Digital Winners 7-8 November: Changes in the Industry and views on the Mobile Future, Berit Svendsen

1. Changes in the Industry and views on the Mobile Future
Digital Winners 2013
Berit Svendsen | Executive Vice President and Head of Telenor Norway

2. Fixed Mobile Substitution – not that long ago
20.000
Millions of voice minutes
18.000
16.000
14.000
12.000
10.000
8.000
6.000
4.000
2.000
0
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Traffic from mobile network
Traffic from fixed network (ISDN, PSTN)
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Traffic brom broadband telephony

3. Everyone uses Mobile Data Services - everywhere
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4. Data explosion in Mobile Networks
Average mobile data usage (GB /month) and smartphone penetration (%)
0.51
0.33
0.20
65%
0.15
74%
50%
34%
2010
4
2011
2012
2013e

5. The industry faces challenges in the rapid
transition from Voice to Data Centric Pricing
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6. Europe falling behind US
Service revenue growth %
10,0
8,9
8,0
5,4
6,0
4,0
5,4
5,8
4,5
6,4
5,5
3,2
US
2,0
0,0
-2,0
-4,0
Sep.11
Dec.11
Mar.12
-3,5
-4,6
-3,2
Jun.12
Sep.12
Dec.12
-6,3
-6,2
-8,9
-10,0
-12,0
Source: Enders Analysis based on company reports.
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Jun.13
-4,2
-6,0
-8,0
Mar.13
-9,2
Western Europe

7. TRENDS
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8. Multimedia Social Services boosts video traffic
Video
10x
719
526
69
114
2010
2015
Petabyte, Global Traffic Forecast
Source: Sandvine Traffic Forecast.
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Other
Traffic
5x

9. Mobile Payment - a long way, but soon it happens
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10. Cloud Services – a hit among businesses
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11. The customers are the front runners and
continuously adapts or rejects ideas & services
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12. Global competition for customers with limited
loyalty

13. Summing-up
Data consumption, just beginning to
explode
 From voice to data: Monetizing on
heavy investments - a Telco challenge
 Video, new services and cloud
computing will boost demand for
capacity, speed and reliability
Customers adapts or rejects new
services and ideas continuously
Only one thing is for sure every
morning: You have to run!
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14. Thank you for your attention!
@BeritSvendsen
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