IDATE, the No 1 European Internet Think tank today has published the 13th edition of its DigiWorld Yearbook, the Bible of the internet industry and the de facto international source of reference for media, cloud, telecoms and internet industry trends. IDATE experts provide a concise and easy to read reference manual of the digital world, including key figures and a look at the latest innovations and key events that marked telecom, internet and media markets during 2012. About the digiworld Yearbook 197 pages that deliver the finest market insights from IDATE experts who track the changes at work in the globe’s telecom, Internet and media industries throughout the year. the DigiWorld Yearbook is published in English and French and available in print and PDF format. An iPad edition, developed by Forecomm, is also available. The 2012 edition can be downloaded for free The 2013 edition is available for purchase. Print: €99.99, incl. VAT; PDF and iPad: €54.99, incl. VAT You can have a look at the digiworld yearbook 2013, purchase it or even download the 2012 version for free at www.digiworld.org/yearbook/ DigiWorld Yearbook Public launch parties featuring special guest speakers are held: in London, with Ronan Dunne, CEO Telefónica UK Limited. in Paris with a talk of Fleur Pellerin, Ministre déléguée auprès du ministre du Redressement productif, chargée des Petites et Moyennes Entreprises, de l’Innovation et de l’Économie numérique and Olivier Piou, CEO, Gemalto and in Brussels with special guests Ann Caluwaerts, Senior VP, Telenet, Gerard De Graaf, Director, Electronic Communications Networks & Services, European Commission, and Jean-Marc HARION, CEO, Mobistar

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DigiWorld Yearbook
2013
13th Edition
London, May 16th 2013

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Introduction
François Barrault
Chairman, IDATE – DigiWorld Institute

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Founded in 1977, IDATE has gained a reputation as a leader in tracking telecom, Internet
and media markets, thanks to the skills of our teams of specialized analysts.
Now, with the support of close to 40 member companies – which include many of the digital
economy’s most influential players – the newly rebranded DigiWorld Institute has entered into a
new stage of its development, structured around three main areas of activity:
IDATE and the DigiWorld Institute project
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• Time-tested analysis and consultancy Our expertise and client list > Consulting
• An independent observatory Our catalogue of reports > Research
• A European forum open on the world Our annual programme > DigiWorld Institute

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Where we stand in the marketplace
#1 think tank on the digital
economy in Europe
Top-tier consultancy
and policy advisory for
governments and local
authorities
#1 catalogue of
independent market
reports in Europe
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Annual program for the DigiWorld Institute
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DigiWorld
Clubs
DigiWorld
Events
DigiWorld
Collaborative
Research (4)
DigiWorld
Publishing
Club
in Paris
(monthly)
Club
in London
(monthly)
Club
in Brussels
(monthly)
Conferences
in Paris
Transatlantic Dialogue
in New York
DigiWorld
Summit 2013
Catalogue of
Research Programmes
DigiWorld Economic
Journal
(Communications & Strategies)
DigiWorld
Yearbook
Video As
A Service
Personal
Information
& Privacy
Next Step for
a European
Telecom Policy?
Smart City

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DigiWorld Yearbook
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The 2013 report, available in French and English, is presented in London, Paris,
and Brussels
• The data, the trends and the
most relevent events in the
Telecom, Internet and Media
markets
• The best of our Research
Programmes published by
our teams during the year
• An independant contribution
to the debate in Europe on
the key issues of the digital
innovation

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The DigiWorld Yearbook is published
with the support of DigiWorld Institute members
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The DigiWorld (YearBook) in 2013
Steve Durbin
Chairman DigiWorld Club, UK

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World top ten by markets
Top 10 telcos Top 10 telecom equipment suppliers
Top 10 IT service providers Top 10 media companies
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Fixed-Mobile
LTE/4GSmartphones-Tabs
Network management-DPI-Policy Control-Charging
iCloud/Google Drive/DropBox
IaaS/PaaS/SaaS
eAdvertising-Profiling
Streaming
Smart City
From the Game Changers … to the Digital Gold Mines
Big Data Services
in the cloud
Mobility everywhere
Facebook Mobile
NFC-Mobile banking Multiscreen
TV everywhere
Analytics
Open Data
Source: IDATE
Smart Connectivity
4G, Fiber, Cloud …CDN, API, M2M, SDN,
…dumb vs smart pipe
Video as a Service
Experience, recommandation, ATWADAC, freemium,…
Digital Mall
Smart Devices’ App stores facing social platforms,
telcos’bundles, Open web…
Digital Money
NFC mobile payment, Internet giants, eCommerce,
eBanks, …
Data monetization. Audience metering,
real time targeting, LBS, eAdvertising, ….
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Still troubled times for telecom in Europe

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Telcos vs. OTT: a three-sided market
Vincent Bonneau
Director of the Internet business unit, IDATE

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OTT under the spotlight
Comparison of telco and OTT total market (USA+EU27+Japan)
Breakdown of OTT service market, 2015
• 2015: Telco 6.2B EUR, OTT 1.7B EUR
• CAGR 12-15: Telco 1.4%, OTT 15.6%
• OTT accounts for 12% in 2015
• Cloud to become largest pie
• Social, search, mobile apps and
e-commerce also strong
Source: IDATE
Source: IDATE

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Telco and OTTs: is this the real picture?
When people hear the words “Telco vs OTT”, they picture this type of environment.
Users
Telcos
Large
OTTs
Source: IDATE
VS

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The situation is much more complex
Three sided approaches are necessary!
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Large OTT also as partners … and product inspiration
Telcos
Large
OTTs
and/or
VS
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Source: IDATE

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Large OTT business model
as an inspiration but not as a direct copy
• There are numerous assets to be leveraged, not just infrastructure
• Banks, commerce and governments can pay for telco tools
• They require more automation and alliances to have better scope.
• SDP, API, SDN and IMS can help to implement this
Telcos
Users

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Still many digital gold mines
 Additional wholesale revenues can be expected from large OTTs
and third parties
- Likely to remain nonetheless less important than retail
 Additional revenues may come from collaboration with large
OTTs
- Direct or indirect retail revenues
 Need for telcos to transform into platforms to leverage all assets
- Especially for network and IT operations

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