Vývoj mobilního broadbandu v Evropě - Frank Gothardt, Capgemini

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Vývoj mobilního broadbandu v Evropě - Frank Gothardt, Capgemini

  1. 1. Mobile Broadband in Europe Frank Gotthardt Executive Director Eastern Europe Capgemini Consulting TME Prague, 22nd April 2009 Capgemini Consulting is the strategy and transformation consulting brand of Capgemini Group
  2. 2. Contents Research Highlights Key Operator Initiatives to Drive Growth Future Challenges and Mitigation PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 2 _MOBILE BROADBAND_.PPT Copyright © 2009 Capgemini. All rights reserved.
  3. 3. Although MBB is still in nascent stages, it is expected to grow robustly and overtake fixed broadband within a few years Estimated Global MBB Subscriptions1, Millions, 2009E - 2012E 1400 1200 1000 800 600 400 200 0 2009 2010 2011 2012 FBB Subscribers - as per Ericsson FBB Subscribers - as per eMarketer & In-stat MBB Subscribers - as per Ericsson MBB Subscribers - as per Juniper Research Analysts estimate MBB service revenues to reach $400 billion by 2012. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 3 _MOBILE BROADBAND_.PPT Copyright © 2009 Capgemini. All rights reserved.
  4. 4. European MBB service revenues are estimated to grow robustly and contribute significantly to operators’ revenue growth Europe MBB revenue1 forecast, Expected Evolution of Various Components of EUR billions, 2008-2012 Mobile Service Revenues, Selected 21 Operators in 7 EU Countries, 2008-2010E 12 <1% 4% 8% 10% 10 15% 15% 8 6 77% 71% 4 2 2008 2010 0 Voice Messaging 2008 2009 2010 2011 2012 Other non-SMS Data Mobile Broadband Access Estimate by Berg Research Estimate by Oppenheim Research By offering high speeds and convenience, MBB is expected to play a key role in driving consumer uptake of non-SMS data services2 and thereby increasing operators’ data ARPUs further. Note: 1. MBB revenues in Europe consists access revenues from data cards, USB dongles and embedded Laptops. Excludes smartphones and other 3G phones 2. Non-SMS data include mobile internet access, video telephony, and instant messaging. Source: Capgemini TME Strategy Lab analysis. ING, “European telecoms - When will mobile data make a real difference?”, 2008. Oppenheim Research, “Telecommunications Industry Driver Mobile Broadband”, 2008. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 4 _MOBILE BROADBAND_.PPT Copyright © 2009 Capgemini. All rights reserved.
  5. 5. Analysts project 1.2 billion MBB subscribers globally by 2012 with WCDMA/HSPA to be the dominant technology (75%). Percentage of Subscribers using MBB in Addition to MBB Subscriptions1, Millions, Worldwide, Q3 and Instead of Fixed Broadband, UK, Q1 2008 2008 365 105 53% 67% 68% 70% 74% 75% 81% 60 143 116 87 40 0.7 21 200 47% 21 33% 32% 30% 58 26% 25% 94 82 19% 15 14 APAC Europe USA/Canada Worldwide Total 16-24 25-34 35-44 45-54 55-64 65+ Consumers Using MBB in Addition to Fixed BB WCDMA HSPA EV-DO Consumers Using MBB Instead of Fixed BB MBB subscribers worldwide have grown by Almost 30% of consumers now use MBB as 41% from Q3-2007 to Q3-2008 a substitute for traditional fixed-line broadband HSPA has demonstrated high growth rates, especially in Europe: The youth segments prefer MBB over Fixed Broadband more than any other segment Source: Capgemini TME Strategy Lab analysis. CDMA Development Group. GSM Association. Wireless Intelligence. UMTS Forum. Informa Telecom. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 5 _MOBILE BROADBAND_.PPT Copyright © 2009 Capgemini. All rights reserved.
  6. 6. Contents Research Highlights Key Operator Initiatives to Drive Growth Future Challenges and Mitigation PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 6 _MOBILE BROADBAND_.PPT Copyright © 2009 Capgemini. All rights reserved.
