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There cannot be only elephants in the jungle:
Oni’s blended fiber and solutions model
Xavier Rodríguez-Martín, Executive P...
A favourable Portuguese context

Oni’s distinctive business model

    The challenges ahead




               2
A favourable Portuguese context

Oni’s distinctive business model

    The challenges ahead




               3
a favourable Portuguese context

     Political l d hi
     P liti l leadership

    Economic relevance

    Industrial dy...
context: political leadership

      Opportunity to leapfrog historical
            under-performance

Broader impact thro...
context: economic relevance
          FTTH in the cross road of macro-trends:
                    demographic (i.e. health...
context: industrial dynamism

Differentiation through new apps to escape from
          broadband hyper-competition

Redes...
A favourable Portuguese context

Oni’s distinctive business model

    The challenges ahead




               8
Oni s
     Oni’s position in the market is unique...
 Largest next generation Portuguese operator focused exclusively
in t...
…and sustained by a different business model

    40% of revenue on fiber access. “Selective build up”

2/3 of total reven...
A favourable Portuguese context

Oni’s distinctive business model

    The challenges ahead




               11
the challenges ahead are huge




        Certainties

      Uncertainties
certainties




    A brilliant future for telecoms

Short-term challenges are significant

  NGNs are the driver for chan...
certainties: a brilliant future for telecoms




A key driver for the next- generation economy

 Even more critical for Eu...
certainties: short-term challenges are significant




          Liberalization failed in Europe

   Current business mode...
certainties: NGNs are the driver for change




         NGNs will reshape the whole industry

Value in the t
V l i th net...
uncertainties




  Technological hypercompetition increases the risk on RoI

          New ecosystems. What would Google ...
a final reflection:
timing is
ti i i crucial  i l




                      “In telecoms, those who try to
               ...
There cannot be only elephants in the jungle:
Oni’s blended fiber and solutions model
Xavier Rodríguez-Martín, Executive P...
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Xavier Rodriguez Martin

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Xavier Rodriguez-Martin, CEO, Oni
“There Cannot Be Only Elephants in the Jungle - Oni’s Blended Fiber and Solutions-based Business
Model for the Corporate Segment”

Published in: Business, Technology
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Xavier Rodriguez Martin

  1. 1. There cannot be only elephants in the jungle: Oni’s blended fiber and solutions model Xavier Rodríguez-Martín, Executive President, Oni Communications
  2. 2. A favourable Portuguese context Oni’s distinctive business model The challenges ahead 2
  3. 3. A favourable Portuguese context Oni’s distinctive business model The challenges ahead 3
  4. 4. a favourable Portuguese context Political l d hi P liti l leadership Economic relevance Industrial dynamism 4
  5. 5. context: political leadership Opportunity to leapfrog historical under-performance Broader impact through a protocol with leading operators Tender for rural networks to overcome FTTH “notspots” 5
  6. 6. context: economic relevance FTTH in the cross road of macro-trends: demographic (i.e. health), social (i education, justice) i l (i.e. d ti j ti ) economic (i.e. mobility, logistics) Infrastructure is only the first step to mobilize the ecosystem 1.8% of GNP increase (3B€) in 3-5 years 6
  7. 7. context: industrial dynamism Differentiation through new apps to escape from broadband hyper-competition Redesign of new, de-materialized value-chains, with additional 15,000 jobs , j A variety of different plays and business models y p y 7
  8. 8. A favourable Portuguese context Oni’s distinctive business model The challenges ahead 8
  9. 9. Oni s Oni’s position in the market is unique... Largest next generation Portuguese operator focused exclusively in the i th B2B market, with a 22% market share (130 M€ i revenues) k t ith k t h in ) 400 M€ invested in NGN: 10 000 km of fiber routes 2nd European 10,000 routes, IP-MPLS network, 1st Iberian softswitches 2 consecutive years with a net profit. 2009: 30 M€ EBITDA, 7 M€ net profit 10th Best Company to Work in Portugal (Heidrick & Struggles) 9
  10. 10. …and sustained by a different business model 40% of revenue on fiber access. “Selective build up” 2/3 of total revenues are IP-based services, i l di 20% of ft t l IP b d i including f telco-based IT and managed services “Meta-operator” with 2 specialized NG subsidiaries: Hubgrade for network integration, Knewon for telco-based IT 10
  11. 11. A favourable Portuguese context Oni’s distinctive business model The challenges ahead 11
  12. 12. the challenges ahead are huge Certainties Uncertainties
  13. 13. certainties A brilliant future for telecoms Short-term challenges are significant NGNs are the driver for change
  14. 14. certainties: a brilliant future for telecoms A key driver for the next- generation economy Even more critical for Europe and Portugal NGN will fuel dematerialization of value chains
  15. 15. certainties: short-term challenges are significant Liberalization failed in Europe Current business models can be leapfrogged Capital needs (and debt pile) are enormous
  16. 16. certainties: NGNs are the driver for change NGNs will reshape the whole industry Value in the t V l i th network and not only above l k d t l b level 2 l (IP and beyond) NGNs are just the beginning. New apps will co so date c a ge consolidate change
  17. 17. uncertainties Technological hypercompetition increases the risk on RoI New ecosystems. What would Google do? Difficulty to anticipate regulatory issues will give extra work to competition authorities
  18. 18. a final reflection: timing is ti i i crucial i l “In telecoms, those who try to innovate within a favourable context are traditionally late” 18
  19. 19. There cannot be only elephants in the jungle: Oni’s blended fiber and solutions model Xavier Rodríguez-Martín, Executive President, Oni Communications

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