1.
THE WAY PEOPLE
COMMUNICATE IS CHANGING
People have moved from voice to data-centric forms of communication like VOIP, IM, social
networking, and file sharing.
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Voice
Data : Mobile Phones
Data : Mobile PCs/Tablets
Mobile phones
get popular
Skype is
launched
Data traffic
overtakes voice
Smart phones
take off with
iPhone
iPad is launched
Mobile Web
(Social
networking, new
forms of sharing,
information
access)
Video
Mobile M2M (VOIP,
IM etc.)
File
Sharing
Mobile Data Traffic 2012-17
But communication has truly diversified. VOIP is
only a small part of the data explosion
Communication remains an important part of the
data explosion
Top Applications for data
consumption
Smartphones Tablets
Video/
Communications
Information
Web
Browsing
Social
Networking
Music/Audio
Streaming
Other
ErricsonTraffic&MarketReport2012
Cisco Data Meter, September–December 2012
Cisco VNI Mobile Forecast 2013
SMS, the traditional text based messaging protocol
is being replaced by new forms
19.1B OTT
messages/day
17.6B SMS
messages/day
41B OTT
messages/day
19.5 B SMS
messages/day
OTT vendors: WhatsApp, Skype,
Facebook etc.
2012 2013 Informa Telecoms & Media 2013
ATTENTION!
SERVICE PROVIDERS
Why should you care? What is the way forward?
Skype makes 3rd of
all international
calls

2.
WHY SHOULD CARRIERS CARE?
Carrier data revenues haven’t kept up with data growth
As mobile data surges, carrier revenues
from data are growing
As the world enters the data era, the strategic dynamics of the market are changing.
30,000
40,000
50,000
60,000
70,000
80,000
90,000
08 09 10 11 12 13E
THE GOOD NEWS THE BAD NEWS
Voice revenues are declining faster than
data revenue growth
DataRevenuesUSDM
$45
$10
08 09 10 11 12 1307 14
ChetanSharmaConsulting2013
(minus)
ARPU
Data ARPU gained in
Q4 2012
Voice ARPU lost in
Q4 2012
Carriers are conceding ground to OTT (Over the
top) and VAS (value added services) providers
$55
Voice
Data
Overall APRU
Traffic
Revenues
Voice era Data era
85% of the traffic in the 4
major mobile networks is
pure data but it only
accounted for 39% of all
mobile data revenues.
Chetan Sharma Q4 2011
Nokia-Siemens;IBMInstitutefor
BusinessValueanalysis
Users
Carrier
Users
Carrier
48¢ 64¢
Access
Voice
SMS Access
Voice
SMS
Marketsandmarkets.com,Gartner
Carriers have a smaller share of
a growing revenue pie
Carriers
yesterday
Carriers today
Carriers face lower switching barriers and increased
churn as they no longer control their customer’s data
Back
Carrier
OTT Application
Customer’s Data
Apple, Microsoft, Google,
Skype etc.
OTT Application
Customer’s Data
SWITCHINGCOST
LOYALTY
Psst..i’ll give you
a cheaper deal
Customers follow
their data

3.
© 2013
WHAT IS THE WAY FORWARD?
As the boundaries between voice, messaging, and platforms get blurred, carriers need a
fundamental shift in strategy
Prepare for the 4th revenue
wave
Chetan Sharma Consulting 2013
Netrevenue
Subscriber penetration
0-25% 25-70% 70-90% 90+%
US
The 2st Revenue Wave –
Messaging is no longer sufficient
2010
2011
2012
2016
8.7 B
54 B
23 B
13.9 B
SMS Revenues Lost (Billion)
Ovum2012
The 3st Revenue Wave – Access
will not last much longer
Netrevenue
Subscriber smartphone penetration
0-25% 25-70% 70-90% 90+%
US
Enter the 4th Revenue Wave – OTT Value
Added Services
Voice
Access
Messaging
Enterprise
Cloud
Consumer
Cloud
Mobile
Advertising
Transpo-
rtation
Hospitality
Wellness
_ _
Today Tomorrow
ARPU
RevenueinBillions
Service/Application areas
Operator’sdilemma:The4th
waveChetanSharma2012
“It is becoming clear
that the (carrier’s)
long-term value will
be in the portfolio of
value -added
services (VAS).”
The 1st Revenue Wave – Voice
is no longer sufficient
HyperOffice lets you launch key OTT services under
your own brand & keep your customer’s data
HyperOffice is an award
winning leader in cloud
communication and
collaboration since 2002
Benefits
Leverage HyperOffice technology
to enter key OTT markets
Cloud based enterprise UCC
Social VOIP/Web Conferencing
Consumer Cloud
Who?
White labeling: Build your own
brand
Deploy in the HyperOffice cloud or
your own cloud
Best in market margins
1.240.428.1700 x 107
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