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2nd International Telecoms ForumIntervention by Thierry DieuETNO Director forCommunications and Public Policy             ...
About ETNOThe voice of Europe’s leading telecoms operators since 1992.ETNO’s 40 full members and 10 observers from Europe ...
** T-Group companies who are members of ETNO: Deutsche Telekom, Hrvastki Telekom, Magyar Telekom, MakedonskiTelekom and Sl...
ETNO observers
Main challenges for Europe telecomsoperators in a changing landscape:
Commercial trends: continued internet traffic growth and    fall in out of bundle revenues                                ...
6% revenue decline between 2008 and 2011     300     250     200     150     100       50        0                 2007   ...
Europe’s Telecom service in decline declining for second yearin a row
Telco’s business models at cross roads  Saturation of traditional markets  Competitive pressure on prices  Evolution towar...
Disconnect between those who generate the traffic and those who bear the costsDécouplage trafic / revenues        Most of ...
Telcos’ investments up but revenue decline puts long term               investment capacity at risk
ETNO members: main investors in the sector
EU: not leader anymore in hihg speed networksdeployment                               FTTH/B        VDSL        FTTLA     ...
Opportunities for change• Need for new business models:   • Move from flat rate to tiered pricing (pay per usage, pay per ...
Challenge for policy makers: let new businessmodels emerging and stimulate investment• No need for additional Net Neutrali...
More information…              www.etno.eu                #ETNOAssociation
Back up slides
Continued progress and substitution in access take up (1)
Continued progress and substitution in access take up (2)
ETNO members’ revenues down…
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Dieu etno

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Dieu etno

  1. 1. 2nd International Telecoms ForumIntervention by Thierry DieuETNO Director forCommunications and Public Policy Moscow, 25 April 2012
  2. 2. About ETNOThe voice of Europe’s leading telecoms operators since 1992.ETNO’s 40 full members and 10 observers from Europe andbeyond represent world leading telecoms operators and ICTmanufacturing providers.ETNO members and observers account for an overall turnover of€600 billion and 1.6 million employees.Promote its members’ common interests by developing ETNOpositions and communicating them to European Union policymakersFacilitate cooperation and coordination of activities betweenMembers
  3. 3. ** T-Group companies who are members of ETNO: Deutsche Telekom, Hrvastki Telekom, Magyar Telekom, MakedonskiTelekom and Slovak Telekom,
  4. 4. ETNO observers
  5. 5. Main challenges for Europe telecomsoperators in a changing landscape:
  6. 6. Commercial trends: continued internet traffic growth and fall in out of bundle revenues Global Consumer Internet Traffic 70000• 4- fold growth within next 5 years. 60000 Traffic from wireless devices will exceed traffic from wired devices by 2015 10797 50000 60% increase on fixed networks/ 100% on mobile networks 40000 8375 P B /m o n th 30000 6523 33620 24357 5054 20000 17583 3771 12146(source: CISCO) 10000 2888 8079 4672 13797 11040 7277 8867 4968 6017 0 2010 2011 2012 2013 2014 2015 File Sharing Internet Video Other
  7. 7. 6% revenue decline between 2008 and 2011 300 250 200 150 100 50 0 2007 2008 2009 2010 2011 Fixed telephony Mobile services Fixed Internet & data Source: IDATESource : IDATE
  8. 8. Europe’s Telecom service in decline declining for second yearin a row
  9. 9. Telco’s business models at cross roads Saturation of traditional markets Competitive pressure on prices Evolution towards data-centric business models Regulatory constraints Data traffic benefits OTT
  10. 10. Disconnect between those who generate the traffic and those who bear the costsDécouplage trafic / revenues Most of traffic growth is coming from OTT applications. Traditional business models do not allow operators to monetise on traffic increase.
  11. 11. Telcos’ investments up but revenue decline puts long term investment capacity at risk
  12. 12. ETNO members: main investors in the sector
  13. 13. EU: not leader anymore in hihg speed networksdeployment FTTH/B VDSL FTTLA FTTx+LAN Total FTTxEurope de lOuest 17 293 26 897 38 168 0 82 358Europe centrale et orientale 22 450 5 402 3 840 4 220 35 912Amérique du Nord 23 990 33 850 65 440 123 280Amérique Latine 1 227 0 0 0 1 227Asie 112 335 1 624 2 000 na 115 959Moyen orient et Afrique 1 549 1 400 0 0 2 949TOTAL 178 844 69 173 109 448 4 220 361 685Source : IDATE Source: IDATE
  14. 14. Opportunities for change• Need for new business models: • Move from flat rate to tiered pricing (pay per usage, pay per service) • Commercial agreements with OTT for premium services• Exploit potential of e-services (healthare, energy, security, payments, …) and online content Up to 5% additional revenue by 2015 (ADL)• Cloud computing
  15. 15. Challenge for policy makers: let new businessmodels emerging and stimulate investment• No need for additional Net Neutrality law• Level playing field• Remove obstacles to single market for online services and content• Facilitate cross-sector co-operation• More targeted regulation of new networks • Pricing flexibility • Maintain value of current access (no reduction of copper prices) • Rules that reflect platform competition • Use of public funds for new networks in non-commercially viable areas only
  16. 16. More information… www.etno.eu #ETNOAssociation
  17. 17. Back up slides
  18. 18. Continued progress and substitution in access take up (1)
  19. 19. Continued progress and substitution in access take up (2)
  20. 20. ETNO members’ revenues down…

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