A look at the disruption in the Telecommunications industry by multiple startups. Covering the conditions that created the opportunity for new entrants, their common traits, and the take aways for entrepreneurs.
I'd appreciate if you leave a comment on the slideshow. You are free to use to use the information as long as you mention the source although I would not be able to share the originals with you since it is not under my ownership alone.
Telcom Industry Review and Future of Telcom Providers - Telco 2015IBMTelecom
How will the Telcom industry evolve over the next five years? Will telcom providers strategies be proactive or protective? Our research suggests four plausible scenarios and the events that would signal their unfolding. More important, we outline the characteristics of companies most likely to succeed in each of these possible futures.
Given the central role of telecommunications in the global economy and in the lives of humans worldwide, an understanding of innovation in telecommunications is critical to understanding the global dynamics of innovation generally. The technical, economic, and political dynamism of the sector means that there could be no better time for this work.
A look at the disruption in the Telecommunications industry by multiple startups. Covering the conditions that created the opportunity for new entrants, their common traits, and the take aways for entrepreneurs.
I'd appreciate if you leave a comment on the slideshow. You are free to use to use the information as long as you mention the source although I would not be able to share the originals with you since it is not under my ownership alone.
Telcom Industry Review and Future of Telcom Providers - Telco 2015IBMTelecom
How will the Telcom industry evolve over the next five years? Will telcom providers strategies be proactive or protective? Our research suggests four plausible scenarios and the events that would signal their unfolding. More important, we outline the characteristics of companies most likely to succeed in each of these possible futures.
Given the central role of telecommunications in the global economy and in the lives of humans worldwide, an understanding of innovation in telecommunications is critical to understanding the global dynamics of innovation generally. The technical, economic, and political dynamism of the sector means that there could be no better time for this work.
Telecom strategy review 2015: Europe (part 2)tmtventure
Orange SA, Telenor Group, Vimpelcom, Vodafone, Deustche Telecom, Telefonica and other leading European telecommunication companies.
2nd part of global telecoms strategy review. Total companies to be reviewed is about 16-18. We looked through their reports, interviews and made our own view on their strategy.
Feel free to contact us with your commentary or if you've found any mistakes.
2015 Global Telco Innovation Targets from TC3 2014 Telecom Council
What types of companies are the world’s top telcos looking to partner with? This year’s TC3 service provider keynote presenters told the 400+ executive attendees more about their external innovation focuses for 2015 – they highlighted their innovation programs throughout the ecosystem, opened the door to discuss opportunities for their larger vendor partners, and met entrepreneurs and developers who had potential value to contribute to their networks.
This is my presentation of VERIZON COM. INC (VZ). I also analyze AT&T (T), T-Mobile (TMUS) and Sprint (S). I predict the acquisition of T-Mobile by Sprint. In addition, I warn VZ to buy content companies like Netflix in order to fight future telecom-content players like AT&T, Google and Facebook.
this is the analysis done by me on telecom sector. in this there is the objective of survey, its introduction and to make it more clear i have taken the example of airtel company and with this example i have explained everything.
Detecon Workshop - Telco and OTT PartnershipsAdrian Hall
Innovation in the field of ICT products and services is significantly changing human communication behaviour and drives data usage on both fixed and mobile networks.
Thailand’s Development towards Sustainable Foundation of IOTCheck Digital
TIME Consulting has given a presentation about "Thailand’s Development towards Sustainable Foundation of IOT" to senior executives and honorable delegates from APEC countries in the “Workshop on Internet of Things (IOT) Development for the Promotion of Information Economy” at the APEC TEL51 Meeting, Boracay Island, the Philippines on 14 May 2015.
It is a workshop focusing on addressing the ways to solve main problems restricting or deterring the long term development of IOT in the Asia-Pacific region. The topics of discussion include e.g. defining the gaps of IOT infrastructure development between developed economies and developing economies, the stage of industrialization and maturity of business model of IOT in APEC region, the regional cooperation and collaboration related to IOT in APEC region etc.
