CommsDay Summit 2021 Powerpoints compendium

DAY ONE 02 Symbio Networks CEO Rene Sugo 18 Commscope VP, Service Provider Sales, ANZ & Chief Technology Ofϐicer, APAC Joshua Eum: 29 49

62

74

Evolution path of HFC

Nokia managing director, Oceania Anna Wills:

Delivering Australia’s critical networks

218 223

Deloitte’s Network Centre of Excellence Amrit Singh 232 237 and Pedro Sanguinho

Adoption of advanced wireless technologies in a post COVID world

VMWare director of technology, Australia and New Zealand Sean Kopelke

The Australian telco frontier: the opportunity to innovate, monetise and grow

CSG senior vice president Ian Watterson

5G & the Digital Marketplace: The New Australian Telecoms Business Model

95

DAY TWO 195 Cisco managing director, service provider ANZ Karen Negus

255 271 280 297 306

Transformation - We are all in this together

Communications Alliance CEO John Stanton ADTRAN regional chief technology ofϐicer, APAC Anthony Camilleri ACCAN CEO Teresa Corbin Mavenir vice president, sales - North Asia & ANZ Dereck Quinlan Aussie Broadband CEO Phil Britt Over The Wire CEO Michael Omeros NNN Co CEO Rob Zagarella Delta Partners’ Zia Bhadiar

Complimentary or competing: 5G, Leosats, NBN rural and more?

Imediate Consulting’s Bob James

5G reaches half the population: where to from here?

Accedian chief technologist & director of solutions engineering APAC Chia Tan

Managing the customer experience with performance analytics

110 130 144 163 182

DGIT CEO Greg Tilton & FiberconX director, customer and product experience Michael Edwards Swoop CEO Alex West Cradlepoint MD Asia Paciϐic Gavin Wilson

Are applications driving 5G, or does 5G drive the applications?

Maser/ Ligman Evolve Australia

Rolling out 5G – Should cities have more control?

HyperOne founder Bevan Slattery

Powerpoint notes * Some speakers did not use powerpoints. Speech notes may be available at their websites. * We have not published some powerpoints due to previous takedown requests from speciϐic companies. * In some cases, advertised speakers were replaced by last minute stand-ins. * We have not included videos

30 years on:

Health Check on Competition in the Telco industry

Rene Sugo, CEO of MNF Group

Day 1

Year 1

2

Meanwhile in Telco…

• MVNOs unleashed • NBN delivering high speeds & equal playing field for competition • Voice market with plethora of world-class collaboration and communications applications

May-21

© Symbio Networks Pty Limited

3

Brand competition Service competition Infrastructure competition

Mobile

Scorecard

Brands

?

Service Infrastructure

May-21

© Symbio Networks Pty Limited

5

Source: WhistleOut 30 April 2021

6

Mobile

Scorecard



Brands



?

Service



Infrastructure Tally May-21

© Symbio Networks Pty Limited

 7

Fixed Broadband

Scorecard

Brands

Service

Limited - vary contention, dedicate bandwidth to streaming/gaming

Infrastructure

May-21

© Symbio Networks Pty Limited

8

Fixed Broadband

Scorecard



Brands

Service

Limited - vary contention, dedicate bandwidth to streaming/gaming



Infrastructure Tally May-21

© Symbio Networks Pty Limited

  9

Fixed Broadband

Scorecard



Brands

Service Infrastructure

More infra options  more feature/function choice, innovation 5G (big 3)



Fixed wireless (regional) Tally

May-21

© Symbio Networks Pty Limited

  10

Fixed Voice

Scorecard

OTT players

Brands

+ others Service

plain voice

UCaaS

Infrastructure

CPaaS

+ new entrants

May-21

© Symbio Networks Pty Limited

11

Fixed Voice

Scorecard

OTT players

Brands



+ others Service

plain voice

UCaaS

Infrastructure

May-21

© Symbio Networks Pty Limited



CPaaS

+ new entrants



Tally

 12

Fixed Voice

Scorecard

OTT players

Brands



+ others Service

plain voice

UCaaS

Infrastructure LNP

May-21

BROKEN

© Symbio Networks Pty Limited



CPaaS

+ new entrants



Tally

 13

Fixed Voice

Scorecard

OTT players

Brands



+ others Service

plain voice

UCaaS

Infrastructure LNP

May-21



CPaaS

+ new entrants BROKEN

© Symbio Networks Pty Limited

Tally

  14

30 years on…

May-21

© Symbio Networks Pty Limited

15

is competition and innovation really thriving?

May-21

© Symbio Networks Pty Limited

16

What’s Next for DOCSIS Evolution?

CommsDay Summit 2021

Joshua Eum VP, Service Provider Sales, ANZ and CTO, APAC

Sleeper vs Exotic 2

© 2021 CommScope, Inc. | CommScope Restricted

Unlocking the Bandwidth

3

© 2021 CommScope, Inc. | CommScope Restricted

Evolution of DOCSIS (Courtesy of CableLabs) 4

© 2021 CommScope, Inc. | CommScope Restricted

Ready for 10G+ to the Home?

