Will wireless kill wireline vendors? Will Google kill telcos? What is next-gen? The idea of strategic growth conjures up dozens of questions—and no specific answers. Mobile traffic is rising, and consumers and enterprises are constantly demanding more bandwidth, content and speed. The communications industry must work to keep up by both evolving traditional business models and building the capacious, ubiquitous network needed to satisfy demand.

1. How Can the Telecom Industry Start Growing Again? July 27, 2010

3. Agenda Telcos and the Three Faces of Eve Loving and Leveraging the Network Farewell, Flat Rate Q&A

4. Telcos and the Three Faces of Eve Camille Mendler Vice President and Senior Research Fellow

6. Redemption: From a War Fought on Many Fronts ICT Hardware, Software and Services Cisco, Ericsson, HP, IBM, Microsoft, NSN Consumer Electronics Apple, HTC, Nokia, Samsung, Sony Cloud Amazon, Google, Facebook, YouTube, Salesforce.com Source: Yankee Group and Telecom Italia, 2010 Media and Broadcast BBC, Bertelsmann, Disney, Sony Music

7. Gluttony: In a New World of Demand 20 th -Century Consumer 21 st -Century Consumer Image credits: Tristar, Fox Broadcasting Oliver Twist “ Please sir, can I have some more?” Homer Simpson “ More, doh!”

8. Gluttony: In a Renewable Energy Economy Picture sources: Flickr The Jevons Paradox : An invention that improves the efficiency of a product’s consumption also increases the volume of its consumption. William Stanley Jevons, a Victorian economist The coal-fired steam engine A lump of coal

11. Loving and Leveraging the Network Benoît Felten Principal Analyst

17. Why Does the iPhone App Store Work? Known environment Working developer ecosystem Developer Context Market Context Large addressable market for apps Low end-user prices Business Model Win-win model (kinda) Apple Sauce Apple brand and marketing savvy

18. Schematic View of a Fiber App Store Ecosystem End-Users Fiber Network Operator A Fiber Network Operator B Fiber Network Operator C Open Network Components A Open Network Components B Open Network Components C Fiber App Store … Developer Communities

19. Farewell, Flat Rate Declan Lonergan Vice President

20. Mobile Networks Will Be Stretched to the Breaking Point Traffic Demand Estimates for Broadband Mobile Phones and Connected Computing Devices (U.S. Market)

22. Operators’ Mobile Broadband Objectives Must Change

23. This Is the Future of Mobile Broadband Pricing The holy grail is converged , personalized and dynamic pricing

24. Services and Price Plans Should Be More Personal

25. Consumers Will Demand True Convergence Super bundles for today’s super consumers

26. The Real End-Goal Should Be Dynamic Pricing

28. Q&A Camille Mendler, VP and Senior Research Fellow Cloud Computing, Regulation and Service Delivery Architecture Blog: http://blogs.yankeegroup.com/author/cmendler/ Twitter: @cmendler Recent research: “ Commoditizing the Cloud: New Adventures in Liquid Markets ” & “ Cloud 99.99: The Small Print Exposed ” Benoît Felten, Principal Analyst Broadband, Regulation Blog: http://blogs.yankeegroup.com/author/bfelten/ Twitter: @fiberguy Recent research : “ FTTP Leader Asia-Pacific Offers Lessons for Other Regions ” & “ What If Google Paid? ” Declan Lonergan, VP Consumer Access Services, Mobile Internet Services, Consumer Pricing and Packaging Blog: http://blogs.yankeegroup.com/author/dlonergan/ Twitter: @dlonergan Recent research: “ Milking the Voice Cow ” & “ Messaging Is Dead. Long Live Messaging! ” Register to access free research at www.yankeegroup.com/join.do

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