Day 1-t4-1530 ove-andreasen-20120523

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LTE World Summit Barcelona May 2012
Day 1

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Day 1-t4-1530 ove-andreasen-20120523

  1. 1. How does voice fit into future operator business model? Ove Andreasen Director Mobile Systems1
  2. 2. Agenda • Marked situation in Denmark for TDC • Status and forecast for mobile voice • What can/should operators do to maintain business • Conclusion 2 Confidential
  3. 3. • Marked situation in Denmark for TDC• Status and forecast for mobile voice• What can/should operators do to maintain business• Conclusion 3 Confidential
  4. 4. TDC is the Danish incumbent (fixed, cable & mobile)focusing on the Nordic markets…Subscribers TDCs present focus Core Business Fixed Voice Divested Key Financials  PSTN >1.1 mio • Revenue 2010: DKK 26,167m  ISDN >100.000 • EBITDA 2010: DKK 10,772m • % margin: 41.2% VoIP subscribers  SIP IDs >350.000 TDC Nordic (Business only) Convergence subs  Duét >370.000  Mobile flex >500.000 TDC Denmark TV subscribers  YouSee >1.1mio  TDC >120.000 Mobile subscribers  Voice >2.5mio  Data >200.000 Messaging/month  SMS >800 mio  MMS >3mio 4 Confidential
  5. 5. TDC has competitive pressure from both Fixed-only andMobile-”only” oriented players Fixed focus Fixed and Mobile Mobile focus* Fiber (Utilities) and Coax  Use all access technologies  Focus on Mobile Voice and players Mobile Broadband  Position MBB as complementary Focus on very high-speed for Fixed BB  Mobile BB as Fixed BB internet (>100Mbit/s for substitution (mainly “3”) Fiber) as well as digital TV  Focus on Dual/Triple/Quad play services and convergence  Aggressive LTE roll-out Fiber companies also focus (Telia) on up-load speed  Cover the different market segment with various brands * Both Telia and Telenor also offer fixed services, but the main focus seems to be on the mobile network going forward – especially with their mobile network partnership announced recently. 3 is a mobile-only player aside of Skyline who is a Wimax operator. 5 Confidential
  6. 6. To Many Mobile Operators are leading to ”price war”All players have launched bucketproducts with free SMS/MMS andvariable data and voice buckets.For 20€ at month can you get: 6 Hours of voice 6 GB dataDouble up on volume at same price over6-12 months!Good message is that Voice and Datais bundled.Bad message is that data isperceived for free leaving thepossibility for OTT player to providevalue added services! 6 Confidential
  7. 7. • Marked situation in Denmark for TDC• Status and forecast for mobile voice• What can/should operators do to maintain business• Conclusion 7 Confidential
  8. 8. Trend towards”All IP” Convergens & Mobility Home Work HAP Triple Play M2M Public Digitization UC mVoIP Cloud Mobile payment OTT Transport
  9. 9. Is there a Future for Voice Business ? 2 000 1 800 Mobile data, incl. mobile PC access & SMS 1 600 Mobile voice 1 400 1 200 Fixed corporate dataBUSD services 1 000 Fixed broadband 800 600 IPTV 400 Fixed VoIP 200 0 Fixed narrowband voice 2008 2009 2010 2011 2012 2013 2014 2015 2016 Source: Internal Ericsson This slide contains f orward looking statementsEven that not all analysiss are agreeing on thefuture, is it clearly that voice is and will be themost used service!But who will provided the service? Source IDC 9 Confidential
  10. 10. • Marked situation in Denmark for TDC• Status and forecast for mobile voice• What can/should operators do to maintain business• Conclusion 10 Confidential
  11. 11. Operator vs. OTT Voice and messaging services OTT Voice Operator based VoiceAdvantages AdvantagesEase of use ”Free” usage (Incl. international calls)Controlled (Voice) QoS Dynamic service implementation CSFB  Instant messaging SRVCC Video call’sSupport for legacy Voice services Etc.MSISDN and thereby interconnect with all Interaction to PC based applications subscribers in the world!Subscription relationship Disadvantages Best effort serviceDisadvantages ”Only” data barerTraditionally based business case before Expensive at roaming innovative development Community basedCompetitive environment between Operators Receiving party on dataThe main advantages for Operator may cease to exist when LTE deployment havereached an level where need for ”legacy” voice services are limited! 11 Confidential
  12. 12. Which tools do Operators have to maintain VoiceServicesProtective strategyBlock/limit Voice services for OTT player (incl. Verticals)Operator ConsolidationKeep high roaming cost for dataNo flat rate Data subscriptionsOffensive strategy ChallengesAlways included Voice in data bundles (National) Operator corporationEnsure superior Voice quality  Service launch e.g. RCSe (before VoLTE)VoLTE and communication as a service (e.g.  Limit Halve rate usage RCSe)  HD voice launch Ease of use  Etc. Terminal support Industry standard Role of GSMA? 12 Confidential
  13. 13. • Marked situation in Denmark for TDC• Status and forecast for mobile voice• What can/should operators do to maintain business• Conclusion 13 Confidential
  14. 14. ConclusionOperator do have the option to maintain control of voice services but it requiresthat:Voice services are constantly developed and Interconnection with other operators areensured.ButWhen LTE is ”fully” deployed are operator advantages limitedTiming is critical if OTT’s and verticals voice business should belimited if “Kodak moment” should be avoided.. 14 Confidential
  15. 15. Thank you! Questions?15
  16. 16. Back-up 16 Confidential
  17. 17. 17Confidential
  18. 18. Permitted:Blocking applications ⊘Slowing down applications ⊘Charging a premium for applications ⊘Charging for different bandwidths or ✔data limits 18 Confidential

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