This document is a “distilled” version of the much larger report that Analysys Mason and IAMAI have prepared. The detailed report is available for purchase on IAMAI’s website – www.iamai.in and is an in-depth guide to each of the specific sub-segments within the mobile value added services ecosystem.
This summarised version of the report covers the following areas: The Indian mobile VAS opportunity, policy and market enablers, key trends in the mobile VAS industry in India, key growth areas in services and applications and mobile VAS industry growth forecasts
The key takeaways from this report summary are as follows:
• The Indian non-voice market is at an inflexion point, and the growth opportunity remains significant
• Similar to other mobile-first markets, mobile internet (handset plus dongles / CCDs) will drive growth in non-voice revenues while traditional services stabilize
• However, various market and policy enablers are required in on-deck VAS, off-deck VAS and SMS channels to realize this growth opportunity
• From a market perspective, a self-regulating body for settling issues between market participants can be an effective way to address on-deck challenges
• From a policy perspective, we believe that following a model of market determined revenue share with no special VAS license is the best route
• We recommend establishing an agency under the direction of TRAI to help address off-deck adoption issues and facilitate the allocation and management of a central short code registry system
• It is also recommended that a common standard for local language characters should be mandated on all handsets sold in India to facilitate growth in SMS
• Resolution of above issues also becomes imperative for maintaining market efficiency and balance of power in the evolving VAS value chain
• Among the emerging services, we believe that mobile commerce and utility services will have a significant social impact
• Finally, we believe that mobile internet adoption will result in a proliferation of data enabled services and applications around video, advertising, community, entertainment and enterprise mobility
Verizon Communications Inc, Industry External AnalysisMaximilian Mirra
My team and I conducted an industry analysis for our client, Verizon Communications Inc. Within the report we have used tools such as Porter's 5 forces, Strategic Group Maps, and used Key Performance Indicators (KPI) to asses the overall attractiveness of the industries Wireless Telecommunications and Internet Service Providers (ISP).
A new wave of MVNOs with innovative business models is launching in the US. In this Viewpoint, Cartesian discusses the merits, drawbacks, and likely future of these MVNOs.
World's First High & multi specialty healthcare quadrangle for Tele Medical O...Syed S Ahmed
A Tele Medical Medical Platform for Tele ICU, Tele Radiology & Tele Oncology for high specialty areas of Cardiology, Mental health & Neuro Sciences, Trauma, Oncology & Child Welfare.
Telecom strategy review 2015: Europe (part 2)tmtventure
Orange SA, Telenor Group, Vimpelcom, Vodafone, Deustche Telecom, Telefonica and other leading European telecommunication companies.
2nd part of global telecoms strategy review. Total companies to be reviewed is about 16-18. We looked through their reports, interviews and made our own view on their strategy.
Feel free to contact us with your commentary or if you've found any mistakes.
2015 Global Telco Innovation Targets from TC3 2014 Telecom Council
What types of companies are the world’s top telcos looking to partner with? This year’s TC3 service provider keynote presenters told the 400+ executive attendees more about their external innovation focuses for 2015 – they highlighted their innovation programs throughout the ecosystem, opened the door to discuss opportunities for their larger vendor partners, and met entrepreneurs and developers who had potential value to contribute to their networks.
This is my presentation of VERIZON COM. INC (VZ). I also analyze AT&T (T), T-Mobile (TMUS) and Sprint (S). I predict the acquisition of T-Mobile by Sprint. In addition, I warn VZ to buy content companies like Netflix in order to fight future telecom-content players like AT&T, Google and Facebook.
this is the analysis done by me on telecom sector. in this there is the objective of survey, its introduction and to make it more clear i have taken the example of airtel company and with this example i have explained everything.
Detecon Workshop - Telco and OTT PartnershipsAdrian Hall
Innovation in the field of ICT products and services is significantly changing human communication behaviour and drives data usage on both fixed and mobile networks.
