The document discusses predictions for the world in 2025, including that the second digital revolution will occur driven by new technologies. By 2025, the digital economy is predicted to be worth $4.8 trillion, with enterprise technology contributing $1.5 trillion. While new opportunities will exist, competition will intensify for all players. Digital transformation will be necessary for companies rather than optional by that time.

1. The Road to 2025
Steven Hartley
Practice Leader
Service Provider & Markets
Ovum

2. Digital Futures: The World in 2025
© Ovum 2015, Informa Telecoms & Media Ltd
2
2025: Power shifts as society changes
 Global diplomatic
power shifts, but no
major global conflicts
 Privacy/data
protection regulation
more likely
 Governments
legislate to boost
economic
competitiveness
 Global economy
recovers slowly, with
developed markets
faring worst
 Economic strength
continues to shift
 Global population
growth slows
 Average age increases
 Working and living
demographics in
developed markets
change
 Work becomes more
technology-based,
flexible, & collaborative
 Climate changes start to
impact
 Pressure on carbon
fuels becomes a reality

3. …driven or enabled by technology
Digital Futures: The World in 2025
© Ovum 2015, Informa Telecoms & Media Ltd
3
Source: Ovum’s Digital Economy 2025: Technology Outlook

4. The Second Digital Revolution is coming
Digital Futures: The World in 2025
© Ovum 2015, Informa Telecoms & Media Ltd
4
Source: Ovum’s Digital Economy 2025: Core Scenario

5. Frequency & impact of disruption will increase
Digital Futures: The World in 2025
© Ovum 2015, Informa Telecoms & Media Ltd
5
Source: Ovum’s Digital Economy 2025: Core Scenario

6. Failure to meet transformational challenge negatively
impacted 74% of companies in past 20 years
6
Source: Ovum’s Digital Economy 2025: Core Scenario
Digital Futures: The World in 2025
© Ovum 2015, Informa Telecoms & Media Ltd

7. Industry context key to the 2nd Digital Revolution
7
Source: Ovum’s Digital Economy 2025: Core Scenario`
Digital Futures: The World in 2025
© Ovum 2015, Informa Telecoms & Media Ltd

8. Ecosystems become complex combinations
of players, products & processes
8
Source: Ovum’s Digital
Economy 2025:
Core Scenario
Digital Futures: The World in 2025
© Ovum 2015, Informa Telecoms & Media Ltd

9. Enabling the Digital Economy worth $4.8 trillion
in 2025
9
• Enterprise Technology contributes 32% of total digital enablement value in 2025
($1.5 trillion)
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
4,500
5,000
2010 2015 2020 2025
Enterprise&consumerspending
ondigitalenablement
($billion) Digital Advertising
Digital Media Services
TV
Devices
Broadband Connectivity
Traditional Communications
Enterprise Technology
3,033
3,717
4,292
4,779
Source: Ovum’s Digital Economy
2025: Core Scenario
Digital Futures: The World in 2025
© Ovum 2015, Informa Telecoms & Media Ltd

10. Digitalization increases enterprise opportunity,
but attracts competition
10
Source: Ovum’s
Digital Economy
2025: Core Scenario
Digital Futures: The World in 2025
© Ovum 2015, Informa Telecoms & Media Ltd

11. Key messages
• The second digital revolution is coming
– Technology will touch more people, verticals & businesses in more
geographies than ever before
– Frequency & impact of business disruption will increase
– Ecosystems become more fluid & open
• Enabling the digital economy will be worth $4.8 trillion
• New opportunities exist particularly in enterprise sector
– But competition will intensify for all players
• Digital transformation is a necessity not a luxury
11 Digital Futures: The World in 2025
© Ovum 2015, Informa Telecoms & Media Ltd

12. Thank you. Questions?
+44 (0) 7884 336 439 | steven.hartley@ovum.com
Ovum.com | @OvumTelecoms