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Smartdevices are changing our lifes!Which role plays Telco’s in this changing world?                                      ...
A revolution doesn’t happen when   society adopts new tools, it happens   when society adopts new behaviours.Clay ShirkyAs...
In the beginning…    Operators launched mobile broadband1    But then, there were not enough mobile broadband handsets    ...
Suddenly, market was fasteningCaused by three main drivers                         1                               Flat-ra...
Worldwide trends on mobile    Smartphone sales is          Mobile broadband    booming                      accelerates so...
Current predictions Smartphone Sales - 660 million in 2012 - Increase of 35% (IDC 2012) - 470 million in 2011 - Increase o...
Smartphone penetrationEurope vs USA                         Source: comscore   7
Different types Smartphones platforms        Apple – iOS5        • Aggressive towards operators (shared revenu model)     ...
Marketshares Sales     Global Sales Q4 2011      Market Share 2009-2011 (US)  Gartner, january 2012                       ...
Market Share Device Manufacturers               IDC, january 2012                                    10
60% of time spent on smartphonesis new activity for mobile users                          Source: kpcb.com
Popularity Mobile Services by OS90%                              79%                                        Apps download8...
Mobile App Stores comparison 2011# 30 billion downloads 2011 (# 9 billion downloads 2010)$ 15,1 billion (including adverti...
Apps, apps, apps Some interesting apps that ‘change’ your daily life: 1. Shazam                          6. FindmyCar 2. W...
Smart parking without cash
Telco Killer apps VoIP:              (Instant) Messaging:   • Skype            • Whats app   • Viber            • iMesseng...
What about prepaid Smartphones?         2010                              2011    Sales Marketshare                   Sale...
Overall threats for Telco’s: 1.    Over the top services (Telco-killer apps):      • Skype      • Whatsapp & iMessenger e...
What’s next?Adoption curves compared                           Source: kpcb.com
Tablet Sales Q2-2011        Sales (mln)               Marketshare (sales) (mln)          Q2-2011                          ...
Opportunities Telco’s                        21
Opportunities Telco’s Segmentation / differentiation                    Telco Services on smartphone     Data tariffplans ...
TELCO CASES  (EXAMPLES)               23
ROGERS & LOYALTYPLATFORM                        Details:                                 • Objective: keeping the younger ...
PREPAID SOCIAL MEDIA             Details:LOYALTY PLATFORM                  • Prepaid users are unknown (no name, no       ...
TELKOMSEL & SKYPE                 Details:Skype partners with Telkomsel      • Special application is developed for TELKOM...
TELKOMSEL & FACEBOOK          Details:                               • A tiny but fully-functioning Facebook app onto some...
OPERATOR BILLING                  Details:                                   • Users are paying for apps by phone bill or ...
Details:Telenor, Google to offer                                      • New Android Market initiative by Google and Teleno...
KPN & SPOTIFY                      Details:Upselling premium services          • KPN becomes exclusive representative of t...
Roel Honning/ +31 6-10903170 / roel.honning@ntcs.nl/ @roelhonning
WWW.NTCS.NL
Thank you!If you have any questions?          Roel Honning        +31 6 1090 3170      Roel.honning@ntcs.nl
Check-your-weight-App#LOL    Don’t try this at home 
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Smartphone Strategy (Telecom Operators)

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Smartphone Strategy (Telecom Operators):
- developments on smartphone market
- marketshares smartphone platforms
- importance of smartphones
- threats and opportunities Telecom Operators
- Cases of Telecom Operators

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Transcript of "Smartphone Strategy (Telecom Operators)"

  1. 1. Smartdevices are changing our lifes!Which role plays Telco’s in this changing world? Roel Honning +31 6 1090 3170 Roel.honning@ntcs.nl @roelhonning
  2. 2. A revolution doesn’t happen when society adopts new tools, it happens when society adopts new behaviours.Clay ShirkyAssociate Teacher for New Media at NYU 2