Thailand’s Development towards Sustainable Foundation of IOTCheck Digital
TIME Consulting has given a presentation about "Thailand’s Development towards Sustainable Foundation of IOT" to senior executives and honorable delegates from APEC countries in the “Workshop on Internet of Things (IOT) Development for the Promotion of Information Economy” at the APEC TEL51 Meeting, Boracay Island, the Philippines on 14 May 2015.
It is a workshop focusing on addressing the ways to solve main problems restricting or deterring the long term development of IOT in the Asia-Pacific region. The topics of discussion include e.g. defining the gaps of IOT infrastructure development between developed economies and developing economies, the stage of industrialization and maturity of business model of IOT in APEC region, the regional cooperation and collaboration related to IOT in APEC region etc.
This document is a “distilled” version of the much larger report that Analysys Mason and IAMAI have prepared. The detailed report is available for purchase on IAMAI’s website – www.iamai.in and is an in-depth guide to each of the specific sub-segments within the mobile value added services ecosystem.
This summarised version of the report covers the following areas: The Indian mobile VAS opportunity, policy and market enablers, key trends in the mobile VAS industry in India, key growth areas in services and applications and mobile VAS industry growth forecasts
The key takeaways from this report summary are as follows:
• The Indian non-voice market is at an inflexion point, and the growth opportunity remains significant
• Similar to other mobile-first markets, mobile internet (handset plus dongles / CCDs) will drive growth in non-voice revenues while traditional services stabilize
• However, various market and policy enablers are required in on-deck VAS, off-deck VAS and SMS channels to realize this growth opportunity
• From a market perspective, a self-regulating body for settling issues between market participants can be an effective way to address on-deck challenges
• From a policy perspective, we believe that following a model of market determined revenue share with no special VAS license is the best route
• We recommend establishing an agency under the direction of TRAI to help address off-deck adoption issues and facilitate the allocation and management of a central short code registry system
• It is also recommended that a common standard for local language characters should be mandated on all handsets sold in India to facilitate growth in SMS
• Resolution of above issues also becomes imperative for maintaining market efficiency and balance of power in the evolving VAS value chain
• Among the emerging services, we believe that mobile commerce and utility services will have a significant social impact
• Finally, we believe that mobile internet adoption will result in a proliferation of data enabled services and applications around video, advertising, community, entertainment and enterprise mobility
Verizon Communications Inc, Industry External AnalysisMaximilian Mirra
My team and I conducted an industry analysis for our client, Verizon Communications Inc. Within the report we have used tools such as Porter's 5 forces, Strategic Group Maps, and used Key Performance Indicators (KPI) to asses the overall attractiveness of the industries Wireless Telecommunications and Internet Service Providers (ISP).
A new wave of MVNOs with innovative business models is launching in the US. In this Viewpoint, Cartesian discusses the merits, drawbacks, and likely future of these MVNOs.
World's First High & multi specialty healthcare quadrangle for Tele Medical O...Syed S Ahmed
A Tele Medical Medical Platform for Tele ICU, Tele Radiology & Tele Oncology for high specialty areas of Cardiology, Mental health & Neuro Sciences, Trauma, Oncology & Child Welfare.
First it was an idea. Then it became a companywide research mission. Now, it's a book.
In "ANYWHERE: How Global Connectivity is Revolutionizing the Way We Do Business," Yankee Group President and CEO Emily Nagle Green describes the sweeping change that is occurring as a new, ubiquitous global communications network takes hold. More than 50 thought leaders in connectivity contributed to the book, and Emily uses their insights as well as Yankee Group’s considerable expertise to explain how businesses can harness the power of Anywhere to create new markets and revenue streams.
This launch of ANYWHERE covers the global impact of connectivity and provides expert advice on navigating the Anywhere revolution. Emily is joined by an executive panel of book contributors.
Evaluating a Sluggish Economy with Bruce YandleMercatus Center
In the first half of 2016, the US economy skirted close to recession territory but so far has registered positive growth. What are the major forces that seem to be driving the slow-growth economy? Is the economy getting stronger? Or, will we hit recession territory before the end of the year?
