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Accenture Communications Industry Narrative Trend Shifts Signals

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Accenture Communications Industry Narrative Trend Shifts Signals

  1. 1. 2 2 Technology re-volution Business model re-invention Customer re-imagination Disruption has changed the communications industry and continues to redefine the rules of competition. Industry Shifts & Signals
  2. 2. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound Life reimagined A new contract for society The search for value Partnership growth model Telco to Techco Customer re-imagination Business model re-invention Technology re-volution We have identified five signals that highlight three major industry shifts Industry Shifts Industry Shifts & Signals
  3. 3. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound Life, work, learning, and entertainment are all connected and start at home Home is now the location of work, study and social activities, creating record demand for connectivity and fast-tracking the digital transformation of SMBs. Another indicator of this need for evolution is the recognition of internet access as a human right by the UN. Connectivity is essential for individual and global health, wellbeing, and economic prosperity. CUSTOMER RE-IMAGINATION Copyright © 2021 Accenture. All rights reserved. 4 4 Industry Shifts & Signals
  4. 4. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound Home is now central to our work, study and personal lives It will be a $184B revenue opportunity by 2025, with up to 50% of broadband households globally becoming ‘smart households’ SMB Work 70% of digitally-enabled SMBs will operate a hybrid work model in 2021, with remote work emerging as normal Education apps market forecast to increase by $47 bn during 2020-2024 (26% CAGR) 74% of people who never or irregularly WFH previously said they enjoyed the experience Learning Social 49% of people expect to virtually connect with friends and family more eSports streamer Twitch reached 22.7m daily active users in March 2020 Industry Shifts & Signals Life reimagined For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound
  5. 5. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound Connectivity is essential for economic prosperity and physical wellbeing Communications technologies support global prosperity, including presenting CSPs with an opportunity to lead in carbon neutrality Education Economy Globally, over 1.2 billion children were out of the classroom due to the pandemic, many relying solely on a mobile internet connection 65% of consumers expect companies to create products and services that have a positive impact on society and the planet Environment Health GDP increases 0.08% with every 1% increase in fixed broadband Industry Shifts & Signals A new contract for society For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound Source: ITU, The economic contribution of broadband, digitization and ICT regulation, 2018 Source: Accenture Covid- 19 Consumer Research, 5th-11th May Less than 1% of U.S. physician visits were via telehealth pre- Covid. In just over a month this spiked to over 50%
  6. 6. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound New growth strategies, new partners, and new assets Market maturity is high with near total connectivity stalling traditional growth in the face of shrinking margins. Digital platform companies are poised to seize growth opportunities in new areas. But sustainable growth will require more than just a new business area to explore. A new breed of competitor demands a new approach. Embrace an ecosystem partnership model and move from vertical integration to open and agile. BUSINESS MODEL RE-INVENTION Copyright © 2020 Accenture. All rights reserved. 7 7 Industry Shifts & Signals
  7. 7. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound Flat Average Revenue Per User (ARPU) demands a new approach to growth Rapid growth in data, fixed and mobile usage has not delivered returns to shareholders R&D Shareholder Returns CSPs are currently underinvesting. Spend as a % of revenue was 1.7% in 2019, compared to 12.9% for Software & Cloud companies. The digital and IT services market is projected to enjoy 5.8% CAGR, to be worth £3.4bn by 2024. The Comms Industry has delivered negative returns to shareholders -4.9% 3 year avg CAGR amidst unprecedented market growth Cost Base 5G buildout will demand Capex and debt. Network spend will rise from $34bn in 2020 to $149bn in 2025. Industry Shifts & Signals The search for value For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound 0% Future Value in 2020 for Comms vs 61% for Disruptors and 68% for Infrastructure. Growth -10.6$ Compared to $38.50 Current average ARPU
