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Day 1-t4-1530 ove-andreasen-20120523
 

Day 1-t4-1530 ove-andreasen-20120523

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LTE World Summit Barcelona May 2012

LTE World Summit Barcelona May 2012
Day 1

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    Day 1-t4-1530 ove-andreasen-20120523 Day 1-t4-1530 ove-andreasen-20120523 Presentation Transcript

    • How does voice fit into future operator business model? Ove Andreasen Director Mobile Systems1
    • Agenda • Marked situation in Denmark for TDC • Status and forecast for mobile voice • What can/should operators do to maintain business • Conclusion 2 Confidential
    • • Marked situation in Denmark for TDC• Status and forecast for mobile voice• What can/should operators do to maintain business• Conclusion 3 Confidential
    • TDC is the Danish incumbent (fixed, cable & mobile)focusing on the Nordic markets…Subscribers TDCs present focus Core Business Fixed Voice Divested Key Financials  PSTN >1.1 mio • Revenue 2010: DKK 26,167m  ISDN >100.000 • EBITDA 2010: DKK 10,772m • % margin: 41.2% VoIP subscribers  SIP IDs >350.000 TDC Nordic (Business only) Convergence subs  Duét >370.000  Mobile flex >500.000 TDC Denmark TV subscribers  YouSee >1.1mio  TDC >120.000 Mobile subscribers  Voice >2.5mio  Data >200.000 Messaging/month  SMS >800 mio  MMS >3mio 4 Confidential
    • TDC has competitive pressure from both Fixed-only andMobile-”only” oriented players Fixed focus Fixed and Mobile Mobile focus* Fiber (Utilities) and Coax  Use all access technologies  Focus on Mobile Voice and players Mobile Broadband  Position MBB as complementary Focus on very high-speed for Fixed BB  Mobile BB as Fixed BB internet (>100Mbit/s for substitution (mainly “3”) Fiber) as well as digital TV  Focus on Dual/Triple/Quad play services and convergence  Aggressive LTE roll-out Fiber companies also focus (Telia) on up-load speed  Cover the different market segment with various brands * Both Telia and Telenor also offer fixed services, but the main focus seems to be on the mobile network going forward – especially with their mobile network partnership announced recently. 3 is a mobile-only player aside of Skyline who is a Wimax operator. 5 Confidential
    • To Many Mobile Operators are leading to ”price war”All players have launched bucketproducts with free SMS/MMS andvariable data and voice buckets.For 20€ at month can you get: 6 Hours of voice 6 GB dataDouble up on volume at same price over6-12 months!Good message is that Voice and Datais bundled.Bad message is that data isperceived for free leaving thepossibility for OTT player to providevalue added services! 6 Confidential
    • • Marked situation in Denmark for TDC• Status and forecast for mobile voice• What can/should operators do to maintain business• Conclusion 7 Confidential
    • Trend towards”All IP” Convergens & Mobility Home Work HAP Triple Play M2M Public Digitization UC mVoIP Cloud Mobile payment OTT Transport
    • Is there a Future for Voice Business ? 2 000 1 800 Mobile data, incl. mobile PC access & SMS 1 600 Mobile voice 1 400 1 200 Fixed corporate dataBUSD services 1 000 Fixed broadband 800 600 IPTV 400 Fixed VoIP 200 0 Fixed narrowband voice 2008 2009 2010 2011 2012 2013 2014 2015 2016 Source: Internal Ericsson This slide contains f orward looking statementsEven that not all analysiss are agreeing on thefuture, is it clearly that voice is and will be themost used service!But who will provided the service? Source IDC 9 Confidential
    • • Marked situation in Denmark for TDC• Status and forecast for mobile voice• What can/should operators do to maintain business• Conclusion 10 Confidential
    • Operator vs. OTT Voice and messaging services OTT Voice Operator based VoiceAdvantages AdvantagesEase of use ”Free” usage (Incl. international calls)Controlled (Voice) QoS Dynamic service implementation CSFB  Instant messaging SRVCC Video call’sSupport for legacy Voice services Etc.MSISDN and thereby interconnect with all Interaction to PC based applications subscribers in the world!Subscription relationship Disadvantages Best effort serviceDisadvantages ”Only” data barerTraditionally based business case before Expensive at roaming innovative development Community basedCompetitive environment between Operators Receiving party on dataThe main advantages for Operator may cease to exist when LTE deployment havereached an level where need for ”legacy” voice services are limited! 11 Confidential
    • Which tools do Operators have to maintain VoiceServicesProtective strategyBlock/limit Voice services for OTT player (incl. Verticals)Operator ConsolidationKeep high roaming cost for dataNo flat rate Data subscriptionsOffensive strategy ChallengesAlways included Voice in data bundles (National) Operator corporationEnsure superior Voice quality  Service launch e.g. RCSe (before VoLTE)VoLTE and communication as a service (e.g.  Limit Halve rate usage RCSe)  HD voice launch Ease of use  Etc. Terminal support Industry standard Role of GSMA? 12 Confidential
    • • Marked situation in Denmark for TDC• Status and forecast for mobile voice• What can/should operators do to maintain business• Conclusion 13 Confidential
    • ConclusionOperator do have the option to maintain control of voice services but it requiresthat:Voice services are constantly developed and Interconnection with other operators areensured.ButWhen LTE is ”fully” deployed are operator advantages limitedTiming is critical if OTT’s and verticals voice business should belimited if “Kodak moment” should be avoided.. 14 Confidential
    • Thank you! Questions?15
    • Back-up 16 Confidential
    • 17Confidential
    • Permitted:Blocking applications ⊘Slowing down applications ⊘Charging a premium for applications ⊘Charging for different bandwidths or ✔data limits 18 Confidential