The Affordable Care Act fundamentally changed the landscape of the U.S. health care system. With more than five years since the law’s passage, questions remain about how to fix a system that remains broken despite recent reform efforts. Did the Affordable Care Act adequately reform a failing health system, or did that prescription only treat the symptoms of a much larger illness?
The Digital Revolution: Impact on Educational Innovation, Reform and GovernanceEduSkills OECD
This presentation was given by Øystein Johannessen of the Nordland County Council at the CERI Conference on Innovation, Governance and Reform in Education on 4 November 2014 during session 3.c: The Digital Revolution? Impact on Educational Innovation, Reform and Governance.
How Can Policymakers and Regulators Better Engage the Internet of Things? Mercatus Center
The world today is seemingly always plugged into the Internet and technologies are constantly sharing data about our personal and professional lives. Device connectivity is on an upward trend with Cisco estimating that 50 billion devices will be connected to the Internet by 2020. Collection and data sharing by these devices introduces a host of new vulnerabilities, raising concerns about safety, security, and privacy for policymakers and regulators.
Amid concerns about government data security, like the recent OPM breach, Congress is considering cybersecurity information sharing legislation. But will a new information sharing program bolster federal information security? If not, what should be done instead?
Industrial Revolution of Connected Experiences at Asia IoT Business PlatformKerem Abuc
With the uptake of smart devices and smart sensors, we are creating a huge hype of data which makes usage of Big Data and AI inevitable. Smart services, which will be a step forward to IoT, will learn our intents and preferences to evolve and adapt into our lives. Physical contents and interfaces will not be enough for the users, so emotional and physilogical ones are on their way.
Mobile VAS and Multimedia Ecosystem and Value‐Chain over 4G and 4.5G Network ...Ali Saghaeian
The slides cover a broad range of topics, including:
4G and 4.5G as the Next Uplift of Growth
The Evolution of Mobile Operators' Business Model
Possible Changes in the Value Chain
How to take the Smart Pipe VAS Strategy
Data as the key to create Competing Value
Key Drivers and Success Factors in Future Networks
Operators' Strategies in the Value Chain
Digital Economy and the Evolving Ecosystem
Ponencia para el taller "El papel del Estado en la promoción de la banda ancha" en Lima (Perú) el 18 de mayo de 2011.
Presentation for the workshop "The role of the state in the promotion of the broadband" in Lima (Peru) May 18th 2011.
Keynote delivered at European CTO Telecoms Forum looking at Telco World beyond the initial roll-out and path to 5G. Will Marketing lapfrog out of the Access-based thinking and really sell what Technology enable with converged broadband networks, cloud and visualization supporting IoT, Industry 4.0, Connected Car@s (or X in general) and so forth.
If you are interested in the slide or discussions related to the content, don't be a stranger, get in touch!
Telecom revenues are declining.
Till now, Data revenues have been critical for Telcos which have successfully followed a “walled garden” approach. But the "walled gardens" are fast eroding under threat from integrated players like Google and Apple, and the telco revenues are fast declining.
This presentation presents strategies a Telco to counter this emerging threat from different types of online players and increase or at least retain a share of data revenues.
Today, the telecommunications industry stands on the brink of a pivotal new era—one in which advances in multiple technological areas, specifically 5G, edge computing, and AI, are congregating to fundamentally change the world. These technologies have the potential to alter how consumers communicate, consume content, work together, and interact with the environment. As well, they are poised to shift the dynamics of industries, both inside and outside of telecommunications.
Telecom 2020: Preparing for a very different futureRob Van Den Dam
Mega market and technological trends are creating a very new world for consumers, businesses and markets as a whole. A potential role for communications service providers in this new world charts a path to growth
Telecom’s future is Social (GSMA Mobile Asia 2013)Rob Van Den Dam
The telecommunications industry has facilitated
the rapid adoption of social networking and social business on a global scale. But to
what extent have communications service providers (CSPs) used social networking and
social tools to transform their own businesses? The adoption of social media by CSPs
to engage with customers is still very low. And with respect to applying social tools to
drive innovation, CSPs are clearly outpaced by over-the-top service providers. A new
IBM Institute for Business Value study reveals how CSPs use social approaches to adapt
to the evolving marketplace.
