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Thought Leadership Webinar

Demystifying Microsoft’s Industry Strategy

Speaker:

Johan K. Norvik,

Microsoft

Speaker:

Bob Dehaven,

Microsoft

Moderator:

George Malim,

VanillaPlus

Speaker:

Marion Howard-Healy,

BroadGroup

Marion Howard-Healy Senior Consultant

BroadGroup

Thought Leadership Webinar

Cloud service is a catalyst for change

Organisational change Align business & IT New lean business models Optimising the business for cloud -

hybrid solutions IT role is morphing from ‘command

& control’ to flexible service provision

Business users are now consumers – BYOD

Managing the business Data traffic volumes Data centres Business intelligence Big data analytics Mass customisation ‘Markets

of one’

Customer experience Seamless service using any device Multi-channel access to same

content Social media changes the

customer/supplier interaction (contact centres, marketing…)

Viral customer feedback immediately impacts your Brand

eco-systems - key role in digital markets

Redefining ways to connect with customers -both retail and business consumers - in the way customers want

• Clear strategies for delivering value to customers • Multiple touchpoints and devices • Local for global - accessible services for customers • Intelligent and integrated infrastructures • Collaborative content across common platforms • Innovation to bring services jointly to market • Sector specific eco-systems for creating new revenue opportunities

New driver is logic of demand not logic of supply chains

Johan Norvik

Managing Director

October 24, 2012

Demystifying Microsoft’s Industry Strategy

Is this how you view Microsoft?

7

mobile apps will be downloaded in 2012

=

91% of organizations expect to spend on mobile devices in 2012

1/2 of companies expect to use internal social network apps in 2012

2.7 zettabytes in 2012

>80% of new apps in 2012 will be distributed/ deployed on clouds

32% of businesses are likely to invest in BI and analytics in 2012

from infrastructure to application platforms

The strategic focus in the cloud will shift in 2012 In 2012, mobile

devices will outship PCs by more than

2:1 and generate more revenue than PCs for the first time

85 BILLION

Social networking will follow not just people but also appliances, devices and products

34% of CIOs say technology as a service (cloud) will have the most profound effect on the CIO role in the future

2/3 of mobile apps developed in 2012 will integrate with analytics offerings

49% of CIOs rank BI as the top project priority for 2012

Social Mobility Big data

Think again - Microsoft is embracing these megatrends

Cloud

mobile apps will be downloaded in 2012

=

91% of organizations expect to spend on mobile devices in 2012

1/2 of companies expect to use internal social network apps in 2012

2.7 zettabytes in 2012

>80% of new apps in 2012 will be distributed/ deployed on clouds

32% of businesses are likely to invest in BI and analytics in 2012

from infrastructure to application platforms

The strategic focus in the cloud will shift in 2012 In 2012, mobile

devices will outship PCs by more than

2:1 and generate more revenue than PCs for the first time

85 BILLION

Social networking will follow not just people but also appliances, devices and products

34% of CIOs say technology as a service (cloud) will have the most profound effect on the CIO role in the future

2/3 of mobile apps developed in 2012 will integrate with analytics offerings

49% of CIOs rank BI as the top project priority for 2012

Social Mobility Big data

Think again - Microsoft is embracing these megatrends

Cloud

And these themes for our Industry

Industry Strategy

Joint Go to Market

Platform Innovation

Industry Collaboration

Industry Solutions

Trends

Solutions

Strategy

Platform

Innovation Partnerships

Organization 1 2

3

4 5

Mission

To ensure Communications and Media

customers and their partners realize

the most business value from

their relationship with Microsoft

Communications & Media Sector

Communications and Network Service Providers

Network Equipment Providers

Hosters & ISPs

Advertising

Broadcasters

Cable and Satellite

Film & Studio

Media and Entertainment Equipment Providers

Publishing

Mega Trends

14

Pace of Change More Personalization

More Places

Standards, Policy and

Regulation More Devices/M2M

More Content More Connected

Agility

Scalability

Elasticity

Management

Business Models

Partners

Analytics

Pace of Change & Exponential Growth

Media

Telco Landline

Wireless

M2M

Internet

TV

Newspapers

Facebook

YouTube

Twitter

0

1000

2000

3000

4000

5000

6000

7000

8000

1900 1930 1950 1970 1985 1990 2000 2005 2010 2012 2015 2020

MIL

LIO

NS

Microsoft Empowers the Path to New Possibilities

Envision

Microsoft R&D

Market Intelligence

Industry Trends

Best of Breed

Best of Cloud

Best of Microsoft

Accelerate

Netw. Operations Marketing Sales IT Customer Svc. General & Acctg.

