Analysys Mason Telecoms

Summit 2020
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Analysys Mason Telecoms Summit

Day 1 – 1 December 2020

13:00
Our overall view of the telecoms industry and expectations for the next 5 years
• Overall numbers for revenue, investment and operations
Keynote

• Which areas within the telecoms industry are subject to the most change?
• What are the main issues that the telecoms industry needs to address in order to cope with change?

Fiona Glennon and Larry Goldman

13:45
14:00
The post-pandemic landscape: the impact of COVID-19 and opportunities for telecoms operators
Keynote

• How was operator performance affected during the COVID-19 pandemic and how will it be affected in the post-pandemic era?
• What impact will the pandemic have on consumer demand (for example, the shift in importance of fixed versus mobile, or price versus performance)?
• What are the main opportunities for telecoms operators as enterprises to adjust to the new working environment?
Stephen Sale and Tom Rebbeck
14:45
15:15
Full fibre: how we get to where we Leveraging in- Few security vendors or many: the Partnering with public cloud
want to be home connectivity dilemma for operators providers for infrastructure and
platform services: opportunities
for the telecoms industry
• The rapidly changing picture of • The value of differentiation through • Results from our recent survey of 34
Concurrent breakout

• BSS/OSS/NEP partnership models:

demand
• What can be achieved to speed up
deployment and make investment
efficient
• What we did not know we needed:
10G/50G/SDAN/fibre-to-the-
everywhere
home Wi-Fi features and quality
• Exploring the F5G vision: assessing
the role of fibre-to-the-room
deployments
• Opportunities in the connected
home, including connected home
automation and security
telecoms operators on security for
the SMB market
• Operators’ options in the security
market: should they form more
partnerships or streamline their
supply chains?
• Which vendors are best-placed to
help operators grow their security
revenue?
how deep do – or should – they go?
• Trends in operator adoption of
public cloud for IT and network
workloads
• An assessment of the role that
public cloud will play in 5G

Gorkem Yigit and

Rupert Wood Stephen Wilson Igor Babić Justin van der Lande
16:00
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Analysys Mason Telecoms Summit

Day 2 – 2 December 2020

13:00
5G-driven industrial transformation: an assessment of the operator opportunity
• How can operators maximise connectivity revenue (for example, from private 5G/LTE networks) as industries transform their processes and supply
Keynote

chains, and also have a wider choice of private network supplier and spectrum options?
• What role will operator edge locations play in the digital transformation of industry sectors and which strategies will make money?
• Can operators add value by hosting industrial application developer hubs and marketplaces, and who will their new competitors be?

13:45 Caroline Chappell and Michele Mackenzie

14:00
Automation is critical to reduce the TCO of current operations and support new business models in the 5G era
Keynote

• Automation is one of the areas of opportunity for TCO reduction

• How can operators use automation to save up to USD130 billion in the next 10 years?
• Automation will bring much more than TCO savings; it is essential for managing the complexity of 5G networks
• Automation will also be critical to support new B2B business models such as NaaS and slicing at scale
Caroline Gabriel and Anil Rao
14:45
15:15
Operator strategies for emerging Changing patterns of New operator service approaches: Rural connectivity: new
content: gaming, VR video and business demand embracing the cloud and 5G to opportunities for investors
beyond enable a new era of innovation

• Opportunities to diversify into • Impact of the pandemic on operator • The state of cloud-based networks • COVID-19 has highlighted the need
business revenue for improved rural connectivity
Concurrent breakout

adjacent content areas (such as
gaming) and to grow new markets
and content categories (for example,
VR video)
• Capturing value by entering the
cloud gaming value chain
• Focus on VR video streaming,
including augmented live sports and
concert experiences
• How operators can increase revenue
from unified communications,
collaboration and remote working
tools
(core and RAN) and why you should
care
• Cloud enablers for new enterprise
services, such as edge compute and
slicing
• The impact of 5G standalone (SA) on
critical consumer services such as
voice and mobile broadband
infrastructure, with strong demand
from consumers and policy makers
• Full fibre networks will not reach
100% coverage, and there is a role
for FWA and satellite in rural
broadband provision
• Mobile operators need new
approaches to make rural network
roll-outs commercially viable, which
creates opportunities for neutral
hosts and alternative investors

Martin Scott and Catherine Hammond and Roberto Kompany Richard Morgan and
Giulio Sinibaldi Tom Rebbeck Alessandro Ravagnolo
16:00
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Analysys Mason Telecoms Summit

Meet the presenters

For more information about our experts and their areas of expertise, click on their image or name or visit analysysmason.com.

Fiona Glennon Larry Goldman Caroline Chappell Michele Mackenzie

Managing Partner and Partner, Research Director Principal Analyst,
Board Director Research Research

Stephen Sale Tom Rebbeck Caroline Gabriel Anil Rao

Research Director Partner, Principal Analyst, Principal Analyst,
Research Research Research

Rupert Wood Stephen Wilson Martin Scott Giulio Sinibaldi

Research Director Principal Analyst, Principal Analyst, Senior Analyst,
Research Research Research

Igor Babić Gorkem Yigit Catherine Hammond Roberto Kompany

Analyst, Principal Analyst, Principal Analyst, Senior Analyst,
Research Research Research Research

Justin van der Lande Richard Morgan Alessandro Ravagnolo

Principal Analyst, Principal, Principal,
Research Consulting Consulting
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Analysys Mason’s consulting and research are uniquely positioned

Analysys Mason’s consulting services and research portfolio Consulting

We deliver tangible benefits to clients across the telecoms
industry:
▪ communications and digital service providers, vendors,
financial and strategic investors, private equity and
infrastructure funds, governments, regulators, broadcasters
and service and content providers
Our sector specialists understand the distinct local challenges
facing clients, in addition to the wider effects of global forces.
We are future-focused and help clients understand the challenges
and opportunities new technology brings.

Research
Our dedicated team of analysts track and forecast the different
services accessed by consumers and enterprises.
We offer detailed insight into the software, infrastructure and
technology delivering those services.
Clients benefit from regular and timely intelligence, and direct
access to analysts.
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