05-2010 acg utah presentation by george naspo of ikano
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TRANSCRIPT
George Naspo – CEO IKANO and the Cloud Evolution May 11, 2010
First a story
My Story
2005 Visit to IKANO
• No EBITDA • Fragmented management team
The Turnaround mid-2005 • Dialup only; no broadband • Positive Cash Flow • Bloated overhead; dysfunctional management
mid-2010 • Completed 3 acquisitions (Dialup USA, DSL Extreme, Virtacore) • DSL >60% of revenue • Very Cash Flow Positive • Substantial telco, headcount and overhead reductions to drive
margins
IKANO Innovation Timeline
TURNKEY VISP
REGIONAL ISP
RETAIL BRANDS
1999 2008 2002 2003 2004 2005 2006 2007 2009
WHOLESALE DSL COST
REDUCTIONS
WIFI
ORGANIC GROWTH / CLOUD COMPUTING
ACQUISITION CLOUD
COMPUTING WHOLESALE DIAL
ACQUISITIONS BROADBAND
IKANO and the Cloud Evolution
Major Components • IT industry transformation • Company transformation • Service transformation • Employee transformation
The unique story of how IKANO went from ISP services to cloud enabler.
IT Industry Transformation
IKANO and the Cloud Evolution
What made the cloud evolution possible?
Change #1 Redefining IT for Consumers
• Internet changes everything • Broadband changes everything • Mobile changes everything
• Geoffrey Moore – Google Atmosphere 2010 Mary Meeker Presentation Google Atmosphere 20010
Mary Meeker Presentation - Google Atmosphere 2010
Mary Meeker Presentation - Google Atmosphere 20010
Mary Meeker Presentation - Google Atmosphere 2010
Mary Meeker Presentation - Google Atmosphere 2010
Mary Meeker Presentation - Google Atmosphere 2010
Change #2 The Recession
• Companies wanting to save money • Companies looking to do more with less • Companies seeking to focus on revenue
related projects
Company Transformation
IKANO and the Cloud Evolution
It all Surrounds the Cloud
Cloud Connectivity Cloud Communications Cloud Hosting
It all Surrounds the Cloud We deliver services in and around the cloud. IKANO offers the following in wholesale and retail services.
Virtacore Services
Infrastructure
Virtualization
Virtual Private Clouds
Management Services
Consulting
Cloud Computing Strategy
All of IKANO’s brands and customers are powered by Google Apps. Mid-sized ISPs (<100,000 subs) targeted for aggregation by IKANO, in partnership with Google.
Virtual Machines Dedicated Servers Private Cloud/Data Center Virtualization Consulting Dedicated Server Hosting Complex Hosting Solutions Colocation Solutions Data Center Services Engineering Services Additional Solutions
IKANO’s DNA mail service provides Microsoft hosted services for small and mid-sized businesses, including Exchange (with Blackberry) and Sharepoint.
Key Partners IKANO provisions and resells vendor services.
Service Transformation
IKANO and the Cloud Evolution
Employee Transformation
IKANO and the Cloud Evolution
IKANO Summary
Cloud solutions Strategic Partnerships Future Growth Initiatives