Are the Telecom operators in a recession in Europe and is it the time for mega-merge?, Is the tablet a ‘game changer’ for the video? Why US and Europe are so different on Net Neutrality? Will the’Internet of Things' will be the next gold mine? All the responses, the key figures, the long list of events over the last 12 months, the main trends are presented by the experts of IDATE in the DigiWorld Yearbook 2014. Here is the presentation of the book.

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#DWS14
London
3 June 2014
#DWyearbook

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Welcome address
• François Barrault, Chairman, DigiWorld Institute/IDATE
Conversation with
• Anne Bouverot, Director General, GSMA
The vision of a key player of the DigiWorld
• Simon Towler, Deputy Director, Head of Telecommunications Policy
Department for Culture, Media & Sport
The DigiWorld in 2014
• Jean-Michel Chapon, Director, DigiWorld Institute UK
Round-table ‘Telecom Consolidation in Europe’
Chair by Steve Durbin, Chairman, DigiWorld Club UK
• Yves Gassot, CEO, IDATE
• Mark Falcon, Head of Economic Regulation, Three
• Jeffrey Krogh, Managing Director – Media and Telecom Finance, BNP Paribas
• Manuel Kohnstamm, Senior VP and Chief Policy Officer, Liberty Global
2
Agenda
IDATE, DigiWorld, DigiWorld Institute and DigiWorld Yearbook are international trademarks of IDATE
All rights reserved. None of the contents of this publication may be reproduced, stored in a retrieval system or transmitted in any form, including electronically, without the prior
written permission of DigiWorld Institute by IDATE.

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IDATE and the DigiWorld Institute
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Founded in 1977, IDATE has gained a reputation as a leader in tracking telecom, Internet
and media markets, thanks to the skills of our teams of specialized analysts. Now, with the
support of nearly 50 member companies – which include many of the digital economy’s most
influential players – IDATE has entered into a new stage of its development, structured around
three main areas of activity:

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Annual program for the DigiWorld Institute
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DigiWorld
Clubs
DigiWorld
Events
DigiWorld
Collaborative
Research (4)
DigiWorld
Publishing
Club
in Paris
(monthly)
Club
in London
(monthly)
Club
in Brussels
(monthly)
Conferences
in Paris
Transatlantic Dialogue
in New York
DigiWorld
Summit 2014
Catalogue of
Research Programmes
DigiWorld Economic
Journal
(Communications & Strategies)
Internet of things
(Paris)
Smart Cities
(Paris)
Telecom US
(Brussels)
TV & Video Networks
(Paris)

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DigiWorld Yearbook
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The 2014 report, available in French and English, is presented
• in Brussels,
• in Paris
• and in London
• The data, the trends and the
most relevent events in the
Telecom, Internet and Media
markets
• The best of our Research
Programmes published by
our teams during the year
• An independant contribution
to the debate in Europe on
the key issues of the digital
innovation

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DigiWorld Institute Members
6

7. Copyright © IDATE 2014
Conversation with
Anne Bouverot
Director General, GSMA

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The vision of a key player
of the DigiWorld
Simon TOWLER
Deputy Director
Head of Telecommunications Policy
Department for Culture, Media & Sport

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The DigiWorld (YearBook) in 2014
Jean-Michel Chapon
Director, DigiWorld Institute UK

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« Cloud » Original painting by Palacio for IDATE - 2014 (Fragmental Art - Oil and Mixed Technique on ceramic and copper plate)

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Markets & Players

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Round-table
‘Telecom Consolidation in Europe’
Chair by Steve Durbin, Chairman,
DigiWorld Club UK
Mark Falcon, Head of Economic
Regulation, Three
Jeffrey Krogh, Managing Director – Media and
Telecom Finance, BNP Paribas
Manuel Kohnstamm, Senior VP and Chief
Policy Officer, Liberty Global

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IDATE Insight
US vs EU5 telecoms: where is the gap?
Yveds Gassot, CEO, IDATE

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Mobile Revenues - EU5 / USA
2008-2013 (€ Billions)
0
20
40
60
80
100
120
140
160
2008 2009 2010 2011 2012 2013E
EU-5 USASource: IDATE

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0
10
20
30
40
50
60
2008 2009 2010 2011 2012 2013E
EU-5 USASource: BoA/M
EBITDA of the Mobile operators EU5 / USA
2008-2013 (€ Billions)

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Source: IDATE based on data from BoA/ML and the US Census Bureau
USA 16.3
(54/hab.) EU5 11.8
(38/hab.)
USA 27.2
(86/hab.) EU5 13.4
(42/hab.)
2008 2013
+67%
+13%
US-EU5: Operator spending on wireless systems
total (billion €) and per capita (euros))

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Mobile leaders’ market share USA/Europe
(in volume) End 2013
Source: IDATE

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WhatsApp versus Facebook and Twitter
Source: ComScore, Facebook, WhatsApp

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4 scenarii for a market driven by personal data monetization
• More Privacy
& security
concerns
• Regulations
• State control
• Less interoperability
& standards
• Less competition
• Less hardware value
• More
advertising
• Trust
• More open
public policies
Internet Services 2025
Open data
ecosystems
Closed data
ecosystems
Wild
innovation
Platform
wars
Niches
& Stars
Pay Per
Trust
High
availability
of data
Limited
availability
of data
Source: IDATE

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Internet giants model threatened by IoT bringing in much more data?
Internet giants reacting and getting into IoT?
Internet of things a game changer for Internet 2025?
Central
2025 scenario
Current
IoT

25. Copyright © IDATE 2014
Round-table
‘Telecom Consolidation in Europe’
Chair by Steve Durbin, Chairman,
DigiWorld Club UK
Mark Falcon, Head of Economic
Regulation, Three
Jeffrey Krogh, Managing Director – Media and
Telecom Finance, BNP Paribas
Manuel Kohnstamm, Senior VP and Chief
Policy Officer, Liberty Global

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