digiworld yearbook 2014 : the presentation from idate

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#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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