4/11/2014– strictly confidential, confidential, internal, public – 1
Winning with Partners – the new operator mantra
Joseph Noronha, Deutsche Telekom
Lookingback–building everything fromgroundup….
Mantra of those days – build it – and they will buy it!
A push rather than a pull market
People had limited options
Building “stuff” was expensive and
required deep pockets
Fastforwardtotoday – consumeris literally spoilt ofchoice
The old mantra no longer applies (at least in many cases)
Spotify is changing
the Music Industry
Forbes Jan, 2013
Digital Innovationhappensoutside thecompany
These are all billion dollar firms!
Operators all around the world are acutely feeling the heat!
Musicload / Gamesload closed
Musicload & Gamesload will be closed down by mid year
“no chance against other platforms such as Amazon,
Apple etc” - die Welt (01/2014)
Skype/WeChat as threats
“Skype/ WeChat bigger threat than carriers” – China
Mobile Chairman (02/ 2013)
SMS volume up by only 2.1% despite increase in
penetration by over 7% - impact of messaging apps
Telefonica Digital restructured
Telefonica Digital was restructured (02/ 2014)
Operations being consolidated within the parent
Cannibalization of SMS/ IM revenue by OTT players
SMS traffic fell from 10bn messages/ month to 3bn in 1
year (2011) – (10/2011)
Winning with Partners is at the heart of DTAG strategy
Single Interface Localized approach Simpler tech interfacesEasier contracting
The accessory business – from speakers to supporting a lifestyle.
Whyspeakers– becauseits all part of the