Mobile Monday Toronto - Feb 2012 Talk

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For original presentation, please contact me at ronaldo@alum.mit.edu (it should be viewed in PPT Show mode). Thank you!

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Mobile Monday Toronto - Feb 2012 Talk

  1. 1. Canadian Mobile Steeplechase Mobile Monday Toronto Event - February 2012 Ronald Gruia Principal Analyst & Program Leader, Emerging Telecoms © 2012 Frost & Sullivan. All rights reserved.
  2. 2. Canada’s Mobile Scorecard… <ul><li>Competition has increased mobile penetration and brought down service pricing from earlier quasi de-facto oligopolistic levels, but how can we ensure that competition continues going forward? History tends to repeat itself… </li></ul><ul><li>How do we ensure Industry Canada and the CRTC decisions are coherent (i.e. cannot have one allow a participant to be in a spectrum auction only to have the other not award that participant an operator license) </li></ul><ul><li>Anachronistic foreign ownership rules (why belong on a list with Burma, Chad, etc.) instead of looking to regions such as Scandinavia as a proxy for how things should be over here… or even better: Japan and/or South Korea – in other words, instead of being happy not to be near the bottom (more like in the middle pack)… why not aspire for the TOP ??? </li></ul><ul><li>Reasons to be optimistic: innovation is part of our DNA, wind of change at the CRTC, Canadians among the most loyal customers in the world (provided they receive good service) </li></ul><ul><li>Potential game changers this year: upcoming decisions on 700 MHz spectrum auction and foreign ownership issue </li></ul>Mobile Monday Toronto - Feb. 2012
  3. 3. A Word on the 700 MHz Spectrum… <ul><li>Higher frequency -> lower wavelength </li></ul><ul><li>Higher frequency -> lower reach & in-building penetration </li></ul><ul><li>Higher frequency -> </li></ul><ul><li>LOWER CAPEX !!! </li></ul>Mobile Monday Toronto - Feb. 2012 Sources : Frost & Sullivan, GSMA, Morgan Stanley, UBS
  4. 4. Network Sharing Among New Entrants: Missed Opportunity? Mobile Monday Toronto - Feb. 2012
  5. 5. Future Snapshot of the Wireless Landscape? <ul><li>Even before relaxation of foreign ownership decision takes place: </li></ul><ul><li>VimpelCom acquiring OTH & Weather (inc. Wind) from Naguib Sawiris </li></ul><ul><li>Carlos Slim manifested in the past interest in the Canadian market </li></ul><ul><li>AT&T and BT originally helped Rogers launch its wireless business (Cantel) </li></ul>Mobile Monday Toronto - Feb. 2012
  6. 6. Q & A Session <ul><li>Ronald F. Gruia </li></ul><ul><li>Principal Analyst & Program Leader, Emerging Telecoms </li></ul><ul><li>rgruia@frost.com  +1-416-490-0493 </li></ul><ul><li>Twitter: rgruia </li></ul>Thank You

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