The economic crisis of 2009 proved a major obstacle for consumers, enterprises and network builders, and each had to evolve to survive. Consumer behavior is inherently altered, cord-cutting is at an all-time high, enterprises are incredibly lean and many are wondering what this means for 2010 strategies and beyond. In this webinar, a panel of Yankee Group analysts unveiled their top predictions for the 2010 communications industry.

1. Christopher Collins, Senior Analyst
Josh Holbrook, Director
Camille Mendler, Vice President
Jon Paisner, Senior Analyst
Dec. 15, 2009
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. www.yankeegroup.com
© Copyright 2009. Yankee Group Research, Inc. All rights reserved. www.yankeegroup.com

2. Agenda
• State of Anywhere Economy
• 2010 Predictions
• Summary and Conclusions
• Q&A
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3. Poll 11
Poll
If you had $1,000 of your own money
to invest in 2010, where would you
invest it?
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4. State of Anywhere Economy
• Consumers are spending less
– One in four consumers
expects to cancel or spend Despite a weak 2009, the Anywhere
economy will grow dramatically
less for core connectivity
solutions
• Enterprise investments are down
– 83 percent of businesses say
the economy has had some to
severe impact on their
technology spending
• Network builders have stalled at
macro levels
– Forecasted expansion of
aggregate broadband revenue
has been delayed one year
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5. Agenda
• State of Anywhere Economy
• 2010 Predictions
• Summary and Conclusions
• Q&A
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6. Cord-cutting will double yet again
•3, T-Mobile •Sky, TalkTalk
Operators must fight back with bundled offers.
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7. The bell tolls for device subsidies
Sprint, T-Mobile AT&T, Verizon
Operators must strategically eliminate subsidies to quickly
and effectively offload device costs.
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8. Netbooks fall from grace
Dell, HP, Intel, Lenovo, Microsoft, Acer, ASUS, Linux, MSI, Qualcomm
Toshiba
Back netbooks and laptops with satisfaction guarantees.
Relentlessly educate retail employees and customers.
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9. Consumers drive more than
50 percent of enterprise
smartphone purchases
Apple, Android, HTC, Blackberry BES,
Sybase-Afaria Microsoft Windows Mobile
Operators must place increased emphasis on managed mobility.
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10. Telcos unite behind
infrastructure sharing
Alcatel-Lucent, Ericsson, NSN Alcatel-Lucent, Ericsson, NSN
Competitive differentiation lies in services, not network reach:
Focus on service delivery platforms and innovation partners.
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11. Enterprise trust lifts telcos to the
top of the cloud
BT, Deutsche Telekom, NTT, Orange Amazon Web Services, GoGrid, Google
Business Services, SingTel
Smart telcos don't worry about the cloud: They realize the
cloud needs them. Start talking up resilient connectivity.
© Copyright 2009. Yankee Group Research, Inc. All rights reserved. Yankee Group 2010 Predictions Dec.15, 2009 Page 11

12. Agenda
• State of Anywhere Economy
• 2010 Predictions
• Summary and Conclusions
• Q&A
© Copyright 2009. Yankee Group Research, Inc. All rights reserved. Yankee Group 2010 Predictions Dec.15, 2009 Page 12

13. 2010 Predictions Summary
1. Cord-cutting will double yet again
2. The bell tolls for device subsidies
3. Netbooks fall from grace
4. Consumers drive more than 50 percent of enterprise smartphone
purchases
5. Chrome OS powers a new class of Anywhere devices
6. Cloudy IT sparks demand for clear management tools
7. Upstart upsets the equipment vendor applecart
8. Enterprise trust lifts telcos to the top of the cloud
9. Network innovation well runs dry
10. Telcos unite behind infrastructure sharing
11. U.S. network neutrality rules have domino effect worldwide
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14. Final Thoughts
“Smart companies are fearful when others are greedy and
greedy only when others are fearful.”
- Warren Buffett
• Opportunity is ripe, despite economic uncertainty
• Avoid the hunker-down mentality
• Adapt quickly to the new environment
• Embrace transparency
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15. Q&A
Get a FREE copy of Yankee Group’s 2010 Predictions report
Register as a Guest at www.yankeegroup.com/join.do for instant access.
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16. Thank you!
Christopher Collins, senior analyst, ccollins@yankeegroup.com
Josh Holbrook, director, jholbrook@yankeegroup.com
Camille Mendler, VP, cmendler@yankeegroup.com
Jon Paisner, senior analyst, jpaisner@yankeegroup.com
Upcoming Yankee Group webinar:
Introducing ANYWHERE, the book – Jan. 14, 2010
Look for our 2010 webinar schedule at www.yankeegroup.com
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. www.yankeegroup.com