Recommended
More Related Content
What's hot
What's hot (20)
Similar to Telecom - A driving force for Investment in Latin America
Similar to Telecom - A driving force for Investment in Latin America (20)
Recently uploaded
Recently uploaded (20)
Telecom - A driving force for Investment in Latin America
- 1. Javier Villamizar, Greensill Capital, Latin America Head of Origination
- 2. PRIVATIZATION MOBILE REVOLUTION BROADBAND EXPLOSION LATIN AMERICAN TELECOM EVOLUTION 1990 2000 2010
- 4. MOBILE 414MILLION Unique Subscribers 2015 110MILLION New Subscribers To 2020 +25% GROWTH
- 7. PENETRATION SPIKE 84 79 77 62 58 43 62 65 87 85 83 74 62 51 72 78 Europe NorthAmerica CommonwealthofIndependentStates AsiaPacific MiddleEast&NorthAfrica Sub-SaharanAfrica GlobalAverage LatinAmericaandtheCaribbean 4.8%CAGR Higher than any other region except sub-Saharan Africa Unique Subscriber Penetration 2015 – 2020 0.9% 2.2% 1.9% 4.5% 3.2% 6.2% 4.0%
- 8. MORE VENTURE CAPITAL FUNDING Investments by amount 2011–2015 Investments by # of funds 2011–2015 70%of investments in Brazil or Mexico
- 9. FINTECH KEEPS GROWING A few of these startups could take up to 30% of Mexico’s banking market in the next decade, with retail banks and payment services becoming particularly vulnerable.
- 11. SUPPLY CHAIN FINANCE 0 1 90 91 180 EXAMPLE TIMELINE (days)
- 14. Develop solutions with global appeal that can easily shift country STARTUP Use buyer-centric financing mechanisms like Supply Chain Finance to reduce equity requirements Explore monetizing long dated contracts as an alternative to raising equity
Editor's Notes
- Figures from the Latin American Private Equity Venture Capital Association (LAVCA) show that VC investments increased from $143m in 2011 to nearly $600m just four years later.
- GSMA, which represents the interests of nearly 800 mobile operators worldwide, is forecasting over 100 million new mobile internet subscribers by 2020, up 50% from 2015, a dramatic hike.
- “Growth in these countries will see the regional penetration rate expand by more than 12% and an additional 100 million unique subscribers by the end of the decade. The region will grow more quickly over the remainder of the decade than any other region except sub- Saharan Africa.”
- LAVCA’s figures for VC funding by country shows that by far the largest number of investments between 2011 and 2015 were made in Brazil, followed by Mexico, together accounting for over 70% of the total.
- Supply Chain Finance allows carriers to extend payment terms all the way up to 270 days to free up cash. A simple idea that thanks to a cloud-based platform could now be deployed quickly, making it available to thousands of suppliers of all sizes.
- GraphPath is the first Knowledge Graph-as-a-service that allows organizations to evolve from Big Data to Big Knowledge through the creation and management of large-scale enterprise knowledge graphs. Simplification GraphPath simplifies the adoption of graph computing, business intelligence and machine learning technologies across enterprises that are looking to quickly expand their ability to extract strategic value from large and complex datasets. Big Visuals The GraphPath solution allows companies to semantically organize all of their raw data, which may currently be inefficiently distributed across different data silos throughout their organization, into a single ontology that facilitates searching and analyzing their knowledge, as well as, deploying automated machine learning workflows, all in a collaborative and visually-engaging manner. Applied Data It could be applied to the data from cell towers and the data generated by the system when phones connect to it. From the users’ perspective, it may include their billing history, app usage, call log, roaming charges, and more. And lastly, it may also include sentiment data collected from social media networks that is generated around geo-fenced areas, such as a high-value cell tower clusters around the downtown area of a city, to compare against the network data and the user data. That means you could get a list of cell towers in a region with the highest percentage of drop calls where the user sentiment is 20% worse than competitors, for instance.