  3. 3. In the beginning… Operators launched mobile broadband1 But then, there were not enough mobile broadband handsets When there were enough mobile broadband handsets2 Consumers were screaming for content To deliver content, operators were offering controlled webportals3 They tried the business model with monthly payments for content, while it was free on the open internet Mobile internet was growing, but slowly 3
  4. 4. Suddenly, market was fasteningCaused by three main drivers 1 Flat-rate data plans to kick start the market 3 2 Developer- The rise of friendly app powerful and stores intelligent devices Source: STL Partners/Telco 2.0
  5. 5. Worldwide trends on mobile Smartphone sales is Mobile broadband booming accelerates social media Worldwide roll out HSPA & Growing range of tablets LTE Apps, apps, apps… Explosion mobile data usage 2012: mobile internet > pc Mobile Wallet 5
  6. 6. Current predictions Smartphone Sales - 660 million in 2012 - Increase of 35% (IDC 2012) - 470 million in 2011 - Increase of 44% - > 1 billion in 2015 (Gartner 2011) 6
  7. 7. Smartphone penetrationEurope vs USA Source: comscore 7
  8. 8. Different types Smartphones platforms Apple – iOS5 • Aggressive towards operators (shared revenu model) • Primary hardware, but appstore & itunes very important services • Closed System, strictly policy Google - Android • Operator friendly strategy • Focused on advertisements (extra reach google platform) • Partly open RIM – BlackBerry OS • Popular because of security (business) & ping (consumer) • In 2012 introduction new OS: BBX (feature: android apps will work on OS) • Slowly acceptance of new apps - appstore Microsoft – Windows Phone 7 • Compatibility with laptop / desktop (windows) • Strategic partnership with Nokia • Not much apps yet 8
  9. 9. Marketshares Sales Global Sales Q4 2011 Market Share 2009-2011 (US) Gartner, january 2012 Source: email-marketing-reports.com 9
  10. 10. Market Share Device Manufacturers IDC, january 2012 10
  11. 11. 60% of time spent on smartphonesis new activity for mobile users Source: kpcb.com
  12. 12. Popularity Mobile Services by OS90% 79% Apps download80% 74% Streaming music/radio70% 63% Video/Mobile TV60% Online Gaming50% 43% 46% 42% 37% 39%40% 35%30% 26% 26% 24% 20% 20%20% 17% 11%10% 0% Android OS Apple iOS Windows Phone RIM BlackBerry
  13. 13. Mobile App Stores comparison 2011# 30 billion downloads 2011 (# 9 billion downloads 2010)$ 15,1 billion (including advertisements) (191% increase)90% of all mobile app revenues by Apple, 7% by Android • ↓ 33 mln / • ↓ 17 mln / • ↓ 3 mln / • ↓ 10 mln / day day day day • > 650k apps • > 450k apps • > 25k apps • > 45K apps Google Play App world • $2.01 paid • $ 3.79 paid • $8.26 paid • $3.47 paid App store Ovi-shop app app app app • 42% free • 65% • 26% • 26% , 58% paid free, 35% free, 74% free, 74% • 86% free paid paid paid dwnlds, 14 • 98,7% free % paid dwnlds, 1,3 % paid 13
  14. 14. Apps, apps, apps Some interesting apps that ‘change’ your daily life: 1. Shazam 6. FindmyCar 2. Word Lens 7. Facebook / social media 3. Spotify 8. Location based apps 4. Internet Movie Database 9. TomTom / Navigation 5. Layar – augmented reality 10. Mobile payments 14
  15. 15. Smart parking without cash
  16. 16. Telco Killer apps VoIP: (Instant) Messaging: • Skype • Whats app • Viber • iMessenger • Facetime • Ping Social Media: What’s Next? • LinkedIn • Calling via Facebook? • Facebook • Calling via Google? • Twitter
  17. 17. What about prepaid Smartphones? 2010 2011 Sales Marketshare Sales Marketshare 8% 29% 71% 92% Prepaid Smartphones Prepaid Smartphones Feature Phones Feature Phones Source: gigaom.com & channelinsider.com 17
  18. 18. Overall threats for Telco’s: 1. Over the top services (Telco-killer apps): • Skype • Whatsapp & iMessenger eating revenues of Telco’s 2. Data intensive services eating all network capacity: • Streaming music & radio • Video/TV without extra earnings for Telco 3. Smartphones is an enabler for all kind of (web)services via appstores: • All kind of apps; • Mobile payments & Identification; • Location Based Services; without specific role for Telco 18
  19. 19. What’s next?Adoption curves compared Source: kpcb.com
  20. 20. Tablet Sales Q2-2011 Sales (mln) Marketshare (sales) (mln) Q2-2011 Q2-2011 0.5% 1% 0.7% 0.1% 5% 3% Apple iOS Apple iOS Android Android 4.6% Microsoft 30% Microsoft 9.3% QNX 61% QNX Others Others Source: businesswire.com 20
  21. 21. Opportunities Telco’s 21
  22. 22. Opportunities Telco’s Segmentation / differentiation Telco Services on smartphone Data tariffplans Dashboard Application data usage Apps Telco specific plan content Selfcare Special packages Prepaid Quality of credits Services Location Based Marketing Services / activities Advertisement OTT & 3rd party Loyalty Social Media partnering platform Operator billing & payments Telco AppstoreInteraction with customers bysmartphone Partnerships
