richard jones ventura team
TRANSCRIPT
Copyright Ventura Team LLP 2008 - 2011 – Page 2 [email protected]
You need to be right...or as near to right as makes sense
Copyright Ventura Team LLP 2008 - 2011 – Page 3 [email protected]
It is important to face the truth of a situation…
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…even if people don’t want to know
Copyright Ventura Team LLP 2008 - 2011 – Page 5 [email protected]
Technologies can rarely be considered in isolation
How do companies commit to a network to compete with their challengers…
3G
WiMAX
LTE
FTTX
Source: Alcatel-Lucent
Copyright Ventura Team LLP 2008 - 2011 – Page 6 [email protected]
..and even the simplest deployments can be very complex – particularly for incumbents
Source: BT
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We could start at a very detailed level but we need to understand the different building blocks…
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Getting the scenario right for any deployment is very complex – small changes create huge impacts on results
This fictional example inspired by a real case shows different availability & competition scenarios (defined on the left) and resulting peak funding (PFR) and rate of return (IRR) and also takes into
account the cross-impacts on mobile broadband
Copyright Ventura Team LLP 2008 - 2011 – Page 9 [email protected]
So what?
Cost of being two months late Cost of chossing the wrong areas first Negotiating better with vendors Getting the way you pay the capex right
£30 million in lost revenues 3% of returns A few million pounds +13% on returns
