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Copyright © IDATE 2014
#DWS14
London3 June 2014
#DWyearbook
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Welcome address• François Barrault, Chairman, DigiWorld Institute/IDATE
Conversation with • Anne Bouverot, Director General, GSMA
The vision of a key player of the DigiWorld • Simon Towler, Deputy Director, Head of Telecommunications Policy
Department for Culture, Media & Sport
The DigiWorld in 2014 • Jean-Michel Chapon, Director, DigiWorld Institute UK
Round-table ‘Telecom Consolidation in Europe’Chair by Steve Durbin, Chairman, DigiWorld Club UK• Yves Gassot, CEO, IDATE• Mark Falcon, Head of Economic Regulation, Three• Jeffrey Krogh, Managing Director – Media and Telecom Finance, BNP Paribas• Manuel Kohnstamm, Senior VP and Chief Policy Officer, Liberty Global
Agenda
IDATE, DigiWorld, DigiWorld Institute and DigiWorld Yearbook are international trademarks of IDATE
All rights reserved. None of the contents of this publication may be reproduced, stored in a retrieval system or transmitted in any form, including electronically, without the prior written permission of DigiWorld Institute by IDATE.
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IDATE and the DigiWorld Institute
Founded in 1977, IDATE has gained a reputation as a leader in tracking telecom, Internet and media markets, thanks to the skills of our teams of specialized analysts. Now, with the support of nearly 50 member companies – which include many of the digital economy’s most influential players – IDATE has entered into a new stage of its development, structured around three main areas of activity:
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Annual program for the DigiWorld Institute
DigiWorld Clubs
DigiWorld Events
DigiWorld Collaborative Research (4)
DigiWorld Publishing
Club in Paris(monthly)
Club in London(monthly)
Club in Brussels
(monthly)
Conferences in Paris
Transatlantic Dialogue in New York
DigiWorld Summit 2014
Catalogue of Research Programmes
DigiWorld Economic Journal
(Communications & Strategies)
Internet of things(Paris)
Smart Cities(Paris)
Telecom US (Brussels)
TV & Video Networks(Paris)
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DigiWorld Yearbook
The 2014 report, available in French and English, is presented • in Brussels, • in Paris • and in London
• The data, the trends and the most relevent events in the
Telecom, Internet and Media markets
• The best of our Research Programmes published by our teams during the year
• An independant contribution to the debate in Europe on
the key issues of the digital innovation
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DigiWorld Institute Members
6
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Conversation with
Anne BouverotDirector General, GSMA
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The vision of a key player of the DigiWorld
Simon TOWLERDeputy DirectorHead of Telecommunications PolicyDepartment for Culture, Media & Sport
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The DigiWorld (YearBook) in 2014
Jean-Michel ChaponDirector, DigiWorld Institute UK
Copyright © IDATE 2014« Cloud » Original painting by Palacio for IDATE - 2014 (Fragmental Art - Oil and Mixed Technique on ceramic and copper plate)
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Markets & Players
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Round-table ‘Telecom Consolidation in Europe’
Chair by Steve Durbin, Chairman, DigiWorld Club UK
Mark Falcon, Head of Economic Regulation, Three
Jeffrey Krogh, Managing Director – Media and Telecom Finance, BNP Paribas
Manuel Kohnstamm, Senior VP and Chief Policy Officer, Liberty Global
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IDATE Insight US vs EU5 telecoms: where is the gap?
Yveds Gassot, CEO, IDATE
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Mobile Revenues - EU5 / USA 2008-2013 (€ Billions)
2008 2009 2010 2011 2012 2013E0
20
40
60
80
100
120
140
160
EU-5 USASource: IDATE
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2008 2009 2010 2011 2012 2013E0
10
20
30
40
50
60
EU-5 USASource: BoA/M
EBITDA of the Mobile operators EU5 / USA 2008-2013 (€ Billions)
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Source: IDATE based on data from BoA/ML and the US Census Bureau
USA 16.3 (54/hab.) EU5 11.8
(38/hab.)
USA 27.2 (86/hab.) EU5 13.4
(42/hab.)
2008 2013
+67%
+13%
US-EU5: Operator spending on wireless systemstotal (billion €) and per capita (euros))
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Mobile leaders’ market share USA/Europe (in volume) End 2013
Source: IDATE
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WhatsApp versus Facebook and Twitter
Source: ComScore, Facebook, WhatsApp
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4 scenarii for a market driven by personal data monetization
• More Privacy & security concerns
• Regulations • State control
• Less interoperability & standards
• Less competition• Less hardware value
• More advertising
• Trust
• More open public policies
Internet Services 2025
Open data ecosystems
Closed data ecosystems
Wild innovation
Platform wars
Niches & Stars
Pay Per Trust
High availability
of data
Limited availability
of data
Source: IDATE
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Internet giants model threatened by IoT bringing in much more data?
Internet giants reacting and getting into IoT?
Internet of things a game changer for Internet 2025?
Central 2025 scenario
Current IoT
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Round-table ‘Telecom Consolidation in Europe’
Chair by Steve Durbin, Chairman, DigiWorld Club UK
Mark Falcon, Head of Economic Regulation, Three
Jeffrey Krogh, Managing Director – Media and Telecom Finance, BNP Paribas
Manuel Kohnstamm, Senior VP and Chief Policy Officer, Liberty Global
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