SlideShare une entreprise Scribd logo
1  sur  28
Telecom operators:
A renaissance as OTT-style players?
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                 +




May 2011        Copyright Disruptive Analysis Ltd 2011
Imagine if…..




                                            +


    ….. at least 3 operators were looking seriously, over the past few years


May 2011                   Copyright Disruptive Analysis Ltd 2011
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
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
Leveraging web & smartphone scale effects




May 2011        Copyright Disruptive Analysis Ltd 2011
Leveraging web & smartphone scale effects
                                                         <600m users




                                                         <400m users




                                                         <200m users


May 2011        Copyright Disruptive Analysis Ltd 2011
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
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
Dumb pipe, or happy piper?




           OTT, UTF….. If you can’t beat them, join them
May 2011                 Copyright Disruptive Analysis Ltd 2011
Didn’t all this fail already?




May 2011           Copyright Disruptive Analysis Ltd 2011
Or are we overlooking success stories?




May 2011        Copyright Disruptive Analysis Ltd 2011
Or are we overlooking success stories?




May 2011        Copyright Disruptive Analysis Ltd 2011
Or are we overlooking success stories?




                        Roaming




May 2011        Copyright Disruptive Analysis Ltd 2011
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
Challenges & questions

   Build vs. Buy
   Conception & differentiation
   Execution
   Governance / org model
   Incentivisation / remuneration
   Protection from internal sabotage
   Metrics & valuation
   Neutrality hypocrisy



May 2011                Copyright Disruptive Analysis Ltd 2011
Smartphones & appstores are pivotal
             BT      BT                          Rogers          SingTel




           Telstra   3 Italy               Telecom Italia       Far EasTone
May 2011               Copyright Disruptive Analysis Ltd 2011
Real innovation & vision starting to emerge




May 2011         Copyright Disruptive Analysis Ltd 2011
Not just telcos playing Internet services either…




May 2011         Copyright Disruptive Analysis Ltd 2011
www.disruptive-analysis.com
disruptivewireless.blogspot.com
@disruptivedean

+44 (0) 7941 100016




 May 2011               Copyright Disruptive Analysis Ltd 2011
Dean Bubley - Presentation at Emerging Communications Conference & Awards (eComm 2011)

Contenu connexe

Plus de eCommConf

Plus de eCommConf (20)

Bryan Johns - Presentation at Emerging Communications Conference & Awards (eC...
Bryan Johns - Presentation at Emerging Communications Conference & Awards (eC...Bryan Johns - Presentation at Emerging Communications Conference & Awards (eC...
Bryan Johns - Presentation at Emerging Communications Conference & Awards (eC...
 
Tim Panton - Presentation at Emerging Communications Conference & Awards (eCo...
Tim Panton - Presentation at Emerging Communications Conference & Awards (eCo...Tim Panton - Presentation at Emerging Communications Conference & Awards (eCo...
Tim Panton - Presentation at Emerging Communications Conference & Awards (eCo...
 
Peter Ecclesine - Presentation at Emerging Communications Conference & Awards...
Peter Ecclesine - Presentation at Emerging Communications Conference & Awards...Peter Ecclesine - Presentation at Emerging Communications Conference & Awards...
Peter Ecclesine - Presentation at Emerging Communications Conference & Awards...
 
John Harmon - Presentation at Emerging Communications Conference & Awards (eC...
John Harmon - Presentation at Emerging Communications Conference & Awards (eC...John Harmon - Presentation at Emerging Communications Conference & Awards (eC...
John Harmon - Presentation at Emerging Communications Conference & Awards (eC...
 
Eladio Martin - Presentation at Emerging Communications Conference & Awards (...
Eladio Martin - Presentation at Emerging Communications Conference & Awards (...Eladio Martin - Presentation at Emerging Communications Conference & Awards (...
Eladio Martin - Presentation at Emerging Communications Conference & Awards (...
 
Adrian Avendano - Presentation at Emerging Communications Conference & Awards...
Adrian Avendano - Presentation at Emerging Communications Conference & Awards...Adrian Avendano - Presentation at Emerging Communications Conference & Awards...
Adrian Avendano - Presentation at Emerging Communications Conference & Awards...
 
Rob Lewis - Presentation at Emerging Communications Conference & Awards (eCom...
Rob Lewis - Presentation at Emerging Communications Conference & Awards (eCom...Rob Lewis - Presentation at Emerging Communications Conference & Awards (eCom...
Rob Lewis - Presentation at Emerging Communications Conference & Awards (eCom...
 
