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Dean Bubley's presentation at the 2011 eComm conference, on the opportunity for telcos to develop and run their own OTT-style services, beyond the confines of the own access networks
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Telecom operators: A renaissance as OTT-style players?
eComm, SF, 29th June 2011dean.bubley@disruptive-analysis.com
Copyright Disruptive Analysis Ltd 2011
Imagine if…..
June 2011
+
….. at least 3 operators were looking seriously, over the past few years
Copyright Disruptive Analysis Ltd 2011
Telcos face encroachment from all sides
June 2011
Source: STL PartnersStrategy Report “The Roadmap to new Telco 2.0 Business Models”
Copyright Disruptive Analysis Ltd 2010
Telcos’ new ecosystem: slow, hostile & brittle?
Novy 2010
Interop: federation, roaming & IPX
IMS
VoLTE RCS
APIs
OneAPI Dev Progs BONDI
Devices
Android
ODMs
WP7 &
Nokia
IOS
Apps?
Services & enablers
Cloud CDNs QoS & 2SBM
NFC & money
Data & ID
Leveraging web & smartphone scale effects
2bn users on Internet
2bn users on Internet
300m smartphone users-- 1bn+ by 2013
?Standards & interop
vs. speed & temptation of scale “off network”
<600m users
<400m users
<200m users
Copyright Disruptive Analysis Ltd 2011June 2011
Copyright Disruptive Analysis Ltd 2011
Dumb pipe, or happy piper?
June 2011
OTT, UTF….. If you can’t beat them, join them
Copyright Disruptive Analysis Ltd 2011
Didn’t all this fail already?
June 2011
Copyright Disruptive Analysis Ltd 2011
Or are we overlooking success stories?
June 2011
Roaming
Operators already endorsing own-brand OTT
Telecom Italia CTO Strategy Presentation, April 2010
Deutsche TelekomStrategy Presentation, March 2010
Orange ONLifeisbetteron.com
Copyright Disruptive Analysis Ltd 2011June 2011
Copyright Disruptive Analysis Ltd 2011
Challenges & questions
Build vs. Buy Conception & differentiation Execution Governance / org model Incentivisation / remuneration Protection from internal sabotage Metrics & valuation Neutrality hypocrisy
June 2011
Smartphones & appstores are pivotalBT BT Rogers SingTel
Telstra 3 Italy Telecom Italia Far EasToneCopyright Disruptive Analysis Ltd 2011June 2011
Real innovation & vision starting to emerge
Copyright Disruptive Analysis Ltd 2011June 2011
Copyright Disruptive Analysis Ltd 2011
Not just telcos playing Internet services either…
June 2011
www.disruptive-analysis.com
disruptivewireless.blogspot.com
@disruptivedean
dean.bubley@disruptive-analysis.com
+44 (0) 7941 100016
Copyright Disruptive Analysis Ltd 2011June 2011
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