1. Pessimistic (European) vision (EU5: 12% revenue decrease from 2008 to 2013)




Is consolidation one of the answers?
National vs. Trans-border consilidation?
M&A vs. infrastructure sharing?
Consolidation by the European stakeholders …
or by the non-European players ?
2. Optimistic vision : telecoms are not condemned to finish like the “polaroid cameras”
… but they have to reinvent their footprint and business models in the Internet
ecosystem Ex. : a “2 sided model” as one of possible scenarios
Others
$
service
Telcos
Platform & APIs
Brokering
Data sales
(personal and network)
QoS and
interconnection (paid
peering, CDN, QoS, data
centres)
$
service
Users
Popular services, telco
devices
New
business
models
Personal information
management,
Up/cross sell
Tiered pricing
and OTT bundles
 Check up list :
-
consolidation
Infrastructure sharing…
Fixed-Mobile convergence
4G/aLTE –Fiber
Differentiation/segmentation/tiered pricing
Policy management and real time billing
M2M
Big data
Cloud
SDN
…
 Questions:
-
Where are the short term priorities for the telcos?
What are the most promising sources of new revenues?
What roles will telcos play in the evolving digital ecosystem?
What will be a telecom operator in 10 years?
…