Global - Infrastructure - Functional and Structural Separation

Synopsis

Structural separation - or at least full-blown operational or functional separation - is required to advance the entire industry and to create new business opportunities and innovations which will benefit our society, our economy and ultimately our industry. There is increased global consensus that the real solution is structural separation; in 2009 developments are taking place across Europe, Hong Kong, New Zealand and Singapore. With broadband rapidly becoming the major driver in the telco industry, there is a growing demand for new services, which cannot be delivered by the telcos. In order to properly address new customer demand, horizontal business structures instead of vertical structures are required. This report provides critical analyses of the importance of structural separation for the future of the telecommunications industry and includes case studies of the developments in selected countries.

Table of Contents

• 1. Synopsis
  
• 2. Open networks – separate report
  
• 3. Real solution is separation of Infrastructure
  
  • 3.1 Financial world getting on board
    
  • 3.2 Needed to grow the Internet economy
    
  • 3.3 Historical overview
    
• 4. The great separation debate
  
  • 4.1 Why do it?
    
  • 4.2 Unleashing untapped values
    
• 5. Key regulatory trends
  
  • 5.1 Deregulation has not delivered competition (yet)
    
  • 5.2 Too much regulation?
    
  • 5.3 Separation is unavoidable
    
• 6. The Private equity angle
  
  • 6.1 Background
    
  • 6.2 The investors’ perspective
    
  • 6.3 Reality of triple play / quadruple play models
    
• 7. Financial and structural separation case studies
  
  • 7.1 Europe
    
    • 7.1.1 Ireland
      
    • 7.1.2 Denmark
      
  • 7.2 Government push
    
    • 7.2.1 Italy
      
  • 7.3 Regulatory push
    
    • 7.3.1 UK
      
    • 7.3.2 Sweden
      
    • 7.3.3 Poland
      
    • 7.3.4 Portugal
      
    • 7.3.5 The Netherlands
      
  • 7.4 Disaster-driven
    
    • 7.4.1 Germany
      
  • 7.5 Hong Kong/PCCW
    
    • 7.5.1 Background
      
    • 7.5.2 PCCW: private equity investment
      
  • 7.6 Singapore: Next Generation National Infocomm Infrastructure (NEXT GEN NII)
    
  • 7.7 Australia/New Zealand
    
    • 7.7.1 Analysis - structural changes: no pain no gain
      
• 8. From vertical integrated to functional organisations
  
• 9. Functional telco business model from ITU
  
  • 9.1 Mediocre telcos
    
  • 9.2 The Internet model
    
  • 9.3 Infrastructure dynamics
    
• 10. Conclusion: change is our business
  
• 11. Related reports
  

• Exhibit 1 – Vertical versus Functional Business Models