Agenda

08:00

Registration and Refreshments

09:00

Welcome

Martin Hill, Managing Director, Research, Informa Telecoms & Media

09:10

Opening Remarks

Mark Newman, Chief Research Officer, Informa Telecoms & Media

9:30 – 11:00 Future telco strategies

Chair:

Mark Newman, Chief Research Officer, Informa Telecoms & Media

What should telcos do to arrest the stagnation in revenues and profitability? Does the future of communications service providers (CSPs) lie in diversification or in a ruthless focus on the core connectivity business? Are the two strategies mutually exclusive? And can connectivity become a growth business after market consolidation?

09:30 – 10:00 Intelligent pricing: How to create and maintain a premium model

Olaf Swantee, CEO, EE

10:00 – 10:30 Consolidation, recovery and digital futures: The new shape of the telecommunication industry

  • Cost and revenue drivers for a consolidated industry
  • From core to digital: who is moving faster?
  • Business models for the telco-digital economy: what works and what doesn’t?

Dario Talmesio, Principal Analyst, Informa Telecoms & Media


10:30 – 11:00 PANEL DISCUSSION:
Digital profile: The role of new services in the core and non-core business

  • How can operators follow the shift in the value chain?
  • Are there opportunities for CSPs to succeed in this highly dynamic industry?
  • Can digital services provide additional revenues or only increase customer engagement?
  • Digital-core vs. digital-OTT: Should operators decouple services from their networks?
  • What digital services are offering the most imminent opportunities for telcos?

MODERATOR:

Mark Newman, Chief Research Officer, Informa Telecoms & Media

PANEL SESSION:

Matteo Gatta, VP Group Strategic Questions, Belgacom

Paul Larbey, President Velocix, Alcatel-Lucent

Guillermo Escofet, Senior Analyst, Informa Telecoms & Media

11:00

Coffee

11:30 – 13:00 Consumers: Getting to grips with a new media ecosystem

Chair:

Nick Thomas, Principal Analyst, TV & Digital Media, Informa Telecoms & Media

Consumers have ever-increasing options for the acquisition, collation and consumption of their media, some legitimate and some not so legitimate. How does this affect the media ecosystem value chain? Content owners have more opportunities to sell, but have to manage many more relationships. Operators are adopting new delivery technologies, but so are upstart competitors. Meanwhile, device manufacturers continue to struggle with razor-thin margins while they look for the next breakthrough device.

11:30 – 12:00 Consumers, who needs them?

  • When will consumers be prepared to spend more?
  • Understanding global consumer trends
  • Building for the future consumer
  • The good, the bad and the out-of-business

Paul Jackson, Principal Analyst, Broadband & TV, Informa Telecoms & Media

12:00 – 12:30 TV is Dead, Long Live TV

  • Broadcast TV: “the cockroach of the internet apocalypse”
  • If TV was invented today, what would it look like?
  • The real digital switchover: smart devices, broadband and the cloud
  • Building a new ecosystem through collaboration and partnerships

Jon Gisby, EVP Business Development, Magine

12:30 – 13:00 PANEL DISCUSSION:
Who will the media winners be?

  • Firms that take advantage of new technology (like cloud TV, managed services) to optimize efficiency and reduce costs?
  • Firms that deliver media when, where and how consumers want it regardless of device, location or technical know-how?
  • Firms that delight consumers with recommendations, keen pricing and ease of use?
  • Firms that fight off challenges from new competitors?
  • Who does all of this?

MODERATOR:

Nick Thomas, Principal Analyst, TV & Digital Media, Informa Telecoms & Media

PANEL SESSION:

Luke Gaydon, Vice President of Media, EMEA, Brightcove

Tom Cape, CEO, Capablue

David Lancefield, Head of Media Consulting, Partner, PwC

Patrick Smith, Media Editor, BuzzFeed UK

Paul Jackson, Principal Analyst, Broadband & TV, Informa Telecoms & Media

13:00

Lunch

14:00 – 15:30 Enterprises: Succeeding with new segments

Chair:

Camille Mendler, Principal Analyst, Enterprise Verticals, Informa Telecoms & Media

The new digital economy offers enterprises of all sizes new ways to interact with employees, partners and customers. It’s a post-PC environment that CSPs can also profit from – if only they can shed old prejudices about who their top client targets are. Radical new ways to segment, bundle and sell are now required, which may also trigger a transformation of operational and commercial structures. In this section, we’ll detail what’s needed to succeed, and why it’s worth the effort.

