Download - Axiata Group Berhad - Investor Relations

Mobile Telecommunication Operators Will Be Enablers Of Service ProvisioningThe mobile industry will need to transform beyondservice provision and focus on enabling relevant servicesto customers. The long term role of mobile operators willbe to aggregate services and leverage information,creating a compelling experience for consumers, whichwill be key to any operator’s success.The mobile industry is bound to see major disruptionwith the unshackling of operator controls over thedevelopment and delivery of applications and services.These changes threaten to bypass those who choose toignore them and reward those that welcome them.Operators and other stakeholders alike would do well toadapt themselves to these changes in order to ensurethat they stay relevant in the new mobile world order.Operators are best positioned to play the role of enablers,by unlocking their network and data assets to thirdparties, and in the process create value in terms ofadditional revenues. Operators will need to plan a clearroadmap in transforming themselves from delivery playersto potentially platform providers.The Mobile Industry Will Need To Transform Beyond Service ProvisionVoice is keyVoice is commodity.Data is keyData is commodity.Services are keyServices are commodity.Relevance is key• Content & VAS• Broadband• M-commerce• M2M data• Transactions/Payments?• Enablement• Advertising• Information Brokering• Basic Services• Quality & PricesCoverage90s Late 90s Mid 2000s late 2000s Early-Mid 2010s 2015+FOUR SCENARIOS AND POTENTIAL BUSINESS MODELS FOR THE INDUSTRYPervasivenessof unlimitedmobile dataconnectionsCommonUncommonVarious potential future business modelsNiche• Value-addaggregator• Trusted paymentprovider• Business as usual• Excellent Bitpipe• Information broker• Supermarket• Value-add enablerUbiquitousPervasiveness of non-operator alternative servicesLikely long-term scenario• What is the appropriate businessmodel for mobile operators?• Long Term unclear, but importantfor telecommunication playersto go beyond basic serviceprovision• But the good news is, such ascenario will take a long timeto realise, operators have timeto adaptAnnual Report 2009 • 039