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What would Iron Man
do to change the
world?
Hi, I’m Ash.
This is my journey so far:
Multiple
content
providers
Kicked out of the house
Failed Startup
Hired by client
Mobile network operator
Built a Startup Accelerator
Internet Service Provider
Driving synergy projects
Telco Group
Soul searching
?
“It is not the strongest of the
species that survives, nor the
most intelligent that survives.
It is the one that is most
adaptable to change”
– Charles Darwin
The telco (business model) is dying
Capex will
continue to rise
due to increasing
data demands
Margin
management
remains
challenging
Disruptive
business models
add to the
macroeconomic
pressure
Source: EY, 2017
June 29th, 2007 – The world will never be the same again
“PC guys are not going to just figure this out. They're
not going to just walk in.” – Ed Colligan, CEO, Palm
Time spent on smartphone everyday worldwide in 2017 (in hours)
Source: Statista, 2018
What if they decide to become a telco tomorrow?
Number of mobile phone messaging app users worldwide from
2016 to 2021 (in billions)
While Telcos are holding on
to their dear lives…
…More digital services are launched; with
disruptive business models, while running on the
Telco’s infrastructure: for free
Are telcos having a
“Kodak moment”?
We set out to venture into the unknown to look for
new sources of revenue…
Who we are:
Source: Osterwalder and Pigneur, 2008
What
business
are we in
today?
What new
opportunities
does the
disruption
open up?
What
capabilities do
we need to
realize these
opportunities?
Meanwhile…
Perhaps we have been looking at our markets
with a different lens?
How do we improve the experience of mobile commerce?
How do we connect tech businesses to our 350 Million
customers?
How do we help businesses to make better decisions
using data analytics?
Incubate / Venture
development
• Incubate and launch
businesses within priority
verticals
• Internally or with partner
Enable / Commercial
partnerships
• Connecting businesses to Telco
assets
• Hard bundles or through API
gateway
Invest / Corporate
venturing
• Investing in businesses
relevant to our verticals
• Unlocking value through
synergistic activities between
Opcos
What we do:
Digital Financial Services Digital Advertising Platforms Digital Ventures
Investments
Our brands and investments:
“Start by getting the right
people on the bus, the
wrong people off the bus,
and the right people in
the right seats”
– Jim Collins, Author,
‘Good to Great’
Newsflash!
AI / Evil robots will not replace humans anytime soon.
By 2020, Artificial Intelligence will create more jobs
than it eliminates
Oh no..
Source: Gartner, 2017
Disrupt, disrupt, disrupt Act Now! Dream big and be bold
Be humble, and team up Have fun and do goodFail, to learn
Our secret sauce: It’s not about skills or experience, its our core values:
Keep building!
::Thank You::

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The current state of the Telco industry: The quest for relevance

  • 1. What would Iron Man do to change the world?
  • 2. Hi, I’m Ash. This is my journey so far: Multiple content providers Kicked out of the house Failed Startup Hired by client Mobile network operator Built a Startup Accelerator Internet Service Provider Driving synergy projects Telco Group Soul searching ?
  • 3. “It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is most adaptable to change” – Charles Darwin
  • 4. The telco (business model) is dying Capex will continue to rise due to increasing data demands Margin management remains challenging Disruptive business models add to the macroeconomic pressure Source: EY, 2017
  • 5. June 29th, 2007 – The world will never be the same again “PC guys are not going to just figure this out. They're not going to just walk in.” – Ed Colligan, CEO, Palm
  • 6. Time spent on smartphone everyday worldwide in 2017 (in hours) Source: Statista, 2018
  • 7. What if they decide to become a telco tomorrow?
  • 8. Number of mobile phone messaging app users worldwide from 2016 to 2021 (in billions)
  • 9. While Telcos are holding on to their dear lives…
  • 10. …More digital services are launched; with disruptive business models, while running on the Telco’s infrastructure: for free
  • 11. Are telcos having a “Kodak moment”?
  • 12. We set out to venture into the unknown to look for new sources of revenue…
  • 14. Source: Osterwalder and Pigneur, 2008 What business are we in today? What new opportunities does the disruption open up? What capabilities do we need to realize these opportunities?
  • 15. Meanwhile… Perhaps we have been looking at our markets with a different lens?
  • 16.
  • 17. How do we improve the experience of mobile commerce?
  • 18.
  • 19. How do we connect tech businesses to our 350 Million customers?
  • 20.
  • 21. How do we help businesses to make better decisions using data analytics?
  • 22.
  • 23. Incubate / Venture development • Incubate and launch businesses within priority verticals • Internally or with partner Enable / Commercial partnerships • Connecting businesses to Telco assets • Hard bundles or through API gateway Invest / Corporate venturing • Investing in businesses relevant to our verticals • Unlocking value through synergistic activities between Opcos What we do:
  • 24. Digital Financial Services Digital Advertising Platforms Digital Ventures Investments Our brands and investments:
  • 25. “Start by getting the right people on the bus, the wrong people off the bus, and the right people in the right seats” – Jim Collins, Author, ‘Good to Great’
  • 26.
  • 27. Newsflash! AI / Evil robots will not replace humans anytime soon. By 2020, Artificial Intelligence will create more jobs than it eliminates Oh no.. Source: Gartner, 2017
  • 28.
  • 29. Disrupt, disrupt, disrupt Act Now! Dream big and be bold Be humble, and team up Have fun and do goodFail, to learn Our secret sauce: It’s not about skills or experience, its our core values:

Notes de l'éditeur

  1. World population – 7.6 Billion
  2. While the entire market is panicking, we have a diff set of problems back home
  3. They don’t need Netflix or spotify, their need have not been met
  4. Humans are better in handling grey and ambiguous areas. AI lacks the ability to understand context, nuance as well as critical thinking. Thus, robots will not be able to build skyscrapers or find the cure to cancer, but AI will provide the data to help us do things efficiently
  5. Builder mindset