walking on hot rocks dick simpson, ceo, reach
DESCRIPTION
Walking on Hot Rocks Dick Simpson, CEO, REACH. Overview of a Disrupted Industry. 1990s Large Cash Flows Infrastructure Assets. International Connectivity. Trans-Pacific Lit Submarine Cable Capacity, excluding US-Australia cables. The Perfect Storm. Bright Lights. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/1.jpg)
1
Walking on Hot Rocks
Dick Simpson, CEO, REACH
![Page 2: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/2.jpg)
2
Overview of a Disrupted Industry
• 1990s
• Large Cash Flows
• Infrastructure Assets
![Page 3: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/3.jpg)
3
International Connectivity
0
200
400
600
800
1000
1200
1400
1600
1989 1991 1993 1995 1997 1999 2001 2003 2005
Lit Capacity
Trans-Pacific Lit Submarine Cable Capacity, excluding US-Australia cables
![Page 4: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/4.jpg)
4
The Perfect Storm
![Page 5: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/5.jpg)
5
Bright Lights
![Page 6: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/6.jpg)
6
Wireless Opportunities
China
• 1.2 billion people
• 15% wireless penetration
• 60 million customers per year
Vietnam
• 85 million people
• 2% wireless penetration
Indonesia
• 200 million people
• 3-4% wireless penetrationIndia
• 1 billion people
• 1% wireless penetration
![Page 7: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/7.jpg)
7
Broadband
Source: ITU World Telecommunications Indicators Database
Broadband and mobile growth in the United States (millions)
![Page 8: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/8.jpg)
8
Broadband Penetration
21%
15%
11.5%10%SOUTHKOREA
HONG KONG
JAPAN CANADA
![Page 9: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/9.jpg)
9
Where is the Value Moving to?
![Page 10: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/10.jpg)
10
Focus on the Customer
• Greatest asset = customer
relationship
• Therefore, get closer to
customers
![Page 11: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/11.jpg)
11
Re-think Cost Base
• Cost structure
• ROI
• Core business
• International network
![Page 12: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/12.jpg)
12
Focus on Core Business
• Do you need to own the asset or have the use of it?
• Do you have the scale to go it alone?
![Page 13: Walking on Hot Rocks Dick Simpson, CEO, REACH](https://reader035.vdocuments.us/reader035/viewer/2022070423/56816797550346895ddcd0cb/html5/thumbnails/13.jpg)
13
Quote
“Some companies have figured out that the network doesn’t matter anymore. For the last 100 years, telcos have believed that their business was owning and operating a complex mesh of wires and switches. Now,…they’re beginning to realize that their true job is helping people communicate. And their focus has to shift from managing infrastructure to making sure customers are satisfied. Companies still split along technology lines are missing the point.” (BusinessWeek, October, 2003)