july 16 th, 2008 paradise island, bahamas 1 moving towards convergence: caribbean experience 24 th...

July 16th, 2008Paradise Island, Bahamas

1Moving Towards Convergence: Caribbean Experience

24th Annual Conference & Trade Exhibition

July 16th, 2008Paradise Island, Bahamas

2Agenda

• About Signals• Moving Towards Convergence• Case Studies• Q&A

July 16th, 2008Paradise Island, Bahamas

3About Signals

• Founded in August 2004• Headquarters in Buenos Aires, Argentina• Analysts average experience in telecom is 10 years• More than 30 associate consultants • Partnerships with other consultancies • Services

– Market Intelligence– Competitive Analysis– Business Strategy– Over 35 market analysis reports published each year

July 16th, 2008Paradise Island, Bahamas

4Media Presence

Global Press

July 16th, 2008Paradise Island, Bahamas

5Media Presence

CALA Press

July 16th, 2008Paradise Island, Bahamas

6Signals’ Newsletter

July 16th, 2008Paradise Island, Bahamas

7

Moving Towards Convergence

July 16th, 2008Paradise Island, Bahamas

8The Harry Potter Complex

He is so feared, that almost no one uses his pseudonym, referring to him, instead, by saying "You-Know-Who" or "He-Who-Must-Not-Be-Named."

Wikipedia

July 16th, 2008Paradise Island, Bahamas

9Broadband vs. Mobile

Cost for User: Broadband Service vs. Mobile Service US$

80.00

25.00

5.00

20.00

Prepaid Mobile Service

32.00

1046.00

896.00

Annual Total

21.00

683.00

533.00 Initial Month Total

1.00

33.00

33.00

Monthly Rate

20.00

650.00

500.00

Computer / Handset Cost

Minimum Cost Maintaining Mobile Line

Broadband + Lap Top

Broadband + Computer

Source: Signals Telecom Consulting

July 16th, 2008Paradise Island, Bahamas

10Direct to Home - DTH

• Minimal presence in the Caribbean region

• Not many satellites with footprint– Intelsat– SES Americom– Venesat

• It’s just around the corner…

Todavía tenemos importantes desafíos por delante

Lanzamiento de servicios de televisión

Año 1 Año 2 Año 3

Introducción y

desarrollo DTH

Consolidación DTH y

despliegue IPTV

Consolidación y

crecimiento de IPTV

SVAs con IPTV

Servicios de contenido

Conectividad

Serviciosa terceros

VoDPausa y retrocesoAyer hoyGrabaciónProtección para menores

Video conferenciaIntenet

Juegos

Venta directaPublicidad dirigida

2006 2007

35%

Alcanzar las 35mil altas mensuales en 2007miles

Aumentar la penetración del Kitautoinstalable

Generar nuevas propuestas de valor para el cliente

Acelerar las ventas a través de nuevos canales

Source: TASA

July 16th, 2008Paradise Island, Bahamas

11Cable & Wireless

• Focused on wired broadband services

• High probability of launching UMTS/HSPA in-band

• During 2007 over 60% of CAPEX directed to BB and mobile services

• Considering other wireless alternatives– Returned 3,5 GHz license in

Jamaica– Interested in 2,5 GHz license

• Considering other wired alternatives– FTTH– IPTV

País Fija Local MóvilesBanda Ancha

Anguila

Antigua & Barbuda

Barbados

Islas Vírgenes

Islas Caimán

Dominica

Granada

J amaica

Panamá

St.Kitts & Nevis

St. Lucía

St.Vicente

Trinidad & Tobago

Turcas & Caicos

July 16th, 2008Paradise Island, Bahamas

12Digicel Group

• Positioned itself as market innovator

• Strongly pursuing a WiMAX strategy– Commercial services in

Jamaica and Cayman Islands (3,5 GHz)

– Interested in 2,5 GHz license in Jamaica

• CDMA network for in-bound roaming

• Excels in media relations• Investments in local

culture

July 16th, 2008Paradise Island, Bahamas

13Centennial PR

• Wireless Broadband– EVDO

o Instant Internet– WiMAX… RIP…

o Islanet (2,5 GHz)

– WiFio Blue Zones

• Technology innovator– Launched CMDA on 4Q96– Upgrade of network

towards EVDO Rev. A– Will follow the pack…

LTE!!!

July 16th, 2008Paradise Island, Bahamas

14Setar Aruba

• One of the leading service innovators in the Caribbean

• 1st non-Spanish language market to launch UMTS/HSPA

• Aggressive pricing for new services– Video call = voice

call

July 16th, 2008Paradise Island, Bahamas

15AMX (Claro Brand)

• Leading UMTS/HSPA operator in the region– Number of networks

deployed• Not very interested in

pursuing a WiMAX strategy– Immature technology

• Promotion of video calls• UMTS/HSPA primarily for

broadband access• Emphasis on PayTV and

broadband services

July 16th, 2008Paradise Island, Bahamas

16

Q&A

Jose F. OteroPresident

Signals ConsultingJose.Otero@signalstelecom.com