  7. 7. The drivers of a robust MBB business are all focusing on a positive customer experience Key Operator Initiatives Driving Growth of Mobile Broadband Services Speed Pricing Key Operator Initiatives Availability and Affordability Content of Devices PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 7 _MOBILE BROADBAND_.PPT Copyright © 2009 Capgemini. All rights reserved.
  8. 8. Growth of MBB is driven by increase in access speeds, aggressive pricing, affordability of feature-rich devices and access to content Key Operator Initiatives Driving Adoption and Usage of Mobile Broadband Speed Pricing Operators continue to invest in new and Falling prices with increase in inclusive data improved technologies (HSxPA, HSPA+) to limits has lead to transparency and support higher speeds (~7.2 Mbps) and data encouraged uptake usage Competitive pricing vis-à-vis fixed BB has As of date, all EU countries have commercial encouraged substitution HSxPA deployments Key Operator Initiatives Wide range of handsets available with Access to rich mobile content like videos pre-installed applications Access to open Internet and partnerships Affordability of feature rich handsets with content players like Google, (~$200), USB dongles (~€ 30) and laptops YouTube, Napster etc. have enhanced content availability for consumers Bundling offers (with USB, laptops and netbooks) to increase affordability of devices Availability and Affordability of Devices Content PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 8 _MOBILE BROADBAND_.PPT Copyright © 2009 Capgemini. All rights reserved.
  9. 9. Operators continue to upgrade their mobile networks to deliver enhanced speeds and user experience Growth in Number of Commercial HSPA2 Comparison of Speeds of Various MBB Technologies with those of DSL Installations, Worldwide, Dec2007-Dec2008 Downlink Mbit/s >1,000 252 100 ~70 ~70 100 ~52 12 50 VDSL22 14.4 14.4 129 12 12 14 12 8-10 WiMAX VDSL1 ADSL2 HSPA+ 10 60 EVDO 8 ~4 6 3.1 4 ADSL 1.9 ~1-2 ~1-2 1 EVDO HSDPA HSDPA Deployments HSUPA Deployments Bandwidth HSUPA EDGE Evolution 0,512 Dec-07 Dec-08 Peak Speed Practical Speed MBB provides speeds comparable to DSL 112 HSDPA and 101 HSUPA networks are planned or in deployment stage PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 9 _MOBILE BROADBAND_.PPT Copyright © 2009 Capgemini. All rights reserved.
  10. 10. Moreover, data traffic is expected to increase significantly faster than revenues, leading to a monetization gap In Sweden, average data usage through MBB has risen In 2007, revenues from mobile data traffic increased by from 457 MB/month/user to 1,398 MB/month 60%, compared to 1000% growth in mobile data traffic Growth in Data usage (MB/month/user), Sweden, Growth in MBB Revenues (mn SEK) and Mobile Data Traffic H1 2007-H1 2008 (TBytes) , Sweden , H1 2007-H1 2008 5000 5000 1,398 Mobile Data Traffic (TBytes) MBB Revenues (mn SEK) 4000 4000 ~ 202% 3000 3000 2000 2000 Monetization ~ 1000% Gap 1000 1000 457 ~ 60% 0 0 2006 H1 2007 2007 H1 2008 Increase in Mobile Data Traffic Revenues from MBB H1 2007 H1 2008 As MBB adoption continues to grow and traffic volume skyrockets, increase in monetization gap can have a far-reaching impact on profitability. Source: Capgemini TME Strategy Lab analysis. Analysys Mason, “Mobile broadband high take-up but high usage can lead to low profits”, December 2008. Swedish Post and Telecom Agency (PTS), December 2008. PTS, “The Swedish Telecommunications Market 2007”, June 2008. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 10 Copyright © 2009 Capgemini. All rights reserved.
