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Carrier Wi-Fi Michael Fletcher

©2013 RUCKUS WIRELESS INC.

2

Democratization of Telecom

BYOD

OTT

Communication

Social Login

©2013 RUCKUS WIRELESS INC.

3

Democratization of Telecom

Public

Access

©2013 RUCKUS WIRELESS INC.

4

Preferred by Users

83%

smartphone users expect their carriers to bundle

Wi-Fi service

Source: Devicescape

©2013 RUCKUS WIRELESS INC.

5

Mandated by Venues

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Spectrum Advantage

Capacity Cost

~500 Mhz

~100 Mhz

€0

~0.5 €/Mhz/pop

Source: Analysys Mason

©2013 RUCKUS WIRELESS INC.

7

Evolved to Deal with Chaos

Global installed

base of enterprise-

and carrier-class

Wi-Fi APs

2007 2013

30 million radios

Intrinsic “SON” features —

• Automatic spectrum selection

• Simple provisioning

• Basic interference mitigation

• Meshing

• Load balancing

• Multivendor interoperability

Source: Gartner

©2013 RUCKUS WIRELESS INC.

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Born to Be Shared

...or

Buy access now

©2013 RUCKUS WIRELESS INC.

9

90%

of tablets are sold without a

cellular radio

Market Not Served By 3G/4G

Sources: Comscore, IDC.

©2013 RUCKUS WIRELESS INC.

10

Growing Rapidly

Source: Apple

1

0

2 3 4 5 6 7 8 0 1

2

0

3

0

4

0

5

0

6

0

7

0

Cumulative Global Shipments, millions of units

Quarters After Launch

©2013 RUCKUS WIRELESS INC.

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Going Mainstream Tablet Demographics Broadening, Favoring WiFi Service

Source: Online Publishers Association survey, n = 1,160.

8–11 Age distribution of survey respondents who... 12–17

18–24

25–34

35–44

45–54

55–64

(years)

already own a tablet

plan to purchase one in the next 12 months

©2013 RUCKUS WIRELESS INC.

12

Monetization Models • Freemium service

• 3G/4G offload

• Bundle ARPU

• Churn reduction

• Managed services

• Value-added services (e.g. location services, ad-based services)

• Roaming

• Advanced loyalty programs

©2013 RUCKUS WIRELESS INC.

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Example Operating Models

9,000 pubs

Other HK MNOs

©2013 RUCKUS WIRELESS INC.

14

It’s a Land Grab

First one here...

...wins

©2013 RUCKUS WIRELESS INC.

15

Roadmap to

Carrier WiFi

©2013 RUCKUS WIRELESS INC.

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Simple User Experience

NGH/Passpoint

R1

R2

©2013 RUCKUS WIRELESS INC.

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Dealing with Interference

Your APs outdoors

Many competing networks

or indoors

©2013 RUCKUS WIRELESS INC.

18

Integration Is Key

Integrated Access Services Architecture

2G 3G 4G Wi-Fi xDSL HFC Fiber Access

Infrastructure

Service Enablers

Applications

Mobile Fixed

Voice Video Data New

Location, Analytics, Mobility, Wholesale, Cloud...

Mobile

Core

Access

Aggregation Wi-Fi

Gateway

©2013 RUCKUS WIRELESS INC.

19

For the WBA Team...

Broad commercialization of

HS2.0 R1 and R2

Wi-Fi network selection

and handover

Wi-Fi/cellular network selection

and handover

Easy roaming arrangements

and settlement

Thanks