huawei presentation at tadhack
DESCRIPTION
Huawei presentation at TADHack 6/7 June 2014 at Teatro Goya MadridTRANSCRIPT
HUAWEI TECHNOLOGIES CO., LTD.
From Vision to Reality: Building Successful Service Innovation Ecosystem
Page 2 HUAWEI TECHNOLOGIES CO., LTD.
Situation Analysis: Analysys Mason Prediction on Messaging (severe competition) and ARPU
Telco messaging will become niche, anticipate rapid revenue decline as SMS moves to data. Analysys Mason is predicting a >25% ARPU decline by 2018 in Western Europe. Industry needs to find >$100B in new revenues within 5 years, else face decline.
Page 3 HUAWEI TECHNOLOGIES CO., LTD.
Services are the key to future profits
Horace Dediu Asymco: April 2014 http://www.asymco.com/
Page 4 HUAWEI TECHNOLOGIES CO., LTD.
Page 5 HUAWEI TECHNOLOGIES CO., LTD.
Operators have THREE distinct businesses
Distribution Business
The new telco Opportunity: build an ecosystem to drive distribution of unique telco services
Services Business
Connectivity Business
Asymetric Competition: OTTs offer services for free (e.g., Viber), close to free (e.g., Whatsapp). The “bundle” biz model of “service + connectivity” of telcos makes it difficult to compete .
A symbiotic relationship between telcos and OTTs: (e.g. iPhone apps drive data revenue.)
Page 6 HUAWEI TECHNOLOGIES CO., LTD.
Platform economics – the Telecom API ecosystem
ME SMEs and Enterprises
Operator A
Global (Telecom) Developer Community
Huawei Platform and APIs Core Network, IT, Software and Services
Operator B Operator C
Platform Partners
Customers
Exposed Telecom Capabilities creates potential for new services
New applications and services creates demand for operator capabilities
Successful new communication services create new demand for operators core business (voice, messaging, data)
New business value
New communication services add value to operator’s customers and reduce churn
Page 7 HUAWEI TECHNOLOGIES CO., LTD.
Page 8 HUAWEI TECHNOLOGIES CO., LTD.
Page 9 HUAWEI TECHNOLOGIES CO., LTD.
Indonesia (On going) Southeast Asia
HongKong Central Nigeria
West Africa
Mexico Latin
America
Netherlands Europe China
Asia
UAE(on going)
Middle East
Egypt North Africa
Brazil South
America South Africa
South East Africa
Aggregation: Huawei Hosting Centers to support digital service transformation
l Now Huawei has 7 hosting centers (1 central, 6 regional) all over the. l Other three regional hosting centers in Egypt, South Africa and Brazil are in building.
THANK YOU www.huawei.com
Copyright©2014 Huawei Technologies Co., Ltd. All Rights Reserved. The information in this document may contain predictive statements including, without limitation, statements regarding the future financial and operating results, future product portfolio, new technology, etc. There are a number of factors that could cause actual results and developments to differ materially from those expressed or implied in the predictive statements. Therefore, such information is provided for reference purpose only and constitutes neither an offer nor an acceptance. Huawei may change the information at any time without notice.