More Related Content Similar to 4G Services and OTT Applications, 4G World 2014, CTIA (20) 4G Services and OTT Applications, 4G World 2014, CTIA1. June
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CLIENT CONFIDENTIAL
Copyright © Maravedis-Rethink 2014
4G Services and OTT Applications
4G World-September 2014
Caroline Gabriel, Research Director, Maravedis-Rethink 2. CLIENT CONFIDENTIAL
Copyright © Maravedis-Rethink 2013
www.maravedis-bwa.com
2
Theneedformultiplenetworks
The wireless data challenge
September
2014
Copyright © Maravedis Inc 2014.
•Operators must invest to handle 13fold rise in mobile data
•ARPUs are falling
•Customer relationship is with web or device brand
•4G is capexintensive
•New architectures
•Density and capacity
•Revenues flowing to OTT
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40
60
80
100
120
140
160
180
200
2013
2014
2015
2016
2017
2018
$bn
Capacity investments
Data revenues
Operator predicted capacity capexvsrevenue
Source: Maravedis-Rethink RAN Service 3. CLIENT CONFIDENTIAL
Copyright © Maravedis-Rethink 2013
www.maravedis-bwa.com
3
Becomesuperefficientpipe
Mobile operator options
September
2014
Copyright © Maravedis Inc 2014
•Defer capacity investment
•Reduce costs
•WiFioffload
•New architectures
•Network sharing
•Virtualization
•Optimize network
•Traffic management
•SON
•But all this is defensive, about cost cutting
•Some will embrace dumb pipe or wholesale only ... But who pays?
% of new mobile data capacity MNOs expect to gain from various techniques in 2013 and 2018
Source Maravedis-Rethink operator survey
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5
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15
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25
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35
Newspectrum
LTE upgrades
Wi-Fi offload
Small cellsinc Wi-Fi
Flexiblenetworks
CoMP
% of new capacity
2013
2018 4. CLIENT CONFIDENTIAL
Copyright © Maravedis-Rethink 2013
www.maravedis-bwa.com
4
OperatorsaimtooutdoOTTplayers
Mobile operator options
September
2014
Copyright © Maravedis Inc 2014
•HarnessdensernetworksanditscapabilitiestoofferbetterthanoTT
•Todate,focushasbeenonadvertisingandlocationawareness
•By2018,contextawarebusinessservicesareleading
•Keyistomakenetworkatoolforaddedvalueservices
•Inallcases,processingandintelligencemovestotheedge
•OperatorsgofullyOTTegTMO,Telstra, Orange–mixedresults
•Verizonappstore–needforoperatorstocreatecommonbase
Source Maravedis-Rethink operator survey
0
5
10
15
20
25
30
% of additional revenue
2012
2017 5. CLIENT CONFIDENTIAL
Copyright © Maravedis-Rethink 2013
www.maravedis-bwa.com
5
VoLTEandRCS
Mobile operator options
September
2014
Copyright © Maravedis Inc 2014
•SlowstartforVoLTEbecausemanychallenges
•Requiresdensenetwork
•Voicedecliningasshareofrevenue
•MustaddsignificantaddedvaluetodifferentiatefromOTTvoice
•RCS
•Unifiedcommunications
•QoSlevels
•Keyopportunitiesinenterprise,lesselsewhere 6. CLIENT CONFIDENTIAL
Copyright © Maravedis-Rethink 2013
www.maravedis-bwa.com
6
EmbraceOTTplayers
Mobile operator options
September
2014
Copyright © Maravedis Inc 2014
•Ifoperatorscan’toutdoSkypeandFacebook,howcantheytakeshareoftheirrevenues?
•HarnessnetworksfordifferentiatedservicesegFacebook-first,bestvideo
•PromiseOTTplayersbestexperience
•Co-brandeddevicesandappswithaddedvalue
•47%ofoperatorsplandifferentiatedappsplansby2018,cf33%forownOTTservices 7. CLIENT CONFIDENTIAL
Copyright © Maravedis-Rethink 2013
www.maravedis-bwa.com
7
Powerliesinbigdata
The Google era
September
2014
Copyright © Maravedis Inc 2014.
•Wifi-only -opportunities with OTT players to provide alternative quad play
•Power lies with the data
•Context awareness
•Big data analytics
•Predictive offers and search
•New web experiences
•Will Google be friend or foe? 8. 8
www.maravedis-bwa.com
Copyright © Maravedis Inc 2013.
CLIENT CONFIDENTIAL
Contact Information
www.linkedin.com/in/cgabriel
www.twitter.com/maravedis
MaravedisRethink
info@maravedis-bwa.com
http://www.maravedis-bwa.com
http://www.rethinkresearch.biz/
+44 207 450 1230
(514) 313-5656
Caroline Gabriel, Research Director