Christophe Ramstein - Presentation at Emerging Communications Conference & Aw...
Christophe Ramstein - Presentation at Emerging Communications Conference & Aw...Christophe Ramstein - Presentation at Emerging Communications Conference & Aw...
Christophe Ramstein - Presentation at Emerging Communications Conference & Aw...
 
Richard Whitt - Presentation at Emerging Communications Conference & Awards (...
Richard Whitt - Presentation at Emerging Communications Conference & Awards (...Richard Whitt - Presentation at Emerging Communications Conference & Awards (...
Richard Whitt - Presentation at Emerging Communications Conference & Awards (...
 
Susan Crawford - Presentation at Emerging Communications Conference & Awards ...
Susan Crawford - Presentation at Emerging Communications Conference & Awards ...Susan Crawford - Presentation at Emerging Communications Conference & Awards ...
Susan Crawford - Presentation at Emerging Communications Conference & Awards ...
 
Larry Downes - Presentation at Emerging Communications Conference & Awards (e...
Larry Downes - Presentation at Emerging Communications Conference & Awards (e...Larry Downes - Presentation at Emerging Communications Conference & Awards (e...
Larry Downes - Presentation at Emerging Communications Conference & Awards (e...
 
Brough Turner - Presentation at Emerging Communications Conference & Awards (...
Brough Turner - Presentation at Emerging Communications Conference & Awards (...Brough Turner - Presentation at Emerging Communications Conference & Awards (...
Brough Turner - Presentation at Emerging Communications Conference & Awards (...
 
Chris Mairs - Presentation at Emerging Communications Conference & Awards (eC...
Chris Mairs - Presentation at Emerging Communications Conference & Awards (eC...Chris Mairs - Presentation at Emerging Communications Conference & Awards (eC...
Chris Mairs - Presentation at Emerging Communications Conference & Awards (eC...
 
Tomaz Stolfa - Presentation at Emerging Communications Conference & Awards (e...
Tomaz Stolfa - Presentation at Emerging Communications Conference & Awards (e...Tomaz Stolfa - Presentation at Emerging Communications Conference & Awards (e...
Tomaz Stolfa - Presentation at Emerging Communications Conference & Awards (e...
 
Alan Duric - Presentation at Emerging Communications Conference & Awards (eCo...
Alan Duric - Presentation at Emerging Communications Conference & Awards (eCo...Alan Duric - Presentation at Emerging Communications Conference & Awards (eCo...
Alan Duric - Presentation at Emerging Communications Conference & Awards (eCo...
 
Jose De Castro - Presentation at Emerging Communications Conference & Awards ...
Jose De Castro - Presentation at Emerging Communications Conference & Awards ...Jose De Castro - Presentation at Emerging Communications Conference & Awards ...
Jose De Castro - Presentation at Emerging Communications Conference & Awards ...
 
Gordon Cook - Presentation at Emerging Communications Conference & Awards (eC...
Gordon Cook - Presentation at Emerging Communications Conference & Awards (eC...Gordon Cook - Presentation at Emerging Communications Conference & Awards (eC...
Gordon Cook - Presentation at Emerging Communications Conference & Awards (eC...
 
Ian Small - Presentation at Emerging Communications Conference & Awards (eCom...
Ian Small - Presentation at Emerging Communications Conference & Awards (eCom...Ian Small - Presentation at Emerging Communications Conference & Awards (eCom...
Ian Small - Presentation at Emerging Communications Conference & Awards (eCom...
 
Shai Berger - Presentation at Emerging Communications Conference & Awards (eC...
Shai Berger - Presentation at Emerging Communications Conference & Awards (eC...Shai Berger - Presentation at Emerging Communications Conference & Awards (eC...
Shai Berger - Presentation at Emerging Communications Conference & Awards (eC...
 
Randy Bias - Presentation at Emerging Communications Conference & Awards (eCo...
Randy Bias - Presentation at Emerging Communications Conference & Awards (eCo...Randy Bias - Presentation at Emerging Communications Conference & Awards (eCo...
Randy Bias - Presentation at Emerging Communications Conference & Awards (eCo...
 

Dernier

Artificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and MythsArtificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and Myths
Joaquim Jorge
 
Histor y of HAM Radio presentation slide
Histor y of HAM Radio presentation slideHistor y of HAM Radio presentation slide
Histor y of HAM Radio presentation slide
vu2urc
 

Dernier (20)

Artificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and MythsArtificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and Myths
 
Real Time Object Detection Using Open CV
Real Time Object Detection Using Open CVReal Time Object Detection Using Open CV
Real Time Object Detection Using Open CV
 
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
 
Workshop - Best of Both Worlds_ Combine KG and Vector search for enhanced R...
Workshop - Best of Both Worlds_ Combine  KG and Vector search for  enhanced R...Workshop - Best of Both Worlds_ Combine  KG and Vector search for  enhanced R...
Workshop - Best of Both Worlds_ Combine KG and Vector search for enhanced R...
 