5

© 2021 CommScope, Inc. | CommScope Restricted

10Gbps Bandwidth •

DOCSIS 4.0 enables multi-gig upstream traffic

•

Operators need to decide between: o Full Duplex DOCSIS 

Permits DS&US channel overlap in 108-684MHz

o Extended Spectrum DOCSIS

 DS to 1.8GHz/US to 684MHz

•

DOCSIS 3.1

Extended Spectrum DOCSIS (ESD) seems to be gaining momentum due to BAU model

DS Spectrum Freq

US Spectrum 5

108

300

492

684

Shared FDX Band 6

© 2021 CommScope, Inc. | CommScope Restricted

1218 or 1794

Freq

DOCSIS 4.0 ESD Freq

Latency is a “big deal” to gaming (serious) subscribers, also telemedicine and video conferencing

Low Latency DOCSIS (D3.1 Annex)

Latency detection is relative; objective is to minimize for critical services (medicine/VR) CableLabs LLD targeting reduction in roundtrip latency in the DOCSIS network to sub 5ms at the 99th percentile DOCSIS 4.0 will allow operators to deploy low latency solutions easily and generate ARPU

7

© 2021 CommScope, Inc. | CommScope Restricted

HFC Beyond 2030

8

© 2021 CommScope, Inc. | CommScope Restricted

HFC Subscribers

Extending DOCSIS Beyond this Decade

Today:

CMTS

Fibre

Fibre Node Selective Subscriber Shedding

HFC Extended Spectrum Subscribers

• Selective migration of heavy bandwidth subscribers • Alleviate additional Node Splits • Minimise HFC Network CAPEX

Future:

CMTS and OLT

Fibre Node Fibre

• Better ROI • Common provisioning systems for DOCSIS and PON subscribers

FTTP Subscriber

CableLabs - DOCSIS and PON Provisioning Specifications

9

© 2021 CommScope, Inc. | CommScope Restricted

Key Takeaways DOCSIS has continued to evolve with the need for speed DOCSIS 4.0 is enabling more tools in the toolbox (extended spectrum/ full duplex/ LLD/ Security) 10G and low latency is here

Operators can enable PON with HFC 10

© 2021 CommScope, Inc.

© 2021 CommScope, Inc. | CommScope Restricted

Delivering Australia’s Critical Networks Anna Wills Managing Director, Oceania Nokia

Overview 1.

What is a Critical Network?

2.

What is Nokia doing to support Australia’s Critical Networks?

3.

What does the future hold for Critical Networks?

2

© 2021 Nokia

IsWhat this aisCritical Network? a Critical Network?

• XXX

3

© 2021 Nokia

Isthis thisa one?

IsWhat Network? isCritical a Critical Network?

• XXX

4

© 2021 Nokia

What is a Critical Network?

• XXX

5

© 2021 Nokia

Is this a Critical Network?

What is a Critical Network?

• XXX

6

© 2021 Nokia

Ore is this one?

Evolution of Mobile Networks

2G

3G

4G

5G 7

© 2021 Nokia

The 5G Readiness Report Early adoption of technologies makes businesses more competitive and resilient

49%

10%

of 5G mature companies achieved rapid growth last year, compared to 20% at non-5G mature companies

net increase in productivity for 5G mature companies post-Covid-19: the only group to achieve it

36%

12%

think they will be outpaced by the competition if they don’t invest in 5G

increase in customer engagement for 5G mature companies during Covid-19

Companies that are early adopters of technology and in more advanced stage of their overall digital transformation, are reporting higher growth.

8

© 2021 Nokia

What is Nokia doing to support Australia’s Critical Networks?

9

© 2021 Nokia

A new value scale for a new reality Transport venues & ports : 50K Military bases: 10k

Networks

7M

Global macro base stations

Source: Harbor Research 10

© 2021 Nokia

Industries

14M

Warehouses: 3,300K Industrial & manufacturing: 10,710K Oil & gas: 8k Power generation: 47K Mining: 54K Water utility plants: 140K

Global sites

Hospitals & labs: 263K

$3.8T to $11T Economic value of IoT (by 2025) Source: McKinsey

up to 11%

of global economy (in 2025)

Source: McKinsey

Private wireless and IoT expand critical networks market into Enterprise We are leading the market in private wireless networks, a segment that grows by 35% annually

260+

40+

private wireless customers

of which are 5G customers

11

© 2021 Nokia

12

© 2021 Nokia

Public Safety Mobile Broadband PSMB will deliver the communications needed to ensure our public safety agencies continue to keep Australians safe.

13

© 2021 Nokia

Australia’s first 10Gbps mmWave site!

14

© 2021 Nokia

What does the future hold for Critical Networks?

15

© 2021 Nokia

Generic Testbeds

Virtual Reality Sports

Robotic Co-ordination

Health Care

Fire Fighting

5G II Grant Applications Supported by Nokia Industrial Automation

16

© 2021 Nokia

Digital Art

Connected Agriculture

Enterprise: Mining, Ports, Airports

Nokia Futures Laboratory Sydney … coming mid 2021 17

© 2021 Nokia

Summary 1.

