The Tipping Point Economics of

Data-Driven Wireless
Frank J. Bernhard
Managing Principal, Telecommunications Practice
OMNI Consulting Group
Thursday, November 5, 2009
Austin, TX | Texas Wireless Summit 2009
 A New World Agenda for
Mobility

Evolving trends and service

propagation mean new themes
become clear in how subscribers
choose to define their consumer
relationship

• Voice ARPU in decline

• Applications drive context and
purpose
• Interoperability between
information networks and handsets
place pressure on service delivery
• Utility of mobile networks are
 Demand
Drivers
As network infrastructure and
technology innovation matures,
so do the end users

• Sophisticated and complex

preferences
• Adaptive and scalar behavior
• Connectivity to enterprise
networks
• IP context and application
awareness
• SMS and MMS substitution
effect
 Operator Economics
Rising

Hyper competition gives way to

demand-side pressures of
service quality and innovation

• Mobile backhaul costs

• Data speed and experience
• Saturation of bandwidth
• Security and privacy
• Synchronization and timing
 Operator Economics
Rising

Case in point: Verizon Wireless

 Lessons in 3G

Data networks drive the future

—avoid the costly mistakes of
AMP, 1G, and 2G voice

• Quality has economic order

• Visual networks erupt
• Handset subsidy drag
• Loyalty in decline
• Partnerships steer choice
 4G and the
Future

True Seamless Interoperability

Source: Cisco Systems, January 2009

 The Irrational
Consumer

Mobile broadband data impart

new directions in computing—
and a changing subset of
buyers

• Hybrid device platforms

• Consolidation of service
providers
• Differentiation by innovation
• Collaboration between
operators and application
developers
 Research
• Mobility and Factors Driving
2009)
Perspective
the Broadband Economy (Released April

• Macroeconomic Forces at Work

• Data and Voice Convergence
• New Mobility Applications Surge
• Competing Network Platforms
• Service Revenue Forecast
• North America
• Europe
• Asia
• Econometric Models and Highlights
• Multidimensional Subscriber Profiles
• Service Provider Scales
• Voice, Data, and Mobile Content Strategy
• Technology Roadmap
• Outside Plant and Infrastructure
• Rural and Urban Density Adoption Curves

To receive a synopsis, please

email:
mobilebroadband@ocg-us.com
 Frank J. Bernhard
OMNI Consulting Group
T: +1-(530) 750-5199 ext. 22
E: fbernhard@ocg-us.com

Thursday, November 5, 2009

Austin, TX | Texas Wireless Summit 2009