Phạm Văn Việt TrueBlue - Phân tích xu hướng và giải pháp OTT/Telco - Vietnam Telecom 2013
Telco & OTT (Over The Top) the not-new-anymore Kids in the Block
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Transcript of Telco & OTT (Over The Top) the not-new-anymore Kids in the Block
Telco & Over The Top OTT the New Kids on The Block Who wins a fight between an alligator and a bear?
References: Telco Innova,on Toolbox – Ericsson/VisionMobile
Internet Trends 2015 – KPCB Mary Meeker Asymmetric Business Models – VisionMobile
Telco – OTT strategies – Ovum OTT report – Detecon Consul,ng
Mobile MegaTrends 2014 -‐ VisionMobile
@efernandez
Telco Prisoner’s Dilemma
VAS rev, billing & subs share
Telco A COMPETE
Telco A SHARE
Telco B COMPETE
B small wins
A Small wins
B wins all
A loses all
Telco B SHARE
B loses all
A wins all
B shared wins
A shared wins
Today: Delta between small wins & shared wins goes to OTT players (Telcos lose to OTT)
Greater incentives for developers
= more & better
apps =
higher user engagement &
stronger ecosystem
=(value capture
strategy)
SoftBank customers will be able to sign up for Netflix through SoftBank's shops, website and call centers, as well as through major electronics retailers, Netflix said SoftBank will begin pre-installing the Netflix app on its smartphones for sale after October 2015. Customers of Softbank will be able to sign up for Netflix without having to fill out any payment information. The Netflix fee will be added to users' monthly bill that they receive from SoftBank.
The Opportunity in the Enterprise space
Internet has not yet penetrated key corporate sectors. This is an area of opportunity in the Short term for telco players willing to Go the extra mile and enable digital Transforma,on in these ver,cals.
*Ovum
Telco & Over The Top: OTT: the New Kids on The Block Who wins a fight between an alligator and a bear?
References: Telco Innova,on Toolbox – Ericsson/VisionMobile
Internet Trends 2015 – KPCB Mary Meeker Asymmetric Business Models – VisionMobile
Telco – OTT strategies – Ovum OTT report – Detecon Consul,ng
Mobile MegaTrends 2014 -‐ VisionMobile
@efernandez