Mr Gassot IDATE Latest Questions about FTTH

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Mr Gassot IDATE Latest Questions about FTTH

  1. 1. Session: What long term impact of FTTH on the telecom industry’s structure? DigiWorld Summit 2011 NextGen Networks 1: Latest questions about FTTH Yves GASSOT [email_address] 16 novembre 2011
  2. 2. Contents <ul><li>Major business issues around traffic delivery </li></ul><ul><ul><li>Finding the right balance between network funding and service innovation </li></ul></ul><ul><li>Potential evolutions for value transfers in the value chain </li></ul>Access networks CAPEX in million EUR Fixed networks traffic in Exabytes Source: IDATE Consumption of top video services Fiber and Internet value chain
  3. 3. Revenue for OTT services Key questions around Internet traffic Managed services Payment for traffic Payment for content/service Content provider Hosting ----------------------- CDN Telco N End-user Telco 1 ISP Telco … Device Open Internet Peering ~ 0€ Revenue sharing for managed services Transit or peering Internet subscription # 4: Managed services # 5: Unlimited traffic # 3: Peering # 2: Transit and CDN pricing # 1: Content economics CDN
  4. 4. Potential evolutions with value transfer options around telcos Telco Content & Service End-user Volume QoS Service & Content #1: Pay per use #2: Pay per quality #3: New interco #4: Performance-based #6: Bundles traffic/service & Smart boxes #5: Traffic wholesale Pricing based on
  5. 5. NGAN: Possible Models (1) <ul><li>. </li></ul>
  6. 6. NGAN: possible models (2) <ul><li>. </li></ul>
  7. 7. Key variables for Telecom futures <ul><li>Revenues growth (and margin)? A) Steady revenues ; B) Erosion, C) Growth </li></ul><ul><li>Consolidation? A) national, B) supranational (« a single European market ») </li></ul><ul><li>Fixed-Mobile Convergence? </li></ul><ul><li>Separation? A)’Open Reach’, B) ‘NBN’, C) Shared infrastructures & outsourcing, D) Municipal initiatives … </li></ul><ul><li>Smart pipe (access ecosystem + content/applications distribution)? </li></ul><ul><li>‘ Wholesaler’ approach? Cf. Lightsquared </li></ul><ul><li>Utility model? </li></ul><ul><li>Asymetric vs. symetric Regulation? Ex ante vs. ex post ? </li></ul><ul><li>… </li></ul>
  8. 8. Exemple of contrasting scenarios <ul><li>. ... based on 2 key variables (concentrated- vertical / fragmented – horizontal) and economy (growth vs. declining revenues) - source : IBM-IDATE </li></ul>
  9. 9. Thank you !

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