logging in or signing up Drobotglobecom Michelangelo Download Post to : URL : Related Presentations : Share Add to Flag Embed Email Send to Blogs and Networks Add to Channel Uploaded from authorPOINTLite Insert YouTube videos in PowerPont slides with aS Desktop Copy embed code: (To copy code, click on the text box) Embed: URL: Thumbnail: WordPress Embed Customize Embed The presentation is successfully added In Your Favorites. Views: 63 Category: Entertainment License: All Rights Reserved Like it (0) Dislike it (0) Added: January 13, 2008 This Presentation is Public Favorites: 0 Presentation Description No description available. Comments Posting comment... Premium member Presentation Transcript The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Adam Drobot Senior Vice President – Applied Research Telcordia Technologies 732 699-2100The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Worldwide growth in Telecoms – 0% < CAGR < 10% Complex patterns of WINNERS and LOSERS Fierce competition and transition to new order! Geography Value Chain Organization Consumer & Customers Policy & Regulatory Regimes Financial Markets Competitive Landscape Local/Global Demographics & Economics Technology Options Brownfields & GreenfieldsThe Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism Deep freeze Survival Spring in the air? 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 Source: Standard & Poor’s -- SP500telco 250 200 150 100 50 0 Where are we now?: Where are we now? Of the world’s 100 largest companies, 12 are service providers for an industry that is about 3.5% of world GDP. That’s pretty good! US Revenue Growth: US Revenue Growth Slow Wireless and data growth are offsetting wireline decline! Revenue totals for: BellSouth Cingular SBC VerizonOther Measures (US): Other Measures (US) This slide shows ratios of various financial measures to revenues Note the lack of trends, except in CAPEX In particular, net cash from operations held upEU company revenues: EU company revenues EU companies have stronger revenue growth than U. S. This holds even before currency adjustmentsOther European performance measures: Other European performance measures This slide shows other measures as ratios of revenues – note the great difference in pattern from the U. S. companies Losses mostly from Vodafone Cash from operations holding fairly constantHot topics and hard problems: Hot topics and hard problems Identity management – Database explosion Trusted systems – Security and privacy Economic growth – New customers Technology investments – Riding the curve Software – Cost and reliability You do not have the permission to view this presentation. In order to view it, please contact the author of the presentation.
Drobotglobecom Michelangelo Download Post to : URL : Related Presentations : Share Add to Flag Embed Email Send to Blogs and Networks Add to Channel Uploaded from authorPOINTLite Insert YouTube videos in PowerPont slides with aS Desktop Copy embed code: (To copy code, click on the text box) Embed: URL: Thumbnail: WordPress Embed Customize Embed The presentation is successfully added In Your Favorites. Views: 63 Category: Entertainment License: All Rights Reserved Like it (0) Dislike it (0) Added: January 13, 2008 This Presentation is Public Favorites: 0 Presentation Description No description available. Comments Posting comment... Premium member Presentation Transcript The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Adam Drobot Senior Vice President – Applied Research Telcordia Technologies 732 699-2100The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism OPM and a positive attitude. GO—GO—GO! Disaster and attrition Deep freeze Survival Spring in the air? “One element of change is that something must change – things are different! The Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Worldwide growth in Telecoms – 0% < CAGR < 10% Complex patterns of WINNERS and LOSERS Fierce competition and transition to new order! Geography Value Chain Organization Consumer & Customers Policy & Regulatory Regimes Financial Markets Competitive Landscape Local/Global Demographics & Economics Technology Options Brownfields & GreenfieldsThe Telecom Recovery – A Service Perspective: The Telecom Recovery – A Service Perspective Unbounded Optimism Deep freeze Survival Spring in the air? 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 Source: Standard & Poor’s -- SP500telco 250 200 150 100 50 0 Where are we now?: Where are we now? Of the world’s 100 largest companies, 12 are service providers for an industry that is about 3.5% of world GDP. That’s pretty good! US Revenue Growth: US Revenue Growth Slow Wireless and data growth are offsetting wireline decline! Revenue totals for: BellSouth Cingular SBC VerizonOther Measures (US): Other Measures (US) This slide shows ratios of various financial measures to revenues Note the lack of trends, except in CAPEX In particular, net cash from operations held upEU company revenues: EU company revenues EU companies have stronger revenue growth than U. S. This holds even before currency adjustmentsOther European performance measures: Other European performance measures This slide shows other measures as ratios of revenues – note the great difference in pattern from the U. S. companies Losses mostly from Vodafone Cash from operations holding fairly constantHot topics and hard problems: Hot topics and hard problems Identity management – Database explosion Trusted systems – Security and privacy Economic growth – New customers Technology investments – Riding the curve Software – Cost and reliability