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StreamWIDE: Filling the gap between OTT and RCS-e

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During the CTO Telecoms Forum held in London (June 6th, 2013) Pascal BEGLIN, CEO presented on the following topic: Filling the gap between OTT & RCS-e.

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StreamWIDE: Filling the gap between OTT and RCS-e

  1. 1. © StreamWIDEFilling the gap between OTT & RCS-eCTO Forum – London - 20131
  2. 2. © StreamWIDEBy the end of 2012, more instant messages were sentvia chat apps /day than SMSOver-The-Top (OTT) messaging apps expected togenerate 41B messages per day in 2013 (14T /year)Text messages revenues can locally decline but willgenerate more than $120B this yearOvum estimates $23B SMS/MMS rev lost in 2012OTT DISRUPTING MESSAGINGBUSINESS….SOME FACTS
  3. 3. © StreamWIDEOTT MESSAGING USE ALREADYWELL ESTABLISHED344% MOBILEUSERS USEOTT APPS TOCOMMUNICATE
  4. 4. © StreamWIDEMobile Messaging became and will stay fragmentedFrom a 20-years standard, SMS has now become justanother app (a big one though)For customers, Joyn is just another brandMOBILE MESSAGING BECAMEA FRAGMENTED MARKET4
  5. 5. © StreamWIDEOTT messaging market constantly moving and evolvingVery Different Market shares & use cases between USA,CALA, Europe, APAC..OTT BATTLE RAGING OUT5Geopolitical stakes inprecise countries/regions(China, Arabic Gulf,Indonesia..)Game is not overRoom for New Services andLocal Initiatives
  6. 6. © StreamWIDESMS is fully alive and kicking!8600B messages sent in 2012Projected to continue to grow, by 5 percent CAGR until2016SMS-Related Revenues far beyond OTTs(Rising-Star “Line” generated no more than45M€ in 2012)SMS is a commodity but still a valuable,durable asset for Operators trusted byConsumersIS SMS DEAD?6
  7. 7. © StreamWIDETHIS IS NOT JUST ABOUTREVENUES7SURVEY COMMISSIONED BY OPENMIND NETWORKS
  8. 8. © StreamWIDEWORLDWIDE OPERATORSCURRENT ANSWERS8OTTpartnershipRCS-e /JoynPricingStrategyIn-HouseApp
  9. 9. © StreamWIDEPopular strategy in Asia…unproven results so far“66 % of service providers said that they must “own the customer” inany partnering agreement while only 13% of device manufacturers and14 % of OTT players are prepared to envision a future in which theycede ownership of the customer experience”.“We looked at that option, but it is very difficult to partner with acompany in your core business… the trade-offs are humongous.”Telefonica Digital, talking about OTT partnershipsOTT PARTNERSHIPS:THE BAD “GOOD IDEA”?9
  10. 10. © StreamWIDE Source: GSMA Dec-2012RCS FOCUSES ONWESTERN MARKETS
  11. 11. © StreamWIDEAverage Google Play Rating (3,2*),decent nb of users (<500K, flat growthafter launch)Android app gets <50K users, 2,5starsrating<100K users on Google Play sinceLaunch ; 1M user base is migratedfrom previous chat appSpain: Android app <50K DLsSLOWLY TAKING OFF11JOYN services didn’t meet their market so farIs a worldwide Brand Only the right way to go?
  12. 12. © StreamWIDEA GAP NEEDS TO BE FILLED12• LOW BRANDSTICKINESS• IMPLEMENTATIONCHALLENGE• INTER-OPERATORSAGREEMENTSNEEDED TO ENSURETAKE-OFF• LOYALTY HAZARD• UNPROVENBUSINESS MODEL• LOW VALUE-ADDEDNEED FOR• + FLEXIBILITY• + VALUE-ADDED• LOCAL BRAND• FASTER SERVICE TAKE-OFFOTTpartnership -Co-branding
  13. 13. © StreamWIDEGOING TELCO-OTT OFFERSPROMISING OUTLOOK13Telco BTelco ATelco-OTT disrupts TraditionalVAS ModelsFaster Reach of a Critical MassImproved Service ValueReduced Regulatory requirementsExisting initiatives still struggle to find theright approachDifferentiate from the OTT game but move awayfrom “another telco useless gadget”Demonstrate superior services/user experienceReliability and security
  14. 14. © StreamWIDEOperators Should Seize TheirFragment of the Market NOW, go Fastto reach a Critical MassBuild Local Brands, Potentially Createtheir own OTTCombine their Assets (LegacyServices, Subscribers Relationship,Billing), IP messaging capabilities andRCS APIs to foster New UserExperiencesTIME IS THE ESSENCE…TECHNOLOGY AN ENABLER14“The OTT Threat will not be solved by one technology”Rafael Junquera, TelesemanaIPMessagingSMS/MMSRCS API
  15. 15. © StreamWIDEClient Attractiveness:User Experience First! Features,Look’n’Feel, Battery-Saving,Social…PriceShould be in line with short-term new messaging revenues(low)Ease of integrationIMS shouldn’t be a constraintSynergy with SMS equipmentKEY DECISION FACTORS FORMOBILE CTO/CIO15YANKEE GROUP/OPENMIND
  16. 16. © StreamWIDENetwork-Agnostic Mobile MessagingLegacy SMS/MMS & IP MessagingWhite-Label AppsAccess-independent: Telco-OTT-compliantCarrier-Grade TechnologyFast Roll-OutInteroperable with RCSINTRODUCINGSMARTMS™16
  17. 17. © StreamWIDEIP Mobile Messaging Market is fragmented and movingJoyn as a global messaging brand has shown its limitsOperators have opportunities to act like OTTs andimplement Telco-OTT strategiesOperator need to create synergies between Legacy,new IP services/brands and RCSWhite-Label Solutions such as StreamWIDE’s SmartMScan offer a powerful complement to traditional RCSapproachIN A NUTSHELL..17Time to Bridge the Gap between OTT and RCS!
  18. 18. © StreamWIDEQuestions?Thank You!18

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