Download - 2012 total telecom
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
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
The past, current and future of voice, OTTs and operators
The fastest-growing mega industry
Mobile $1 trillion 2012
A few dominant players
6 billion accounts
Vodafone
439$11bn profits
Telefonica
232$14bn profits
America Movil
246
Telenor
150Verizon
108
China Mobile
667$10bn profits
Bharti Airtel
261
VimpelCom
209China Unicom
222
Reliance
183
MTN
139
* Subscribers (millions)
TeliaSonera
170Orange
175
Incumbents
toCost to call from !"!
#"$#%
%"!&SEK 10
%"!&
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
Value
Then
Convenient
Value
User friendly
Cheaper
Easier
Now
(and mobile)
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
Cloud/Open Source Technology
Digital Distribution
No Physical Presence
Low Margins
Organic Growth
Strong UI/UX Focus
Why So Cheap?
Mobile VoIP$36 billion
500 million users by 2016 Frost & Sullivan 2011
Voice and Text have remained the same for decades
The latest operator-driven innovation?Interoperability
Chetan Sharma
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...
US Mobile Data Growth Curve
*Chetan Sharma Consulting
2,000
02006 2007 2008 2009 2010 2011 2012
peta
byte
s pe
r yea
r
iTunes Top Social Networking Free Apps
More than half are
OTT Voice - Text - Video
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
*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
“The magnitude of upcoming change will be stunning. We are still in spring training” - Mary Meeker
“The Times They Are A-Changin’” - Bob Dylan
ThenNow
Provide access Control device
Control service
Own billing relationshipOwn address book
So, what’s the game plan?
Bullying?
Blocking VoIP-based OTT services
Applying Traffic Shaping
Lobbying against net-neutrality
DIY - Do It Yourself
Digital Innovation Hubs
&
&&
Partnerships
&
&
&
&
Acquisitions
&
=
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
Diversify
*Chetan Sharma Consulting
Subscriber Penetration
Voice
Net R
even
ue
Messaging
AccessVAS / OTT
VoIP IP MessagingCloud
Advertising
Embrace data based revenue model
Understand customer needs
Learn from, embrace and work with OTT
Transfer to digital model
Be simple, honest and open
Run! These guys are crazy...
Andreas Bernstrom, CEO, Rebtel@AndreasCB