中国电信领袖论坛演讲
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Market trends favoring Verizon's integrated asset portfolio
4
Market Trends – Video市场趋势 – 视频
5+
Hours 小时
Daily video viewing每天看视 频
for the average
American acrossPercent 百分比
Of consumers would like to
view videos or downloaded content
from the Internet on their television通过电视机 观看或下载内容的消费者数
84
Percent 百分比
The increase in consumer consumption of online video between 2008 & 2009
1990s Desktop Internet Computing 桌面互联网计算
1980s Client / Server Computing 客户端/服务器计算
2020年数据增加44倍
1970s Mini Computing微计算
• Access speed demand growing to 100 Gpbs by 2015
靠性 • Effectively deploy new technologies 有效推广新技术 • Increase investment returns增加投资回报 Verizon: #13 on the Fortune 500 list (2010) $107B of annual
revenue 2010年度500强排名第13位，收入1070亿美元 Most Admired Telecom Company (2010)最受尊敬 的电信公司
Presentation to: China Telecom Leadership Forum 中国电信领袖论坛演讲
Ihab Tarazi
Vice President副总裁
March 25, 2011
“Safe Harbor” Statement“安全港”声明
NOTE: This presentation contains statements about expected future events and financial results that are forward-looking and subject to risks and uncertainties. For those statements, we claim the protection of the safe harbor for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995. The following important factors could affect future results and could cause those results to differ materially from those expressed in the forward-looking statements: the effects of adverse conditions in the U.S. and international economies; the effects of competition in our markets; materially adverse changes in labor matters, including workforce levels and labor negotiations, and any resulting financial and/or operational impact, the effect of material changes in available technology; any disruption of our key suppliers’ provisioning of products or services; significant increases in benefit plan costs or lower investment returns on plan assets; the impact of natural disasters, terrorist attacks, breached of network or information technology security or existing or future litigation and any financial impact not covered by insurance; technology substitution; an adverse change in the ratings afforded our debt securities by nationally accredited ratings organizations or adverse conditions in the credit markets impacting the cost, including interest rates, and/or availability of financing; any changes in the regulatory environments in which we operate, including any increase in restrictions on our ability to operate our networks; the timing, scope and financial impact of our deployment of broadband technology; changes in our accounting assumptions that regulatory agencies, including the SEC, may require or that result from changes in the accounting rules or their application, which could result in an impact on earnings; our ability to complete acquisitions and dispositions; and the inability to implement our business strategies.
5
Market Trends - Global IP and the Cloud 市场趋势 – 全球IP和云
$120B 5yr Growth Market $150
$100 $50
Gartner Forecast IDC Forecast
2011-2015
CAGR 35%
2011-2020
CAGR 19%
$0 2011
2013
2015
2020
• 10x number of users with each cycle 每周期用户数增加10倍
• 44x data growth by 2020
2011+ “Everything-as-a-service” XaaS
2000s Mobile Internet Computing 移动互联网计算
• Open Development 开放式开发
• M2M Platform M2M平台
• Hosted Mobile Apps 主机型移动应用
• Vertical Solutions 垂直型解决方案
• FlexView • Video视频 • Services服务
Global IP全球IP
Superior global assets, strong strategic position 优异的全球资产，强大的战略定位
7
Global Capabilities全球能力
Data Centers数据中心 Professional Services
专业化服务
Security安全
Global Network全球网络
Cloud Services云服务
• Cloud Computing云计算 • Business Platforms业务平台
• Business Apps Access 业务应用接入
• Communication Apps 电信应用
• Enable Mobile Apps 激活移动应用
• SMB Services业务 • Digital Voice数字音频
• Video evolving to anytime, anywhere & on any device视 频通信与任何时间、任何地点、任何设备的结合
• Businesses shift towards secure IP & managed services 业务向安全IP和可管理的业务迁移
• Significant growth in cloud computing services云计算业 务的显著成长
Of Internet traffic will be video by 2014, 56% will be streaming video
视频在互联网的流量占比
56%是流媒体视频
Digital media and growth of connected devices driving market 数字媒体和联网终端的增加驱动了市场
1960s Mainframe Computing主机计算
接入速率的需求增加到100Gpbs
The Cloud – A complementary new growth opportunity
云 – 新的增长机会的补充
6
Network Overview网络概览
• Application Store 应用商店
2
Key Priorities关键优先权
• Accelerate revenue growth加速收入增长 • Expand margins and improve profitability扩张边际，提升盈利
能力 • Ensure network performance and reliability确保网络性能与可
• $16B enterprise revenue in 2010 160亿企业收入
• Offices in 75 countries进驻75个国 家
• 200 Data Centers 200个数据中心
• Over 3,000 Professional Service consultants超过3000名专 业咨询人员
在线视频消费增加
52 Growth rate of mobile video consumption
Percent
百分比 手机视频消费增长率
Number of videos
2 watched per day
Billion 10亿美元
at YouTube 每天在YouTube上
观看的视频节目数
91
Percent 百分比
Capitalize on strategic network investments
3
Market Trends市场趋势
• Significant market demand for network speeds重大市场 呼唤网络速度
• Broadband access and households online growing宽带 接入与居家在线在增加
• IP Network in 2,700 cities, 159 countries IP网通达2700个城市， 159个国家