14:00 – 14:30 Effective segmentation for a post-PC age

  • Why the post-PC age demands a new way to evaluate enterprises
  • The five deadly sins of CSPs’ enterprise strategies
  • Unveiling Informa’s new sales targeting methodology
  • Who is getting their strategy right?

Camille Mendler, Principal Analyst, Enterprise Verticals, Informa Telecoms & Media

14:30 – 15:00 Empowering SoHos with digital services:

  • Why focus on SoHos?
  • Who are they?
  • How do you capitalize on telcos’ relationships?
  • What services can telcos offer?
  • Key success factors and recommendations

Christophe Rufin, Cloud Services Director, Orange SMB

15:00 – 15:30 PANEL DISCUSSION: Digital enrichment strategies: Why small is beautiful

  • Which SME mass verticals should CSPs focus on?
  • Which digital services for SMEs offer the best growth opportunities?
  • How should CSPs market and bundle services to SMEs?
  • What operational challenges may CSPs face?
  • Who is best-positioned to sell digital services to SMEs?

MODERATOR:

Sheridan Nye, Senior Analyst, Enterprise Verticals, Informa Telecoms & Media

PANEL SESSION:

Nigel Chadwick, Director and Owner, Stream Communications

Manuel Gallo, Director of Global Carrier Cloud Business Development, NEC

Christophe Rufin, Cloud Services Director, Orange SMB

15:30

Tea

16:00 – 17:30 Value creation, value redistribution and value destruction

Chair:

Mark Newman, Chief Research Officer, Informa Telecoms & Media

The Internet and convergence are profoundly changing the telecoms and media industries. So-called OTT players are the new service providers; smartphone and tablets are our preferred consumption devices; and product differentiation is in software rather than hardware. When we assess the financial performance and metrics of the companies that belong to different parts of the value chain, what can we learn about the impact that these changes are having on their future prospects?

16:00 – 16:30 How will the business model disruption impact the telecommunications industry? Winners and Losers…

  • Which companies and sectors will create future value in the ICT sector?
  • Is sustained technology and business-model disruption inevitable?
  • Is there any such thing as a technology bubble when technology is becoming integral to every sector and every company?

Sanjiv Ahuja, Chairman, Way4orth LLC (former CEO of Orange and LightSquared)

16:30 – 17:00 Deconstructing the telecoms and media industries in search of future value

  • Deconstructing the telecoms and media industry into its component parts to gain a better understanding of the drivers of value
  • Where has value been created, transferred or potentially destroyed?
  • Comparing and contrasting the relative fortunes of the historical performance of each segment
  • Gaining insights into where future value will reside

Gareth Sims, Head of Forecasting and Financial Analysis, Informa Telecoms & Media

Milena Cooper, CFA, Financial Analyst, Forecasting & Financial Analysis, Informa Telecoms & Media

17:00 – 17.30 PANEL DISCUSSION:
Value creation, value redistribution and value destruction

  • Do telecoms and media companies have the skills required to create ecosystems and move into new parts of the value chain?
  • Is the shift of value into software-defined businesses irreversible?
  • Who is benefitting from the pervasiveness of ICT – society as a whole or the ICT sector itself? Or both?
  • What will this sector look like five years from now? And 10 years?
  • Will it be different in developing markets – or the same, but later?

MODERATOR:

Mark Newman, Chief Research Officer, Informa Telecoms & Media

PANEL SESSION:

John Foster, Director of Strategy, Telefonica Digital

Juliano H Torii, CFA, Senior Analyst, Ironshield Capital Management

Rob Gallagher, Head of Broadband & TV Research, Informa Telecoms & Media

17:30

Close of conference

17:30 – 21:00 Networking drinks reception – St Georges Hotel

The Heights Bar on 15th Floor
Langham Place, Regent Steet
London W1B 2QS (next to BBC)