How To Make Money From Telecoms In The European Region

Transcription

1 UTILITY TELCO OPPORTUNITY

2 UTILITY TELCO IDENTIFYING THE OPPORTUNITY Economic Enablers Market Demand Retail or Wholesale Telecom Sector requires additional services Utility Network Capacity Utility has necessary infrastructure coverage and capacity Regulation some jurisdictions recognise utility as fast-track to completion 2

3 THE UTILITY TELCO STRATEGIC RATIONALE Corporate Drivers New Revenue Streams value add services to customers can be offered Sweat Assets unusual for utility to maximise return on assets through internal service provision alone Reduce Op-Ex internal delivery can be benchmarked against market prices sourcing options can be considered against value for money 3

4 THE UTELCO OPERATIONAL MODELS 4

5 Telecom Value Chain Fully Owned Fully Outsourced Commercial Retail communication services Commercial retail offering (incl billing) etc. Commercial WholeSale communication services Commercial WS offering (incl billing) etc. Managed services Unmanaged services E2E circuits, vpns equipment, IT Building, ducts, dark fiber Antenna masts, Spectrum Utility Telco 5

6 Co-operation models (examples) Fully Owned Fully Outsourced Commercial Retail communication services Commercial retail offering (incl billing) etc. Commercial WholeSale communication services Commercial WS offering (incl billing) etc. Managed services Unmanaged services E2E circuits, vpns equipment, IT Building, ducts, dark fiber Antenna masts, Spectrum Utility Telco 6

7 SOME EXAMPLES UK National Grid/Energis - UK, 1993 Support in NG for developing the first UK UTelco Optical fibre wrapped on EHV transmission lines providing national coverage High volume data services Customers BBC Mercury communications Scottish & Southern Energy UK 2001 Two DSO regions, Scotland and southern England Optical fibre wrapped on 132kV transmission lines Acquisition of NEOS Networks Investment in fibre and leased fibre to create national network Customers mobile operators, B2B, wholesale services 7

8 Surf Telecom - UK, 1997 SOME EXAMPLES UK Optical fibre wrapped on 132kV transmission lines Linking Atlantic landing points in south west England to London Wholesale market, B2B ScottishTelecom UK 1997 Two DSO regions, Scotland and north west England Optical fibre wrapped on 132kV/33kv & 11kV transmission lines Investment in fibre and leased fibre to create national network Customers mobile operators, B2B, wholesale services Entered the retail telephony/data market with point to multipoint wireless, withdrew after 2-3 years. 8

9 SOME EXAMPLES DENMARK Elro - Denmark, 2007 Regional Distribution Company Acquired WiMax License to build mixed WiMax/WiFi/optical network Wholesale, B2B customers Retail customers receive bundled services, voice/data/bbinternet and multi smartmeter service 9

10 PORTUGAL REN National Transmission Operator, Portugal 6 border interconnections with Spain and almost 7.000km of Optical Fiber cables: Km of optical fiber cables in the Electricity Transport Network ( km of OPGW fiber pairs) Km of optical fiber cables in the Gas Transport Network (36.000km of fiber pairs) Making available Towers and Technical Areas to other telecom operators and companies. 10

11 Example NL Relined Offering Relined was created to rent out overcapacity of the telecommunication-infrastructure of TenneT (TSO) and ProRail to 3rd parties. In contrast to most telecommunication providers we don t offer bandwith but we are focusssing on renting out managed darkfiber. Who is Relined Relined is a joint venture of TenneT (TSO) and ProRail. Both companies own an optical fiber network (in HV masts and along rail infrastructure) which is used for own (tele)communication needs. Jointly both companies offer the overcapacity of their optical fiber networks to 3rd parties. The know-how and reliablity of both companies, who operate for decennia an own telecom infrastructure, create an excellent basis for Relined. 11

12 DENMARK Elro - Denmark, 2007 Regional Distribution Company Acquired WiMax License to build mixed WiMax/WiFi/optical network Wholesale, B2B customers Retail customers receive bundled services, voice/data/bbinternet and multi smartmeter service 12

13 SOME OTHER EXAMPLES Rede Electrica National Transmission Operator, Spain Iberdrola Distribution System Operator, Spain Transelectrica National Transmission Operator, Romania Electricity Authority of Cyprus National network operator Fortnum/Telia cooperation in Stockholm (Royal Seaport redevelopment) Other Cooperative Reseach & Pilots 13

14 Example of inhibiting law (source: The Dutch Electricity law 1998) Article 17 The DSO, not being the TSO, is not allowed to deliver any goods or services, through which it could enter competiton, unless it relates to activities for: The execution of tasks, ment in article 16 for itself, other DSO s or others with the right of use of networks The construction, maintenance and management of transport infrastructure outside building for the transport of gas The continuous offering of energy networks for the use of 3rth parties related activities Artikel 17 1.Het is de netbeheerder, niet zijnde de netbeheerder van het landelijk hoogspanningsnet of een rechtspersoon waarin de netbeheerder een deelneming heeft als bedoeld in artikel 24c van Boek 2 van het Burgerlijk Wetboek, niet toegestaan goederen of diensten waarmee zij in concurrentie treden te leveren, tenzij het betreft het verrichten van werkzaamheden ten behoeve van: a. de uitvoering van de taken, bedoeld in artikel 16, eerste of tweede lid, of 16a, voor zichzelf, voor andere netbeheerders of voor anderen die een recht van gebruik van een net hebben; b. de aanleg, het beheer of het onderhoud van leidingen buiten gebouwen voor het transport van gas; c. het ter beschikking stellen en houden van netten ten behoeve van het gebruik van daarmee verbonden zaken door derden; 14