Answering some key questions about the state of the industry and how dramatic change is being embraced by mobile operators, such as Verizon to build a strategy of 'above access' to expand into newer consumer channels in a positive and ambitious way.

1. Finding common ground:
Predicting the future of OTT,
MVNO and operator
competition and co-operation
- MVNO Summit Bangkok Oct 2015

2. CONFIDENTIAL
2
Introduction to InternetQ PLC.

3. CONFIDENTIAL
3
Introduction to InternetQ PLC.

4. CONFIDENTIAL
4
Introduction to InternetQ PLC.

5. CONFIDENTIAL
Powering the new era in mobile advertising
minimob tackles the entire advertising lifecycle:
• By optimizing the revenue streams between
Advertisers, Publishers and End users
• By delivering an engaging user experience
across the entire campaign lifecycle
An end to end solution
that generates value
for all stakeholders
5

6. CONFIDENTIAL
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Contents
How will intensified OTT competition affect the
telecoms sector in APAC?
What will consumers be spending on OTT video,
music streaming services and video gaming?
How can an understanding of how OTTs make
money, help operators be better partners?
Evaluating strengths and weaknesses in the
OTT/operator partnership model
Predicting the future of OTT, MVNO and
operator competition and co-operation?
20 Mins

7. CONFIDENTIAL
7
Contents
How will intensified OTT competition affect the
telecoms sector in APAC?
What will consumers be spending on OTT video,
music streaming services and video gaming?
How can an understanding of how OTTs make
money, help operators be better partners?
Evaluating strengths and weaknesses in the
OTT/operator partnership model
Predicting the future of OTT, MVNO and
operator competition and co-operation?

8. CONFIDENTIAL
8
OTT & Social Media

9. CONFIDENTIAL
OTT and Operators
9

10. CONFIDENTIAL
OTT and OTT?
10
WSJ: More
time is spent
Messaging
than on
Facebook…

11. CONFIDENTIAL
11
Contents
How will intensified OTT competition affect the
telecoms sector in APAC?
What will consumers be spending on OTT video,
music streaming services and video gaming?
How can an understanding of how OTTs make
money, help operators be better partners?
Evaluating strengths and weaknesses in the
OTT/operator partnership model
Predicting the future of OTT, MVNO and
operator competition and co-operation?

12. CONFIDENTIAL
12
Some stats on Mobile Pricing

13. CONFIDENTIAL
13
Contents
How will intensified OTT competition affect the
telecoms sector in APAC?
What will consumers be spending on OTT video,
music streaming services and video gaming?
How can an understanding of how OTTs make
money, help operators be better partners?
Evaluating strengths and weaknesses in the
OTT/operator partnership model
Predicting the future of OTT, MVNO and
operator competition and co-operation?

14. CONFIDENTIAL
14
How do the OTT guys make money?

15. CONFIDENTIAL
1. OTT content and services drive traffic
2. Traffic is bandwidth, bandwidth is revenue
3. Users and traffic drive advertising
4. Advertising drives m-commerce
5. Payment completes transactions
6. Commissions are taken from its value chain
Advertising supported businesses rely on traffic!
15

16. CONFIDENTIAL
Innovation in top-ups!
16

17. CONFIDENTIAL
17
Contents
How will intensified OTT competition affect the
telecoms sector in APAC?
What will consumers be spending on OTT video,
music streaming services and video gaming?
How can an understanding of how OTTs make
money, help operators be better partners?
Evaluating strengths and weaknesses in the
OTT/operator partnership model
Predicting the future of OTT, MVNO and
operator competition and co-operation?

18. CONFIDENTIAL
18
OTT – How does it look in India?
Downstream:
1. YouTube
2. HTTP
3. Google
4. MPEG/other
5. Whatsapp
6. Facebook
7. HTTP streams
8. iTunes
9. Tamil AV
10.BitTorrent

19. CONFIDENTIAL
19
OTT ‘Big Data’ examples

20. CONFIDENTIAL
1. Who really ‘owns’ the customer?
2. Who covers the acquisition cost?
3. Who covers the bandwidth cost?
4. How can partnerships avoid churn?
5. How can partnerships add value?
6. Should Operators own an OTT chain too?
OTT Partnerships
20

21. CONFIDENTIAL
21
Contents
How will intensified OTT competition affect the
telecoms sector in APAC?
What will consumers be spending on OTT video,
music streaming services and video gaming?
How can an understanding of how OTTs make
money, help operators be better partners?
Evaluating strengths and weaknesses in the
OTT/operator partnership model
Predicting the future of OTT, MVNO and
operator competition and co-operation?

22. CONFIDENTIAL
22
Industry Strategy “above access”
"We have the oil in the ground. We
needed a rig to bring it up and connect.
Putting the assets together… Great ad-
tech, content and the connection with
mobile consumers. Means we can
monetise above our access network,
which is what we are striving to do."
Marni Walden. President of Product Innovation & New Business
at Verizon Communications Inc.

23. CONFIDENTIAL
23
Industry Strategy: Get on all phones!
"Mobile is a platform shift, the same size
that the Internet was, except you're
gonna add 2 billion more people, and
you’re gonna add hundreds of billions of
dollars of revenue, (so this) is probably
the best asset combo to go after that."
Tim Armstrong. CEO, AOL.

24. CONFIDENTIAL
24
Above Access Advertising!

25. CONFIDENTIAL
25
Facebook Messenger Warning!

26. Thank you