Total Telecom Roadshow Summer 2012 (Later version available)
2012 total telecom
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Second20 million
2 billion96.8%
$90 million60%
Largest mobile VoIP companyRebtel usersPaid MinutesApproval RateRev.Run Rate end-2012of new users through viral
Who We Are
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Apps for smartphones, PC and tablets
98% savings on international calls
Seamless call interception
Wi-Fi/3G to PSTN step-up
Free Rebtel-to-Rebtel calls over data
API’s for IOS, Android developers
What We Do
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The past, current and future of voice, OTTs and operators
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The fastest-growing mega industry
Mobile $1 trillion 2012
A few dominant players
6 billion accounts
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Vodafone
439$11bn profits
Telefonica
232$14bn profits
America Movil
246
Telenor
150Verizon
108
China Mobile
667$10bn profits
Bharti Airtel
261
VimpelCom
209China Unicom
222
Reliance
183
MTN
139
* Subscribers (millions)
TeliaSonera
170Orange
175
Incumbents
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toCost to call from !"!
#"$#%
%"!&SEK 10
%"!&
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Why So Pricey?
Investment in network
Because they can - Oligopoly
Huge amounts of staff
Subsidized handsets & physical stores
Post-pay business model
Haven’t embraced opportunity of digital
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Value
Then
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Convenient
Value
User friendly
Cheaper
Easier
Now
(and mobile)
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Viber
100$0m rev.
Skype
668 $860m rev.
Rebtel
20$85m rev.
* Users (millions)
Kakao Talk
50Kik
19 Nimbuzz
100
Tencent
50
100textPlus
17
Voxer
50$0m rev.
Tango
45Disruptors
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Cloud/Open Source Technology
Digital Distribution
No Physical Presence
Low Margins
Organic Growth
Strong UI/UX Focus
Why So Cheap?
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Mobile VoIP$36 billion
500 million users by 2016 Frost & Sullivan 2011
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Voice and Text have remained the same for decades
The latest operator-driven innovation?Interoperability
Chetan Sharma
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12%
32%52%
4%
US
11%
24%
61%
4%
UK
...50% of all mobile users have a smartphone and70% of all phones sold are smartphones
Both in UK and US...
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US Mobile Data Growth Curve
*Chetan Sharma Consulting
2,000
02006 2007 2008 2009 2010 2011 2012
peta
byte
s pe
r yea
r
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iTunes Top Social Networking Free Apps
More than half are
OTT Voice - Text - Video
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According to senior operators execs, telco SMS revenue will decline on average by 40% in four years time
25%
In three years time, in your geography, how much willtotal mobile carrier messaging revenues have
declined from today?
0-9%10-19% 30-39% 50-59% 70-79%
20-29% 40-49% 60-69% over 80%
*Delegate Vote, New Digital Economics Executive Brainstorm, November 2011
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*Delegate Vote, New Digital Economics Executive Brainstorm, November 2011
25%
In three years time, in your geography, how much willtotal mobile carrier voice revenues have
declined from today?
0-4%5-9% 15-19% 25-29% 35-39% 45-49%
over 50%10-14% 20-24% 30-34% 40-44%
According to senior operators execs, telco voice revenue will decline on average by 20% in four years time
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“The magnitude of upcoming change will be stunning. We are still in spring training” - Mary Meeker
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“The Times They Are A-Changin’” - Bob Dylan
ThenNow
Provide access Control device
Control service
Own billing relationshipOwn address book
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So, what’s the game plan?
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Bullying?
Blocking VoIP-based OTT services
Applying Traffic Shaping
Lobbying against net-neutrality
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DIY - Do It Yourself
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Digital Innovation Hubs
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&
&&
Partnerships
&
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&
&
&
Acquisitions
&
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=
Speed to market?Single purpose?New and innovative?Free? Fast iteration?
Linked in
Personalisedadvertising
Presence
Man to machinecommunication
Network addressbooks and groups
Socialcommunities
Chat
Videoenrichments
File sharing
Enhancedphonebook None of the above
RSC - Joyn
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Diversify
*Chetan Sharma Consulting
Subscriber Penetration
Voice
Net R
even
ue
Messaging
AccessVAS / OTT
VoIP IP MessagingCloud
Advertising
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Embrace data based revenue model
Understand customer needs
Learn from, embrace and work with OTT
Transfer to digital model
Be simple, honest and open
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Run! These guys are crazy...
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Andreas Bernstrom, CEO, Rebtel@AndreasCB