Telefónica Germany
The Mobile Internet Revolution
René Schuster, CEO, Telefónica Germany17th Handelsblatt Annual Conference Cologne – May 17, 2011
Strategies and New Business Opportunities
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The mobile Internet overrides traditional principles
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Communications technology has changed the world...
... but the mobile Internet revolution has only just begun
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Mobile connectivity offers endless opportunities...
...these are just a few
The F-factor makes brands
Time is money
Networks empower
communities
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In the telco industry: Exploiting Assets for Digital Growth
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Time spent/ day2
Smartphone
1h30’
Tablet
2h45’
Non smartphone
6’
Sales1
Worldwide. Millions cumulative units shippedMobile data traffic growth3
Worldwide. Pbps/Month4
50% of traffic
is already video
Desktop PC Smartphones Tablets
FY 2010 FY 2011E FY 2012E FY 2013E FY 2010 FY 2011E FY 2012E FY 2013E
Video Web P2P
1Morgan Stanley 20102Merril Lynch. Matrix Wireless Q4; AppsFire. January 2011; Morgan Stanley Blue Paper, February 20113Cisco VNI 2010-2014. June 20104 Pbps/Month = Petabit per month is a unit of data transmission rate (bandwidth) equaling 1015 bit per month.
Mobile broadband is the biggest market growth opportunity today
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Broadening our portfolio to new growth engines
DH: Digital HomeCDN: Content Delivery NetworkRCS: Rich Communications SuitNFC: Near Field CommunicationsCRM: Customer Relationship ManagementDC: Data Center
Apps BlueVia, Wac X.0, App Folder, eBooks, O2 Media, RCS
Video & DH IPTV, Videoclub, HD, Social features, Telepresence, CDN
Financial servicesHandset insurance, Merchant payments & NFC, Direct to bill, m-pass, Cobranded cards
eHealthMovistar eHealth, Health CRM, Tele rehabilitation,Imaging, Mobile baby, Chronic management
SecurityClean pipes, Anti fraud, Managed security, Mobile security, Data loss prevention, Identity management
M2MManaged connectivity, Managed devices, Asset management, Utilities, Connected car, Smart cities
Cloud Aplicateca, Terabox/3G, Virtual DC, Virtual Desktop
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Cooperations and alliances across industries to foster growth
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Our digital assets balance the equation for a new service ecosystem
TLS: Telefónica Ingeniería de Seguridad TLS: Telefónica Learning Services
Unified communications
Social network
Media content and services
eTravel
Security
eLearning
Enterprise solutions
Jajah
Tuenti
Terra
Rumbo
TIS
TLS
T Solutions
Support through Telefónica units
Service for iPhone and Android smartphone users to change from IM in Facebook to VoiP call
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Fibers & frequencies become the infrastructure of our future
Almost every device will be connected by 2020
Automotive
Fleet management
Smart cities
Smart meters
Consumer electronics
eHealth, eFinance, security, …
Intelligent NetworksIntelligent Networks
Single Family Home
Communication Device on Utility Pole
Utility Office
Smart metersAutomotive
Smart cities
Consumer Electronics
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Rules for the Digital Age
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Every part of the internet value chain needs to achieve a return
Content Rights
Online Services
Enabling Technology /
Services Connectivi
ty User
Interface
User
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…and regulation to become part of a virtuous circle
Customers
Industry
Governments and regulators Investme
nt
Let’s find the right balance to push forward in the race for digital leadership!