Transcript generic MMNC presentation

Wireless Technology and the Security Industry
Key trends and risks
Presented by Dan McDuffie, CEO Wyless
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
Wyless Company Background
 M2M Managed Services Provider with 10 year history and nearly 1 million
connected devices on our managed network, CAGR 55% annually last 3 years
 Offices in Boston, Raleigh-Durham, London & Geneva
 115 Employees in 5 countries
 Connected to 15 Cellular Carriers and growing, serving 220 countries through
roaming and 10 countries with direct network connections
 Purchased ClearConnex in 2012 to provide end-to-end engineering solutions –
we design cellular products
 Partnered with most of the leading M2M module and equipment OEMs
worldwide
 Serving over 500 ASP’s, OEM’s, and large enterprises globally
 Significant focus/experience in the M2M and the Security Industry ~ 10 years
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
Agenda Topics
 Current state of the union of Mobile Networks in the USA
 Why the move to 4G?
 Carrier Trends – delivering end-to-end solutions to OUR customers
 Which carriers are doing what, when and why?
 Loopholes using Permanent Roaming SIMs, and the risks involved
 New technologies for multi – carrier solutions
 Future Proofing your application
 Conclusions
 Q&A
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
The Fixed and Mobile Landscape
Mobile Operators are spending more and more money to serve
higher bandwidth requirements even as prices fall.
 66% increase CAGR increase in mobile data traffic YOY (Cisco)
 Spectrum efficiency means re-farming existing spectrum capacity for LTE to
serve consumer and corporate craving for higher bandwidth
 Move from 2G to 3G to 4G is now, just a question of timing
 Lots of misinformation about exactly how this will take place
 Two main POTS providers (AT&T and Verizon) arguing to FCC to sunset POTs
over the next 5-10 years
 Mobile Operators trying to drive up the value chain, this means selling end to
end solutions including security in the consumer space and IT services to
corporates
 LTE throughput means a real opportunity for broadband fixed line
replacement
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
What’s this all mean?
Therefore the wireless connection into the residential and
enterprise customer is a Trojan Horse for the cellular carrier, or
for you?
In order to stay financially viable, the Mobile Carrier must upsell solutions or face becoming a
dumb pipe.
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
Technology over the next decade +
Move from 2G to 3G to 4G
2G CDMA
2G GSM
3G CDMA
3G GSM
4G ALL
1xrtt
GPRS
EVDO
UMTS/HSPA+
LTE
* HSPA + is not really “4G”
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
The real story – 2G (GPRS/1XRTT)
2016 sunset really means starting now and gone by end 2016
Guaranteed allocation of 25%-30% of 1900 Spectrum for 2G through end 2017
earliest but projecting no sunset date as of yet (safe to assume 2020 earliest)
Commitment for 1xrtt through 2019, anecdotally
No sunset for 1xrtt, saying ‘Network Vision’ will extend 1xrtt “indefinitely”
ALL 4 major operators each cover >300 million POPs with 2G
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
The real story – 3G (EVDO/HSPA)
No commitment for HSPA longevity but expected through 2020
HSPA longevity committed through 2020
EVDO longevity committed till 2019
No sunset for EVDO, saying ‘Network Vision’ will extend EVDO “indefinitely”
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
The real story – 4G LTE
237 markets deployed covering 288 Million People
LTE Advanced (10), fastest LTE available, but not fully deployed till mid ’14
200 Million POPs by EOY
Most aggressive LTE Deployment yet, fully deployed at “every EVDO
Tower” by end ’13, >90% of US POPs by EOY
LTE Rev 10, fastest LTE available, but not fully deployed till end ‘14
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
The Spectrum Story
spectrum allocation by sub count
$70
Total Spectrum: 97 MHz
Total Customers: 107.0M
Total Spectrum: 109 MHz
Total Customers: 115.8M
Total Spectrum: 54 MHz
Total Customers: 55.6M
Total Spectrum: 76 MHz
Total Customers: 42.4M
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
The next-gen wireless story
Wireless Backup and Primary at speeds faster and more stable than fixed lines
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
Permanent roaming trends and risks
The ‘dual or multi carrier SIM’ used in M2M and the Security
Industry is essentially a permanently roaming SIM on the Tier 1
carrier’s networks
 ‘Roaming’ occurs in both GSM and CDMA, which is mobile operators sharing
network capacity or allowing other operators to roam on their networks,
typically meant for TEMPORARY access. This is global in nature (e.g. why
your mobile phone works in the Bahamas).
 Typical Roaming Scenarios:
•
•
•
•
Vodafone roams on AT&T and T Mobile for UK travelers to the USA
AT&T roams on T Mobile for enhanced coverage in Northern California
Sprint roams on US Cellular for enhanced coverage in Western Kentucky
Union Wireless roams on AT&T, T Mobile and other rural mobile operators for their off footprint subs
These are based on roaming that is regulated by the FCC and/or GSMA
But Permanent Roaming relates to using loopholes in roaming agreements to
leverage a carrier’s network in a way never intended and has RISK
Why? Because (a) roaming agreements change, and (b) SLAs do not exist
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
Multi carrier the right way
 New Modules that can handle multiple mobile operators and technologies are
here (only 2G and 3G today)
 Dual Carrier Solutions (two radios)
 Cost of LTE modules coming down drastically (LTE Only)
 Removable technology
 All can and will be available in both Dial to IP Capture, Ethernet and Wifi
THE CONS: It costs more to do things right.
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
The facts about all this… (conclusions)
 2G GSM is still viable on a 2G panel, a simple SIM replacement buys years
 2G will always have more ubiquitous coverage, until it’s gone, and that will
be a while with the exception of AT&T
 There is no guarantee on 3G HSPA or EVDO Longevity no matter what
anybody says, except Sprint?
 LTE is the future but module costs are too high to be useful TODAY but
that’s changing in near real time
 There will be places in America where LTE will NEVER be deployed, but they
will be hard to find
 There is no “Magic SIM Card” Find out whose SIM your provider is using
and what the nature of their relationship to the ‘hand that feeds them’ is
 New technologies will revolutionize our business, broadband wireless is
here and now, and if you don’t sell it to your customers somebody else will
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented
Questions and Contacts
Dan McDuffie, CEO Wyless
[email protected]
(978) 502-2809 Mobile
Scott Stanton, Major Accounts, Security Vertical
[email protected]
(630) 291-1895 Office
it’s good to be well connected
Information contained in this PPT is confidential, may be privileged, and is intended
solely for the person and/or entity to whom it is presented