Presentation to the Telecom Council's "Network Transformation in 5G" event, putting 5G into the context of other industry dynamics: LTE evolutions, network slicing, IoT, spectrum innovation (CBRS, LAA), etc.

1. © 2017 | Network Transformation in the context of 5G
5G: The Coming Business Transformation
(and why it’s not about networks or 5G)
P. Jarich - Chief Analyst
November 28, 2017

2. © 2017 | Network Transformation in the context of 5G
Agenda
o What We “Know” About 5G
• Foundational Use Cases
• Technology Timing
• Forecasts
o What’s (Much Much) Less Certain
• Business Innovation
• Core Renovation
• All About IoT
• The Introduction of Slicing
• Spectrum Innovation
o The Point? (there is one, really)

3. © 2017 | Network Transformation in the context of 5G
5G Use Cases – What We’ll Do With It

4. © 2017 | Network Transformation in the context of 5G
5G Timing – When It’s Coming

5. © 2017 | Network Transformation in the context of 5G
5G Forecasts – How Big It Will Be
0
50,000
100,000
150,000
200,000
250,000
300,000
350,000
400,000
450,000
2018 2019 2020 2021 2022
5GSubscribers:‘000
5G Subscribers: 2018 to 2022
Source: Global Data

6. © 2017 | Network Transformation in the context of 5G
5G Business Innovation: Brave New World

7. © 2017 | Network Transformation in the context of 5G
5G Business Innovation: “New” World?

8. © 2017 | Network Transformation in the context of 5G
5G Business Innovation: “New” World?

9. © 2017 | Network Transformation in the context of 5G
5G Core: 5G Drives Renovation
RANEVERYTHINGELSE
Source: SK Telecom

10. © 2017 | Network Transformation in the context of 5G
5G Core: 5G Alone?

11. © 2017 | Network Transformation in the context of 5G
5G Core: 5G Alone?
“Vendors, while all heading in the cloud-native
direction differ in their cloud-native strategy
and development status… Huawei boasts of
multiple core VNFs which were designed as
‘cloud-native’ several years back. At the other
end of the spectrum, Oracle questioned the
need to virtualize functions that are already
performing well as purpose-built appliances.”

12. © 2017 | Network Transformation in the context of 5G
5G IoT: 5G’s All About Connected Devices

13. © 2017 | Network Transformation in the context of 5G
5G IoT: Well, That’s a Problem

14. © 2017 | Network Transformation in the context of 5G
5G Network Slicing: 5G Bringing New Capabilities

15. © 2017 | Network Transformation in the context of 5G
5G Network Slicing: New? Capabilities?

16. © 2017 | Network Transformation in the context of 5G
5G Spectrum: Platform For Innovation

17. © 2017 | Network Transformation in the context of 5G
5G Spectrum: Innovation Can’t Wait

18. © 2017 | Network Transformation in the context of 5G
And so?
5G Opportunity
is Massive
Executing on
5G Requires
Major Network
Evolutions
Necessary
Business
Evolutions May
Be More
Challenging
Need To (and Can) Begin 5G Planning / Evolution Today

19. © 2017 | Network Transformation in the context of 5G
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