10. Imagine if…..
+
….. at least 3 operators were looking seriously, over the past few years
May 2011 Copyright Disruptive Analysis Ltd 2011
11. Telcos face encroachment from all sides
Source: STL PartnersStrategy Report “The Roadmap to new Telco 2.0 Business Models”
May 2011 Copyright Disruptive Analysis Ltd 2011
12. Telcos’ new ecosystem: slow, hostile & brittle?
Interop:
IMS APIs Devices Services Data & ID
VoLTE RCS OneAPI Dev BONDI Android WP7 & IOS Cloud CDNs QoS & NFC &
May 2011 Copyright Disruptive Analysis Ltd 2011
13. Leveraging web & smartphone scale effects
May 2011 Copyright Disruptive Analysis Ltd 2011
14. Leveraging web & smartphone scale effects
<600m users
<400m users
<200m users
May 2011 Copyright Disruptive Analysis Ltd 2011
15. Leveraging web & smartphone scale effects
<600m users
<400m users
2bn users on
Internet
<200m users
300m smartphone users
-- 1bn+ by 2013
May 2011 Copyright Disruptive Analysis Ltd 2011
16. Leveraging web & smartphone scale effects
<600m users
<400m users
2bn users on
Internet
? <200m users
Standards & interop
300m smartphone users vs. speed & temptation of
-- 1bn+ by 2013 scale “off network”
May 2011 Copyright Disruptive Analysis Ltd 2011
17. Dumb pipe, or happy piper?
OTT, UTF….. If you can’t beat them, join them
May 2011 Copyright Disruptive Analysis Ltd 2011
18. Didn’t all this fail already?
May 2011 Copyright Disruptive Analysis Ltd 2011
19. Or are we overlooking success stories?
May 2011 Copyright Disruptive Analysis Ltd 2011
20. Or are we overlooking success stories?
May 2011 Copyright Disruptive Analysis Ltd 2011
21. Or are we overlooking success stories?
Roaming
May 2011 Copyright Disruptive Analysis Ltd 2011
22. Operators already endorsing own-brand OTT
Telecom Italia
CTO Strategy Presentation, April 2010
Deutsche Telekom
Strategy Presentation, March 2010
Orange ON
Lifeisbetteron.com
May 2011 Copyright Disruptive Analysis Ltd 2011