CREATIVE DISRUPTION

Sanjay KapoorTiEcon Delhi 2014

October 18, 2014

Introduction

•Chairman, Micromax Informatics•Ex CEO – Airtel (India & South Asia)•Ex Board member – GSMA•Ex Chairman COAI•Graduate, Wharton Advanced Management program•MBA from Cranfield School of Management ,UK

Access

Devices

Content & Services

Storage

Analytics

Ecosystem driving mobile data growth

Customer base increased by100 times between 2002-12

Wireless customer base

Tele-density over 75%Stagnating voice, future growth in data usage

India customer base growth (Mn)

Smartphone proliferation is on

VolumesMn units

250205

172156SP

FP

> 2x

2x

Source: Import, IDC, Internal analysis

Mobiles replacing TVs + PCs

Global sales comparison

Content & services flourishing

India

120 Mn Facebook users, 60 Mn WhatsApp

55 Mn+ YouTube viewers

93% of Google searches in vernacular

Storage enabling growth of richer data

Storage cost per GB has crashed to less than 5 cents

Customer analytics to drive adoption

Exploding consumer mobile data traffic

Petabyte per month in India

Source: Cisco, TRAI, A.T. Kearney

513

40

145

Data traffic in India is growing 2X every year, expected to continue

75

Ecosystem still has lot to capture

185 Mn

680 Mn handsets

110 Mn

243 Mn Indian internet users

Source: IAMAI, TRAI, Internal analysis

Mobile internet users

Smartphone users

55 Mn 3G

3G users

Youth is driving the adoption

22% population in age group 16-18 years have smartphone (source: Nielsen Informate Mobile Insights)

~70% of all smartphone users in 18-34 years age

Disruptions in the world

No.1

Linear Non Linear

No.2

Managing scale Managing scale and complexity

No.3

CollaborateCompete

No.4

Local mindset Global mindset

No.5

RelevanceExperience

Data Natives, starting with smart phones

Data Immigrants

Data Aliens

No.6

Data Analytics

No.7

OR ChoicesAND Choices

To sum up..

…It is not the strongest species that survive, nor the most intelligent, but the ones most responsive to change”

- Charles Darwin