The business formerly known as WHOLESALE -...

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The business formerly known as WHOLESALE

Transcript of The business formerly known as WHOLESALE -...

Page 1: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

The business formerly known as

WHOLESALE

Page 2: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

THE REALITYOf the business formerly known as wholesale

Page 3: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

Carrier selfie

ConnectivityInterworking

TechnologyTarget market

ServicesBusiness model

• TDM moving to IP

• Voice• Messaging• Signalling• Capacity• IP transit

• Fixed operators• Mobile operators• OTTs• Quad-players

• Per minute• Per MB• Per port• Port utilization

• LTE• NFV• Cloud

• Value added services

• MVNO• Content providers

Page 4: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

VOICE

Page 5: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

Wholesale cloud

FNO

MNO

MNO

FNO

= Wholesale input traffic

= International traffic+

= Wholesale reported traffic

International voice traffic types

Page 6: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

Source: HOT TELECOM’s report on the Future of Int’l Carriers

2014e 2015F 2016F 2017F 2018F 2019F 2020F

4.2%

2.1%

-2.7%

World reported wholesale

World input wholesale

World Int’l

International voice traffic growth trends

Page 7: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

Int’l traffic Wholesale input traffic Wholesale declared traffic

Source: HOT TELECOM’s report on the Future of Int’l Carriers

International voice traffic trends

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

Page 8: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

The perfect storms

Page 9: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

IP

technologies

services

competitors

End-user needs

Coverage & speed

Everything free

Security

Control

Page 10: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

Connectivityproviders

Co-locationproviders

Softwareproviders

ITproviders

Page 11: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

InnovationMonetizationSimplification

Quality/Security

Communicate + Entertain + Control

IP + cloud + IT

Data + analytics + security

Communicate

TDM

Voice

Communicate + Entertain

TDM + IP

Voice + data

PresentPast

Carriers’ roadmap up the value chain

Why

How

What

Mantra ReachPrice

ReachCapacity

PriceInteroperability

Role Connectivity Interworking+ Information+

Future

Page 12: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

THE BIG BANG

Of the business formerly known as wholesale

Page 13: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

360°ConnectivityInterworking

Evolution

MVNOEnterprisesOTTsContent providers

NFVAutomationSecurity and FraudCloud

Networkevolution

Partnerships - M&APeople & CultureIncubation park

Organizationevolution

Voice evolution and IPXInteroperability / InterworkingValue added / MonetizationHosted services & content

Serviceevolution

Re-brandingRe-positioning

Thought leadership

Marketingevolution

Multi-sourcePartnerships

Self-build

Vendorevolution

Segmentevolution

EvolutionInnovationDisruption

Page 14: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

Usage growth

Time

NOW

Voice

SMS

Internet / data

Content

Digital/IoT

Service evolutionWhere is the growth and the value?

Communication era Entertainment era Digital lifestyle era

Page 15: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

Structured

Stable

Optimize revenue

Creation of a new wholesale reality

Control

Minimize risk

Incremental change

Traditional business

Nimble

Growth

Optimizing subscribers

Freedom

Risk taking

Trial & error

Start-ups

Innovation on agrand scale

New reality

Agile

Page 16: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

Organisation evolution

StructureCulture

Leadership

People

Page 17: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

THE FUTUREOf the businessformerly knownas wholesale

Page 18: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

Numberof wholesalers

Level of innovation

None Starting AdvancedIn progress

Wholesale evolution status

Certain death

Chance of success30-50%

Chance of success 60-80% Chance of success

80-100%

10

100

300

Page 19: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

Uberizedproducts

Googleizednetwork

Appleizedmarketing

Princizedevolution

Netflixizedbusinessmodel

Twitterizedculture

Amazonizedcustomer service

Virginizedleadership

I have seen the

future and it will be…

Page 20: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

‘The visionary starts with a clean sheet of paper, and re-imagines the world.’

Malcolm Gladwell

Page 21: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

Voice evolution and IPXInteroperability / InterworkingValue added / MonetizationHosted services

MVNOEnterprisesOTTsContent providers

NFVAutomationSecurity and FraudCloud

PartnershipsM&A

People & Culture

PortfolioPositioning

Presentations

BrandingMarketing plan

Marketing campaignEvent presentation

Networkevolution

Organizationevolution

Serviceevolution

Marketingevolution

Vendorevolution

Segmentevolution

Researchand

Advice

HOT TELECOM offer

Page 22: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

The Future of Int’l carriers www.hottelecom.com/reports/wholesale-2015.html

IPX Competitive Analysis 2015 www.hottelecom.com/reports/ipx-competitors-2015.html

WP – VoWiFi and the carrier world www.hottelecom.com/white-papers/VoWiFi-roaming.html

WP – Locking down on fraud www.hottelecom.com/white-papers/fraud-management.html

WP – PoP virtualization www.hottelecom.com/white-papers/virtualized-pops.html

WP - A map to the IoT gold rush www.hottelecom.com/white-papers/IoT-carrier.html

WP - Pathways to IPX Innovation www.hottelecom.com/reports/pathways-to-IPX-innovation.html

WP - 4 Keys to shaping QoE www.hottelecom.com/white-papers/4-keys-to-shaping-QoE.html

Information of interest

Page 23: The business formerly known as WHOLESALE - i3forum.orgi3forum.org/.../2016/05/...business–Isabelle_Paradis_(Hot_Telecom).pdf · Business model. Services • TDM moving to IP •

HOT TELECOMTHE INTERNATIONAL EXPERT

Isabelle [email protected]

www.hottelecom.com