Mobile World Congress 2014: Great Expectations & Global Implications March 2014 Presented by:

Peter Jarich

Emma Mohr-McClune

Vice President, Consumer and Infrastructure

Service Director, Consumer Services Global

Jason Marcheck

Kitty Weldon

Service Director, Service Provider Infrastructure

Research Director, Business Network and IT Services

Washington, DC / London / Paris / Singapore © Current Analysis Inc. All rights reserved.

Mobile Enterprise: BYOD/EMM/Security Remains the Focus Samsung/Knox Partners with… Everyone • T-Mobile USA: 1st U.S. Carrier to Offer KNOX as Fully Managed Security • Good Tech: Secure Container on KNOXenabled Devices • Accenture + Samsung: KNOX Development, Delivery, Management

MWC All About BYOD and EMM…Still • Good Buys Boxtone = More EMM Consolidation • Windows Phone Update: VPN Support, Enterprise WiFi, Extended MDM • Intel: Free McAfee for Androids • SAP Says its Not Just BYOD (Bring Your Own …Tool, License, Application, Cloud, Wearable)

© Current Analysis Inc. All rights reserved.

3

Mobile Enterprise: IoT Partnerships, Disruptions and Demos Connected City, Connected Car, Connected Home • Buzz = Wearables and Connected Car • Core = Smart City, Healthcare, Utilities, Retail, Asset Tracking, Manufacturing • App Enablement and Data Analytics

Partnerships Abound (what’s new?) • • • • •

IBM + AT&T Telenor Connexion + Jasper SDP Jasper + Axeda Post Luxembourg + Jasper SDP Tech Mahindra + Sierra Wireless

Cool Demos • Ford’s Connected Car • car-to-car comms • car-to-infrastructure comms • sensor data via real-time 3D map

• Telefonica’s Smart Helmets

© Current Analysis Inc. All rights reserved.

4

Mobile Enterprise: A Few Words About MEAP PaaS + Mobile + Big Data • Oracle Mobile Cloud Service (MBaaS) • IBM’S New MBaaS: Leveraging BlueMix, Pivotal PaaS Partnership • IBM + Cloudant = PaaS Big Data

Tech/Channel Partnerships Key to Mobile, Cloud Vendor Success • Pivotal adds SAP to Partner List • SAP Partners with Xamarin and Service2Media (app dev framework) • Kony Partners with AirPlug

Integrators and Carriers Place Greater Importance on MEAP • Accenture’s New mobile/analytics Business Unit, Accenture Digital • SPs Look to Hone MEAP Focus

© Current Analysis Inc. All rights reserved.

5

Network Infrastructure: RAN (Still) Focused on Small Cells Small Cell Vendors Ramp Up for Rollouts • This Year’s New Gear (Solutions) • Commscope’s ION-E • NSN’s Flexi Zone + Liquid Apps • Cisco’s Multi-Tech Small Cells

• Small Cell Momentum (at last) • Alcatel-Lucent @ VZ • Samsung @ VZ • Ericsson @ Vodafone

• Scalable Rollout Messaging Rules • Ericsson’s Zero Site lamp posts, managed services launch • NSN brings Zone indoors • ip.access goes ODM for production • Huawei looks to “crowd source” Small Cells deployments

© Current Analysis Inc. All rights reserved.

6

Network Infrastructure: Mobile Core Goes Wild (Virtually) Everyone (Vendors and Operators, Alike) Endorse vEPC • 10+ vendor launches • Operator trials and demos • • • • •

Cricket Wireless SDN/vEPC Trial AT&T Domain 2.0 developments China Mobile vEPC demo (+ IMS) Telefonica vEPC demo (+ svce chaining) Connectem references

• VNFs vs. Solutions • policy, charging, DPI (think everyone) • orchestration (think Cisco, NSN, AT&T) • analytics (think IBM)

• Timing Takeaways? • 2014 = demo/trials moving into limited production • 2015 = native and virtual modes co-exist, focus on monetization and apps

© Current Analysis Inc. All rights reserved.

7

Network Infrastructure: SDN/NFV and OSS/BSS Everywhere The Telco Cloud: Much Less “Fluffy” Than Last Year • Deepening: everyone working with Intel • Orchestrating: MANO rises to the top • Democratizing: ATT Domain 2.0 = size no longer matters (ER, tail-f, Metaswitch, Affirmed)

Real-Time data drives CEM • “Predictive analytics” improve NW KPIs • Real-time billing improves service offer • Confluence improves customer care

“Digital Telco” enablement in vogue • Umbrella term du jour? • helping telcos participate in new business models / services offerings

© Current Analysis Inc. All rights reserved.

8

Consumer Services: Carriers Still Behind the Innovation Curve A Look To Future Services • ‘joyn’ As Customer-facing Brand on the Wane • Security and Data Privacy: Slowly Emerging Service Trend • Connected “Everything” • clear industry focus • carrier position in value chain much less clear

• Background Noise… • Facebook/ WhatsApp • Telefonica Digital

© Current Analysis Inc. All rights reserved.

9

Consumer Services: The Ecosystem Evolutions “Alternative” OS Platforms: Still Courting Carriers • • • •

Firefox with Most Momentum Canonical Promising Commitments Jolla Changes Directions Tizen on the Wane

Global LTE: We’re Getting Closer • Intel’s XMM7260 = 1st Truly Global LTE-A SKU? • Qualcomm = Octa-Core + 5Mode Global LTE + 64bit

© Current Analysis Inc. All rights reserved.

10

Mobile Devices: Wearables and Platforms Move Forward MWC = Still The Place to Launch Devices • Lots of focus on “L” and “XL” • Lots of focus on cost containment • Highlights: Samsung Galaxy S 5, Nokia X,YotaPhone 2

Wearables • Almost matched CES • Fitness bands!!! • Operators figuring out their role?

Platforms: Now vs. Then • What a difference a year makes • …or does it?

MWC 2013

MWC 2014

BlackBerry

• OS 10 will rock the world

• BBM is just like WhatsApp • Z3 and Q20 coming

Firefox

• Cheaper than $100 Android phones • We’re going to ship

• Cheaper than $50 Android phones • We’re actually shipping

Sailfish

• People want to be different

• Brands want control

Tizen

• Open is great • Samsung is making big investments

• Open is great • Samsung …put it in a watch

Ubuntu

• Enterprises want flexibility

• Brands want control

Windows Phone • Nokia + HTC + Samsung

© Current Analysis Inc. All rights reserved.

• Nokia + new vendors!

11

Thank you for your time. Questions? Presented by:

Peter Jarich

Emma Mohr-McClune

Vice President, Consumer and Infrastructure [email protected]

Service Director, Consumer Services Global [email protected]

Jason Marcheck

Kitty Weldon

Service Director, Service Provider Infrastructure [email protected]

Research Director, Business Network and IT Services [email protected]

Everyone who registers for the webinar will receive a copy of the presentation via email within five business days after the second session.

Current Analysis provides global IT and telecom professionals with the market intelligence and advice they need to compete, innovate and improve performance to drive growth and market leadership. What makes us different: We deliver practical analysis and timely insights our clients can put to use right away.

© Current Analysis Inc. All rights reserved.

12