TM_Forum_Presentation

Copyright©2010TeleManagementForum,AllRightsReserved.1ThrivinginarapidlyconvergingcommunicationsworldMartinCreaner–PresidentTMForumBeijing–October2010Copyright©2010TeleManagementForum,AllRightsReserved.2–afewfacts26%7%32%14%12%5%4%ServiceProvidersHardwareManufacturersSoftware&MiddlewareDevelopersSystemIntegratorsConsultantsAcademyOtherWho•World'spremierindustrygroupfocusedonhelpingdrivebusinesseffectiveness•Non-profit&independent•Over700membercompanieswithpeoplein195countries•Over150,000webusersWhat•Reducingopex;improvecustomerretention;improvetime-marketfornewservices•Industrycollaboration;bestpractices;standards;benchmarking;conferences,training,research,publications;conformancecertification;supplieraccreditationHow•AdvancedITtoautomateend-endbusinessprocessesandenablenewservices•Collaborationbetweenfulldigitalserviceprovidervaluechain;integrators,hardwareandsoftwaresuppliersCopyright©2010TeleManagementForum,AllRightsReserved.3Telecom:gettingcoldoutside.....0.0200.0400.0600.0800.01,000.01,200.01,400.01,600.01,800.02,000.020072008200920102011201220132014GlobalTelecommunicationsServicesinUS$millionsMobileServicesConsumerFixedNetworkServicesEnterpriseNetworkServices01002003004005006007008002008200920102011201220132014GlobalTelecommunicationsServicesRevenuesUS$millionsMobileVoiceMobileDataFixedVoiceFixedDataFixedInternetSource:GartnerCopyright©2010TeleManagementForum,AllRightsReserved.4GrowthopportunitiesaretherebutlimitedTopopportunitiesfortelecomcarriersMediaEntertainmentConsumerlocation-basedservicesNetworkITservices.May2010SMS/MMS&othermobiledata$347,352mMobilevoice$650,344mEnterprisevoice$120,977mEnterpriseInternetservices$68,719mEnterprisedata$121,987m020304050-20-100102030405060708090100CAGR2009-2013(%)EBIT,2013(%)Onlinegaming$6,024mMobilepayment$2,077mIPTVadvertising$800mMobileadvertising$13,481mConsumerlocation-basedservices$12,663mMobileTV$17,575mIPTV&VoD$23,000mCloudcomputing$150,100mMobilemusic$6,500mNetworkITservices$188,461mOnlinemusic$3,806mMobilegames$7,600mInternetadvertising$99,800mConsumervoice$171,304mConsumerfixedb/band$134,914mConsumerInternetaccess$40,748mSMS/MMS&othermobiledata$347,352mMobilevoice$650,344mSMS/MMS&othermobiledata$347,352mMobilevoice$650,344mEnterprisevoice$120,977mEnterpriseInternetservices$68,719mEnterprisedata$121,987mEnterprisevoice$120,977mEnterpriseInternetservices$68,719mEnterprisedata$121,987m020304050-20-100102030405060708090100CAGR2009-2013(%)EBIT,2013(%)Onlinegaming$6,024mMobilepayment$2,077mIPTVadvertising$800mMobileadvertising$13,481mConsumerlocation-basedservices$12,663mMobileTV$17,575mIPTV&VoD$23,000mCloudcomputing$150,100mMobilemusic$6,500mNetworkITservices$188,461mOnlinemusic$3,806mMobilegames$7,600mInternetadvertising$99,800mOnlinegaming$6,024mMobilepayment$2,077mIPTVadvertising$800mMobileadvertising$13,481mConsumerlocation-basedservices$12,663mMobileTV$17,575mIPTV&VoD$23,000mCloudcomputing$150,100mMobilemusic$6,500mNetworkITservices$188,461mOnlinemusic$3,806mMobilegames$7,600mInternetadvertising$99,800mConsumervoice$171,304mConsumerfixedb/band$134,914mConsumerInternetaccess$40,748mConsumervoice$171,304mConsumerfixedb/band$134,914mConsumerInternetaccess$40,748mNewopportunitiesrepresentonlyaround6%ofcurrentrevenue,soradicalcostreductionofcurrentbuisnessalsorequiredSource:GartnerCAGR2009-2013%EBIT2013%Totalrevenue2013Copyright©2010TeleManagementForum,AllRightsReserved.5…telecomsisheadingforamassivecrunch…Bandwidth&ComplexityTimeRevenueExponentialdemandforbandwidthwithlittleprospectiverevenuegrowth!!–thewholeNETNEUTRALITYdebateCopyright©2010TeleManagementForum,AllRightsReserved.6dumbpipeServiceProviderEnablingPlatformAddingvalueAcknowledgement:STLpartnersCopyrightTeleManagementForum2010AllRightsReservedValueAppsSearchSAASAdvertisingContentIAAS...averyrealthreatEndcustomers/devicesUserData;ActivityDataCopyright©2010TeleManagementForum,AllRightsReserved.7.....enablingdifferentbusinessmodelstoemerge2006200720082009BillingdrivenconnectivitySource:CochraneAssociatesInternetSearchIM/VOIPWiFiGooglesearchFacebookYoutubeAd-drivenconnectivityGoogleAndroidPSTNMobileMPLS3G/LTEFixed-MobileWiFiPOTS/2.5/BroadbandIPTV/mobileTVVOIPBlykCopyright©2010TeleManagementForum,AllRightsReserved.8...themanagementchallenge!SimplifyStandardizeEnd-endintegrationModularitySOABusinessProcessManagementInformationandAPIstandardsFasterMoreServicesBundling/packagingNewBusinessModelsEnd-to-endFlexibilityDoMoreLeanVirtualizationReuseGlobalDeliveryOutsourcingOpensourceAtlowercostSourceGartner&TMForumCopyright©2010TeleManagementForum,AllRightsReserved.9BusinessprocessesBusinessinformationSystems&interfacesSystemsprocurementWhattosimplify&standardize?Copyright©2010TeleManagementForum,AllRightsReserved.10ButtypicallyITisweigheddownbylegacyapproachSoftwarelicenses15%Hardware15%Customization&integrationcosts70%•Standardsdriveexploiteconomiesofscale=lowersystemcosts•Integration&traiingcostssignificantlyreduced•Architecturedevelopment&maintenancecostsreduced•Projectrisksreducedconsiderably–experie