More Related Content Similar to Digiworld Yearbook 2014 : the presentation from IDATE (20) More from IDATE DigiWorld (20) Digiworld Yearbook 2014 : the presentation from IDATE2. Copyright © IDATE 2014
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
2
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.
3. Copyright © IDATE 2014
IDATE and the DigiWorld Institute
3
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:
4. Copyright © IDATE 2014
Annual program for the DigiWorld Institute
4
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)
5. Copyright © IDATE 2014
DigiWorld Yearbook
5
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
8. Copyright © IDATE 2014
The vision of a key player
of the DigiWorld
Simon TOWLER
Deputy Director
Head of Telecommunications Policy
Department for Culture, Media & Sport
9. Copyright © IDATE 2014
The DigiWorld (YearBook) in 2014
Jean-Michel Chapon
Director, DigiWorld Institute UK
10. Copyright © IDATE 2014
« Cloud » Original painting by Palacio for IDATE - 2014 (Fragmental Art - Oil and Mixed Technique on ceramic and copper plate)
16. Copyright © IDATE 2014
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
17. Copyright © IDATE 2014
IDATE Insight
US vs EU5 telecoms: where is the gap?
Yveds Gassot, CEO, IDATE
18. Copyright © IDATE 201418
Mobile Revenues - EU5 / USA
2008-2013 (€ Billions)
0
20
40
60
80
100
120
140
160
2008 2009 2010 2011 2012 2013E
EU-5 USASource: IDATE
19. Copyright © IDATE 201419
0
10
20
30
40
50
60
2008 2009 2010 2011 2012 2013E
EU-5 USASource: BoA/M
EBITDA of the Mobile operators EU5 / USA
2008-2013 (€ Billions)
20. Copyright © IDATE 201420
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 systems
total (billion €) and per capita (euros))
21. Copyright © IDATE 201421
Mobile leaders’ market share USA/Europe
(in volume) End 2013
Source: IDATE
22. Copyright © IDATE 201422
WhatsApp versus Facebook and Twitter
Source: ComScore, Facebook, WhatsApp
23. Copyright © IDATE 201423
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
24. Copyright © IDATE 201424
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
25. Copyright © IDATE 2014
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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