  23. 23. TELCO CASES (EXAMPLES) 23
  24. 24. ROGERS & LOYALTYPLATFORM Details: • Objective: keeping the younger target groupsLoyalty programs supported by loyal to brand; smartphones and social media • Extensive entertainment program with exclusive content for Rogers subscribers: • Free music downloads & games • Discount on premium seats for live-nation concerts, Blue Jays baseball Maple Leafs Hockey • Available via iPhone, Android, iPad, Facebook and web • Supported by social media • Yearly 100.000 tickets ordered on mobile phone • Churn reduction of 5% 24
  25. 25. PREPAID SOCIAL MEDIA Details:LOYALTY PLATFORM • Prepaid users are unknown (no name, no address), only by mobile number; hard to reachGet to know your prepaid users with marketing campaign;and interact with them • Introduction of social media loyalty campaign; delivering a program with all sorts of events arranged for concert tickets and sport events, exclusive to prepaid users; • Users can earn ‘social credits/coins’ for all types of interaction: Likes, posts, shares, buying prepaid credit; • Social Coins are exchangeable for extra discounts or prepaid credits; (to be defined) • Coins will be registered after Facebook opt-in and gives operator access to personal data of the user and can be linked to mobile number;
  26. 26. TELKOMSEL & SKYPE Details:Skype partners with Telkomsel • Special application is developed for TELKOMSELto bring cheap calls and free Subscriberstext to 100 million subscribers • Downloadable on 24 Telkomsel smartphones, including Nokia, Samsung and BlackBerry • Also available for lower end J2ME phones • Only Free usage Skype within data subscription - will not count towards the usage quota • SkypeOut calls possible (Skype-Skype, Skype- local, Skype-international) & Instant messaging possible • SkypeIn calls are disabled • Shared revenue-model? 26
  27. 27. TELKOMSEL & FACEBOOK Details: • A tiny but fully-functioning Facebook app onto some of theirTelkomsel launched Facebook SIM-cards/Mobile phoneApp • The Facebook-created application can be run on more than 800 types of JAVA-based mobile phones. • Account registration, writing on the wall, update status, reply to comments, viewing messages, view photos and more • Especially targeted on feature phones for the lower income market • To encourage those in emerging markets to try the app, Facebook partnered with a number of global carriers to offer free data access with the app for 90 days. • Indonesia is country with second largest number of Facebook users 27
  28. 28. OPERATOR BILLING Details: • Users are paying for apps by phone bill or prepaidConsumer transactions appstores credits; • 10-20% telco billing service charge; • Nokia: 4x increase of consumer transactions due to operator billing; • Great opportunity to play a central role in mobile transactions; • In future more mobile transactions by consumers, this will bring more opportunities for the MNOs to earn additional revenues from operator billing. • Examples: • Nokia: 140 operators • Google: NTT DoCoMo
  29. 29. Details:Telenor, Google to offer • New Android Market initiative by Google and Telenorlocalized apps, direct billing Telenor-branded shelf in Android • Faster access to relevant localized apps with direct market operator billing functionality (prepaid & postpaid) • Telenor-branded “shelf” on the front page of Android market • Approximately 50 apps with “high local relevance” selected by an editorial team in each of Telenor’s 11 international mobile markets • Telenor: better relationship with our customer base and build a richer experience for the customer by making it easier for them to find more relevant local content in a secure environment with flexible payment options 29
  30. 30. KPN & SPOTIFY Details:Upselling premium services • KPN becomes exclusive representative of the Spotify service • KPN’s top tier triple play customers (€ 55 and more subscriptions) get Spotify –premium account for free (€ 9.95 / month) • Spotify has 10 million registered users, 2 million premium subscribers • Spotify is available in nine countries including US, France & Spain (2011) KPN & Spotify Spotify partners with KPN 30
  31. 31. Roel Honning/ +31 6-10903170 / roel.honning@ntcs.nl/ @roelhonning
  32. 32. WWW.NTCS.NL
  33. 33. Thank you!If you have any questions? Roel Honning +31 6 1090 3170 Roel.honning@ntcs.nl
  34. 34. Check-your-weight-App#LOL Don’t try this at home 

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