  11. 11. European operators have reduced tariffs or increased monthly data allowances to lower the unit price of data (€/MB) significantly Comparison of entry level Mobile BB Prices and DSL Prices2, %, June 2008 MBB at a discount to DSL MBB at a slight MBB at a significant premium to DSL premium to DSL 250% MBB price premium over DSL(%)1 200% Belgium France 150% 100% Spain 50% Norway 0% Italy UK Ireland Sweden -50% Finland Austria -100% Many European operators have reduced average MBB prices by ~35% to 50%: Latvia, Austria and the UK have experienced price declines of 53%, 43% and 35% respectively over the past year Operators have also increased the average inclusive data allowance by around 30 percent: The average data allowance across various MBB tariff plans in Europe has almost doubled from 1.8GB in 2007 to 3.9GB in 2008 The most common monthly user data allowance offered in Europe is now 5-10GB, up from 1- 3GB in 2007 PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 11 Copyright © 2009 Capgemini. All rights reserved.
  12. 12. Further, innovative handsets such as iPhone support high end applications, encouraging increased data usage and MBB uptake New handsets such as iPhone and G1 encourage …resulting in increased data traffic uptake of high end applications… Data Traffic over iPhone and Smartphones, %, 2008 iPhone Google’s G1 Used Email 26% (work or personal) 70% 33% Listened to music 70% 10% Accessed a social network site or blog 42% Features Description 15% • Large display Watched Mobile TV/Video Handset 32% • Long battery life functions • Touch Screen 18% Accessed Web search 57% Operating • Mac OS , Linux , Windows XP systems Accessed news/information 32% via browser 80% • Support wireless internet through HSDPA, Edge and Wi-Fi Others 0% 20% 40% 60% 80% 100% • High end applications like Gtalk, GPS, audio- iPhone Smartphone video streaming, download and playback etc. Source: Capgemini TME Strategy Lab analysis. eMarketer. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 12 Copyright © 2009 Capgemini. All rights reserved.
  13. 13. Operators are now bundling MBB contracts with free USB dongles and data cards to stimulate demand Examples of Entry Level MBB Contracts Bundled with USB Dongles and Other Devices, December 2008 Devices Speed / Monthly Operators Offerings Offered for Data Rental / Success resulted in: Free Download Contract Period Orange UK’s USB dongle “Orange Mobile Up to 3.6MB / £15.00 / subscriptions surged by over Broadband Everywhere 5GB 18 Months 2000% (January 08 to – USB Modem” December 08) Vodafone’s European data “Vodafone Mobile Up to 7.2MB / £15.00 / card subscribers reached Broadband - USB Stick” 5GB 12 Months c2.6m subscribers (June 08) “3 Mobile Broadband Plus Hutchison 3G’s European – USB Stick” Up to 3.6MB / £15.00 / mobile broadband users • 500 minutes or texts 5GB 18 Months reached around 1m (August • Free unlimited 3-to-3 minutes 08) Between February and June 2008, sales of USB dongles nearly doubled from around 69,000 per month to 133,000 a month. Source: Capgemini TME Strategy Lab analysis. Top 10 broadband website, 2008. Orange, “Orange Digital Media Index – Summer / Autumn 2008, 2008. Deutsche Bank, “ Mobile Broadband , A silver lining among clouds”, October 2008. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 13 Copyright © 2009 Capgemini. All rights reserved.
  14. 14. Similarly, availability of advanced offerings has resulted in increased uptake of mobile content and applications …resulting in increased usage of mobile content Mobile Content has evolved from basic monophonic ring services tones to music and video streaming… Evolution of Mobile Content from Mobile Content used by US Mobile Phone Users, Sep Ringtones to Richer Types of Multimedia 2007 - October 2008 15.6% Searched Internet for local products / services 9.8% 14.3% Searched Internet for products / 6.4% services outside my local area 13.7% Got information about movies or Infotainment On-demand Revenue 8.2% other entertainment Video-based Portals Browsers 11.7% Got information about PC Stores Free Music 9.0% Restaurants / bars & Portals & Video Java Storefronts Streaming 9.6% Free Music Connected with a social network 3.4% Streaming SMS WAP Ring tones Music 8.4% Watched / purchased a music video / Ring tones, Downloads internet video (eg., YouTube) Logos 4.4% Phone to PC Music Music Clips 12.3% Master Used instant messenger service Tones Monophonic (eg., yahoo Messenger) Polyphonic Time 0% 5% 10% 15% 20% September 2007 October 2007 Source: Capgemini TME Strategy Lab analysis. Forrester Research, “European Mobile Forecast: 2008 To 2013”, March 2008. Xellular website. eMarketer survey, “Mobile Content Used by US Adult Mobile Phone Users”, October 2008. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 14 Copyright © 2009 Capgemini. All rights reserved.