What we see as a Critical Network is expanding

2.

Experience in developing Critical Networks will be crucial

3.

The pace of change to meet consumer and enterprise needs is exponentially increasing

4.

Global innovation must be grounded locally – Nokia has been proudly doing this for industry & has invested in this market for decades

18

© 2021 Nokia

When mother nature impacts our critical networks

19

© 2021 Nokia

Nokia Internal Use

Thank you!

Adoption of advanced wireless technologies in a post COVID world Deloitte’s study of advanced wireless adoption Amrit Singh and Pedro Sanguinho – 4 May 2021

50% of leaders globally are investing more in wireless networking as a result of the pandemic to address disruption, create solutions for new use cases and enhance security Top-3 Reasons driving increased investment

50% report the pandemic is

causing their organisation to invest more in wireless networking (vs. what they had planned prior to the crisis)

Increase ability to address current and future business disruptions

59%

Create or enhance solutions to address new use cases/challenges

48% 46%

Enhance network security/privacy Support increased bandwidth requirements for remote workers

71%

61%

59%

Engage with customers seamlessly, through digital platforms Enable digital selling with virtual processes and tools Unlock new business models to thrive in the 'new normal'

© 2021. Deloitte Consulting Pty Ltd. All rights reserved.

41% 38% 33% 26%

2

About the study To understand how enterprises are adopting advanced wireless technologies around the world, in Q4 2020 Deloitte surveyed 437

Global respondent profile

437 executives responsible for networking – 51 in Australia

business and IT executives in 9 countries who are responsible for networking at organisations adopting/planning to adopt advanced wireless.

18% 20,000 or more

List of countries considered in the survey China

Germany

India

Netherlands

Japan

Portugal

United Kingdom

Brazil

US*

Australia

Industry

14%

500-999

$10B or more

16% $5B - $10B

1,000-4,999

Financial Services

22%

Technology, Media and Telecom

19%

Energy, Resources and Industrials

19%

Life Sciences and Health Care

8%

Education

6%

* We also surveyed 415 US networking executives in Q1 2020, prior to

$50M - $500M

Annual revenue

20% $500M - $1B

34% $1B - $5B

5,000-9,999

%

15%

34% 26%

25%

Copyright © 2021 Deloitte Development LLC. All rights reserved.

15%

Company size

10,00019,999

Consumer, Retail, and Automotive

the pandemic

8%

19%

11%

Sr. Director / Director

CEO / Pres. / Owner

29% LOB

22% Sr. VP / VP / Head of Bus. Unit

Role

Function

48% CIO / CTO

59% are C-suite executives

71% IT

Deployment of advanced wireless networks in Australian enterprises is a key enabler to business transformation. 92% of respondents expect to use 5G this year Networking executives have rapidly shifted their focus to advanced wireless

Top benefits that organisations are aiming to achieve by adopting next generation wireless technologies (Top 3 most important)

WI-FI 6

5G

45%

38%

Already deployed or deploying

© 2021. Deloitte Consulting Pty Ltd. All rights reserved.

41%

54%

Preparing to use / trialling

14%

8%

In the next 2-3 years

Enhanced innovation

43%

Improved customer interactions

39%

Improved efficiencies

39%

Creation of new products / services

37%

4

Australian enterprises are accelerating investment in wireless cellular, and the highest share is allocated for devices/hardware/equipment

Respondents are looking to spend an

$68M

average of AUD $68M on wireless networking, not including spectrum in the next three years.

In Cellular technologies

(Mean percentages)

20%

29%

Hardware Devices

53% 47%

© 2021. Deloitte Consulting Pty Ltd. All rights reserved.

How that investment is apportioned to each of the four categories

In Wi-Fi technologies

Software

24%

Installation

27%

5

Advanced wireless networks innovation and benefits are seen by Australian enterprises as critical to enable innovation and drive transformation. Data speed, latency and coverage are key.

Advanced wireless is foundational to innovation and transformation

Most important characteristics to realise their objectives with advanced connectivity

84%

Believe it will transform their organisation in 3 years

39%

© 2021. Deloitte Consulting Pty Ltd. All rights reserved.

Believe it will substantially transform their industry within 1 year

Performance

(Top 3 most important)

59% 55% Data Speed

Latency

55% Coverage and energy efficiency

6

The bottom line - Key decision makers in the enterprises must proactively evaluate and understand the performance of their current networks and their need for improved network technology to drive business outcomes.

59% MACHINE TYPE COMMUNICATIONS

Believe their company's current networking infrastructure prevents them from addressing the innovative use cases they want to target.

49%

Predictive maintenance

38% Asset tracking

CUSTOMER NETWORKING USE CASES

Remote monitoring

Network management © 2021. Deloitte Consulting Pty Ltd. All rights reserved.

76%

32%

EMPLOYEE NETWORKING

Believe that next-gen networks will be critically important for enhancing customer interactions in the next 3 years.

