Voice over WiFi deployed by cable companies is nothing but upside and nothing but threats to the LTE MNO. This presentation illustrates the threats to the MNO and compares the Cable MSO to the MNO.

1. ECONOMIC VIEW ON
VOICE OVER Wi-Fi
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2. VoWi-Fi Will Be Deployed
• VoWi-Fi solves one of the age old
dilemmas of the industry
• Great voice outside or Great data
inside.
• Wi-Fi is nearly ubiquitous
• Smart phones have integrated
VoWi-Fi calling
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3. Who Will Deploy VoWi-FI First?
OR
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4. Cable VoWi-Fi Strategic View
• Cable View of VoWi-Fi?
• “It’s nothing but UPSIDE!”
• MNO View of Cable VoWi-Fi?
• “It’s nothing but THREATS!”
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5. How Big a Threat is Cable VoWi-Fi?
80%
20%
Mobile Traffic Origination
Indoor
Originated
Mobile Traffic
(80%)
Outdoor
Originated
Mobile Traffic
40%
60%
Voice Traffic Lost to Vo-WiFi
(Not on Package Core and Not on Billing Meter)
Lost Voice
Traffic
Retained Voice
Traffic
50%50%
Indoor Mobile Voice Traffic
Migrating to VoWi-Fi
VoWi-Fi
LTE
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6. 40%
60%
Voice Traffic Lost to Cable Vo-WiFi
(Not on Package Core and Not on Billing Meter)
Lost Voice
Traffic
Retained Voice
Traffic
How Big a Threat is Cable VoWi-Fi?
Financial Impact?
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 How much lost revenue does this
translate to?
 5%?
 10%?
 How much efficiency will you lose in
your Packet Core?
 In your RAN?
Customers Impact?
 How many customers will you lose?
 How many customers will become
Wi-Fi first?
 What provider will attain brand
loyalty?

7. How Big a Threat is VoWi-Fi to the MNO?
• Percentage of mobile traffic originating
indoors: 80%
• Percentage of indoor voice traffic
migrating to Wi-Fi: 50%
• MNO reduction in voice traffic over
MPC/EPC and Billing Meter: 40%
• Estimated MNO lost revenue to Cable
VoWi-Fi: 5%
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Lost revenue to a $20 Billion MNO $1 Billion

8. Cable vs. MNO
• Cable Upside
• New revenue
• Enhanced bundles
• Leverage installed infrastructure
• MNO Threats
– Lost revenue
– Impact on customer relationships
– CAPEX inflexibility
• Cable Hurdles
– Lack of coverage
– Minimum quality threshold as new
entrant into mobile voice
– VoWi-Fi standards in process
• MNO Hurdles
– Lack of presence in homes and SMBs
– Backhaul capacity
• Cable Strengths
– Ubiquitous HFC network
– Home and SMB presence
– Voice backend
• MNO Strengths
– LTE-Wi-Fi internetworking
– LTE Coverage
– Small Cell Sites
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9. Bold Strategies
Deploy VoWi-Fi FAST!
Deploy Wi-Fi FAST!
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