the race is on: network innovation & the next wave of mobile growth
TRANSCRIPT
SP Profitability = Voice Services SP Profitability = IP Data Services
Hard-Wired Internet Mobile Internet
“Cloud…What?” Cloud Hype Giving Way to Reality
Smartphones for a Select Few Smartphones & Tablets Go Mainstream
“IT-Approved” Apps App Explosion
Broadcast to Dedicated Devices Content On Any Device
Passive Online Experience Online Interaction Reshaping Society
(Source: Yankee Group, 2012)
0-2% CAGR Corporate Data (e.g.: VPNs)
Fixed Broadband
New
Services:
~20% CAGR
$2.5 T
$2 T
$1.5 T
$1 T
$.5 T
$0
• Video Streaming
and Video Download
• Digital TV
• CDN Services
• Cloud Services (SaaS, Paas, IaaS)
• Mobile Advertising
• Location-Based Services
• Mobile Broadband
• Mobile Data Services
• Managed Telepresence
• Voice Over IP Traditional Wireline Voice
Mobile Voice
─ 0-2% CAGR
$1.4 T
$1 T
$800 B
$600 B
$200 B
$400 B
$1.2 T
$0
(Source: Stratecast & Juniper Networks, 2012)
Historical
Investment
Mobile
Revenue
Projected
Investment
Smartphones
Tablets
Video
VIDEO: “CRASH” SCENARIO
VIDEO: “TRUSTED MOBILITY /
ALWAYS PROTECTED”
VIDEO: “CROWD CASTING”
VIDEO CLIP: ONLIVE EXPERIENCE
• Massive opportunity for growth
• Enabled by network innovation
• Programmability, Trusted Mobility, Symmetrical Internet