48% IT administration

53%

Security and fraud prevention

40%

40%

Advanced customer experience

40% Advanced analytics

38% Advanced usage analytics

7

Operators and service providers should look to evolve their offerings and the role they play to meet a new set of enterprise demands, defined primarily by organisations’ IT staff

CIOs and CEOs identify the ability to transform their businesses as a key focus for the implementation of wireless technologies…

Operators and service providers should look to position advanced wireless offerings around the transformation agenda of the enterprise.

© 2021. Deloitte Consulting Pty Ltd. All rights reserved.

Influencers guiding organisation’s next-gen wireless networking decisions (Top 3 most important)

Organisation's IT staff

47%

Telco operators

43%

Organisation's executives Organisation's clients / customers Technology vendors

41% 29% 27%

8

Operators and service providers need to consider an enterprise's top priorities in deploying advanced wireless networks and what they are expecting to enable on top Primary considerations for organisations to consider when investing in wireless technologies

Operational

( top 3 most important)

43%

45% Security

Technology Costs

41% Interoperability

Next-gen wireless networks are seen as extremely important to enabling a company’s ability to implement…

• Cloud • Big Data Analytics • IoT • Edge Computing

… which may mean solutions should be considered alongside other complementary offers from hyperscalers, device manufacturers and security providers. © 2021. Deloitte Consulting Pty Ltd. All rights reserved.

9

Operators and service providers should position their offerings considering that Australian enterprises are most likely to choose a public slice to embrace the next-gen networks Preference for using a public 5G “slice” versus a private 5G network

35%

22%

35%

TOP obstacles that would keep companies from adopting a public 5G “slice” Ability to achieve latency or device density requirements Security issues

Prefer public 5G slice Prefer that we own our private 5G network outright Prefer to use a combination of both, depending on use cases

© 2021. Deloitte Consulting Pty Ltd. All rights reserved.

Concern about costs Need more individual control of our network

39% 37% 33% 31%

10

The bottom line - Operators can look to alleviate enterprise concerns and respond to the use cases with an end-to-end set of offerings to help unlock the benefits of these emerging technologies Challenges for organisation’s adoption of advanced connectivity technologies

Partnerships will be increasingly important in supporting the design of new wireless networks

(Top 3 most important)

Application provider

49%

Cloud provider

49% 35%

Network equipment provider

33%

Fixed wireless access provider

27%

Consulting firms & system integrators Mobile network operators Private network provider

© 2021. Deloitte Consulting Pty Ltd. All rights reserved.

25%

39%

Security concerns Concern about backward compatibility

33%

Difficulty identifying the right use cases

33%

Technologies are still too immature

31%

20%

11

Deloitte’s study of advanced wireless adoption - Key takeaways for Australia

Focus has rapidly shifted to advanced wireless COVID-19 pandemic is accelerating wireless investment and catalysing the shift to 5G and Wi-Fi 6 networks to drive new business outcomes.

© 2021. Deloitte Consulting Pty Ltd. All rights reserved.

Advanced wireless is foundational to innovation and transformation

Ecosystem is complex and evolving

Allow organisations to take

C-level executives expect advanced

advantage of other emerging

wireless to enable other

technologies (ie. edge computing,

technologies to build end-to-end

AI, IoT) critically important for

solutions that will drive business

enhancing customer interactions

transformation, cost and security

in the next 3 years.

outcomes.

12

View Deloitte’s Advanced Wireless Survey at www.Deloitte.com/au/advancedwireless

Amrit Singh AU Networks CoE Lead Deloitte Consulting asingh@deloitte.com.au

This publication contains general information only, and none of Deloitte Touche Tohmatsu Limited, its member firms, or their related entities (collectively the “Deloitte Network”) is, by means of this publication, rendering professional advice or services. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser. No entity in the Deloitte Network shall be responsible for any loss whatsoever sustained by any person who relies on this publication.

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited (“DTTL”), its global network of member firms, and their related entities. DTTL (also referred to as “Deloitte Global”) and each of its member firms and their affiliated entities are legally separate and independent entities. DTTL does not provide services to clients. Please see www.deloitte.com/about to learn more.

Deloitte is a leading global provider of audit and assurance, consulting, financial advisory, risk advisory, tax and related services. Our network of member firms in more than 150 countries and territories serves four out of five Fortune Global 500® companies. Learn how Deloitte’s approximately 312,000 people make an impact that matters at www.deloitte.com.

Liability limited by a scheme approved under Professional Standards Legislation. © 2021. Deloitte Consulting Pty Ltd. All rights reserved.

Pedro Sanguinho TEE 5G&Beyond Lead Deloitte Consulting pesanguinho@deloitte.com.au

The Australian Telco Frontier

The Opportunity to Innovate, Monetise and Grow

Arul Dharmalingam, PhD APJC Leader - Telco Solution Architects 4 May 2021

Confidential │ ©2021 VMware, Inc.

Opportunity to Write the 5G Story!

“5G is the single biggest tech investment we will see in our lifetime.”

- Pat Gelsinger, VMware Board of Directors

“5G is so much more than just another technology innovation.

It’s an innovation platform that makes other innovations possible.”

