2012 total telecom

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Andreas Bernstroms' presentation from Total Telecom, Nov 2012

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2012 total telecom

  1. 1. Who We Are Second Largest mobile VoIP company 20 million Rebtel users 2 billion Paid Minutes 96.8% Approval Rate$90 million Rev.Run Rate end-2012 60% of new users through viral
  2. 2. What We Do Apps for smartphones, PC and tablets 98% savings on international calls Seamless call interception Wi-Fi/3G to PSTN step-up Free Rebtel-to-Rebtel calls over data API’s for IOS, Android developers
  3. 3. The past, currentand future of voice,OTTs and operators
  4. 4. The fastest-growing mega industry Mobile $1 trillion 2012 6 billion accounts A few dominant players
  5. 5. Telenor VimpelCom China UnicomIncumbents 150 209 222 Vodafone Verizon 439 TeliaSonera $11bn profits 108 170 Bharti Airtel Orange 175 Telefonica 261 China Mobile 232 $14bn profits MTN 667 $10bn profits America Movil 139 246 Reliance 183* Subscribers (millions)
  6. 6. Cost to call from to SEK 10 !"! %"!& %"!& #"$#%
  7. 7. Why So Pricey? Investment in network Because they can - Oligopoly Huge amounts of staff Subsidized handsets & physical stores Post-pay business model Haven’t embraced opportunity of digital
  8. 8. Then
  9. 9. Now Easier User friendly Cheaper (and mobile) Convenient
  10. 10. TencentDisruptors Tango Kakao Talk 50 45 50 Kik19 Nimbuzz Voxer 100 Rebtel 50 $0m rev. 20 $85m rev. Skype Viber 668 $860m rev.textPlus 100 WhatsApp 17 $0m rev. 100* Users (millions)
  11. 11. Why So Cheap? Cloud/Open Source Technology Digital Distribution No Physical Presence Low Margins Organic Growth Strong UI/UX Focus
  12. 12. Mobile VoIP $36 billion500 million users by 2016 Frost & Sullivan 2011
  13. 13. Voice and Text have remained the same for decades The latest operator-driven innovation? Interoperability Chetan Sharma
  14. 14. Both in UK and US... ...50% of all mobile users have a smartphone and 70% of all phones sold are smartphones 12% 4% 11% 4% 24% 32% 52% 61% US UK
  15. 15. US Mobile Data Growth Curve 2,000 petabytes per year 0 2006 2007 2008 2009 2010 2011 2012*Chetan Sharma Consulting
  16. 16. iTunes Top Social Networking Free Apps O M TT or Vo e th i ce a n - T ha ex lf a t - re Vi de o
  17. 17. In three years time, in your geography, how much will total mobile carrier messaging revenues have declined from today? 25%According to senioroperators execs, telcoSMS revenue willdecline on average by40% in four years time 0-9% 20-29% 40-49% 60-69% over 80% 10-19% 30-39% 50-59% 70-79% *Delegate Vote, New Digital Economics Executive Brainstorm, November 2011
  18. 18. In three years time, in your geography, how much will total mobile carrier voice revenues have declined from today? 25%According to senioroperators execs, telcovoice revenue willdecline on average by20% in four years time 0-4% 10-14% 20-24% 30-34% 40-44% over 50% 5-9% 15-19% 25-29% 35-39% 45-49% *Delegate Vote, New Digital Economics Executive Brainstorm, November 2011
  19. 19. “The magnitude of upcoming change will be stunning.We are still in spring training” - Mary Meeker
  20. 20. “The Times They Are A-Changin’”- Bob Dylan Then Now Provide access Control device Control service Own address book Own billing relationship
  21. 21. So, what’s the game plan?
  22. 22. Bullying? Blocking VoIP-based OTT services Applying Traffic Shaping Lobbying against net-neutrality
  23. 23. DIY - Do It Yourself
  24. 24. Digital Innovation Hubs
  25. 25. Partnerships & & & &
  26. 26. Acquisitions & & & &
  27. 27. RSC - Joyn File sharing Video Personalised enrichments advertising Speed to market? Chat Presence Single purpose? = New and innovative? Linked in Free? Man to machine Fast iteration? Enhanced communication phonebook Network address None of the above Social communities books and groups
  28. 28. Diversify AccessNet Revenue Voice VAS / OTT Messaging Advertising VoIP IP Messaging Cloud Subscriber Penetration*Chetan Sharma Consulting
  29. 29. Embrace data based revenue modelUnderstand customer needsLearn from, embrace and work with OTTTransfer to digital modelBe simple, honest and open
  30. 30. Run! These guys are crazy...
  31. 31. Andreas Bernstrom, CEO, Rebtel@AndreasCB

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