NASSCOM Product Conclave Panel on Telecom

I will be a panelist on the Telecom panel at the NASSCOM Product Conclave in Bangalore (Oct 27-28). My panel is on Oct 27 from 12:30-1:30 pm. The theme is: “Product strategies in the telecom sector: potential for global leadership.” Here is a brief abstract:

Telecom, especially mobile, is a unique vertical. It offers a domestic market which is one of the largest in the world, and is also a world leader in products, solutions, and evolution. And being the most competitive in the world, very dynamic, innovative and willing to experiment with new product deployments. Just the right ingredients for product companies to find an anchor client in their home market, perfect the offering, and even aspire to be a global leader. Mobile VAS companies, mobile commerce companies, mobile advertising and marketing companies are mushrooming. A few companies are also in the infrastructure space, like BSS products and switches. Other companies are working on energy conservation and rural focused products. The session explores some early success and discusses some emerging trends as well as points out why it is still an early stage market and hence a highly potential market for product companies to focus on.

As I outlined in my Interop presentation, there are a number of potentially disruptive structural changes which will happen in the next year in the Indian mobile industry. These five game-changers — Mobile Number Portability, MVNO regulation, 3G, Voice competition and VAS competition — will create openings for new players.  My belief is that the next global tech major can emerge from emerging markets and it will be focused on mobile data services. Just like China and South Korea became the first markets for online gaming and created openings for domestic market leaders to be global, India can be the first market for such companies in the mobile data services space. I will talk more on one such opportunity — the Digital Services Operator.

What would you like to see discussed as part of the panel?

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