- Hans Vestberg, Verizon Wireless CEO

“To take advantage of the opportunities available, companies must anticipate their use cases without delay, and we operators must support them and develop solutions to meet their needs. The story of 5G has to be written together.”

- Stéphane Richard, Orange Group, CEO

Confidential │ ©2021 VMware, Inc.

…However, CSPs Need to Overcome a Few Challenges

New Business Models

Break-through Vertical Silos

Lack of Agility and Flexibility

Operational Complexities

Move from connectivity provider to innovative services provider

Reliance on a siloed architecture is slowing down plans to modernize networks

Flexible platform to support both legacy and new technologies

Simplify operations along with the provisioning and deployment of services

Confidential │ ©2021 VMware, Inc.

3

Telco Services Clouds Are Complex..

Telco Services Are Only As Good As The Platform Foundation They are Built On • Multi-Cloud

DSN

• Multilayer Security Policy • Low Latency • Massive Scale

5G / Private 5G Core

vRealize

• Multi-Tenancy • High Performance

TCA

MEC Pods

….

• Multi-Vendor

Typical Core / Edge Architecture

Service APIs

Edge / MEC VMs

OSS/BSS VMs

Resource Controller

vCenter

Placement Engine

VIO

Clouds

MEC Control Plane

TKG-M

Tanzu

<150ms

vSphere

Far-Edge / Premise

COTS Server

Tanzu

Tanzu

NSX-T

COTS Server

COTS Server

vSAN

….

COTS Server

• Infrastructure Automation • Multi-Layer Operations

Platform Stability

Security

Advanced Capabilities

Operational Efficiency

• …

Confidential │ ©2021 VMware, Inc.

4

Building The New Age Telco Cloud: The 5 x Key Pillars

Consistent Multivendor & Multi-Cloud Infrastructure, Orchestration, Automation & Management!

Common Platform For Converged VNF & CNF Services

Multi-Cloud Management and Application Mobility

Platform & Service Layer Operations Management

Zero Touch Infrastructure Management

Pre-Integrated xNF Ecosystem

Ecosystem xNFs Onboarded & Certified To Reduce Deployment Risk

Operationalize Lean and Agile DevOps Practices Across Operational Functions

A Neutral, Multi-Vendor Common Platform Approach For VNF & CNF Based Services Delivery

Complete xNF LCM Automation Over Any Cloud And Any Hardware Underlay

Manage & Optimize Telco Cloud Resources For Most Demanding Cloud-Native Workloads

Workload Vendor Agnostic

CaaS Deployment

Infrastructure Commissioning & Decommissioning

VNF & CNF Ecosystem

Built-In CI/CD

Composable & Standardized

CaaS Customization

Distributed Edge & RAN

Core, Edge & RAN

Closed-Loop Assurance (ML/AI)

Multi-Vendor & Multi-Cloud

CNF LCM & Configuration

Late Binding Optimization

Profiling & Artifacts

Vendor & SRE Dashboards

Confidential │ ©2021 VMware, Inc.

5

VMware Telco Cloud Momentum

Telco NFV & Assurance

120+

Mobile Subscribers

900M+

Certified VNFs/CNFs

200+ Telco SD-WAN

100+

Telco IaaS Cloud

100+

Total VMs Deployed Confidential │ ©2021 VMware, Inc.

3M+

6

Vodafone Group

Building the Network Cloud of the Future

Confidential │ ©2019 VMware, Inc.

Source: Vodafone internal analysis and reporting

7

VMware Telco Cloud Portfolio

Consistent infrastructure | consistent operations | multi-cloud automation Telco Cloud Portfolio

Enterprise Edge

Provider Edge

RAN

Core

Telco Cloud Platform

Telco Cloud Operations Telco Cloud Automation Tanzu for Telco Telco Cloud Infrastructure Multi-Cloud Platform Confidential │ ©2021 VMware, Inc.

8

A Fast-Growing Ecosystem of Network Functions A true multi-vendor enabled platform

200+

Workload certifications on VMware Marketplace

Rich Network Function Partners Ecosystem vRAN

EPC

5G Core

Confidential │ ©2021 VMware, Inc.

Private 5G

Security

CPE, Router, Network

IMS

SD-WAN 9

Any Application, Any cloud Deliver optimal QoE on any cloud

5G e-Health

5G Public Safety

5G Manufacturing

Enterprise Edge

RAN

5G Learning

Provider Edge

5G Retail

5G eSports

Core

• Smart manufacturing

• Radio access

• Multi-access edge network

• Smart factory

• Cloud Centralized Unit (CU)

• 4G / 5G network

• Content delivery network

• Stadium

• Cloud Distributed Unit (DU)

• Mobile core control plane

• Gaming / AR/VR

• Voice over LTE / 5G

• SD-WAN

Confidential │ ©2021 VMware, Inc.

10

INTRINSIC SUSTAINABILITY VMware is committed to decarbonization for our customers, supply chain and operations.

• Workload Carbon Efficiency • Zero-Carbon Clouds • Carbon Transparency

Confidential │ ©2021 VMware, Inc.