BSS

Sales Engagement Marketing Partner Training and Support

Technology Platforms Standards Body Contributions TM Forum Reference Architecture

Best Partner Focus: Telco Best of Breed

OSS

Marketing

Business Intelligence

ISVs

SIs

MSFT

Accelerate

The Mashable Ecosystem

20

Awareness

Masahable Ecosystem

21

Recognition

Best Ecosystem

Recognizing partnerships, ecosystems, and

programs that drive innovation

Source: Analysys-Mason, Telecoms software: worldwide market shares 2011, September 2012

But it is more …

Telecoms software market segments [Source: Analysys Mason, 2011]

Service assurance

Service management

Fault and event management

Performance monitoring

Workforce automation

Probe systems

Service delivery platforms

Real-time charging

Mobile content management and

delivery

Telecoms application servers

Mobile device management

Partner and interconnect

Business optimisation

Mediation

Rating and pricing

Billing

Customer interaction

Customer relationship

management

Subscriber management

Customer care

Order management

Inventory management

Activation

Engineering tools

Service fulfilment

Network management systems Mobile Residential

broadband Business data

services PSTN

Professional services

Business consulting

Design consulting

Product-related services

Systems integration

Custom development

Outsourced operations

Hosted managed services

Current Partners

Best Cloud Ecosystem for Telco

Services & Content

Consumers

Public

Sector

Small

Business

Enterprise

Markets

1) Customer

Support

and Readiness

2) Fulfillment

3) Assurance

4) Billing

Financial

Services

Studios

Healthcare

Publishers

Industries Operator Platform Opportunities

Accelerate

Best of Microsoft

Netw. Operations Marketing Sales IT Customer Svc. General & Acctg.

Collaboration and Productivity:

Business Solutions:

Advertising and Online:

Accelerate

Devices: Tablets

Server and Tools:

Reference Architectures

25

Transform and Compete

Platform Innovation

Go To Market Partnerships

Standards Body Collaboration

Standards Body Collaboration

Operationalization

OSS & SDP Architectures

Reference

Architectures Language, Interfaces

& UI Standards

DASH

Media Creation,

Management & Delivery

Fixed, Wireless & SAT

Engineering Standards

• More than any other industry, international standards are de facto core building blocks for technology adoption.

• Telecom industry is dominating cloud standards discussions impacting all other industries.

Transform

Platform Innovation

Devices & Experiences Users Want

Enterprise-Grade Solutions Enterprise-Grade Solutions

Devices & Experiences Users Love

Transform

Platform Innovation - Devices

Enterprise-Grade Solutions

New Generation of Self Service Portals,

B2C Innovation

Enhanced Retail Experiences

Rich Portfolio of Mobile Devices

Cross Device Application Development

Enterprise Application Stores

Optimal Bring Your Own Device

Experience

Experiences that People Love

Enterprise Grade Capabilities that IT

Needs

Cloud Connected

Platform Innovation - Productivity

Devices & Experiences Users Want

Enterprise-Grade Solutions Devices & Experiences

Users Love

Transform

Disruptive Innovation in Unified

Communications – Full IP

From the Cloud – Office 365 or on

premise

Employee Messaging,

Collaboration, and Portals

Joint GTM for SMB and Enterprise

Customers

Platform Innovation - Cloud

Devices & Experiences Users Want

Enterprise-Grade Solutions Devices & Experiences

Users Love

Transform

Private and Public Cloud Infrastructure – Cloud

OS

Security and Management for BYOD

Industry Solutions on Microsoft Public or

Private Cloud Azure

Tribold EPM

Metanga

Redknee TCB

Ethrix

cVidya (forthcoming)

London Olympics content on Microsoft Azure

SQL Server – Cloud Ready Information Platform

32

CLOUD ON YOUR TERMS

BREAKTHROUGH INSIGHT

MISSION CRITICAL CONFIDENCE

250 million subscriber benchmark for Redknee

TCB

Over 24 billion rows of network information

per day

“Examining data … can be achieved with

response times of mere seconds, even while

processing billions of events each day”

“Without the use of the embedded OLAP

technology it would have been IMPOSSIBLE to

offer such flexibility to the business users”

Hosting

Syndication

Cloud

Advertising

Royalty

Usage-Based

Consumer Business

Business Models with Operators

Transform

Available with 60 Operators in over 35 countries worldwide

22 Operators

Agreements

20M+ PC’s

distributed

10+ Operators

Entertainment services

integrated into Xbox

OTT Service

40+ Deployments

Powering 16M+

Set Top Boxes

Building Momentum with Operators

Skype Partnership Opportunities

Skype Application Co-Marketing

• Logo Program

• Skype Application distribution

• Marketing Toolkit

• Voucher purchase program

Other Offerings

• Messaging:

Skype 2-way SMS product

GroupMe messaging application

• WiFi – Hotspot Operator Program

• Voice Services – outbound and inbound voice calls to/from

land lines and mobiles

DELIVER Enhanced Offers

DRIVE Data ARPU

ENGAGE Global Brand and Community

Strategic Emerging Market Program • Skype Application distribution for feature phone and

smartphones on 2.5G+ networks

Microsoft and Skype: Better Together

Deliver a great

communications

experience on Windows

Phone

Enable Office and

Lync to connect with

Skype’s global user

base

Offer rich, personal

video

communications

experiences in the

living room through

Kinect

Enhance the voice and

video communications

capabilities of

Windows

Provide robust video

communications

experiences atop the

Mediaroom TV &

Video service

delivery platform

Microsoft Empowers the Path to New Possibilities

Best of

Microsoft

Best Cloud

Ecosystem Best Partner

Focus

Marketing

Partnerships

Platform

Innovation Standards

Collaborat’n

Microsoft

R&D

Market

Intelligence Industry

Trends

Questions and Answers

Thought Leadership Webinar

Thank You!