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Users now expect all content to be available on any device, at any time.
*Source: Sandvine’s Spring 2011 Global Internet Phenomena Report
OTHERS…
NETFLIX
•25M Subs in North
America
•$7.99 / Monthly
Subscription
•Unlimited Movies / TV
shows
•No Advertising
•Lack of premium content
•~$3B Revenue (2011E)
TV Everywhere © Copyright 2011
Consumption
of video
moving from
broadcast TV
to mobile
Traditional
Broadcast
video is in
decline
© Copyright 2011
© Copyright 2011
Disney
NBC Universal
20th Century Fox
HBO
Netflix
Hulu Apple
Amazon
ATT
BT
Verizon Comcast
Telefonica
Akamai
Level3
LimeLight
EdgeCast
BBC The burden to
please the user
affects all the
links in online
video chain
Faster video!
Higher quality!
Better content selection!
Less Buffering!
Organic Growth
(e.g. mobile Internet, mobile broadband, wholesale)
Emerging Market
Investments
(e.g. BRIC countries)
Merger and
Acquisition (e.g.
Orange–T-Mobile
UK, ATT/T-Mobile)
Niche Market Extension (e.g. M2M,
embedded wireless, )
Parallel Market Expansion (e.g. FMC,
mobile commerce, media and
entertainment)
Legacy Services 0-2% CAGR
New Services
~20% CAGR
Sources: Yankee Group Dec 2008, emarketer, April 2009, growth projections Juniper estimates
Video Streaming and Download Revenue
Targeted Online Ad Revenue
Managed Telepresence
CDN Services
Cloud Computing, PaaS and SaaS
Mobile Advertising
Location Based Services
Wireless BB Access
Mobile Data Services
Digital TV (Cable, IPTV)
Managed Business Data (VPN, etc.)
Fixed BB Access
Mobile Voice
Wireline Voice
Estimated Network Service Provider Revenues ($Billions)
2009 2010 2011 2012 2013 2014 2015
0
500
1000
1500
2000
2500
Operator Entry strategy CDN provider or acquisition
AT&T Own-build n/a
Bell Canada Resale Limelight
BT Wholesale Own-build n/a
Deutsche Telekom Own-build n/a
Deutsche Telekom ICSS Partner Edgecast
France Telecom Own-build n/a
Global Crossing Resale Edgecast, Limelight
Internap Acquisition Vitalstream
Interoute Acquisition Virtue Media Services
KPN License agreement Jet Stream
Level 3 Acquisition Savvis
NTT Communications Own-build n/a
Pacnet Own-build n/a
PCCW Solutions Own-build n/a
Reliance Globalcom Resale Internap
TATA Communications Acquisition BitGravity
Telecom Italia Sparkle Partner CDNetworks
Telefonica International Wholesale Services Own-build n/a
Telenet Managed service Jet Stream
TeliaSonera International Carrier Resale Multiple providers
Verizon Managed service Velocix
Ziggo License agreement Jet Stream
Sources: Companies, Informa Telecoms & Media
1.64
2.42
3.01
3.55
4.12
4.74
5.45
0
1
2
3
4
5
6
2008 2009 2010 2011 2012 2013 2014
Revenue (in Billions
of US Dollars)
© Copyright 2011