Can carriers deliver content and not just capacity?

youthfulgleekingΔίκτυα και Επικοινωνίες

17 Φεβ 2014 (πριν από 3 χρόνια και 6 μήνες)

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Can carriers deliver
content and

not
just capacity?

Julien
Lehmann

Telefónica Global
Delivery

Services

Product

and Marketing Director

Contents


The best position to face the future


The strategy to add value and not just “provide capacity”


The
Telefónica

Global Delivery Services Example


Conclusion

3

The best position to
face the future


01

Telefónica, S.A.

Numbers

4

Staff

Services

Finances

Clients

1989

Geographies

2000

2010

(1) EPS: Earnings per share

Integrated ICT
solutions

for all
customer segments

Basic telephone
and data services

Wireline and mobile voice,
data and Internet services

About
12

million
subscribers

About
288

million

customers

About
68

million
customers

Spain

Operations in


25

countries

Operations in

16

countries

About

71,000

professionals

About

270,000

professionals

About

149,000

professionals

Revenues:
4,273

M


EPS
(1)
:
0.45




Revenues:
60,737

M



EPS
(1)
:

:
2.25



Revenues:
28,485

M


EPS
(1)
:
0.67



Telefónica is today a leader in the Latin American Telco market


5


Argentina
: 22.6 million


Brazil
: 79.8 million


Central America
: 7.3 million


Colombia
: 12.3 million


Chile
: 12.4 million


Ecuador
: 4.5 million



Mexico
: 21.2 million


Peru
: 17.5 million


Uruguay
: 1.8 million


Venezuela
: 10.4 million

Data as of June 2011

Wireline market rank

Mobile market rank

Notes:

-

Central America includes Guatemala, Panama, El Salvador, Nicaragua and Costa Rica

-

Total accesses figure includes Narrowband Internet accesses of Terra Brazil and Terra Colombia, and Broadband
Internet accesses of Terra Brazil, Telefónica de Argentina, Terra Guatemala and Terra Mexico

2

1

1

2

2

2

1

1

2

2

1

1

2

2

3

Total Accesses

(
as of
Jun11) 190.4
Mill.

… enjoys a significant footprint in Europe


6

Data as of June 2011


Spain
: 47.4 million


UK
: 22.9 million


Germany
: 24.0 million


Ireland
: 1.7 million


Czech Republic
: 7.7 million


Slovakia
: 1.0 million

2

2

1

1

1

4

2

Wireline market rank

Mobile market rank

Total Accesses

(
as of Jun11
) 104.7
Mill.

4

3

… and it is widening its horizons for growth through strategic,
industrial and business
alliances

7



The largest worldwide strategic alliance in the industry.
Combined accesses nearly 625 million (June 2011), which is
about 10% of world’s population



2nd integrated operator in China with a countrywide 3G
licence (European standard)



Mutual investment agreement



Telefónica: 9.7% in China Unicom



China Unicom: 1.37% in Telefónica



Joint cooperation in different areas

such as service
provisioning, equipment & devices acquisition,
R&D+i
,
sharing of best practices …

Strategic & Industrial alliances



Largest Telecom alliance in Europe
, with ~18.5%
market share
(1)



Combined
presence in 7 European countries



Combined accesses in Europe

in June 2011 (millions
of customers):



Telefónica …………………………………….. 104.7



Telecom Italia …..………….………………… 62.3



Total industrial alliance ..……….… 167.0

Business alliances

RCS
-
e



(1) Market share in Western
Europe+Czech

Republic+Slovakia

Telco market as of
Pyramid Research

s Global Market Data Forecast Q4 2010

The long term value of
Telefónica’s

business is
recognised by the markets, so placing it within the
Top 5 in the global Telco
sector

8

Telco sector worldwide ranking by market cap
(US$ bn)


European
integrated Telco
by market
capitalisation


1
st

Among the
50

largest companies
in the world by
market
capitalisation




55.0
67.1
71.3
80.0
99.9
100.8
102.1
144.3
173.3
199.7
China Mobile
at &t
Vodafone
Telefónica
América Móvil
Verizon
NTT DoCoMo
NTT
Deut sche Telekom
France Telecom
Source: Bloomberg 07/31/2011

9

A strategy to keep on our
successful track record

02

Telefónica, S.A.

The world is today a Networked Society, and it will get more and better
connected every day


10

And telecommunications are the basis and

the enabling factor for the Networked Society


Increasingly powerful
devices


Social networking


Huge increase of digital
contents


User Generated Contents


Hundreds of thousands of

applications


e
-
World
: e
-
Health,

e
-
Learning, e
-
Financial
Services, e
-
Travel


M2M

: smart metering,

e
-
Car, e
-
Logistics,
vending


Everybody and
everything connected

The new environment

which drives demand

The great digital opportunity

From Internet of People

to Internet of Things

Devices

50

5

0.5

Bn

50,000 M

1875

1925

1950

2000

2025

1975

1900

0

People

Places

Machines

Customers

Apps. &

Services

Devices

Traffic

… because
Telcos

have a key role to play in the
ICT
ecosystem

11

Revenue sharing

Payment for segmented
bundles of services

Payment for distribution
and additional services

Content, advertising, on
-
demand services & apps

Third Parties

End Users

Partners complementing
our capabilities

Demand unified and
simple services

Telco as
Service Platform

Beyond Applications: Advanced platforms for quality service delivery

Adding comprehensive

connectivity & service management

12

The
Telefónica

Global Delivery
Services Example

03

Telefónica, S.A.

The evolution of the CDN market

Content

Provider

CDN

Provider

Telco


Consumer


Content delivery disconnect

QoS

disconnect

Content

Provider

Telco CDN Enabled


Consumer


Content delivery connected

End
-
to
-
End
QoS

CDN

14

Offering new opportunities to content providers for
monetization, B2C and CRM

Telefónica Global Delivery Services


Improve the experience of your customers



Increase the visibility of your content



Flexibility and availability guaranteed in any
conditions



Offload your origin server and reduce your
infrastructure cost


Web

Dynamics

Video

Smart
Download

Private
Delivery

Advanced
analytics

What makes us different ?

16

Deep network control


High granularity and
proximity to the end users


Integration of the CDN
control within the network
control unit


Reach to up to 730 million
users


Global & local sales force

Next generation technologies


Based on the past
experience of other CDN
actors


New technologies oriented
to video optimization


Open APIs


A network of trusted
partners


Telefónica

s
CDN Position in the market

17

Source: Player public information

Number of PoP

s

CDN Inv敳瑭敮t

Throughput
(
Tbps
)

Continent

Country

City Level

2011

2012

Capacity

deployment
: 2011
-
2012E

TGDN
Deployment

on

2011

TGDN
Deployment on
2012

Do you want to be part of the CDN of the future?


Telefónica is opening its technology to you

To decrease time
-
to
-
market thanks to experience

To get revenue from day 1 thanks to existing clients

To get better performance thanks to existing POPs

20

Conclusion

04

Telefónica, S.A.

No it’s NOT just capacity !

Telefónica
keeps on
investing heavily in added value services
that keep on
changing the way we live, work and
socialize

The Telefónica Global Delivery Services are set to be

the

leading online experience optimizer

It is not just about us,
you have an opportunity
to be part
of it
for
the benefit of the whole value chain

22

Telefónica, S.A

Telefónica Global
Delivery

Services

Thank

you

Julien
Lehmann

Julien.lehmann@telefonica.es