  8. 8. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound In a crowded solutions marketplace, CSPs need to expand their partnership strategies Growth beyond connectivity requires collaboration with a wide range of ecosystem partners Asia Pacific North America Europe Industry Shifts & Signals Partnership growth model For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound Middle East AT&T introduced solutions for voice, collaboration, conferencing, cybersecurity, edge computing, IoT and public safety based on a technology partnership with Microsoft Verizon launched Edge solutions for IoT, AI and AR/VR on its 5G network in partnership with AWS Vodafone is partnering with Accenture to bring managed security services to SMB and national corporate customers leveraging Accenture’s acquisition of Symantec’s Cyber Security Services business Telefonica partnered with Microsoft, Facebook and Google to develop its cognitive intelligence platform ‘AURA’. Part of its 50 billion investment in digital transformation NTT’s B2B2X innovation model drives cross-industry partnerships with companies including Toyota, Mitsubishi and Microsoft SK Telecom is enabling AWS wavelength in South Korea for IoT, VR, Autonomous Vehicles and Next Gen infrastructure. Ecosystem partners are AWS and Google Etisalat partnered with Microsoft Mto launch its Digital platform, infused with automation and AI capabilities Saudi Telecom Company (STC) is investing up to $500 million over five years in cloud services, in partnership with eWTP Arabia Capital fund and Alibaba Cloud company
  9. 9. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound The race to deliver on the promise of technology 5G and Edge present gateways into new markets. IoT provide a platform for our clients to redefine the markets they operate in and verticals they serve. Cloud technology facilitates new levels of collaboration and new business models. AI can transform network and back-office functions, presenting new pathways to growth. TECHNOLOGY RE-VOLUTION Copyright © 2020 Accenture. All rights reserved. 10 10 Industry Shifts & Signals
  10. 10. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound The Telco of today must become the Techco of the future. 5G will open a gateway to new markets, while the network becomes an extension of the Cloud, and the Edge becomes the new control point. Cloud migrations will unlock value 5G will offer untold opportunities As CSPs migrate, the telco network becomes an extension of the Cloud. Opex and Capex savings will accelerate innovation, enable new business models and lower barriers to entry 35% Telecom has the lowest Inclusion and Diversity scores among major industries (60% in Health and 53% in Financial services) Technology, ecosystems and operating models will all change in the CSP landscape as 5G creates a $700bn opportunity in 2030, with monetisation led by industry, not consumers Everyone will live on the Edge By 2023, over 50% of new enterprise IT structure will be deployed there, and by 2024 Edge apps will increase by 800%. The Edge computing market will then be worth $250.6bn Industry Shifts & Signals Telco to Techco For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound 14% of talent in the Telco workforce has engineering and/or analytics skills compared to 53% for disruptors. Future workforce Advanced planning for future skills and opportunities should be a top initiative for CSPs
  11. 11. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound Along the core, platform and infrastructure-based plays continuum, five value plays emerge for CSPs Theright valueplayfor yourbusiness
  12. 12. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound Reset. Reinvent. Rebound. Stagnation and paralysis is not an option. The progressive CSPs that reset, seizing the day and acting boldly, will be rewarded and capture value in the Communications Industry of the future. The time for CSPs to rebound is now. We have identified five Value Plays for CSPs that commit to reinvent to achieve growth, aligning leaders & organizationsal models with he journey vision and desired outcomes. Structural Separator Connected Consumer Platform Connectivity Optimizer X-Industry Orchestrator SMB Activator Evolution
  13. 13. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound Cloud AI Big Data The value plays Structural Separator Connected Consumer Platform X-Industry Orchestrator Acting as an orchestrator across industry use cases, while moving up the I-IOT opportunity stack (apps, platforms & services) SMB Activator Connectivity Optimizer Cost optimization and digitization to unlock capital to invest in growth & new business foundation. Two freestanding businesses: one that operates the network (NetCo) and one customer-facing entity (ServCo) Tailored white labeling SMB services that are packaged and bundled for ease, simplicity, and digital advances B2C, B2B2C B2B, B2B2B SMB In-house Ecosystem Powered X- Industry Digital services that integrate and support a consumer’s life, curated by the CSP-led ecosystem Core Telco
  14. 14. For a deeper dive into this play visit | accenture.com/reset-reinvent-rebound Our team Andrew Walker Senior Managing Director – Strategy & Consulting, Communications & Media, Global April Wirtz Managing Director – Strategy Lead, Communications & Media, North America Astha Bharadwaj Managing Director – Strategy Lead, Communications & Media, ASIAM Brian J Smyth Principal Director – Innovation Lead, Communications & Media Peters Suh Senior Managing Director – Communications & Media, North America Boris Maurer Managing Director – Communications & Media, Europe Paolo Sidoti Managing Director – Communications & Media, Growth Markets, ASIAM Saulo Bonizzato Senior Managing Director – Communications & Media, Growth Markets, LATAM Michelle Soltesz Global Communications Industry Marketing Lead Declan Lonergan Research Senior Principal – Communications & Media Lead Authors Market Unit Leads Research Marketing Nic Strahl Global Communications Industry Marketing Copyright © 2020 Accenture. All rights reserved.
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