Achieving agility, simplicity and value in the NSP industry

Transcription

1 Achieving agility, simplicity and value in the NSP industry Jerry Earle Vice President NSP Americas 2005 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

2 Every process will be digital, mobile, virtual and personal February

3 Many forces are re-shaping the media and network provider landscape Shifts in customer characteristics Increased media use with simultaneous use of multiple media Anytime, anywhere, any device More detailed consumer data, enables personalization but requires storage and management Sophistication of advertisers Cross network promotions and more integrated communication Finer target groups New access technologies (Internet/ broadband) Multiple devices (PC, itv, phone, PDAs) Centralized data controls to integrate multiple platforms Available at home and in the office Reconfiguration of content formats & digitization Conversion of all media types to digital formats (video, music, voice) Potential for unbundling content (e.g., Album) Dynamic reformatting of digital content to match platforms Massive media storage and redundancy needs Expansion of industry players Extension of Telcos in video and Cable operators into voice Emergence consumer generated video content (e.g., phone, PC) All SPs position assets as content delivery networks Economic climate improves, but cautious Recovery permits spending to decrease opex and increase revenues IT as business enabler Everything is digital, mobile and virtual February

4 Telecommunications, Information Technology and Content Services Markets converging, creating the NSP market High-tech Service firms Computers & Electronic Devices Manufacturers Several Dozen Large Players e.g. Sony Multi-media Matsushita Philips, Intel Samsung,Palm Software Hundreds of Firms Network Equipment Manufacturers A dozen Large Players e.g. Nokia, Lucent, Cisco, Motorola, Ericsson Content Aggregators Few large Firms e.g. IMG, RealNetworks, Yahoo, AOL Entertainment & Content Creators Hundreds of Firms e.g. Disney/ABC, GE/NBC, NewsCorp Bloomberg, Dreamworks Network Operators Dozens of Key Players Media Several Key Firms e.g. Bertelsmann TimeWarner Walt Disney CNN Outsourcing Service Providers Dozen of Firms xsps Hundreds of players Cable Operators Few large Firms e.g. BSkyB, Comcast February

5 NSP industry segments NSP value prop Focused solutions Network equipment providers Service providers Media & entertainment Reduction of COGS Shorten time-to-market for new services Open standards IP networks Accelerate time to market for innovative services Digital Content creation Enablement of new channels Advanced Open Telecom Platform (AOTP) Supply chain integration Joint go to market Integrated Service Management (ISM) Service Delivery Platform (SDP) Digital Media Platform (DMP) Mobility and Subscriber Management New business models Joint go to market Digital Media Platform (DMP) Digital media storage Integrated Service Management (ISM) Infrastructure support for new business models February

6 IDC s View on NSP telecom Dealing with moderate IT growth (through 2008) Targeting finer-grained segments for growth Convergence, consolidation around high-value solutions and solution-enabling platforms Aggressive attack on cost structures Dynamic IT* as a foundation in the enterprise based on SOA, Web-based standards (including Web services), virtualization, standard components, and end-to-end awareness from metal to business process Consolidation in the U.S. telecommunications industry will continue The green light is on at FCC Strategic deals are across networks Triple play will become a grand slam in consumer market Integrating wireless is next step for telcos and cablecos True integration of the delivery platform is key VoIP will go mainstream, change the market in 2005 More enterprises, globally, focus on strategic convergence Consumer market goes from announcements and trials to lots of offerings from incumbent carriers *Source: Hinge Technologies for the Dynamic Enterprise, May 2004, IDC#31371 Source: IDC Dec 2004 February

7 IDC Consumer VOIP Market Forecast VOIP Over Broadband via Terminal Adaptor 4,705 VOIP DSL Subs (000) 10,056 VOIP Cable Modem Subs (000) Source: IDC Consumer VOIP Service Forecast and Analysis Source IDC December 2004 February

8 Mobile Content Market Poised for Dramatic Growth Source: Merriman Curhan Ford & Co. December 2004 February

9 The future will be simpler We envision a world where businesses and individuals tap into information and services - whenever they want and wherever their day takes them A world where these services are personal, rich with content, and adapt to human ambition A world where network, service and content providers are highly adaptive, and able to anticipate and meet the needs of their customers Ubiquitous services Personalized content Radical Simplicity February

