GSMA Intelligence provides data, research, and consulting services to mobile operators and other clients. The presentation discusses GSMA Intelligence's current services and research focus areas like 5G, IoT, and consumer trends. It also outlines GSMA Intelligence's plans to expand its content agenda and data deliverables to provide more in-depth research and forecasts on topics like 5G deployment, IoT connections, and the impact of over-the-top media services on the mobile ecosystem. The presentation concludes by requesting partner input to help GSMA Intelligence further evolve its platform and content offerings.

1. DATE AUTHOR
GSMA Intelligence 2.0:
Don’t call it a reboot
CHARTING THE FUTURE OF MOBILE
11/09/2018 Peter Jarich
Head of GSMA Intelligence

2. • Who we are
• What we do
• Recent research
• Content highlights
• Summit @ Boomtown
• Evolved content agenda
• How you can help
Today Tomorrow
Agenda:
How will we spend the next 20 minutes?

3. Data &
Modeling
Data
Acquisition
Partnering
Forecasting &
Modeling
Research &
Consulting
Research
Consulting
GSMA Intelligence Today:
Who we are & what we do

4. Internal
Customers
GSMA
Programmes
GSMA
Operations
GSMA Intelligence Today:
Who we are & what we do
Data &
Modeling
Data
Acquisition
Partnering
Forecasting &
Modeling
Research &
Consulting
Research
Consulting

5. Internal
Customers
GSMA
Programmes
GSMA
Operations
External
Customers
GSMA Members
Vendors
Banks
Consultants
Media
GSMA Intelligence Today:
Who we are & what we do
Data &
Modeling
Data
Acquisition
Partnering
Forecasting &
Modeling
Research &
Consulting
Research
Consulting

6. GSMA Intelligence Today:
Who we are & what we do
Data &
Modeling
Data
Acquisition
Partnering
Forecasting &
Modeling
Research &
Consulting
Research
Consulting
Data &
Modeling
Data
Acquisition
Partnering
Forecasting &
Modeling
Research &
Consulting
Research
Consulting

7. GSMA Intelligence Today:
Who we are & what we do
Data &
Modeling
Data
Acquisition
Partnering
Forecasting &
Modeling
Research &
Consulting
Research
Consulting
Data &
Modeling
Data
Acquisition
Partnering
Forecasting &
Modeling
Research &
Consulting
Research
Consulting

8. GSMA Intelligence Today:
Who we are & what we do
Enterprise Insights
Evaluating 5G and IoT Opportunities
Q3 108
Data &
Modeling
Data
Acquisition
Partnering
Forecasting &
Modeling
Research &
Consulting
Research
Consulting

9. GSMA Intelligence Today:
Who we are & what we do
Data &
Modeling
Data
Acquisition
Partnering
Forecasting &
Modeling
Research &
Consulting
Research
Consulting

10. GSMA Intelligence Today:
Who we are & what we do
Data &
Modeling
Data
Acquisition
Partnering
Forecasting &
Modeling
Research &
Consulting
Research
Consulting

11. GSMA Intelligence Today:
Who we are & what we do
Data &
Modeling
Data
Acquisition
Partnering
Forecasting &
Modeling
Research &
Consulting
Research
Consulting

12. GSMA Intelligence Today:
Who we are & what we do
Data
GSMAi Content - Q3 2018 (selected topics / titles)
Research Consulting
• Consumer Data
§ Smart Home
Adoption Index
§ Mobile
Entertainment
Adoption
• Fixed / Multiplay
• Mobile Economy
§ Americas
§ Sub-Saharan Africa
§ Europe
• Global Mobile Radar
• Global Trends: State of
Mobile 2018
• Smart Home: Battle For
Control
• Mobile Connectivity Index
2018
• Big Data For Social Good
• Mobile Industry Impact
Report: Sustainable
Development Goals

13. GSMA Intelligence Today:
Who we sell into
~90% of GSMA Intelligence customers = operators
GSMA Intelligence Customer Base: Sept 2018
Operator Other

14. GSMA Intelligence Research:
The smart home in 2018
The Basics:
Stuff we know
• Ecosystem
Breadth
§ Myriad use
cases
§ Myriad players
§ Platform war
• Carrier Plays
§ Myriad use
cases
§ Mixed success
§ Platforms?

15. GSMA Intelligence Research:
The smart home in 2018
The Basics:
Stuff we know
• Ecosystem
Breadth
§ Myriad use
cases
§ Myriad players
§ Platform war
• Carrier Plays
§ Myriad use
cases
§ Mixed success
§ Platforms?