11

Thank You

Confidential │ ©2021 VMware, Inc.

12:44

1

TAKING INTELLIGENT RISKS

THE DIGITAL MARKETPLACE “THE 5G, B2B & ECOSYSTEM DECADE”

Ian Watterson 4th May 2021

CSG® is a registered trademark of CSG Systems International, Inc.

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

12:44 2

Some of our customers

CSG [NASDAQ:CSGS] A Leader in the Gartner Magic Quadrant for IRCM. Australia

300+

staff

5 locations

80+ R&D staff working on global solutions

Global

$1B

500+

100+

Revenue

Clients Worldwide

Countries

CSG® is a registered trademark of CSG Systems International, Inc.

$1.5B Market Cap

4,600

$500M

Employees Globally

in Product Investment © 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

12:44 3

Future Focused Solution Principles: Product platform Cloud-first / cloud-native architecture SaaS Agile, DevOps and CI/CD delivery models • Flexible deployment pathways • • • •

>500M

>350

>219B

BSS Subscribers

Service Provider Clients

Real-time Transactions Processed Per Year

CSG® is a registered trademark of CSG Systems International, Inc.

17.5T CDRs Processed Per Year

4.3B

>124K

Payments Processed Per Year

Work Force Technicians Supported © 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

12:44

4

Agenda

CSG® is a registered trademark of CSG Systems International, Inc.

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

01 12:44

The Digital Marketplace Challenge CSG® is a registered trademark of CSG Systems International, Inc.

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

A challenging B2B landscape as business customers evolve

12:44

6

The Digital Marketplace Challenge Retail

Consumer

Business/ Enterprise segment

Small Business

Medium Business

Wholesale

Large Business

Corporate & Gvt

MVNOs Resellers

Interconnect Roaming

Global Trends: Declining: Traditional Voice & Data services(Consumers & Enterprises) Growing : Wireless services & Equipment (Consumers & SMBs) Growing : ICT / Strategic Business Services(Medium & Large Enterprises) New Mobility introduced by New way of working (remote, work from home) Enterprise resources available everywhere at anytime Security is a given Managed Services to offload enterprises ICT offering includes Network, Security, Mobility, Datacentre, Managed Services, Cloud, etc.

CSG® is a registered trademark of CSG Systems International, Inc.

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

Dissecting the B2B drivers and segments

The Current Challenges

12:44

Business Enterprise segment

Small Business

Sell products via single partner

Segments

Large Business

Corporate & Gvt

MVNOs Resellers

A/B

Cost optimization, Consolidation Simplification, Automation

1

SMB Disparity & Fragmentation

2

Large Enterprise Streamlining Complexity & Accuracy

3

Resellers MVNO/MVNE - O2 Platform Business

4

Beyond Connectivity Portfolios IcT Portfolio - B2B Ecosystem Resell

5

New Models 5G, Private Networks

Sell solutions via multiple partners

Drivers for change A

CSG® is a registered trademark of CSG Systems International, Inc.

Medium Business

7

B

Improving the Experience but still complex / tailored Engagement, Journey, Customer Satisfaction

Inherent Analytics and AI To drive deeper optimization and behavioural insights

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

Agility and expertise in Partner-enabled Ecosystems centered become crucial for Monetization

The Current Challenges

Business Enterprise segment

Small Business

A A/B

Medium Business

Cost Optimization, Consolidation Simplification, Automation

Segments

Large Business

B

Corporate & Gvt

MVNOs Resellers

Improving the Experience Engagement, Journey, Customer Satisfaction

Cost Partners Models

Source: Analysys Mason

8

1

SMB - Disparity & Fragmentation

2

Large Enterprise - Simplifying Complexity

3

MVNE / MVNO - Platform Business

4

Beyond Connectivity Portfolios IcT Portfolio - B2B Ecosystem Resell

5

New Models - 5G, Private Networks

Inherent Analytics and AI To drive deeper optimization and behavioural insights

The costs of supporting legacy platforms are unsustainably high and need to be reduced CSG® is a registered trademark of CSG Systems International, Inc.

12:44

Ecosystem is vital for driving new revenue streams in near future

5G is to change CSPs’ business and operating models (broader portfolio and slicing)

From Bilateral to …

… Multi-party relationships

1

Configurability - Centralized catalogue Configuration, Not development

1

New Use Cases Unclear which 5G compelling apps

2

Extendibility - To Partners Expanding capabilities through Open APIs

2

Necessity to Orchestrate Ecosystem More partners & complex onboarding

3

Scalability Up & down to support dynamic demand

3

New Busines Models Lack of partner-enabled ecosystem

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

12:44

9

02 5G AND THE DIGITAL MARKETPLACE “The Ecosystem decade”

CSG® is a registered trademark of CSG Systems International, Inc.

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

What is meant by ‘Ecosystems’

12:44

10

B2B solutions are increasingly more complex in a connected world Customers

Ingest

Offer/Bundle

The 5G, B2B & ecosystem decade

2

Partners Content

CSP Portfolio

1

(Ecosystem) Charge

Business Consumer

3 Purchase

Super Aggregator

Own Assets

Settle

4 Activate Passive Assets

CSG® is a registered trademark of CSG Systems International, Inc.