Finology Group – Insurtech Innovation Award 2024
Finology Group – Insurtech Innovation Award 2024Finology Group – Insurtech Innovation Award 2024
Finology Group – Insurtech Innovation Award 2024
 
Exploring the Future Potential of AI-Enabled Smartphone Processors
Exploring the Future Potential of AI-Enabled Smartphone ProcessorsExploring the Future Potential of AI-Enabled Smartphone Processors
Exploring the Future Potential of AI-Enabled Smartphone Processors
 
Handwritten Text Recognition for manuscripts and early printed texts
Handwritten Text Recognition for manuscripts and early printed textsHandwritten Text Recognition for manuscripts and early printed texts
Handwritten Text Recognition for manuscripts and early printed texts
 
A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?
 
What Are The Drone Anti-jamming Systems Technology?
What Are The Drone Anti-jamming Systems Technology?What Are The Drone Anti-jamming Systems Technology?
What Are The Drone Anti-jamming Systems Technology?
 
HTML Injection Attacks: Impact and Mitigation Strategies
HTML Injection Attacks: Impact and Mitigation StrategiesHTML Injection Attacks: Impact and Mitigation Strategies
HTML Injection Attacks: Impact and Mitigation Strategies
 
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemkeProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
 
A Domino Admins Adventures (Engage 2024)
A Domino Admins Adventures (Engage 2024)A Domino Admins Adventures (Engage 2024)
A Domino Admins Adventures (Engage 2024)
 
[2024]Digital Global Overview Report 2024 Meltwater.pdf
[2024]Digital Global Overview Report 2024 Meltwater.pdf[2024]Digital Global Overview Report 2024 Meltwater.pdf
[2024]Digital Global Overview Report 2024 Meltwater.pdf
 
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, AdobeApidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
 
Driving Behavioral Change for Information Management through Data-Driven Gree...
Driving Behavioral Change for Information Management through Data-Driven Gree...Driving Behavioral Change for Information Management through Data-Driven Gree...
Driving Behavioral Change for Information Management through Data-Driven Gree...
 
Advantages of Hiring UIUX Design Service Providers for Your Business
Advantages of Hiring UIUX Design Service Providers for Your BusinessAdvantages of Hiring UIUX Design Service Providers for Your Business
Advantages of Hiring UIUX Design Service Providers for Your Business
 
Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024
 
How to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerHow to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected Worker
 
Histor y of HAM Radio presentation slide
Histor y of HAM Radio presentation slideHistor y of HAM Radio presentation slide
Histor y of HAM Radio presentation slide
 
Strategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a FresherStrategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a Fresher
 

Dean Bubley - Presentation at Emerging Communications Conference & Awards (eComm 2011)

  • 1.
  • 2. Telecom operators: A renaissance as OTT-style players?
  • 3. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 4. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 5. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 6. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 7. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 8. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 9. Imagine if….. + May 2011 Copyright Disruptive Analysis Ltd 2011
  • 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
  • 23. Challenges & questions  Build vs. Buy  Conception & differentiation  Execution  Governance / org model  Incentivisation / remuneration  Protection from internal sabotage  Metrics & valuation  Neutrality hypocrisy May 2011 Copyright Disruptive Analysis Ltd 2011
  • 24. Smartphones & appstores are pivotal BT BT Rogers SingTel Telstra 3 Italy Telecom Italia Far EasTone May 2011 Copyright Disruptive Analysis Ltd 2011
  • 25. Real innovation & vision starting to emerge May 2011 Copyright Disruptive Analysis Ltd 2011
  • 26. Not just telcos playing Internet services either… May 2011 Copyright Disruptive Analysis Ltd 2011

Notes de l'éditeur

  1. \n
  2. \n
  3. \n
  4. \n
  5. \n
  6. \n
  7. \n
  8. \n
  9. \n
  10. \n
  11. \n
  12. \n
  13. \n
  14. \n
  15. \n
  16. \n
  17. \n
  18. \n
  19. \n
  20. \n
  21. \n
  22. \n
  23. \n
  24. \n
  25. \n
  26. \n
  27. \n
  28. \n
  29. \n
  30. \n
  31. \n
  32. \n
  33. \n
  34. \n
  35. \n
  36. \n
  37. \n
  38. \n
  39. \n
  40. \n
  41. \n
  42. \n
  43. \n
  44. \n
  45. \n
  46. \n
  47. \n
  48. \n