Asian Carriers' Conference: The Changing Face Of Communication Acc Rob Van Den Dam Final 22 Sept 2010
1. Rob van den Dam , Global Telecommunications Sector Leader IBM Institute for Business Value
2. More change in telecommunications over the past 10 years than in the previous 100 Source: International Telecommunications Union (ITU) ICT Statistics Database available at http://www.itu.int/ITU-D/icteye/Indicators/Indicators.aspx . 2009 figures are estimated published in ITU, “The world in 2009: ICT Facts and Figures”; ITU Geneva 2009, available at http://www.itu.int/ITU-D/ict/material/Telecom09_flyer.pdf Telecom Penetration 1999 - 2009 Over a century after it was first invented, less than 1 in 6 of the world’s population had access to a telephone. In the last decade, however, this increased approx. 350% and now nearly 7 in 10 people have access to telephony
3. However, the key engines of growth - mobile telephony and emerging market expansion – appear to be losing and growth has begun to stall Telecom Services Revenue Growth 2004 - 2014 Source : IDATE, in "World Telecom Service Market", 2008 Edition - January 2009, revision in July 2009; Global Wireless Matrix 2Q10, Merrill Lynch; IBM Institute for Business Value (IBV) Analysis Mobile Growth Forecast Emerging Asia
4. 2 trends - shift to the Open Internet and to collaborative communication - are altering the competitive landscape in communications Open and Free Gated Communities Shared Social Space Traditional Communications Provider-Controlled 1:1/1:N Fixed Voice Mobile Voice SMS Mobile Social Networking / Telco Walled Gardens M:N Communication Pattern Open Internet Communication Environment Market direction
5. While overall communication have increased, much of the growth has been over-the-top with share of traditional unchanged Notes: (1) An SMS/MMS or e-mail is considered as a 30 second call. FRANCE TOTAL COMMUNICATIONS MARKET (billions of call minutes and equivalents ¹) Stable use of traditional communications services Increased share of communication services by Internet Communication services providers Source: Idate: Telco’s views of Openess, Digiworld Summit 2009 Source: Ronald Montagne “Telcos’ views of openness”, IDATE, October 2009 0 200 400 600 1000 1200 800
6. And Asians love over-the-top communication over the open Internet as well Social Networking in Asian Countries Average Minutes per Visitor Average Visits Per Visitor 148.9 15.1 Country Asia Pacific % reach of Social Networking 50.8 http://www.comscore.com/Press_Events/Press_Releases/2010/4/Social_Networking_Across_Asia-Pacific_Markets 332.2 26.3 Philippines 90.3 228.0 20.9 Australia 89.6 324.4 22.6 Indonesia 88.6 226.0 22.3 Malaysia 84.7 217.5 20.3 New Zealand 81.2 131.3 18.3 Taiwan 75.9 223.3 25.4 Hong Kong 75.4 130.1 13.0 India 68.5 131.4 16.0 South Korea 63.5 49.5 7.2 Vietnam 46.1 Source: comScore World Metric, February 2010 Japan 42.3 120.5 14.0
7.
8. However, telecom revenues do not track the increases in network traffic anymore Traffic Telecom Revenue Voice Dominant Data Dominant Source: Nokia-Siemens; IBM Institute for Business Value (IBV) Analysis Time Traffic Volume / Revenue Network Cost (future technologies) Network Cost (existing technologies) Value Opportunity Ecosystem Revenue
9.
10.
