value add services - go to market engines

Kandy 2017 GTM Value EnginesRoy Timor Rousso

2 GENBAND Confidential and Proprietary

Agenda:

1. Market insights 2. Kandy value proposition 3. Go To Market visualization4. Communication to engagements


Carriers value proposition has gone through a brutal paradigm shift …


Carriers provide connectivity = (Bit Pipe & RTC) @ very low $


Carriers own the brand & billing relationship with consumers & enterprises

5


Data Privacy & Lawful Intercept drive regulation in favor of carriers


Thus Connectivity + Brand + Billing& Data Privacy/LI is a GTM instrument

↓

Value Add Services via APIs

7


Carrier growth via OTT

juniper Future-Voice-Strategies-2015-2020-Market-Forecasts.pdfmobile squared 2014-11_whitepaper_from_resistance_to_partnership_mobilesquared.pdfGENBAND Internal

Traditional Voice & DataARPU/Revenue is declining

OTT & Value Added ServicesCan be the Growth Engine

VAS Opportunities


Revenue via OTT

mobile squared 2014-11_whitepaper_from_resistance_to_partnership_mobilesquared.pdfGENBAND Internal

If Carriers take only 10% of these revenues

2018 will be a$5 billion market

VAS is the CarrierGrowth Engine


Turning networks into a #service

Audio Calls

Video Calls

Conference Calls

P2P Calls

Multi-PartyVideo Calls

Audio

Video

Group Chat

Messaging

File

Text

PSTN Service

Break IN/OUT Calls

Break IN/OUT SMS

+001.590.444.123DID

Location Sharing

Contact Sharing

Collaboration

Screen Sharing

Co-Browsing

Visual Voice Mail

Value Add Services

Call Recording

Sticker shop

Official accounts

Ads

GMLC

EPC

SMSC

Things

NAG

HLR/HSS

Real Time Communication


Free & Premium Stickers

• PLDT Juana Chat GA: Q1

12


Micro Financial Services PLDT Juana Chat GA: Q1

VRSent$250PHP

Valera Ruiz Send$

Send$100 for lunch -$

NSHello

10:46 PM

NS

NS

Thank you

10:46 PM

VR Hello, I will send you some

money for dinner and more

expenses

10:46 PM

Chat

Send$4,634 PHP

10:46 PM

send money-$

Valera Ruiz

$

Complete


• IDEA GA: H2

14

Lock Screen Marketing

User unlock screen 150 times a dayQ4 Ad Campaign in France contributed 1 Euro ARPU

15 GENBAND Confidential and Proprietary15

Official Accounts is chat-bot/ live based interaction promotion:

Opening fee in $29K, Monthly fee in $5K (Line)


Official Accounts – Consumer


Engineering Dealers

Official Accounts – Enterprise


Kandy Core as Service

Communication to Engagements


“Things” Market sizing

http://www.businessinsider.com/internet-of-things-devices-applications-examples- 8-2016 ?IR=T


Enterprises & municipalities are becoming carriers of THINGS…1. ManagemanyofTHINGSequippedwithSIMs2. AskingtheMNOtomanageeachTHING…isnoteconomic&scalable

Kandy1. EnabletooperateTHINGSconnectivityviaAPIs2. Addingscalability,reducingcostonGPS&battery3. Upscalingtovalueaddedservicesontop

Security

Cost

Control


Kandy Core as an Enterprise Service

GENBAND Confidential and Proprietary22

Kandy for AT&T International IoT Solution

Why GENBNAD?:• History and Stability• Global reach• Kandy cPaaS services & Media

Gateways

Why JpU?• Cloud based• Device Management Platform• Virtual Mobile Core Network• 1 Main System = Multi Core & Geo

locations connected back

What is the opportunity?• 35 Million Cars • 10 years• 11 countries

Why IoT?• GENBAND = leverage global carrier strength to enter mobile and IoT market• JpU = partner with world class technology vendor• Compete for other IoT Segments Industrial/Monitoring/Automation, Fleet Tracking, Connected Home, Healthcare, AMI -Advanced Metering Infrastructure, Retail, ITS - Intelligent Transportation Systems, Security and Surveillance, Public Safety, Drones


Kandy ‘Things’ as a Service


1. Growth comes from Connectivity + Brand + Billing

2. Kandy turns networks into a #service

3. ‘Things’ vs. Human market size is 5:1

4. It’s in effect

value add services - go to market engines

Technology