Karel Bourgois@bourgois

TAD Summit 2014November 12th, 2014

Libon (probably) the World’s most Successful Telco IP Communication Service

What is Orange?

€20

Source: William Nordhaus, Yale University, 1994

Which seat?

Partner

Replicate& Learn

Doing it at Orange

Libon is Orange’s communications suite

Libon users enjoy unlimited messages and calls at a best-of class level.– Instant message to anyone

• Typing, delivered & read notifications

• Text, Photos, Audio, Video• Can act as front end to RCS

– HD calls Libon-to-Libon & Libon Out (to any phone number)

– Voicemail: personalized, visual, unified

Libon is multi-device – can be used simultaneously on phone, tablet, laptop and connected TV

It runs over any network, without local infrastructure; yet enables “best for Orange” offerings

Creating Telco value using OTT

Increase revenues

Get new paying customers

Keep existing customers longer

Libon is OTT but its « raison d’être » is at Opco level

Premium for VoIP out plans

Through app stores Billed at Opco level

Free to download for any user (Any country, any telco)

€1.7950 minutes

100 countriesFixed/Mobiles

Customizable, see Sosh example on next

slide.

Orange affiliates are creating own offering with Libon

Libon allows countries to choose pricing, destinations, volumes of minutes, target customers

To date

live

In progress

Libon has been adopted and tested, now countries will start promotional activity to grow base and revenues

Increase

AUPU 250 minutes

€5 / month @ 68 percent gross margin

Increase in-bound international by 21%

Privacy-friendly business model

Get

25% of paid Sosh option subscribers are new to Orange group

Keep

Use of competing services all declined (by up to 79% for Viber)

Roll-out response to competing services in days, not months

Keep

Use of competing services all declined (by up to 79% for Viber)

Roll-out response to competing services in days, not months

Results?

10 Million + downloads

2 Million + MAU

Big surprises on the premium transformation (unfortunately, I cannot tell the numbers )

Libon single roadmap enables rapid evolution and rich features

Libon’s unique use of OpenChat, WebRTC and break-out technologies enable contacts to communicate with anyone, regardless of whether they are Libon users or not

2012 2013

Voicemail Calling Messaging

2015.H1 2015.H2

create greetings per contact (patent)

Call between Libon users

Libon Out calls (all contacts)

OpenChat, world first rich message with anyone (patent). Multi-device with HTML5

Video calls device+browser (WebRTC)

VoIP-IN – call Libon user via a new phone #

Groups Video & VoIP In

Live group sharing with anyone in address book using OpenChat

Greet anyone Callanyone

Messageanyone

Groupanyone

Videoanyone

2014

More figures?

Application development engine/fuel: USERS/ITERATIONS

Dean Bubley on “Telecoms service innovation & differentiation - The car model-year philosophy”

… but telcos ought to be able to come up with 100 of these, which map to their market and customer base (using, ahem, external consultants if needed), and filter them quickly down to 10 or 20 of the most attractive, relevant, and easy-to-implement.

Oct 27 2014

So?

The point of my intervention

Build apps!or…

Let’s join forces

Libon allianceStronger together