• ~180K Customers大约18万客户
• #1 in Security Services安全服务排 行第一
4
Market Trends – Video市场趋势 – 视频
5+
Hours 小时
Daily video viewing每天看视 频
for the average
American acrossPercent 百分比
Of consumers would like to
view videos or downloaded content
from the Internet on their television通过电视机 观看或下载内容的消费者数
84
Percent 百分比
The increase in consumer consumption of online video between 2008 & 2009
1990s Desktop Internet Computing 桌面互联网计算
1980s Client / Server Computing 客户端/服务器计算
2020年数据增加44倍
1970s Mini Computing微计算
• Access speed demand growing to 100 Gpbs by 2015
靠性 • Effectively deploy new technologies 有效推广新技术 • Increase investment returns增加投资回报 Verizon: #13 on the Fortune 500 list (2010) $107B of annual
revenue 2010年度500强排名第13位，收入1070亿美元 Most Admired Telecom Company (2010)最受尊敬 的电信公司
Presentation to: China Telecom Leadership Forum 中国电信领袖论坛演讲
Ihab Tarazi
Vice President副总裁
March 25, 2011
“Safe Harbor” Statement“安全港”声明
NOTE: This presentation contains statements about expected future events and financial results that are forward-looking and subject to risks and uncertainties. For those statements, we claim the protection of the safe harbor for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995. The following important factors could affect future results and could cause those results to differ materially from those expressed in the forward-looking statements: the effects of adverse conditions in the U.S. and international economies; the effects of competition in our markets; materially adverse changes in labor matters, including workforce levels and labor negotiations, and any resulting financial and/or operational impact, the effect of material changes in available technology; any disruption of our key suppliers’ provisioning of products or services; significant increases in benefit plan costs or lower investment returns on plan assets; the impact of natural disasters, terrorist attacks, breached of network or information technology security or existing or future litigation and any financial impact not covered by insurance; technology substitution; an adverse change in the ratings afforded our debt securities by nationally accredited ratings organizations or adverse conditions in the credit markets impacting the cost, including interest rates, and/or availability of financing; any changes in the regulatory environments in which we operate, including any increase in restrictions on our ability to operate our networks; the timing, scope and financial impact of our deployment of broadband technology; changes in our accounting assumptions that regulatory agencies, including the SEC, may require or that result from changes in the accounting rules or their application, which could result in an impact on earnings; our ability to complete acquisitions and dispositions; and the inability to implement our business strategies.
5
Market Trends - Global IP and the Cloud 市场趋势 – 全球IP和云
$120B 5yr Growth Market $150
$100 $50
Gartner Forecast IDC Forecast
2011-2015
CAGR 35%
2011-2020
CAGR 19%
$0 2011
2013
2015
2020
• 10x number of users with each cycle 每周期用户数增加10倍
• 44x data growth by 2020
2011+ “Everything-as-a-service” XaaS
2000s Mobile Internet Computing 移动互联网计算
• Open Development 开放式开发
• M2M Platform M2M平台
• Hosted Mobile Apps 主机型移动应用
• Vertical Solutions 垂直型解决方案
• FlexView • Video视频 • Services服务
Global IP全球IP
Superior global assets, strong strategic position 优异的全球资产，强大的战略定位
7
Global Capabilities全球能力
Data Centers数据中心 Professional Services
专业化服务
Security安全
Global Network全球网络
Cloud Services云服务
• Cloud Computing云计算 • Business Platforms业务平台
• Business Apps Access 业务应用接入
• Communication Apps 电信应用
• Enable Mobile Apps 激活移动应用
• SMB Services业务 • Digital Voice数字音频
• Video evolving to anytime, anywhere & on any device视 频通信与任何时间、任何地点、任何设备的结合
• Businesses shift towards secure IP & managed services 业务向安全IP和可管理的业务迁移
• Significant growth in cloud computing services云计算业 务的显著成长
Of Internet traffic will be video by 2014, 56% will be streaming video
视频在互联网的流量占比
56%是流媒体视频
Digital media and growth of connected devices driving market 数字媒体和联网终端的增加驱动了市场
1960s Mainframe Computing主机计算
接入速率的需求增加到100Gpbs
The Cloud – A complementary new growth opportunity
云 – 新的增长机会的补充
6
Network Overview网络概览
• Application Store 应用商店
2
Key Priorities关键优先权
• Accelerate revenue growth加速收入增长 • Expand margins and improve profitability扩张边际，提升盈利
能力 • Ensure network performance and reliability确保网络性能与可
• $16B enterprise revenue in 2010 160亿企业收入
• Offices in 75 countries进驻75个国 家
• 200 Data Centers 200个数据中心
• Over 3,000 Professional Service consultants超过3000名专 业咨询人员
在线视频消费增加
52 Growth rate of mobile video consumption
Percent
百分比 手机视频消费增长率
Number of videos
2 watched per day
Billion 10亿美元
at YouTube 每天在YouTube上
观看的视频节目数
91
Percent 百分比
Capitalize on strategic network investments
3
Market Trends市场趋势
• Significant market demand for network speeds重大市场 呼唤网络速度
• Broadband access and households online growing宽带 接入与居家在线在增加
• IP Network in 2,700 cities, 159 countries IP网通达2700个城市， 159个国家
• ~180K Customers大约18万客户
• #1 in Security Services安全服务排 行第一