  15. 15. Contents Research Highlights Key Operator Initiatives to Drive Growth Future Challenges and Mitigation PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 15 Copyright © 2009 Capgemini. All rights reserved.
  16. 16. Operators face challenges to enhance capacity, improve profitability and increase revenues from MBB Summary of Key Challenges and Mitigation Strategy for Operators Offering MBB Challenge Key Area of concern Mitigation Strategy Capacity constraints on access and Enhance RAN capacity by investing in additional backhaul networks carriers, spectrum, technology upgrades and new 1 towers Enhance Traditional backhaul solutions won’t Capacity be sufficient and cost effective to Migrate from leased-lines to microwave and fiber meet expected traffic growth based backhaul solutions Increase in monetization gap 2 Adopt tariff schemes such as tiered pricing, prepaid Pressure on resulting in lower profit margins plans to increase revenues and implement fair-use policy to control data usage Profit Margins Replace backhaul opex with capex, share networks Rise in backhaul cost likely to reduce and offload traffic to Wi-Fi and Femtocell sites EBITDA margins by 1.5%-3% Lower capital efficiency of MBB and Offer a bouquet of value-added services and 3 falling data tariffs applications, either stand-alone or through Avoid Becoming partnerships, to maximize share of consumer a Dumb-pipe Limited data ARPU growth from flat spend on content accessed through MBB rate pricing models and limited share of consumers’ expenditure on services and applications Source: Capgemini TME Strategy Lab analysis. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 16 Copyright © 2009 Capgemini. All rights reserved.
  17. 17. In Europe, expected 10-fold rise in wireless data traffic can exhaust 1 current network capacities by 2010 Factors Driving Growth of Wireless Traffic Expected Wireless Download Traffic growth in Europe, PB1 / month, 2008-2015E Usage Growth Description Drivers 280 • Flat rate pricing and increase in data Flat-rate usage allowance are encouraging Tariffs consumers to use more data 210 services Current Europe Broadband Access Capacity2, 2008 • Devices such as I-phones, 3G ~ 10x 150 Uptake of (~44 PB/month) embedded Laptops, Smart-phones and High-end PDAs are increasing usage occasions Devices 100 of wireless data 80 55 38 28 Popularity of • Peer-to-peer sharing, video streaming Bandwidth- and music downloads are exerting intensive additional pressure on wireless 2008 2009 2010 2011 2012 2013 2014 2015 Applications bandwidth Consequently, operators need to make further investments in RAN3 as well as in backhaul infrastructure to combat capacity constraints. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 17 Copyright © 2009 Capgemini. All rights reserved.
  18. 18. MBB is also less capital efficient (lower revenue per MB) compared to 2 other services Compared to other services, MBB is less Moreover, average data tariffs are expected to capital efficient decrease further by 10% annually Comparison of Capital Efficiency of Different Expected Decrease in Data Tariffs, € per MB, Services, Revenues in USD per MB, August 2008 2008-2011 1.18 1 14 0.9 12 0.8 0.7 0.6 0.6 0.5 0.45 0.4 0.38 0.36 0.42 0.39 0.38 0.36 0.32 4 0.3 0.22 0.20 0.19 0.18 0.18 0.17 0.008 0.004 2005 2006 2007 2008 2009 2010 Mobile 1 Small- Ringtone MMS Mobile TV screen download Broadband browsing US and Canada Asia Pacific Eastern Europe Western Europe Note: 1. Based on € 20 for 3 GB per month tariffs available in most of the European markets. Source: Capgemini TME Strategy Lab analysis. Nokia Siemens, “Optimize backhaul to increase mobile data profits”, 2008. Capgemini TME Strategy Lab analysis. Company websites. Analysys Mason, “Are mobile operators rapidly becoming low-cost data pipes”, August 2007. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 18 Copyright © 2009 Capgemini. All rights reserved.
