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Navigating the Disrupted Telecom Industry: Insights from Dick Simpson, CEO of REACH

In "Walking on Hot Rocks," CEO Dick Simpson provides an in-depth analysis of the telecommunications industry's evolution, particularly focusing on the 1990s and the shift from infrastructure ownership to customer-centric services. He explores large cash flows, submarine cable capacity, and the rising wireless opportunities in populous countries like China, Vietnam, Indonesia, and India. Highlighting the importance of customer relationships, Simpson encourages telcos to rethink their cost structures and core business strategies while embracing the transformation brought by technology and consumer demands.

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Navigating the Disrupted Telecom Industry: Insights from Dick Simpson, CEO of REACH

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Presentation Transcript

  1. Walking on Hot Rocks Dick Simpson, CEO, REACH

  2. Overview of a Disrupted Industry • 1990s • Large Cash Flows • Infrastructure Assets

  3. International Connectivity Trans-Pacific Lit Submarine Cable Capacity, excluding US-Australia cables

  4. The Perfect Storm

  5. Bright Lights

  6. Wireless Opportunities • China • 1.2 billion people • 15% wireless penetration • 60 million customers per year • Vietnam • 85 million people • 2% wireless penetration • Indonesia • 200 million people • 3-4% wireless penetration • India • 1 billion people • 1% wireless penetration

  7. Broadband Broadband and mobile growth in the United States (millions) Source: ITU World Telecommunications Indicators Database

  8. Broadband Penetration 21% SOUTH KOREA 10% 11.5% CANADA JAPAN 15% HONG KONG

  9. Where is the Value Moving to?

  10. Focus on the Customer • Greatest asset = customer • relationship • Therefore, get closer to • customers

  11. Re-think Cost Base • Cost structure • ROI • Core business • International network

  12. Focus on Core Business • Do you need to own • the asset or have the • use of it? • Do you have the scale • to go it alone?

  13. Quote “Some companies have figured out that the network doesn’t matter anymore. For the last 100 years, telcos have believed that their business was owning and operating a complex mesh of wires and switches. Now,…they’re beginning to realize that their true job is helping people communicate. And their focus has to shift from managing infrastructure to making sure customers are satisfied. Companies still split along technology lines are missing the point.” (BusinessWeek, October, 2003)

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