service providers and the cloud ott surge
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THE WAY PEOPLE COMMUNICATE IS CHANGING
People have moved from voice to data-centric forms of communication like VOIP, IM, social networking, and file sharing.
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Voice
Data : Mobile Phones
Data : Mobile PCs/Tablets
Mobile phones get popular
Skype is launched
Data traffic overtakes voice
Smart phones take off with
iPhone
iPad is launched
Mobile Web (Social networking, new forms of sharing, information access)
Video
Mobile M2M (VOIP, IM etc.)
File Sharing
Mobile Data Traffic 2012-17
But communication has truly diversified. VOIP is only a small part of the data explosion
Communication remains an important part of the data explosion
Top Applications for data consumption
Smartphones Tablets
Video/ Communications
Information Web Browsing
Social Networking
Music/Audio Streaming
Other
Erri
cso
n T
raff
ic &
Mar
ket
Re
po
rt 2
01
2
Cisco Data Meter, September–December 2012
Cisco VNI Mobile Forecast 2013
SMS, the traditional text based messaging protocol is being replaced by new forms
19.1B OTT messages/day
17.6B SMS messages/day
41B OTT messages/day
19.5 B SMS messages/day
OTT vendors: WhatsApp, Skype, Facebook etc.
2012 2013 Informa Telecoms & Media 2013
ATTENTION! SERVICE PROVIDERS
Why should you care? What is the way forward?
Skype makes 3rd of all international
calls
WHY SHOULD CARRIERS CARE?
Carrier data revenues haven’t kept up with data growth
As mobile data surges, carrier revenues from data are growing
As the world enters the data era, the strategic dynamics of the market are changing.
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90,000
08 09 10 11 12 13E
THE GOOD NEWS THE BAD NEWS
Voice revenues are declining faster than data revenue growth
Da
ta R
even
ues
US
D M
$45
$10
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Ch
etan
Sh
arm
a C
on
sult
ing
20
13
(minus)
AR
PU
Data ARPU gained in Q4 2012
Voice ARPU lost in Q4 2012
Carriers are conceding ground to OTT (Over the top) and VAS (value added services) providers
$55
Voice
Data
Overall APRU
Traffic
Revenues
Voice era Data era
85% of the traffic in the 4 major mobile networks is pure data but it only accounted for 39% of all mobile data revenues.
Chetan Sharma Q4 2011 No
kia-
Siem
ens;
IBM
Inst
itu
te f
or
Bu
sin
ess
Val
ue
anal
ysis
Users
Carrier
Users
Carrier
48¢ 64¢
Access Voice SMS
Access Voice SMS
Mar
kets
and
mar
kets
.co
m ,
Gar
tner
Carriers have a smaller share of a growing revenue pie
Carriers yesterday
Carriers today
Carriers face lower switching barriers and increased churn as they no longer control their customer’s data
Back
Carrier
OTT Application Customer’s Data
Apple, Microsoft, Google, Skype etc.
OTT Application Customer’s Data
SW
ITC
HIN
G C
OS
T
LOYA
LTY
Psst..i’ll give you a cheaper deal
Customers follow their data
© 2013
WHAT IS THE WAY FORWARD? As the boundaries between voice, messaging, and platforms get blurred, carriers need a
fundamental shift in strategy
Prepare for the 4th revenue wave
Chetan Sharma Consulting 2013
Net
rev
enu
e
Subscriber penetration
0-25% 25-70% 70-90% 90+%
US
The 2st Revenue Wave – Messaging is no longer sufficient
2010 20
11
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12
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16
8.7 B
54 B
23 B 13.9 B
SMS Revenues Lost (Billion)
Ovu
m 2
01
2
The 3st Revenue Wave – Access will not last much longer N
et r
even
ue
Subscriber smartphone penetration
0-25% 25-70% 70-90% 90+%
US
Enter the 4th Revenue Wave – OTT Value Added Services
Vo
ice
Acc
ess
Mes
sagi
ng
Ente
rpri
se
Clo
ud
Co
nsu
mer
C
lou
d
Mo
bile
A
dve
rtis
ing
Tran
spo
- rt
atio
n
Ho
spit
alit
y
Wel
lnes
s
_ _
Today Tomorrow
AR
PU
Rev
enu
e in
Bill
ion
s
Service/Application areas
Op
erat
or’
s d
ilem
ma:
Th
e 4
th
wav
e C
het
an S
har
ma
20
12
“It is becoming clear that the (carrier’s) long-term value will be in the portfolio of value -added services (VAS).”
The 1st Revenue Wave – Voice is no longer sufficient
HyperOffice lets you launch key OTT services under your own brand & keep your customer’s data
HyperOffice is an award winning leader in cloud communication and collaboration since 2002
Benefits Leverage HyperOffice technology
to enter key OTT markets
Cloud based enterprise UCC
Social VOIP/Web Conferencing
Consumer Cloud
Who?
White labeling: Build your own brand
Deploy in the HyperOffice cloud or your own cloud
Best in market margins
1.240.428.1700 x 107
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