Presentation from Broadband World Forum on 5G mobile video monetization

1. {Core Analysis}
BREAK
THE SURFACE
MANAGING AND MONETISING VIDEO ON A 5G
NETWORK
Patrick Lopez
{Core Analysis}
Broadband World Forum
{Core Analysis} All rights reserved © 2013 – Public
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2. COMPANY BACKGROUND
Company History
Founder and CEO of {Core Analysis}, I
provide advisory services to technology
vendors, board of directors, carriers
and venture capital firms on OTT
video. As an analyst, I present at
influential industry forums and
conferences and publish an acclaimed
blog, industry articles and reports.
In 2013, {Core Analysis} was
exclusive advisor to Opera
Software in its acquisition of
Skyfire for $150m.
Prior to {Core Analysis}, I have 15
years of international progressive
experience in marketing, strategy and
product management in the United
States, Canada, Switzerland, Ireland
and France.
{Core Analysis}
Specialities
Expertise:
• Technical and strategic due diligence
• Market Analysis
• Companies evaluation and selection
• Value proposition creation
• Market category creation
• Business case and forecast
• New product introduction
• Competitive analysis and market share protection /
increase strategies
• Product positioning and pricing
• Board, investors, press and industry analysts relations t
Publications and Interviews
Over 100 interviews with The Wall Street Journal, Wireless
Week, CNNmoney, Washington Times, In-Stat Group,
Telephony, Fast Track Wireless, Wireless Week, Wireless
News, NetsEdge Research, Telecom Trends, RCR Wireless
News , CNN, Wireless developer network, Total Telecoms, La
tribune, Global Wireless, Telecommunications International
Edition, Global Mobile, CNBC Europe, Broadcast News
Analyst Reports:
Various analyst reports I have collaborated to or written
include Deutsche Bank, JP Morgan, Morgan Stanley Credit
Suisse First Boston, IDC, Frost & Sullivan, Mobilestream,
Stylus Communications, Yankee group, Ovum, Visiongain,
Informa, Forrester Research...
I hold a MBA in Corporate
Management and a Bachelor Degree in
Marketing Strategy.
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3. MISSION AND EXPERIENCE
{Core Analysis}
{Core Analysis} provides consultancy services on OTT
video.
EXPERTISE
EXPERIENCE
Technical and strategic due
diligence
RFx support
Market Analysis
Vendor evaluation and selection
Technology evaluation
Business cases and forecasts
Product strategy
Pricing strategy
Competitive attack plan
Due Diligence
Acquisitions
Turn around
Financing
Product, technology design &
launches
World's first dedicated video
optimization engine
World's first commercial MMSC
Sent world's first MMS on CDMA
World's first content, service and
subscriber management for mobile
TV
World's first messaging tiered
architecture
Philips first WAP phone
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4. THE MORE BANDWIDTH, THE MORE CONSUMPTION
{Core Analysis}
Source: Mobidia SK Telecom, LTE Asia 2013 2013
3G vs. 4G data consumption patterns
Users exposed to more
bandwidth consume more.
Video and multimedia drive
the growth.
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5. FROM VALUE CHAIN TO VALUE CIRC LE
Global television industry value chain 2010
{Core Analysis}
Traditional mobile content value chain
Content
Owners
Content
Aggregators
Operators
Source: David Mercer, VP, Principal Analyst, Strategy Analytics, June 2011
Devices
Consumers
Global OTT video value chain 2013
OTT Value circles
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6. VIDEO IS BIG IN MOBILE
{Core Analysis}
But mobile is small in video
Mobile networks
Video
Video delivery
Other
6%
Fixed
4%
WiFi
Cellular
45%
55%
Source: Ooyala 2013 Video Index
90%
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7. MARKET TRENDS: OTT DISRUPTION
{Core Analysis}
“…mobile data will be free…”
John Chambers, CEO, Cisco, June 2013,
All things D conference
“YouTube will offer premium
channels at .99$”
“Google intends to finance, build and help
operate wireless networks from sub-Saharan
Africa to Southeast Asia”
{Core Analysis} All rights reserved © 2013 – Public
Wall Street Journal, June 2013
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8. FROM PRICING TO SERVICE DIFFERENTIATION
{Core Analysis}
Opportunities in video management
More efficient codecs, adaptive streaming for premium content, and new
bandwidth hungry formats (4K, super HD…) increase opportunities to offer
differentiated video services.
Best effort
Actively managing subscribers’ video experience is key:
Setting expectations baseline in term of speed, price, quality
Create quality/speed/encoding based class of service
Actively upsell classes based on location, time of day, congestion
Manage and enforce SLAs with premium content providers
Manage quality / speed / cost with free content providers
Formats,
codecs
Apple
Smartphones
4K
Adaptive
streaming
Tablets
3D
DASH
Guaranteed
highest
quality
Devices
h.265
HEVC
LTE
Content
providers
Guaranteed
fair quality
Fablets
Super HD
8K
TVs
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Guaranteed
SD high
quality

9. FROM PRICING TO SERVICE DIFFERENTIATION
{Core Analysis}
Video necessitates management of speed, volume and quality
Fair usage
Unlimited
Volume class
QoE class
Volume
throttling
Tariffs
Speed cap
Soft cap +
throttling
Location
Congestion
Hard cap
Soft cap
Content /
App
Service class
Metered
Time
DPI (conditional access, volume, service type…)
+ PCRF (delivery speed, rating, application)
Technology
+ optimization (encoding)
+ smart
optimization
(QoE)
Video class of service management with:
Gold, silver, bronze
Enterprise
Congestion… scenarios
Differentiated by QoE tiers
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10. ADVERTISING IS UNDER-EXPLOITED IN MOBILE
{Core Analysis} All rights reserved © 2013 – Public
{Core Analysis}
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11. {Core Analysis}
Source: Interactive Advertizing Bureau 2013
ADVERTISING IS UNDER-EXPLOITED IN MOBILE
{Core Analysis} All rights reserved © 2013 – Public
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12. NEW BUSINESS MODELS START TO APPEAR
C Spire (USA) video duration charging
{Core Analysis}
Vodafone 2 sided model
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13. {Core Analysis}
{Core Analysis} All rights reserved © 2013 – Public
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14. CONTACTS
{Core Analysis}
Patrick Lopez
CEO
+1 514 823 0314
{Core Analysis}
Blog: coreanalysis1.blogspot.com
Web: coreanalysis.ca
News: scoop.it/t/mobile-videoott-and-paytv
Twitter: @coreanalysis
patrick.lopez@coreanalysis.ca
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15. {Core Analysis}
BREAK
THE SURFACE
VIDEO OPTIMIZATION MARKET OVERVIEW
Patrick Lopez
{Core Analysis}
Q4 2013
{Core Analysis} All rights reserved © 2013 – Public
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