1. Market Snapshot- What are the consumers really doing

2. The P-Word This presentation is about the P-Word All facts and figures which follow are based on the assumption that the P-Word is of interest to you Many say they are interested in the P-Word but do not act upon those interests Oh, it’s really not such a bad word

3. PROFIT !!!!!!! We’ll be discussing ARPU but ARPU is much easier to accomplish vs the ability to make a profit from new services and features.

4. Quick Facts The CALA region still has lots of room for growth of Internet Users

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6. 63% of surveyed businesses in the UK have been using VOIP for over 3 years. When businesses using it for greater than 1 year are included, the number jumps to 78% of businesses Top reason for using VOIP- Reduce Costs 2 nd reason- Enable remote staff working 3 rd reason- Improve operational efficiencies UK survey conducted by TelAppliant

7. Mobile VOIP has emerged as a major force Per Signals Telecom Consulting, Latin America will lose $18.4 Billion in revenue by 2014 to mobile and fixed line VOIP Mobile VOIP market to reach $2.5 Billion by the end of 2012 and swell to $36 Billion by 2016 based on 180 million users. It may seem like a large increase but the ARPU is only $17 so the math works “The Mobile VOIP Market 2012-2017” Visiongain

8. Smartphone growth is exploding

9. Tablets and Game Console sales continue

10. Who will win????.........The consumer

12. I know that you want to get to the video topic but are there Profit opportunities out there beside video?

13. OK, let’s consider for a moment the paper cup

15. Isn’t the network you’ve already built like the paper cup? Questions: How many computers do each of your customers have using the broadband connection? Do they have printers at home? Do they have any tablets, game consoles, Internet TV devices? Do they have a home network? Do they need help?

16. Do they want YOU to help them ?

19. Small and medium Businesses too !!!

24. In the military-- Knowing the other and knowing oneself, in one hundred battles, no danger. Not knowing the other and knowing oneself, one victory for one loss. Not knowing the other and not knowing oneself, in every battle certain defeat. -- Sun Tzu “The Art of War”

27. The Winds of Change Have Arrived According to Comscore: tablet users are 3x more likely to watch video than smartphone users and 25% watch paid content WalMart has launched the Vudu service in Mexico Yahoo “connected tv” app is on smart tv’s in Brazil Google TV partners with Sony in Mexico and Brazil Per IHS: by 2015, 49% of all devices obtaining PAY TV services will be PC’s, Tablets, Smartphones and Smart TV’s The STB is not dead!! In 2011 there are 539 million STB’s growing to 849 million by 2015

31. In the month of June 2012 Netflix users watched more than 1 BILLION hours of video

36. It’s about Broadband, Broadband, Broadband! Consumers will find what they want/need and will pay for it There is brand loyalty…to a point It’s time to seriously start thinking from the consumer back, not from the network out Ockham’s razor, also spelled Occam’s razor, also called law of economy, or law of parsimony, principle stated by William of Ockham (1285–1347/49), a scholastic, that Pluralitas non est ponenda sine necessitate; “Plurality should not be posited without necessity.” The principle gives precedence to simplicity; of two competing theories, the simplest explanation of an entity is to be preferred. The principle is also expressed “Entities are not to be multiplied beyond necessity.”William of Ockhamexplanation