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Telecom operators:
A renaissance as OTT-style players?
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                            +


    ….. at least 3 operators were looking seriously, over the past few years


May 2011                   Copyright Disruptive Analysis Ltd 2011
Telcos face encroachment from all sides




Source: STL PartnersStrategy Report “The Roadmap to new Telco 2.0 Business Models”


May 2011                                Copyright Disruptive Analysis Ltd 2011
Telcos’ new ecosystem: slow, hostile & brittle?



                                                   Interop:


       IMS                  APIs                          Devices                      Services   Data & ID



   VoLTE     RCS   OneAPI   Dev    BONDI      Android     WP7 &     IOS     Cloud   CDNs     QoS &      NFC &




May 2011                           Copyright Disruptive Analysis Ltd 2011
Leveraging web & smartphone scale effects




May 2011        Copyright Disruptive Analysis Ltd 2011
Leveraging web & smartphone scale effects
                                                         <600m users




                                                         <400m users




                                                         <200m users


May 2011        Copyright Disruptive Analysis Ltd 2011
Leveraging web & smartphone scale effects
                                                                 <600m users




                                                                 <400m users




     2bn users on
       Internet

                                                                 <200m users
300m smartphone users
  -- 1bn+ by 2013
May 2011                Copyright Disruptive Analysis Ltd 2011
Leveraging web & smartphone scale effects
                                                                 <600m users




                                                                 <400m users




     2bn users on
       Internet
                                           ?                     <200m users
                           Standards & interop
300m smartphone users   vs. speed & temptation of
  -- 1bn+ by 2013           scale “off network”
May 2011                Copyright Disruptive Analysis Ltd 2011
Dumb pipe, or happy piper?




           OTT, UTF….. If you can’t beat them, join them
May 2011                 Copyright Disruptive Analysis Ltd 2011
Didn’t all this fail already?




May 2011           Copyright Disruptive Analysis Ltd 2011
Or are we overlooking success stories?




May 2011        Copyright Disruptive Analysis Ltd 2011
Or are we overlooking success stories?




May 2011        Copyright Disruptive Analysis Ltd 2011
Or are we overlooking success stories?




                        Roaming




May 2011        Copyright Disruptive Analysis Ltd 2011
Operators already endorsing own-brand OTT

                                  Telecom Italia
                       CTO Strategy Presentation, April 2010




                               Deutsche Telekom
                       Strategy Presentation, March 2010




                                                      Orange ON
                                                  Lifeisbetteron.com
May 2011       Copyright Disruptive Analysis Ltd 2011
Challenges & questions

   Build vs. Buy
   Conception & differentiation
   Execution
   Governance / org model
   Incentivisation / remuneration
   Protection from internal sabotage
   Metrics & valuation
   Neutrality hypocrisy



May 2011                Copyright Disruptive Analysis Ltd 2011
Smartphones & appstores are pivotal
             BT      BT                          Rogers          SingTel




           Telstra   3 Italy               Telecom Italia       Far EasTone
May 2011               Copyright Disruptive Analysis Ltd 2011
Real innovation & vision starting to emerge




May 2011         Copyright Disruptive Analysis Ltd 2011
Not just telcos playing Internet services either…




May 2011         Copyright Disruptive Analysis Ltd 2011
www.disruptive-analysis.com
disruptivewireless.blogspot.com
@disruptivedean

+44 (0) 7941 100016




 May 2011               Copyright Disruptive Analysis Ltd 2011
Dean Bubley - Presentation at Emerging Communications Conference & Awards (eComm 2011)

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Dean Bubley - Presentation at Emerging Communications Conference & Awards (eComm 2011)

  • 1.
  • 2. Telecom operators: A renaissance as OTT-style players?
  • 3. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 4. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 5. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 6. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 7. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 8. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 9. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 10. Imagine if….. + ….. at least 3 operators were looking seriously, over the past few years May 2011 Copyright Disruptive Analysis Ltd 2011
  • 11. Telcos face encroachment from all sides Source: STL PartnersStrategy Report “The Roadmap to new Telco 2.0 Business Models” May 2011 Copyright Disruptive Analysis Ltd 2011
  • 12. Telcos’ new ecosystem: slow, hostile & brittle? Interop: IMS APIs Devices Services Data & ID VoLTE RCS OneAPI Dev BONDI Android WP7 & IOS Cloud CDNs QoS & NFC & May 2011 Copyright Disruptive Analysis Ltd 2011
  • 13. Leveraging web & smartphone scale effects May 2011 Copyright Disruptive Analysis Ltd 2011
  • 14. Leveraging web & smartphone scale effects <600m users <400m users <200m users May 2011 Copyright Disruptive Analysis Ltd 2011
  • 15. Leveraging web & smartphone scale effects <600m users <400m users 2bn users on Internet <200m users 300m smartphone users -- 1bn+ by 2013 May 2011 Copyright Disruptive Analysis Ltd 2011
  • 16. Leveraging web & smartphone scale effects <600m users <400m users 2bn users on Internet ? <200m users Standards & interop 300m smartphone users vs. speed & temptation of -- 1bn+ by 2013 scale “off network” May 2011 Copyright Disruptive Analysis Ltd 2011
  • 17. Dumb pipe, or happy piper? OTT, UTF….. If you can’t beat them, join them May 2011 Copyright Disruptive Analysis Ltd 2011
  • 18. Didn’t all this fail already? May 2011 Copyright Disruptive Analysis Ltd 2011
  • 19. Or are we overlooking success stories? May 2011 Copyright Disruptive Analysis Ltd 2011
  • 20. Or are we overlooking success stories? May 2011 Copyright Disruptive Analysis Ltd 2011
  • 21. Or are we overlooking success stories? Roaming May 2011 Copyright Disruptive Analysis Ltd 2011
  • 22. Operators already endorsing own-brand OTT Telecom Italia CTO Strategy Presentation, April 2010 Deutsche Telekom Strategy Presentation, March 2010 Orange ON Lifeisbetteron.com May 2011 Copyright Disruptive Analysis Ltd 2011
  • 23. Challenges & questions  Build vs. Buy  Conception & differentiation  Execution  Governance / org model  Incentivisation / remuneration  Protection from internal sabotage  Metrics & valuation  Neutrality hypocrisy May 2011 Copyright Disruptive Analysis Ltd 2011
  • 24. Smartphones & appstores are pivotal BT BT Rogers SingTel Telstra 3 Italy Telecom Italia Far EasTone May 2011 Copyright Disruptive Analysis Ltd 2011
  • 25. Real innovation & vision starting to emerge May 2011 Copyright Disruptive Analysis Ltd 2011
  • 26. Not just telcos playing Internet services either… May 2011 Copyright Disruptive Analysis Ltd 2011

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