Determining the right investment approach to position telcos for growth in the metaverse continuum.

1. Positioning
for growth:
The metaverse opportunity for
the communications industry

2. Copyright © 2022 Accenture. All rights reserved.
The comms industry has enabled the growth
of the internet but not captured the value…
Can the metaverse
and the evolution of
the internet unlock
the next wave of
growth for the comms
industry?
Over the past 20 years the internet has reshaped our world
CSPs have played a critical role, enabling the internet, while
Hyperscalers captured most of the value
Globally with access
to internet vs 500m
in 2001
5B 9x $13T
Growth in mobile
subscriptions from
962M in 2001
Value of global e-
commerce market in
2021 vs $550B in 2001
Average market cap
value created by
Tech Disruptors
5x 3% 5x
Average annual
market cap CAGR
for 10 largest CSPs
Innovation leaders
outgrew laggards in
revenue since COVID

3. The Metaverse is an exploding market
$41B
2021 market cap for NFTs
+200
strategic partnerships signed
by Sandbox
$54B
spent on virtual goods, skins,
and lives in 2020
Global Metaverse Revenue expected,
a $13 TrillionEconomy by 2030 (Citi)
2021
2024
$800 B
$180 B
Copyright © 2022 Accenture . All rights reserved.
50M
Daily Roblox users
31+
BMW factories in the
Metaverse
120K
Accenture employees
onboarded in the Metaverse

4. CSPs are the endpoint of the Metaverse, giving them a unique position to
create and capture value
CSPs’ distinct foundational strengths
Network infrastructure
& last mile
Core enablers of identity,
distribution, provisioning,
billing, platform &
marketplace
Geospatial and network
data
Trust via service
assurance and
aggregation
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5. There are distinct CSPs moves that capitalize on their ‘permission space’ to
expand across the value chain, defining their roles in the metaverse
The metaverse stack:
Experience
Economy
Digital Identity
Software & Platforms
Experience
Economy
Digital Identity
Software & Platforms
Infrastructure
Existing CSP
Permission Space
Potential New
Permission Spaces
Discovery | Behaviors | Policy | Content | Services | Assets
Creators | Products | Market Structures | Payments
Identity | Ownership | Authenticity | Digital Twin
3D Platforms | Data Platforms | Interchange Tools & Standards
Devices | Network | Compute
5
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Performance
player
Disruptor
Orchestrator
Permission space: CSP opportunity:

6. B2B
B2C
Performance Player
Provide next-gen network to be
the essential Metaverse enabler
Orchestrator
Enable consistent, relevant,
and seamless experiences
Disruptor
Create a disruptive set of Metaverse
experiences and platforms
We are still at the early stages of Metaverse market
development, but we see 3 potential archetypes
across B2C and B2B emerge
3 Types of Metaverse Players
Copyright © 2022 Accenture . All rights reserved.

7. Entrants must begin
exploring use cases that align
to their plays – successful
companies will take a value-
led approach and apply a
rapid test & learn mindset
Pursuing value in
the metaverse
continuum
(not exhaustive)
B2B
B2C
Experience &
Device Bundles
Blockchain
Based Loyalty
Digital
Identity
Virtual World
Platform
Employee
Training
Employee
Onboarding
Digital Twin-as-
a-Service
Metaverse for
Government
Decentralized
Networks
Edge & Location
Services
Value-Added
Network Svs.
Digital
Wallet
VR/AR Gaming &
Entertainment
Location-Based
Services
Copyright © 2022 Accenture . All rights reserved.

8. The 4 P’s of metaverse-ready networks
CSPs must set and execute a long-term strategy focused
on the 4Ps of metaverse-ready networks
Network Products
Create a new
generation of network
products that give
customers and
businesses access to
the metaverse,
creating value for CSPs
Network as a Platform
Set the foundation
that brings speed and
simplicity to
operations and opens
the door to new
opportunities
E2E Connectivity
Performance
Delivering tomorrow’s
performance levels
requires enhanced
capabilities and
coordination outside of
the CSP network stack
Industry Partnerships
Establish CSPs as
the connector for
the metaverse,
while enabling new
business models
8
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01 02 03 04
A once-in-a-generation opportunity for network-driven growth.

9. Build the partnership ecosystem: Move
with transparency and collaboration to
define your company’s permission space
3
Establish an innovation model: Test and
learn your core foundations in the
metaverse and applications across BUs
2
Set the charter: Define the vision and a
pathway towards profitability on investments
1
Three
ways to
get started