1. Redshift Strategy 2013
0
The mobile landscape is being shaped by new services and products built on
emerging technologies
The battle for mobile revenue
Potential impact on MNOs
£
Emerging technologies
HetNets
TV White
Space
New products and
services
MB
Declining voice
revenues
Increasing data
usage
Increasing mobile
connections
2 31
Guidelines:
Graphical/visual presentations take a number of forms, including conceptual, informational and
numerical. Applicants are encouraged to consider the most suitable style of presentation for their
chosen discussion topic.
Source: Redshift analysis

2. Redshift Strategy 2013
1
Emerging technologies are driving global connectivity and data consumption
Emerging technologies
Emerging technologies
TV White Space
1
• Wi-Fi is a global standard for
wireless communications
• Refined standards will further
improve the range and connection
speeds of wireless networks
• Smartphones and tablets are
driving global connectivity
• Connected devices are
leading to an increase in
media and data consumption
• “Heterogenous Networks” combine
large and small cells to provide
seamless coverage
• HetNets may increase connectivity
and improve network capacity in
order to support increased data
consumption
• TV White Space is unused frequencies in terrestrial
television bands
• TV White Space may provide cheap internet
connectivity in rural areas and developing countries
HetNets
Guidelines:
An example informational slide
Source: Redshift analysis

3. Redshift Strategy 2013
2
Skype, Viber and WhatsApp are examples of disruptive services which could
undermine traditional MNO revenues
New products and services: Skype, Viber and WhatsApp
• Skype is a cross platform communications
service specialising in video and voice calls
over IP
• 280 million monthly users
• 200 billion daily minutes
• 120 million downloads on iPhones and
iPads and over 100 million downloads from
the Google Play Store
• Viber is a cross platform communications
service specialising in voice calls to mobile
devices over IP
• Viber is available on iOS and Android and
has recently been launched for web
browsers
• Viber reported 200 million registered users
in May 2013, up from 140 million in
December 2012
• WhatsApp is a cross platform instant
messenging application
• WhatsApp is available on
iOS, Android, Blackberry, Windows phone
and Symbian
• WhatsApp reported more than 200 million
monthly active users in April 2013
• WhatsApp reportedly handles 8 billion
inbound and 12 billion outbound messages
per day
2
Source: Skype, Viber, WhatsApp, press articles, Redshift analysis
Guidelines:
An example case study slide

4. Redshift Strategy 2013
3
MNOs will be challenged by an increase in mobile traffic and plateauing
revenues
Potential impacts on MNOs
Global mobile revenue Global mobile trafficGlobal mobile connections
-
300,000
600,000
900,000
1,200,000
2010 2011 2012 2013 2014 2015 2016 2017
Global non-voice revenue, $m
Global voice revenue, $m
0
2,500
5,000
7,500
10,000
2010 2011 2012 2013 2014 2015 2016 2017
Connections (m)
Mobile Broadband connections (m)
0%
10%
20%
30%
2009 2010 2011 2012 2013 2014E
Global Mobile Traffic as % of Total Internet
Traffic
Note: Machine-to-machine connections assumed negligible
Source: Informa, Ovum, Redshift analysis
3
• Number of mobile connections driven by
reducing equipment costs and demand for
mobile broadband
• MNOs have an incentive to create pricing
structures based on data services
• MNOs are supporting high cellular data usage
without gaining proportional data revenues
Guidelines:
An example numerical slide