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

The complexities of the current B2B ecosystem are creating new significant challenges

12:44

Onboard 6-12 months

Partner Agreement(s)

SMB

SMBs

Mid Tier

Channel Agreement(s)

AGREEMENT

2 b

AGREEMENT

Standard Agreement(s)

Tailored Agreement(s)

Problem 1

(Onboarding takes too long)

Direct

2 a

2 c

1

11

Problem 3

Problem 2

RFX

C&G

RFX

(partner settlement issues)

(contract rarely fulfilled correctly)

Contract to Fulfilment Many manual Handoffs

Fulfilment to Billing

Cust Satisfaction

Project Manager Assigned Deciphering & matching 300+pg contract

CSG® is a registered trademark of CSG Systems International, Inc.

Disputes & Collection Issues

Billing to Accounting Pay partners when fulfilled Match Customer Contract to SOW to PO(s) to & GPN(s)

Examples • “Billed charges 18months late -$127k disputed” • “Billed $7500 not $2500 for 36 months” • “Not charged $200k” © 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

Many CSPs are trying to solve these problems to scale their B2B business

12:44

Good CPQ and standardization helps

Good fulfilment, billing & managed services helps

BUT it doesn’t solve the full problem

BUT it isn’t the end game

Quote

Contract

Managed Service

Fulfil Workflow

Standardize Offerings

√

Ordering

X

?

12

Billing

Automated Validation

CRM

To unlock 5G value

X

collaboration & co-creation will be essential

Demand for tailoring and managing 3rd parties will only increase in a dynamic co-creation 5G world

CSG® is a registered trademark of CSG Systems International, Inc.

Enterprise Portfolio “Third-party relationships have been around for a What has changed long time, what changed is the volume and size of these complex relationships” Contract Catalog Forbes, Jul 2020

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

Rethinking Ecosystems – what it really means

12:44

13

Evolution to Dynamic Ecosystems

Current Model CSP Offerings – Portfolio Approach

Step 1 – Network Approach

Step 2 – Ecosystem Approach

Value creation

Value creation Customer

Partner

CSP

Partner

CSP

Partner

CSP

Partner

Other CSP

Value creation Partner

Partner Partner

1. Portfolio Model • • • •

Standard Bilateral Agreements OEM-ing /Reselling Solution flows managed manually Limited ‘Value Creation’

From Super Aggregator

Partner

Partner

2. Network Model • • • •

Multi-party Agreements Trusted, discrete ecosystems Orchestration more dynamic ‘Value Creation’ broadened across the strategic network.

3. Ecosystem Model • Collaboration & Co-creation across the complete ecosystem • Zero touch orchestration • Unlocking highest level of ‘Value Creation & Innovation’

To Super Orchestrator

While the C-Level is thinking about this, it will require a changed approach organizationally to execute CSG® is a registered trademark of CSG Systems International, Inc.

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

Enablement key to evolution (How 5G & Dynamic Ecosystems will Change the BSS)

12:44

14

Overall Governing Principles Not just key to the network & portfolio

long term

remote health

CLOUD FIRST

precision farming AR/VR videos

bandwidth

latency

MICRO-SERVICE LIKE Remote Robotics & VR AGILE

both LATENCY

SDN wavelengths

virtualized

DYNAMIC ECOSYSTEMS AI

self healing

COMMON STANDARDS Augmented Healthcare ORCHESTRATION

CSG® is a registered trademark of CSG Systems International, Inc.

New CSP Business

Traditional CSP Business

Ecosystem People

CSP Domain

CSP Domain

Business Operations (people & process)

Automated Intelligent Operations

collapsed Processes

BSS

BROAD PORTFOLIO

NETWORK

Ecosystem CSP Domain 3rd party

EDGE

wearables

Enablement

PORTFOLIO

mid term

Collaboration

short term

Autonomous Cars

OPEN More DIGITAL dynamic ARCHITECTURE Architecture (ODA)

decoupled

OSS

Platforms Network

Network

(virtual/hybrid)

(physical)

Business

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

03

Early ecosystem case studies

12:44

15

Case Studies

CSG® is a registered trademark of CSG Systems International, Inc.

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

Powering rich commercial and business models

Overview  CSG has a pedigree and strong customer base in Satellite  Globalstar  OneWeb  Commercial models combine:  B2C relationship with end customer (e.g crew on a ship)

5G Business Models

Inmarsat Example  Provide services to a range of govts, aid agencies, media outlets and businesses with a need to communicate in remote regions  Vast majority of their services and solutions are sold through a worldwide network of distribution partners (DPs) and service providers (SPs)

2

10:00 - 10:10

12:44

What CSG provides:  CSG Singleview is at the center of the commercial and revenue management solution for our satellite customers  Singleview manages all pricing and wholesale pricing relationships in the product catalogue  Manages the relationships between all parties in the multi-sided relationships through its flexible customer modelling

 Multi-layered wholesale reselling (e.g shipping company, local partners, agents, resellers)

 Allows one event to generate multiple debit and credit charges to satisfy all parties in the business relationship

 In some cases, up to 5 levels of wholesale relationship

 In 2013 to support a satellite broadband network new business model through Valued Added Resellers (VARs), Inmarsat moved to a multi-tenancy business model with a single instance of the system

 Home of the original B2B2X models  All of these models are 20+ years old, tried and tested in the market

CSG® is a registered trademark of CSG Systems International, Inc.

