MIS_446_voip

MIS_446_voip - VoIP
and
Telecom
Disrup4on
...

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Unformatted text preview: VoIP
and
Telecom
Disrup4on
 MIS
446
 Business
Model
Template
 Incumbent
 Customer
value
 proposi4on
 Profit
formula
 Key
resources
 Key
processes
 Disrup/ve
 Standalone
to
Networked
 Analog
to
Digital
 Text
to
Media
 Fixed
to
Mobile
 Mechanical
to
Social
 One
gets
you
five
 Stand‐ alone
 Networked
 Digital
 Social
 Media
 Mobile
 Fixed
 Analog
 Mech‐ anical
 Text
+
 Number
 Edited by Foxit Reader Copyright(C) by Foxit Corporation,2005-2009 For Evaluation Only. Adding
It
Up
 •  •  •  •  •  •  •  All
media
types
become
fungible
 Distributed
means
of
produc4on
 People‐powered
real‐4me
 Digits
never
die
 Very
low
barriers
to
entry
 From
organizing
to
searching
 Global,
mobile,
always‐on
 (a commodity that is freely interchangeable with another) Edited by Foxit Reader Copyright(C) by Foxit Corporation,2005-2009 For Evaluation Only. Adding
It
Up
II
 •  Loca4on‐aware
 •  Networked
sensor
 •  Infrastructure
follows
people
rather
than
vice‐ versa
 •  Emerging
markets
leapfrog
developed
world
 •  New
forms
of
lock‐in
 •  Infinite
informa4on
access
any4me
anywhere
 (advancing) –  If
you
know
what
you
want
 Edited by Foxit Reader Copyright(C) by Foxit Corporation,2005-2009 For Evaluation Only. Classic
Strategy
May
Not
Work
 •  Barriers
to
entry
 –  Downside:
Barriers
to
exit
 •  “Unique
sustainable
compe44ve
advantage”
 –  Innovator’s
dilemma
 •  Iden4fy
market
needs
 –  Why
tex4ng?
 •  Closed
vs.
open
innova4on
 –  Bell
Labs
vs.
Skype
 part of AT&T Edited by Foxit Reader Copyright(C) by Foxit Corporation,2005-2009 For Evaluation Only. Cri4cal
Transi4ons
 •  •  •  •  •  Monopoly
to
compe4tor
 Fixed
to
wireless
 Regulated
to
.
.
.
s4ll
regulated
 Universal
to
op4onal
 Circuits
to
packets
 VoIP calls are billed per amount of information (data) sent over the Internet and not according to the time connected to the telephone network Edited by Foxit Reader Copyright(C) by Foxit Corporation,2005-2009 For Evaluation Only. Paul
Baran,
1964
 U.S.
VoIP,
2005‐2008
 Projected
EU
vs.
US
VoIP
 EU
VoIP
Adop4on
 Who
Will
Be
Your
Next
Telco?
 •  •  •  •  •  •  •  •  Apple
 AT&T
 Cablevision/Comcast/Charter
 Google
 Microsof
 Verizon
 Vodafone
 None
of
the
above
 ...
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