  19. 19. Operators should also aim to reduce opex through various cost 2 management initiatives Cost Management Initiatives to Reduce Operating Expense Reuse Existing Civil Invest in Fibre based Infrastructure Backhaul Cost Management Initiatives Offload traffic to Wi-Fi & Femtocells to improve Network Sharing to reduce coverage & ease traffic on Capex and Opex core network PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 19 Copyright © 2009 Capgemini. All rights reserved.
  20. 20. D Sharing of passive and active networks can provide significant capex e v i c e 1 2 and opex savings for operators s t r a 3 4 t e g i e s Network Sharing Alternatives and Expected Savings Passive Sharing1 / Sharing of Site RAN Sharing2 Sharing Regional Infrastructure3 Rentals Subscribers Subscribers Subscribers Subscribers Subscribers Subscribers database database database database database database Core Core Core Core Core Core network network network network network network Network Network Network Network Network controller controller controller controller controller Base station Base Station Base station Base station • RAN cost savings of around 10% • RAN cost savings of up to 20% • RAN cost savings of up to 25% Note: 1. Passive sharing includes sharing site rental, masts, power, lighting and air conditioning. 2. RAN sharing includes sharing antennae, base station equipment and transmission 3. MNO keeps base station sites and equipment separate, but its network interacts with that of another operator, thereby enabling customers' phones to connect through either network. Source: Capgemini TME Strategy Lab analysis. Vodafone, “Annual Report FY2008“, 2008. Analysys Mason, “Cost minimization strategies are key as MNOs invest in mobile broadband”, August 2008. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 20 Copyright © 2009 Capgemini. All rights reserved.
  21. 21. D e Offloading data traffic to cheaper Wi-Fi hotspots can provide cost v i c e 1 2 s t savings and faster speeds r a 3 4 t e g i e s Examples of Operators Bundling MBB & Wi-Fi Operator Offer Details Operator Benefits Mobile broadband bundled with DSL and Wi-Fi Helps offload traffic to Offers a free 8Mbps DSL connection for one year cheaper Wi-Fi hot-spots and access to 7,500 Wi-Fi hotspots to ease-out heavy traffic Priced at GBP20 per month with data usage limits on cellular networks of 3GB per month Includes 8MB fixed line broadband, free 500 Wi-Fi Automatically switches minutes from BTOpenzone and free mobile between Wi-Fi and 3G to broadband provide fastest possible speeds and optimize Offers unlimited data over fixed line and 1 network utilization GB/month data limit for mobile broadband Package offer priced at GBP 40 per month Source: Capgemini TME Strategy Lab analysis. Company websites. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 21 Copyright © 2009 Capgemini. All rights reserved.
  22. 22. D Using Femtocells can provide cost savings by offloading traffic from e v i c e 1 2 operators’ access networks s t r a 3 4 t e g i e s Schematic Representation of a Femtocell Deployment Femtocells are smaller mobile base stations that can be kept indoors to GSM/3G increase coverage: Handset When When A femtocell is placed inside the customer premise Outdoors Indoors to act as an extension of the cellular access network The user is provided a normal 2G or 3G handset Indoor area (home/office) The handset uses the cellular network when covered by Cell Site outdoors and ‘roams’ into the range of the Femtocell femtocell when indoors The fixed broadband network is used to backhaul Cellular Network the femtocell to the core cellular network VoIP Gateway Femtocells help increase indoor coverage Interconnect at low costs and are suitable for IP Network deployment even in residential homes: Femtocell provides improved indoor coverage by bringing dedicated 3G coverage into the home Wireless Access Femtocell helps to offload heavy data users from Switched Voice wide area network, resulting in reduction in VoIP required RAN capex Source: Capgemini TME Lab analysis. Techworld, “Femtocells use set to soar”, March 2007. Telephone Magazines’ Complete Guide to IMS, “On the Go, In the Home - Femtocells “, May 2007. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 22 Copyright © 2009 Capgemini. All rights reserved.