11. In addition to these trends there are a number of potentially high-impact variables that are, as yet, uncertain Vertical vs. Horizontal Integration Regulation Network sharing vs. Outsourcing Open vs. Closed devices User vs. 3 rd Party / ad funded Addressable Market Growth Competition/ Integration Structure OTT vs. Network optimized content Silo vs. unified communications The Future of Voice Expansion into Adjacent Verticals Premium Connectivity Source: IBM Institute for Business Value (IBV) and IDATE Analysis Service Pricing Model Machine-to-Machine (M2M) communications Ultra-fast Broadband Availability
12. The interplay of these critical variables / uncertainties produces four distinct future industry scenarios SURVIVOR CONSOLIDATION Spectrum Passive Infrastructure Active Network Support Infrastructure Retail Channels Devices Customer Few large players dominate Market MARKET SHAKEOUT Spectrum Passive Infrastructure Active Network Support Infrastructure Retail Channels Devices Brand Brand Customer Customer Many players - Fragmented GENERATIVE BAZAAR Enabling the two-sided business Declining/ Stagnant Expanding Addressable Market Growth Concentrated / Vertical Fragmented /Horizontal Competition/Integration Structure CLASH OF GIANTS Telco OTT/ OEM Spectrum Passive Infrastructure Active Network Support Infrastructure Retail Channels Devices Customer Spectrum Passive Infrastructure Active Network Support Infrastructure Retail Channels Devices Customer
13. And represents the most optimistic outlook for telecoms, relative to the IMF’s global GDP forecast for 2010 - 2014 Global GDP vs.. Telecom Services Growth Scenarios Source: International Monetary Fund (IMF), World Economic Outlook Database, October 2009; http://imf.org/external/pubs/ft/weo/2009/01/weodata/index.aspx , IBM Institute for Business Value (IBV) and IDATE Analysis, 2004 - 2009 growth forecasts are based on IDATE "World Telecom Service Market", 2008 Edition - January 2009, revision in July 2009. 2010 -2015 are IBM Telecom 2015 scenario forecasts Generative Bazaar Clash of Giants Market Shakeout Survivor Consolidation 2009 – 2015 Telecom Growth Scenarios Global GDP Global Telecom 5.3% 3.3% 1.8% 0.2% 4.5% Growth Developing Asia GDP 8,6%
14. Growth opportunities in Clash of Giants (Asia focus) Innovative network-optimized Services Industry Collaboration Compete against OTT 0.8 billion > $40/day 1.5 billion $4 - 40/day 1.3 billion $4/day 1.4 billion $2/day 1.3 billion $1/day Expand customer base to BoP as penetration ULC handsets increases Packaged end-to-end services meeting needs/tastes of lower-income consumers Emerging market providers enter mature markets
15. Growth opportunities in Generative Bazaar (Asia Focus) Stimulate a range of new and exciting next gen Services by OPEN INNOVATION such as telemedicine, HD video conferencing and immersive learning applications. Singapore Next Gen NBN iN2015 Healthcare Two-sided Business Model Deploy ultra-fast broadband
16.
17. Take actions in the context of the data traffic / revenue dilemma, that might include finding a commercial framework for free-riding services Attitude towards mobile VoIP Partner with VoIP provider Impose a surcharge Challenger Leader Prohibit use of VoIP Allow use with data plan Mobile VoIP: Strategies of leaders versus challengers Access Wireless and Fixed Internet Access providers CDN Large network and cache of a variety of content Internet Core Global networks transporting Internet traffic OTT Providers Content, media and Application providers End Customer End Customer Advertisers Subscriptions Pay per Use Typically no charge Peering charges for access to content Charges for amount of data cached Possibly charges for bandwidth used Variety of transactions/models Per click or basic ad revenue Peering/CoLo charges to shift content around CDN Business models that capture more value from OTT traffic & enhance user experience
18. Key contacts Ekow Nelson Global Telecommunications Industry, IBM Corporation [email_address] Rob van den Dam Global Telecom Industry Lead , IBM Institute for Business Value [email_address] Nick Gurney Global Telecom Industry Leader Global Business Services [email_address] www.ibm.com/iibv Thank you! http://www-935.ibm.com/services/us/gbs/bus/html/ibv-telco2015.html?cntxt=a1000065 http://www-935.ibm.com/services/us/gbs/bus/html/gbs-telcos-socialnetworking.html?cntxt=a1000065