Arthur D. LittleArthur D. Little

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Reshaping the future with NFV and SDN

Reshaping the future with NFV and SDN

The impact of new technologies on carriers and their networks

A geographically diverse set of Tier 1 carriers is driving initiatives to standardize critical components of network functions virtualization (NFV) and software-defined networks (SDN). Led by AT&T, Deutsche Telekom, NTT, Telefonica and Verizon, among others, these carriers hope to bring new technologies first developed and proven in the data center into their networks. The excitement over NFV and SDN has created renewed interest in the networking business and has fanned debate regarding potential winners and losers. So far, however, there has been only limited analysis of the potential economic and competitive impact of these technologies on the network, operations and the bottom-line.

This joint white paper by Arthur D. Little and Bell Labs aims to fill that gap. It offers our views on the network of the future and discusses the value of fusing carrier networks with the cloud ecosystem, as enabled by these technologies. These changes are both an opportunity and a necessity for telecom operators — and for those that get it right, it will be a game changer.

Datum: Mai 2015

Datei herunterladen: ADL_BellLabs_2015_Reshapingthefuture_01.pdf (.PDF, 954 Kb)

Telecom and Media

Telecom and Media

How to ride the OTT wave

The telecom and media space is going through significant changes as the way we consume media evolves. In 2014, the move to content digitalization accelerated and we received confirmation of the emergence of key players in the video and music distribution industry.

These new players include Internet giants such as Google, as well as YouTube, Amazon, Apple and Netflix.

Traditional TV and radio players are facing this rising competition on multiple content segments, mainly on price. Also, with the rise of on-demand programs, there is less value in aggregating a large number of channels. Additionally, this new competition increases the prices of premium content.

Leading traditional audio-visual media groups should be able to adapt, fending off pure OTT competition by launching their own OTT services and leveraging their key assets, such as brand, relationships with content providers, technical skills, and last but not least, intimate and long-established relationships with their customer bases. Telecom operators can also create value, monetizing their network by benefiting from the rise in online video usage in two core ways:

  • Charging customers for faster speeds and/or data traffic.
  • Monetizing their network assets with global OTTs.

In this report, which draws from more than 110 interviews with executives from the telecom, media and Internet sector, we focus on the evolution of audio and video content delivery, and on the relationships between the major players in this ecosystem.

If you would like your own full copy of the 14th edition of the joint annual report by Exane BNP Paribas-Arthur D. Little, please contact Isabelle Tisserant.

Datum: Mai 2015

Datei herunterladen: ADL-ExaneBNPParibas_2015_TelcoMediaOtt_ExecSum_02.pdf (.PDF, 370 Kb)

Media & Entertainment: Flow of Funds

Media & Entertainment: Flow of Funds

Trends and developments in the UK

The UK Media and Entertainment sector has exhibited solid growth to reach GBP 39.1 bn by the end of 2013. Consumer spending on media and entertainment accounted for more than half the total industry inflows, though the proportion coming from advertising is now growing strongly. Both segments exhibit a strong shift towards digitization. Within product genres, and when combining online and offline spend, TV/Video and Gaming exhibit overall revenue growth, whereas Music/Radio and Newspapers/Magazines remain in decline.

Several trends and developments help to distinguish the UK market:

  • Consumers relentless adoption of new device formats and new services, coupled with multi-tasking and media stacking, means UK citizens now spend more than 11 hours of ‘effective’ time every day using communication and media services.
  • Content distributors, including the BBC, are gearing up to respond to these trends, and the generational shifts that underlie them.
  • The continued cross-sector battle between Telecoms and Media giants BT and Sky is exacerbating contents rights inflation, and other actors – notably ITV – are investing heavily in content production.
  • Dynamic new segments like videogaming – where UK-based studios truly create world class content – are growing resiliently and are significant developers of talent, as well as major exporters.

In this report, Arthur D. Little has analyzed the payment flows between the various industry actors. It is apparent the recent beneficiaries have been the contents and rights owners, whereas retailers of physical media have been the hardest hit and are forced to radically adapt their footprints and business models.

Looking forward, we expect continued growth, propelled by further increases in population, advertising spending and take-up of online services. This, coupled with foreign currency effects, will place the UK media and entertainment market well ahead of aggregated European peers in Euro terms for the foreseeable future.

Datum: Mai 2015

Datei herunterladen: ADL_Flow_of_Funds_UK_01.pdf (.PDF, 1.9 MB)

French media in the crisis: storm or tsunami?

French media in the crisis: storm or tsunami?

Arthur D. Little France Media Flow of Funds

The French media market is undergoing a profound transformation as a result of the economic crisis, but also because of structural changes such as the development of digital media and the emergence of new forms of consumption.

With its unique Media Flow of Funds methodology Arthur D. Little provides insight into the speed and main beneficiaries of this transformation.

Datum: Februar 2015

Datei herunterladen: ADL_FlowOfFundsFrance_english_02.pdf (.PDF, 1.7 MB)

The future of lignite power

The future of lignite power

A viewpoint on the “Energiewende” and its impact on lignite power

After nuclear, the future of lignite will be the next big discussion on the energy agenda. The German “Energiewende” is the world’s most ambitious program to transform the electric energy system of a country: at the same time energy efficiency and the share of renewable energies has to increase while use of nuclear power and other fossil-fuel energy practices has to be stopped. It allows lignite power to exist under economically viable conditions, but close monitoring of risks, regulation, management and strategy are key to staying ahead of the developments and proactively shaping the framing conditions.