  23. 23. Therefore, operators face the challenges of identifying additional data 3 revenue streams and monetizing them Challenges for Mobile Operators for Increasing Mobile Data Revenues Flat-rate deals encourage adoption of new services, but can limit revenue growth once the customer base is established Limited ARPU Once “all you can eat” plans are introduced price revisions are difficult due to Growth with Flat competitive pressure and customer expectations Rate Pricing Markets like Sweden and Austria have witnessed sharp decrease in MBB prices (from GBP30 per month to GBP15 per month for a 3GB allowance) due to competitive prices from Hutchison Services from Napster and iTunes are data intensive but provide only a modest share of revenue to operators: Limited Share of – MusicStation, supported by Vodafone, allows unlimited downloads for just Consumers’ GBP2 per week Expenditure on Services and Third party applications like Google Maps, social networking sites threaten operators Applications revenue Operators face the threat of being reduced to a ‘dumb- pipe’, gaining revenues from access, but little from services. Source: Capgemini TME Strategy Lab analysis. Analysys Mason, “ Mobile operators’ data ambitions may be pipe dreams”, August 2008. Company websites. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 23 Copyright © 2009 Capgemini. All rights reserved.
  24. 24. Operators can adopt different positioning strategies to achieve 3 differentiation and enhance data revenues Positioning Strategies for MBB Operators 1 Basic Mobile Internet Provider Differentiation: Price and product simplicity Target price conscious consumers looking at MBB as an alternative to DSL 4 2 Mobile Internet and Solution Integrated Communication Provider Provider Strategic Differentiation: Advanced Differentiation: Operators’ self Options convergence services delivering owned services such as music triple or quadruple play library, mobile gaming, portal etc. Cross sell products based on customer usage patterns 3 Mobile Internet Provider and Solution Aggregator Differentiation: Wide selection of own and third-party services such as search, file sharing, navigation, social networking, etc. Target customers who value services more than the access product Source: Capgemini TME Strategy Lab analysis. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 24 Copyright © 2009 Capgemini. All rights reserved.
  25. 25. Operators such as Orange, Maxis and Vodafone are offering innovative 3 services to differentiate and increase data revenues Operators Initiatives to Enhance Data Revenues Strategic Operator Initiatives Key Success Positioning Mobile Internet Differentiation through innovative services like Video In March 07, data revenues and Solution Call, Maxis TV, gaming and community services like rose 21% over the Provider MBlog etc. corresponding quarter last year Real-time policy control and Mobile Internet Differentiation through services like Wallet Manager, flexible charging mechanisms and Solution Time Manager and GPS targeted towards kids have helped in mass- Provider customisation Mobile Internet Partnered with Google, Yahoo, YouTube and Provider and Facebook to enhance user experience through Data revenues (non-SMS) Solution services like search, social networking and IM increased at a CAGR of 41% Aggregator (2006-2008) to € 2,180 million Also offers a bouquet of self-owned services like in March 2008 gaming, music, maps through Vodafone live Number of mobile TV/VoD Bundling of mobile broadband with IPTV sessions increased at a CAGR of 74% (2005-2007) to 70 million Integrated subscribers in 2007 Communication Provider Since July 08, there has been a Partnered with Bebo, My Space and Facebook to 40% increase in customers using provide social Networking services to its customers social networking in September 08 Source: Capgemini TME Strategy Lab analysis. Company websites. Total telecom Mobile Broadband Watch, “Evolving Business Models”, November 2008. PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 25 Copyright © 2009 Capgemini. All rights reserved.
  26. 26. For further information please contact : Frank Gotthardt Executive Director Eastern Europe Consulting Services Capgemini TMN GmbH Vaclavske Namesti 19 110 00 Praha 1, Czech Republic Phone: +420 731 401 800 E-Mail: frank.gotthardt@capgemini.com PRESENTATION MOBILE CONFERENCE_PRAGUE_APR 2009 _MOBILE BROADBAND_.PPT 26 Copyright © 2009 Capgemini. All rights reserved.

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