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June 
1 
CLIENT CONFIDENTIAL 
Copyright © Maravedis-Rethink 2014 
4G Services and OTT Applications 
4G World-September 2014 
Caroline Gabriel, Research Director, Maravedis-Rethink
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 
0 
20 
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
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 
0 
5 
10 
15 
20 
25 
30 
35 
Newspectrum 
LTE upgrades 
Wi-Fi offload 
Small cellsinc Wi-Fi 
Flexiblenetworks 
CoMP 
% of new capacity 
2013 
2018
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
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
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
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 
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

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4G Services and OTT Applications, 4G World 2014, CTIA

  • 1. June 1 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 0 20 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 0 5 10 15 20 25 30 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