OTT TV: A Telco threat or opportunity?
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An assessment of the OTT TV opportunity and threat for telecom operators in the Middle East.
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OTT TV: A Telco threat or opportunity?
- 1. OTT: A Threat to Telecom Operators? Presentation to SAMENA, April 2010
- 3. Why should telecom operators get into the digital content game?
- 4. Which roles should operators play in the digital content ecosystem?
- 5. What are the specific opportunities inherent to the Middle East market?
- 8. Game
- 10. Utilities
- 12. Skype
- 13. MessagesWeb / Web apps Source: Morgan Stanley research Source: AppsFire
- 16. 54% of MENA queries
- 18. 80%of Saudi queriesSource: Google
- 19. 6 The advent of these global OTT players is not necessarily bad news for telecom operators Increase in data traffic Higher ARPU iPhone user US 1.63 ARPU of the average customer Western Europe 2.45 Source: Booz & Company
- 21. 8 Telcos should get into digital content, but this is not where the money is for them Mobile revenues in selected regions & countries, by type (2009) Projected market size $7bn Apps sales (2013E) $40B $75B $82B $21B $162B $37B $18B Content 1% 2% 4% 5% 5% 6% 10% 12% 8% 13% 9% 10% P2P messaging 18% 9% $1.6tr 10% Telecom industry revenues (2013E) 8% 11% 7% Other Data 40% 37% 23% Voice A drop in the bucket 0.4% Apps sales represent only of overall projected telecom revenues in 2013 Middle East India USA Korea China Japan Africa Source: Informa Global Content Forecasts 2008-2013, and Mobile Operator Revenues Update 2010 Q2. Source: Booz & Company
- 22. 9 The real economic value of digital media for telcos is to strengthen their core business through… Increasing ARPU Reducing churn Acquiring new customers
- 23. 10 In the Middle East, global competition is weakenedby specific factors… The regional opportunity is very small compared to other regions Global players do not have access to local / Arabic content Entertainment & media market by region (US$ billion) They might be restricted from operating in the region (licensing & regulatory constraints) Source: PWC
- 24. 11 Better access to local content … and telcos have an opportunity to leverage unique differentiating levers Billing relationship Telecom operators’ differentiating levers Particularly relevant in the Middle East
- 26. Wholesale capacity provider to MVNOs & SMART players
- 27. Drive traffic
- 28. Network open to all content providers
- 29. No direct investment in developing content
- 30. Management of device & content experience
- 33. Compete on being trusted partner for 3rd party content partners
- 34. Open network to 3rd parties
- 35. Leverage assets to enhance 3rd party content & services
- 36. End-to-end customer experience ownership
- 37. Branded devices, content, services
- 38. Mixed revenue models, including advertising
- 39. Retain control over customer experience only related to core offerings, not for all content
- 43. Marketing & Promotion support
- 44. Access to multiple operators
- 45. Multi-platform
- 46. Offer
- 49. Billing
- 50. Customer Care
- 52. Needs
- 53. Targeted and local contentExamples of partnerships Strong portfolio of Content Provider partners Supplier account management program Health content provider DMC developed their own iPhone application
- 54. 15 Nadeek – STC’s Sports portal
- 56. Billing relationship for paid gamesBenefits to Jawaker
- 59. MMS
- 60. Email shot
- 61. TV guide
- 64. 19 Digital and video creative produced by Intigral run across STB and web platforms… On box promo Invision.com.sa YouTube
- 65. Thank you © 2010
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