Anticipate. Innovate. Jean-Michel Courtoy 27/09 - LMG
Who remembers‌ Who remembers The link?
Cycles are getting shorter
Years to get 150 mio users
Belgacom’s revenues
>80% of our revenues come from services that didn’t exist 17 years ago.
Industries are blurring
Source: http://www.samsungtmtconference.com/samsung_tmt_london/file/Chris%20Barraclough%20-%20Samsung%20event%20-%20final%20-
Multiplication of players
Global number of Telecom Operators (2005-2010)
Who knows these companies?
Gravity is moving South/East
Anticipation is key Big will not beat small, but fast will beat slow RIM stock price evolution
Profit share of mobile phone vendors
Overview of main trends 1. Everything becomes smart
2. Multiplication of devices 3. Explosion of data 4. Green: problem & solution
1. Everything becomes smart Internet users
0.36 billion
2000 Internet of things
2008
2.25 billion
2.3 billion
3.4 billion
2011
2012
2016
2020
25 billion
50 billion
9 billion
trillions of sensors on Expect
buildings and bridges to be connected to the internet
M2M applications Fleet Management
Asset Track & Trace
Automotive & Telemetry
Mobile Payment terminals
Transport/ Parking
Mobile app CRM
Medical & Telemedicine
Mobile Payment
Security & Surveillance
Utility Metering
Belgacom M2M strategy End-to-end Solutions‌
‌ to address specific vertical industries
Reference cases Solution for vending machines: remote stock management, dispatching to field, and payment solution.
Reduce costs and provide value added mobility solutions to customers via monitoring of eco-driving and creating new service Belbus. Ease mobility and reduce parking money collecting costs via SMS parking.
Ease payment in the universities (catering, vending, copiers, etc‌) and reduce costs via mobile payment platform. Mobilize sales force visiting points of sales for planning, ordering, visit report, marketing campaigns
2. Multiplication of devices SALES
2010
2012
2016
Tablet
15 million
100 million
400 million
Smartphone
298 million
660 million
1 billion
Smart tv
42 million
89 million
500 million
Ratio connected devices / humans on earth
1,84
2,6
4,4
In a few years, the number of mobile devices will DWARF the number of PCs
Bring Your Own Device
Multiplication of content & apps Apple
Microsoft
iOS Transaction iPhone
Windows (3rd party) (Nokia) Azure Mobile Tellme Bing Ads Xbox Live Bing Maps
Facebook? (3rd party)
OS Payment Hardware Biz Cloud App Store Speech Advertising Gaming Location
iTunes Siri iAd iTunes Apple Maps
Android Checkout (Samsung, HTC, LG ‌) App Engine G. Play G. Now G. Ads / AdMob G. Play G. Maps
MyCloud
iCloud
G. Drive
SkyDrive / Office-web
Browser Social Messaging Search
Safari Ping iMessage
Chrome Google+ Gmail / G. Talk G. Search
Internet Explorer MSN outlook Bing
F. Apps F. Ads F. Apps
Facebook? Facebook? F. Mail Facebook?
Players retaining users within their ecosystems.
Is Facebook rightfully in this list?
1200000
1000000
Number of apps in app stores
800000 google
600000
apple
400000 200000 0 2008
2009
2010
2011
2012
Convergence
Smart networks prioritisation securisation
synchronisation
intelligence
From a connectivity pipeline to an application aware platform
Open Innovation model Open innovation model
We’re opening our assets and helping third-parties to develop B2B or B2E applications in a simple & cost-efficient way
Boom in data traffic +40% Data traffic will increase 40% YoY
90% In 2016 video will be 90% of internet traffic
Need for analytics of data for business intelligence
Define
Collect
Analyse
Act
Need for bandwidth
Need for virtualization Cloud Computing
4. Green: we are problem & solution
We are part of the problem … We commit to reducing our carbon footprint with 70% by 2020
… but also part of the solution Smart Energy Smart Mobility
2 Innovation Innovation at Belgacom is all the former things. But also…. • A dedicated innovation team with specialized competence centres for growth areas. • Investing in regional & international partnerships: Samsung, Fon, VCE, Dacentec, Awingu, (BBict?, Deezer?) • Encouraging constant learning: +/-24 hours of training followed by each Belgacom employee in 2011
• Investing in expertise: 1,200 employees internal job changes, 900 new hires in 2011
Sensitivity : "Unrestricted", "Internal Use Only" or "Confidential"
9/21/2012
Slide 25
2 Innovation
It’s a mindset !