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Voice over Wi-Fi: Cable vs. LTE MNOs

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Voice over WiFi deployed by cable companies is nothing but upside and nothing but threats to the LTE MNO. This presentation illustrates the threats to the MNO and compares the Cable MSO to the MNO.

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Voice over Wi-Fi: Cable vs. LTE MNOs

  1. 1. ECONOMIC VIEW ON VOICE OVER Wi-Fi > www.acgcc.com info@acgcc.com Twitter: @racg_r
  2. 2. VoWi-Fi Will Be Deployed • VoWi-Fi solves one of the age old dilemmas of the industry • Great voice outside or Great data inside. • Wi-Fi is nearly ubiquitous • Smart phones have integrated VoWi-Fi calling > www.acgcc.com
  3. 3. Who Will Deploy VoWi-FI First? OR > www.acgcc.com
  4. 4. Cable VoWi-Fi Strategic View • Cable View of VoWi-Fi? • “It’s nothing but UPSIDE!” • MNO View of Cable VoWi-Fi? • “It’s nothing but THREATS!” > www.acgcc.com
  5. 5. How Big a Threat is Cable VoWi-Fi? 80% 20% Mobile Traffic Origination Indoor Originated Mobile Traffic (80%) Outdoor Originated Mobile Traffic 40% 60% Voice Traffic Lost to Vo-WiFi (Not on Package Core and Not on Billing Meter) Lost Voice Traffic Retained Voice Traffic 50%50% Indoor Mobile Voice Traffic Migrating to VoWi-Fi VoWi-Fi LTE > www.acgcc.com
  6. 6. 40% 60% Voice Traffic Lost to Cable Vo-WiFi (Not on Package Core and Not on Billing Meter) Lost Voice Traffic Retained Voice Traffic How Big a Threat is Cable VoWi-Fi? Financial Impact? > www.acgcc.com  How much lost revenue does this translate to?  5%?  10%?  How much efficiency will you lose in your Packet Core?  In your RAN? Customers Impact?  How many customers will you lose?  How many customers will become Wi-Fi first?  What provider will attain brand loyalty?
  7. 7. How Big a Threat is VoWi-Fi to the MNO? • Percentage of mobile traffic originating indoors: 80% • Percentage of indoor voice traffic migrating to Wi-Fi: 50% • MNO reduction in voice traffic over MPC/EPC and Billing Meter: 40% • Estimated MNO lost revenue to Cable VoWi-Fi: 5% > www.acgcc.com Lost revenue to a $20 Billion MNO $1 Billion
  8. 8. Cable vs. MNO • Cable Upside • New revenue • Enhanced bundles • Leverage installed infrastructure • MNO Threats – Lost revenue – Impact on customer relationships – CAPEX inflexibility • Cable Hurdles – Lack of coverage – Minimum quality threshold as new entrant into mobile voice – VoWi-Fi standards in process • MNO Hurdles – Lack of presence in homes and SMBs – Backhaul capacity • Cable Strengths – Ubiquitous HFC network – Home and SMB presence – Voice backend • MNO Strengths – LTE-Wi-Fi internetworking – LTE Coverage – Small Cell Sites > www.acgcc.com
  9. 9. Bold Strategies Deploy VoWi-Fi FAST! Deploy Wi-Fi FAST! > www.acgcc.com

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