10 Network & service provider industry An evolutionary journey Mobility / universal availability Services Content management / rich media Service offering evolution Enabling Technologies Operations Network Business and enablement services (NGOSS) Service enablement platform Internet Virtual Servers Adaptive managed infrastructure Virtual Storage Virtual Network Virtual Application Flexible NSP multi-service platforms Rationalize/ Consolidate Services/ Revenue Federation environment Virtualization (network, services) Business priority evolution February

11 HP NSP focuses its value creation along critical Industry building blocks Expand service delivery platform capabilities to enable service providers to create, deploy and manage a highly dynamic portfolio of new services with their partners Expand integrated environment for delivery of digital media services, from digital content management to content delivery and consumption across a variety of access methods and devices Evolve and integrate existing OSS and BSS systems to enable complete service life cycle management Reduce network equipment provider COGS and service provider TCO by providing flexible and scalable carrier grade platforms and new integrated network elements February

12 HP NSP Solutions Overview Service Enablement Service Delivery Platform IP based Services, Mobile Applications Best of Breed Partner Integration Rich Content Integration Digital Media Platform Content Management & Distribution Best of Breed Partner Integration Partner Bazaar Operational & Business Support Systems Integrated Service Management Billing Revenue Assurance, Fraud Mgmt, CRM Best of Breed Partner Integration Platforms & Infrastructure Carrier grade servers, Storage, mobile & consumer devices In-Network Software-signaling, subscriber dbases, service control, gateways Standard protocol and messaging support (IMS, SIP, Parlay, etc.) Open, standards based interfaces and Services Oriented Architectures Modular components integrated to meet unique requirements February

13 HP as an Adaptive Enterprise partner for Network & Service Providers Intellectual property, best-in-class partnerships and capability to deliver end-to-end solutions IT competence integrated with deep understanding of the NSP business Expertise enabling new and existing players in the converged content and service providers market Proven success with marketleading customers More than $8B business Over 800 sales reps, over 500 pre-sales consultants, over 3000 consultants, over 1000 R&D engineers, over 500 support specialists February

14 NSP leadership proof points & customers More than 170 telecom operators and communications companies rely on the HP OpenView TeMIP solutions suite Nearly 60 telecom operators and more than 140 million subscribers depend on the HP Fraud Management System 4,000 OpenCall signaling platforms deployed worldwide; own 70% of Signaling Protocol Software market Over 100 million people and 35 operators on 5 continents depend on the OpenCall mission critical Home Location Register HP supports 90% of the North American CDMA e911 deployments February

15 HP a diversified industry leader across global technology markets Ranked #11 on Fortune 500 with $80B annual run rate Americas $4.3 Consumer $16.1 U.S. $29.2 EMEA Enterprise Japan $3.1 AP $8.0 $28.5 by Region SMB $21.0 $36.0 by Customer Segment Imaging & Printing $22.6 $15.4 HP Financial Services $1.9 Personal Systems $21.2 Enterprise Systems HP Services $12.3 by Business Segment February

16 Where do we go from here? It s no longer about mobility It s a services game Content is the key software is the great enabler!! Segmentation is the strategy Customer knowledge is the enabler Superior customer experience is the goal IP is the foundation IT is making it happen Ubiquitous services Personalized content Radical simplicity February

17 Summary HP has the intellectual property, best-in-class partnerships and decades of experience in the heart of service provider networks needed to build the bridge between telephony and content HP s unique understanding of the consumer and SMB experience, and its broad capabilities in the enterprise market are of tremendous value to service providers seeking to bring new services to market HP enables NEPs to significantly reduce COGs and to focus on developing next generation content rich services that help service providers drive new revenues HP is empowering new and existing players in the converged market to collaborate and capitalize on new opportunities HP has deep relationships with the world s largest and most complex carriers, equipment providers and media companies that demonstrate its long standing commitment to this key industry February

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