs & APIs Exposure
SDKs & APIs Exposure
Spans Digital Life, Device Configuration and Mgmt.
Built upon SDKs, is native multi-tenant and paid for with the
“new currency”
Provides Policy Control & Software Service(s) Layer exposing
the ‘Digital Intelligent’ Functions , with SDN, NPV Control
Functions, Network Analytics and Services (CDN, IMS)
Multi-tenant Compute, Storage and Networking Components,
and can be delivered from Public Cloud
Federated, Mixed Economy, and decoupled from the Elastic
Core and the service layer(s) . Ultra BB the norm
Devices
Applications
Control Functions
Elastic Core
Access
Copyright © 2014 Accenture. All rights reserved.
Accenture will help our Telco and NEP clients leveraging our new Business
Services that will bridge the transformation to the new world
Network Industry Evolution - Technology and Ecosystem Discontinuity
+ New multivendor
integration skills
Complex and
multivendor
environments
(“ALL IP”)
E///
Huawei
Samsung Oracle
ALU
All IP
transformation
Software Network &
Virtualization HW
VIRTUAL
SW Software defined
networks on virtual
environments
(“SDN+NFV”)
+ SW engineering &
integration skills
The new NETWORK SPACE The Old World
Single-Vendor, vertical and closed Silos (“turn key” solutions) Multi-Vendor, horizontal and open Platforms (“multi players” solutions)
…. Nokia
ACCENTURE
Copyright © 2014 Accenture. All rights reserved.
The Network Industry Evolution will be enabled by a fundamental shift in the
market: “THE DIGITAL NETWORK”
Today Target
INFRASTRUCTURE DRIVEN NETWORK
SOFTWARE & INTEGRATION DRIVEN NETWORK
Legacy Sunset
New Digital Network Architecture
Born of the Lean Operating Model
OSS 2.0
IP MIGRATION SERVICES
NETWORK ENGINEERING SERVICES
FIELD FORCE SERVICES
Copyright © 2014 Accenture. All rights reserved.
In the digital future, operators will fall into one of four scenarios based on their
digital capabilities and offerings
Digital Services
Provider Creator of digital services without
underlying network. Own direct
relationship with end consumers
(sales, activation, billing)
Integrated Digital
Services Provider
(IDSP)
The platform for all things digital,
for both their own and 3rd party
services
Traditional
Network Provider
Operators/ aggregators of network
infrastructure focused on providing
connectivity
Digital Platform
Provider
Enabler of 3rd party digital
services. Provide intelligent and
nimble infrastructure and related
services
Maturity of Digital Capabilities
High
High
Matu
rity
of
Dig
ital
Off
eri
ng
s
Copyright © 2014 Accenture. All rights reserved.
Our recommendation: Operators must strive to become Integrated Digital Service
Providers (IDSPs)
IDSP: Designed for Digital as a Business
Copyright © 2014 Accenture. All rights reserved.
IDSPs are Operators that are standing up infrastructure capabilities, operations and offerings to pursue digital as a business
Digital Business Operations & Capabilities
Digital Infrastructure Core
Digital Offerings
Becoming an IDSP will enable Operators to offer a new set of services and solutions
One-stop-shop for IT Virtual Interaction Provider Smart City Provider Road Tolling Partner
Digital Home Integrator Home Healthcare Integrator Customized Cloud Provider M2M Enabler Unleashes the full
entertainment experience in
every home
Takes care of your health Builds and maintains your own cloud Unleashes the power & intelligence
of connected machines
Services all your IT needs Enhances virtual interaction
with colleagues and customers
Partners with the government
to realize smart cities Provides secure, fast and
cost effective road tolling
Sample set of scenarios
Copyright © 2014 Accenture. All rights reserved.