disruptive analysis - telco-ott
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Telecom operators: A renaissance as OTT-style players?
eComm, SF, 29th June 2011dean.bubley@disruptive-analysis.com
Copyright Disruptive Analysis Ltd 2011
Imagine if…..
June 2011
+
….. at least 3 operators were looking seriously, over the past few years
Copyright Disruptive Analysis Ltd 2011
Telcos face encroachment from all sides
June 2011
Source: STL PartnersStrategy Report “The Roadmap to new Telco 2.0 Business Models”
Copyright Disruptive Analysis Ltd 2010
Telcos’ new ecosystem: slow, hostile & brittle?
Novy 2010
Interop: federation, roaming & IPX
IMS
VoLTE RCS
APIs
OneAPI Dev Progs BONDI
Devices
Android
ODMs
WP7 &
Nokia
IOS
Apps?
Services & enablers
Cloud CDNs QoS & 2SBM
NFC & money
Data & ID
Leveraging web & smartphone scale effects
2bn users on Internet
2bn users on Internet
300m smartphone users-- 1bn+ by 2013
?Standards & interop
vs. speed & temptation of scale “off network”
<600m users
<400m users
<200m users
Copyright Disruptive Analysis Ltd 2011June 2011
Copyright Disruptive Analysis Ltd 2011
Dumb pipe, or happy piper?
June 2011
OTT, UTF….. If you can’t beat them, join them
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Didn’t all this fail already?
June 2011
Copyright Disruptive Analysis Ltd 2011
Or are we overlooking success stories?
June 2011
Roaming
Operators already endorsing own-brand OTT
Telecom Italia CTO Strategy Presentation, April 2010
Deutsche TelekomStrategy Presentation, March 2010
Orange ONLifeisbetteron.com
Copyright Disruptive Analysis Ltd 2011June 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
June 2011
Smartphones & appstores are pivotalBT BT Rogers SingTel
Telstra 3 Italy Telecom Italia Far EasToneCopyright Disruptive Analysis Ltd 2011June 2011
Real innovation & vision starting to emerge
Copyright Disruptive Analysis Ltd 2011June 2011
Copyright Disruptive Analysis Ltd 2011
Not just telcos playing Internet services either…
June 2011
www.disruptive-analysis.com
disruptivewireless.blogspot.com
@disruptivedean
dean.bubley@disruptive-analysis.com
+44 (0) 7941 100016
Copyright Disruptive Analysis Ltd 2011June 2011
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