This document summarizes a panel discussion on IP services as the "fifth play". The panelists included representatives from AlertMe, Alcatel-Lucent, Orange, and Cisco. They discussed IP value added services as the fifth play after voice, data, video, and mobile. Specific topics included smart home platforms and applications for utilities like home monitoring, energy management, and heating. The moderator was from Parks Associates.

1. IP Services as the Fifth Play

2. IP Services as the Fifth Play
Panelists
Pilgrim Beart, Director and Co-founder, AlertMe
Jan Van Bogaert, Chief Engineer, Alcatel-Lucent
Philippe Calvet, Director of Home & Broadband Network Standards,
Orange
Jean-Michel Demoulin, Cable, Digital Media & IPTV Strategy -
European Markets, Cisco
Moderator
Kurt Scherf, Vice President, Principal Analyst, Parks Associates

3. IP value added services as the fifth play
9th November 2011
AlertMe.com
www.alertme.com

4. Why?
Why?
…is the UK’s largest utility betting on Smart Homes?
…has the “father of the iPod” just launched a thermostat?
…have the world’s most successful VC’s invested $billions in Cleantech?
iPod music player Nest thermostat
by Tony Fadell by Tony Fadell
Because
…Appliance manufacturers are creating 1:1 OTT connected services
…Telco’s, Utilities & Retailers risk being disintermediated
…Consumers can no longer take Energy for granted
Telco1 ARPU = £544/year (€623)
Energy2 ARPU = £1293/year (€1480) and rising
1http://corporate.sky.com/documents/pdf/latest_results/q3_1011_presentation.htm 2http://www.uswitch.com/news/utilities/over-a-quarter-of-households-struggle-to-pay-energy-bills-900002822/

5. The Connected Home
• A platform for the Smart Home. One gateway, many services.
• Apps for gateways (inc. OSGi). Apps for Smart Meters.
– Home Monitoring
– Home Energy Management
– Home Heating
MEDIA EVERYTHING ELSE
• Modal, part-time • Subconscious, continuous
•“Consumed” •“Experienced”
Daddy’s My bill is
home! lower!
Coming I’m
home to looked
a warm Peace -after
house of
Mind

6. IP Services as the Fifth Play
Panelists
Pilgrim Beart, Director and Co-founder, AlertMe
Jan Van Bogaert, Chief Engineer, Alcatel-Lucent
Philippe Calvet, Director of Home & Broadband Network Standards,
Orange
Jean-Michel Demoulin, Cable, Digital Media & IPTV Strategy -
European Markets, Cisco
Moderator
Kurt Scherf, Vice President, Principal Analyst, Parks Associates