16. GSMA Intelligence Research:
The smart home in 2018
Smart Home:
Market scores
• How did we build
them?
§ Single use case
§ Multi-use case
§ Adoption
• What do they
say?
§ Still nascent
§ Usual suspects
§ But then…

17. GSMA Intelligence Research:
The smart home in 2018
Smart Home:
Selling the value prop
• How?
§ RoI messaging
§ Bundling
§ Mature vs.
emerging
markets
• What?
§ Convenience/
§ efficiency
§ Safety
§ Entertainment

18. GSMA Intelligence Research:
Global Mobile Trends 2018
3,692
841
2,375
1,318
-
1,000
2,000
3,000
4,000
5,000
Internet users Own mobile but do
not use internet
Do not own mobile
phone
Millions
PC only
Mobile + PC
Mobile only
Global Population: 2025
Tomorrow’s mobile
ecosystem?
• Mobile-only
consumers
• The continuing
impacts of SW on
the network
• Commoditised
connectivity
• Content is costly:
Most carriers can’t
play there

19. GSMA Intelligence Research:
Global Mobile Trends 2018
Tomorrow’s mobile
ecosystem?
• Mobile-only
consumers
• The continuing
impacts of SW on
the network
• Commoditised
connectivity
• Content is costly:
Most carriers can’t
play there

20. GSMA Intelligence Research:
Global Mobile Trends 2018
52%
68%
25%
27%
22% 5%
2010 2025
Connectivity
Professional
Services
Applications,
Platforms,
Services
Global IoT Revenues: 2010 to 2025
Tomorrow’s mobile
ecosystem?
• Mobile-only
consumers
• The continuing
impacts of SW on
the network
• Commoditised
connectivity
• Content is costly:
Most carriers can’t
play there

21. GSMA Intelligence Research:
Global Mobile Trends 2018
Content Spending (excluding sports): 2017, $Bn
$10.2
$8.0
$8.0
$7.8
$6.3
$5.4
$4.5
$2.5
$2.0
$1.0
$1.0
$0.0 $2.0 $4.0 $6.0 $8.0 $10.0
NBCU
Time Warner
Fox
Disney
Netflix
Viacom
Amazon
Hulu
HBO
Facebook
Apple
US$, Billions
Traditional Media
OTT Providers
Tomorrow’s mobile
ecosystem?
• Mobile-only
consumers
• The continuing
impacts of SW on
the Network
• Commoditised
connectivity
• Content is costly:
Most carriers can’t
play there

22. GSMA Intelligence Research:
Global Mobile Trends 2018
Build
Buy
Partner
Bundle
• Exclusive content in-house (e.g.
AT&T)
• Premium sports rights (e.g. BT)
• License from 3rd parties such as
Netflix, Amazon and HBO
• Aggregate content from long-tail of
media players
• Benefits – churn, ready
made product
• Drawbacks – expensive,
integration risk, bidding
wars
• Benefits – cheaper, lots of
choice
• Drawbacks – ‘me too’ =
harder to differentiate
Build/Buy vs. Partnering Strategies
Tomorrow’s mobile
ecosystem?
• Mobile-only
consumers
• The continuing
impacts of SW on
the Network
• Commoditised
connectivity
• Content is costly:
Most carriers can’t
play there

23. GSMA Tomorrow:
Content agenda (syndicated)
5G IoT Consumer Multiplay

24. GSMA Tomorrow:
Content agenda – data deliverables
5G
• Updates,
updates,
updates
• Deployment
mapping
• Initial market
results
• Survey data
Consumer
• Mobile media
& content
demand
• Smart home
demand
• Messaging
demand
• Survey data
IoT
• Updates,
updates,
updates
• Connection
forecasts @
country level
• Survey data
Multiplay

25. GSMA Tomorrow:
Content agenda – research deliverables
5G
• Devices
• Artificial
intelligence
• Network &
service
financials
• Policy
Consumer
• Vertical use
cases
• Content &
media
• Platform
economics
• Devices
IoT
• Blockchain
• Platform
economics
• Artificial
intelligence
• Vertical use
cases
• Network &
service
financials
• Content &
media
• Network
evolution
• Platform
Economics
Multiplay

26. GSMA Tomorrow:
Content Agenda – Research Deliverables
5G
• Device roadmaps
and scenarios
• AI in 5G:
Applications and
use cases
• 5G network
investment
models
• 5G Spectrum &
Policy Review
Consumer
• Smart Home: The
Battle for Control
• Entertainment
and Media:
Global
Consumption
Trending
• Messaging:
What Next?
• Consumer
Devices: What
Next?
IoT
• Blockchain:
IoT Use Cases
• Operators in IoT
Platforms: a
crowded market
• AI: IoT Use
Cases
• IoT: Energy
Sector Use
Cases
Multiplay
• Retention vs.
Growth:
Multiplay KPIs
• SPs and
Content: Buy,
partner, JV
• Telco Content:
Regional view
• Convergence
Beyond Quad
Play: IoT, digital
services

27. GSMA Tomorrow:
Platform and delivery evolution

28. Near-term
Wantmore
access?Ask!
ARcontacts
Medium-term
Newsite.
Comingsoon!
Infosessions
Long-term
Collaborationoptions
Advisoryboard
GSMA Tomorrow:
A final set of asks (we’re all in this together)

29. THANKS!
Peter Jarich
Head of GSMA Intelligence
pjarich@gsma.com