Post on 21-Jan-2018
transcript
CREATE, SUPPLY AND SUPPORT
KEEPING RSP’S RELEVANT
CREATE, SUPPLY AND SUPPORT
“Turnkey”“Fee for service”
“Minutes & megs”
THE AGGREGATOR SPECTRUM
Supply Supply & Enable
CREATE, SUPPLY AND SUPPORT
AGGREGATOR MARKET SOLUTIONS
Small end Up to $2m Annual Revenue
Turnkey
Buy
Mid size$2m - $10m Annual Revenue
Supply only
Build
Larger end $10m+
Turnkey or Enablement
Buy and/or build
CREATE, SUPPLY AND SUPPORT
THE RISE OF THE “NON-TRADITIONALS”
CREATE, SUPPLY AND SUPPORT
THE BIG BRANDS ARE GOING TELCO
CREATE, SUPPLY AND SUPPORT
MAXIMISE CUSTOMER STICKINESS
CREATE, SUPPLY AND SUPPORT
THE TESCO STORY
Biggest MVNO in the UK
1 million customers
15 new phone shops in 2013
CREATE, SUPPLY AND SUPPORT
ELEMENTS OF A TELCO AGGREGATOR
AggregatorDoes not compete with its customers
Scale – Ability to Invest & Grow
Ownership / control of core network
assets
Breadth of products / services – a “one-
stop-shop”Customer focused –trusted, open, trans
parent
Experience & expertise – proven
track record
Completely “white label”
CREATE, SUPPLY AND SUPPORT
THE MARKET IS CHANGING
Ubiquitous high-speed
broadband
Decline of traditional telephony
The rise of “the cloud”
New business models
emerging
CREATE, SUPPLY AND SUPPORT
LOTS OF “STUFF” ABOUT THIS EVOLUTION
Key Points
Traditional voice and data usage
patterns are rapidly changing
Old business models are coming under
increasing pressure
Some telco’s understand this rapidly
changing scenario and selling energy,
cloud computing or even advertising
“Telco’s should consider taking steps to incrementally
change their business models, while striving to adopt
radical approaches in select areas, and challenge
traditionally accepted norms of where a telco fits into
the larger ecosystem”.
CREATE, SUPPLY AND SUPPORT
AND MORE SPECIFICALLY ABOUT CLOUD
Key Points
Telco’s entering the cloud space is
starting to pay off
Telstra, Optus and iiNet gearing up for
demand
Telstra now has 20,000 customers (up
from 16,000 in Feb). Cloud revenues
up 25% for the half year
iiNet offers IaaS to application hosting
All investing in data centres
iiNet starting to offer cloud based
applications such as MS Exchange and
MS Lync
A focus for Optus
Sydney Morning Herald, Tuesday May 21, 2013 – Stuart Corner
CREATE, SUPPLY AND SUPPORT
I DON’T THINK SO
CREATE, SUPPLY AND SUPPORT
CLOUD ENABLED TELCO OPPORTUNITIES
“Telco’s that can create a compelling end-to-end cloud
proposition that integrates their network management
capabilities, supported by an agile and service-oriented
operating model, could carve out a differentiated and
attractive offering to small and midsize businesses (SMBs)
and enterprises.”
CREATE, SUPPLY AND SUPPORT
THE ECO-SYSTEM
Cloud Enabled Telco Opportunities – PWC Whitepaper
CREATE, SUPPLY AND SUPPORT
KEY TAKE OUT POINTS
Telco’s already either have a data centre or have presence
in a datacentre so moving into cloud is a natural
progression
The level of Broadband penetration will determine the fate
of Cloud computing in a given market
The rise of Cloud computing is end customer driven
Aggregators have to evolve to enable RSP’s to easily and
simply enter the Cloud space as smaller RSP’s don’t
typically have the capital or expertise.
CREATE, SUPPLY AND SUPPORT
EVOLUTION- DON’T YOU LOVE IT
CREATE, SUPPLY AND SUPPORT
A PARTING CHALLENGE FOR AGGREGATORS
CREATE, SUPPLY AND SUPPORT
“Wise business people concluded that it was best not to
hurry to switch from making 70 cents on the dollar on film
to maybe five cents at most in digital,” – Larry Matteson, Former Kodak Executive.
Kodak management did not display
the agility of its rivals.
Rosabeth Moss Kantor of Harvard Business School who
advised the firm suggests executives,
“suffered from a mentality of perfect products, rather
than the high-tech mindset of make it, launch it, fix it“(The Economist 2012, The last Kodak moment?, Retrieved from, http://www.economist.com/node/21542796)