Datum: Februar 2015

Datei herunterladen: ADL_FutureOfLignitePower_01.pdf (.PDF, 2.2 MB)

Die Zukunft der Energieversorger: Vom Produkt- zum Lösungsanbieter (Deutsch)

Die Zukunft der Energieversorger: Vom Produkt- zum Lösungsanbieter

Energiedienstleistungen als Wachstumsfeld der Branche

Die krisengeschüttelte Energiebranche blickt optimistischer in die Zukunft. Wie aus unserer Studie hervorgeht, können Energiedienstleister bis 2020 mit einem jährlichen Wachstum von vier Prozent rechnen. Die in Zusammenarbeit mit dem Verband für Wärmelieferung e.V. neue Studie „Wachstumschancen Energiedienstleistungen – Entwicklungen des deutschen Energiedienstleistungsmarktes bis 2020“ zeigt außerdem, dass sich die strategische Bedeutung von digitalisierten Energiedienstleistungen voraussichtlich verdoppeln wird. Darauf müssen sich vor allem die Energieversorger einstellen, wenn sie am Markt weiterhin erfolgreich sein wollen.

Datum: Februar 2015

Datei herunterladen: ADL_Energiedienstleistungsstudie_2015.pdf (.PDF, 1.6 MB)

Reforming the energy subsidy system in the Middle East (Englisch)

Reforming the energy subsidy system in the Middle East

Who could lead the region?

Half of the world’s total energy subsidies bill of USD 480 bn comes from the Middle East, eating up more than one-quarter of governments’ revenues. Energy-intensive industries and households make the region require more fuel to produce a unit of GDP than any other region. Positive demography and economic growth, driven by energy-intensive production, are driving up overall energy consumption even more. Without reforming or abandoning energy price subsidies, governments are very likely to see further increase in their already-high subsidy costs, further compromising more other economically efficient public spending priorities. It is evident that the pressure is on and governments must simply reform their energy price subsidies. However, they face a number of real challenges when revising their energy pricing systems, as energy pricing reform has potential to induce two major effects: decline in households’ welfare, and erosion of regional industries’ global competitiveness. So what, then, are the key considerations and success factors governments should consider and reflect in their efforts to reform their respective subsidy systems, but at the same time ensure that potential negative politico-economic and social implications are efficiently mitigated? Does the region need a leader whose reform outcomes would set examples of successful reform policies that are sharable across the region and create reform momentum?

Datum: Februar 2015

Datei herunterladen: ADL_ReformingEnerySubsidySystems_01.pdf (.PDF, 870 Kb)

Digitization: Do or Die! (Englisch)

Digitization: Do or Die!

Arthur D. Little EU5 Media Flow of Funds 2014

The Media & Entertainment sector in Germany, France, Italy, Spain and the United Kingdom (“EU5”) is going through a massive digital transformation which creates a complex and volatile environment in particular for traditional players. With its unique Media Flow of Funds methodology Arthur D. Little provides insight into the speed and main beneficiaries of this transformation.

The objective of this report is to enable media corporations to identify opportunities for vertical or horizontal integration, as well as to guide portfolio optimizations and go to market strategy. Financial investors will be able to identify the most attractive market segments and acquisition targets. Policy makers can identify areas where excessive value capture is leading to economic imbalances during the transformation. Academia can build on a strong base of data and a framework, which can be used to deepen research into the transformation of individual segments of the media industry.

Datum: Dezember 2014

Datei herunterladen: ADL_MediaFlowOfFunds_01.pdf (.PDF, 4.1 MB)

Managed Services (Englisch)

Managed Services

A new Telecom operating model to extract value in B2B

The global market for Managed Services is expected to grow from USD 160 billion in 2014 to USD 286 billion in 2019. As such, while growth prospects in traditional connectivity are limited, Managed Services represent a very attractive alternative for Telecom operators. We believe that Telecom companies remain best positioned to play a major role in Managed Services as they possess all the capabilities and processes to manage their networks and assets. Thus, Managed Services could represent a natural extension to their existing capabilities. However, providing Managed Services to customers brings its own set of challenges. The required capabilities, both for go-to-market and for designing service delivery, represent a significant departure from the traditional best-effort model operators typically deploy to their customers. In order to succeed in Managed Services, Telecom operators must open their internal operating models to customers. This requires seamless collaboration between commercial, technical and operational units. For many Telecoms this means an in-depth transformation of the mental model currently at work.

Datum: Dezember 2014

Datei herunterladen: Managed_Services_Opportunity_for__Telcos_01.pdf (.PDF, 1.5 MB)

Global open innovation survey

Global open innovation survey

Results & for thoughts

In April 2014, MEDEF launched an initiative dedicated to promoting Open Innovation in France in conjunction with Arthur D. Little and Bluenove. One of the first initiatives of the Committee was to develop an analysis of the French enterprise maturity level in the Open Innovation domain.  On November 26, 2014, the results of a global survey were presented during a conference organized by MEDEF on the Open Innovation and Collective Intelligence theme. Many speakers from large and medium-sized French companies participated. Following the conference, several dimensions will be developed in 2015 to propose pragmatic solutions for overcoming the roadblocks to Open Innovation that were identified in the study.

Datum: November 2014