16

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

Powering complex 3rd party ecosystems at Deutsche Bahn

Europe’s 2nd biggest passenger transport provider

Key issues

 2.7 Billion Passengers per year in trains and buses  26,000 Passenger trains per day  Once Around the world – the distance travelled by every ICE train per month  9 Neighbouring countries can be reached directly via DB

CSG® is a registered trademark of CSG Systems International, Inc.

Customer Success



All rating and billing



Accounting of electronic recorded tickets and reservations

 Due to international and national policies one sold ticket leads at least to three accounting events



Apportionment of fare quota for all partners



Monitoring of incoming and outgoing payments



Calculation of commissions and fees for partners (e.g. Travel Agencies)



Sales reporting and archiving



Over 4300 Business partners (Railway companies, Travel Agencies, Government, bus companies,..)



Over 33 Million sales records per Month



Over 1.5 Billion DB internal Apportionment Rules

12:44

17

How CSG Helps

 Needed help automating complex revenue share of train ticket sales

Significant scale

2

10:10 - 10:15

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

Participating in complex B2B ICT Portfolios

ICT Portfolio Growth

About

3

10:10 - 10:15

12:44

18

Business Solutions – Strategic Services

AT&T leads in ICT Execution

https://www.business.att.com/

$181B AT&T 2019 Operating Revenue Outer Ring (2020 10-K SEC Filing – page 26)

Business Solutions

Business Solutions

In every sub-category

$37B

Click

(20% of 2019 Rev)

AT&T

42%

total bus revenue

5.3% Growth

2019 Operating Revenue (2020 10-K SEC Filing – page 41)

CSG® is a registered trademark of CSG Systems International, Inc.

Especially in Additional Services

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

12:44

CSG & Axiata Digital Labs 5G co-innovation GUIDING PRINCIPLES • Identify new monetization strategies to unlock digital and partner services revenue streams for Axiata Group

G a m i n g

I n t e r a c t i v e V i d e o

C o n n e c t e d C a r

#ecosystems

• Enable single market federated ecosystem across all Axiata Op-Cos • Builds upon identified strengths and assets in Solutioning from ideate to Go-To Market

S m a r t F a c t o r y

A R

/

V R

H e a l t h c a r e

• ADL via the DTE Layer Built, Integrated and Configured Ascendon in 8 Weeks.

Telco/BOSS Solutions Digital Telco Enabler 19

CSG® is a registered trademark of CSG Systems International, Inc.

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

Digital Monetization Ecosystem Billing for digital services

Buy from carrier portal Marketplace or Direct from digital provider storefront

Invoice Enterprise

Buy OPCO Digital Monetization

On-premise BSS

SINGLEVIEW Network Provider

Subscriber and Carrier Billing

12:44

$

Buy Cash Flow, Digital Agreement

Onboard Charge Rated Records

DTE

Service Catalog, Ingestion Settle

Subscription, Retail and Enterprise

Wholesale Digital Services Accounts Payable

Digital Partner

Activate Enable & provide the digital service

CSG® is a registered trademark of CSG Systems International, Inc.

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

12:44

Thank You

ASIA PACIFIC HEADQUARTERS

545 Queen Street, Ground Floor Brisbane, QLD, Australia 4000 T: +61 3218 8888

CSG® is a registered trademark of CSG Systems International, Inc.

© 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved.

Managing 5G Customer Experience with Performance Analytics Chia Tan APAC Chief Technologist & Director of Solutions Engineering Accedian

©2021 Accedian. All Rights Reserved.

5G Services and the Key Challenges to Address Ultra-reliability and security

Ultra-reliability and security challenges: • Threat detection at the edge • Microsecond-level granularity • Visibility across multiple domains

Manufacturing Manufacturingas-a-service Precision monitoring & control Device density challenges • Real-time tracking • Device security • Data management at high volume • Assurance to the real user edge 2 ©2021 Accedian. All Rights Reserved.

Advanced predictive maintenance Automated guided vehicle

Device density

Remote robot control

Drone inspections

Low latency challenges: • Extremely low latency visibility, of course • Microburst detection

Augmented reality & remote expert Low latency

Source: STL Partners

5G Use Cases & Session Yield Medical: Low Latency, High Bandwidth, Tactile, Secure, High Availability SLA

Enterprise: High Availability SLA, Guaranteed Latency (for Apps), High Bandwidth Consumer: Low Latency, medium bandwidth, Consumer grade IOT sensors: low bandwidth, high volume of devices, best effort latency 3 ©2021 Accedian. All Rights Reserved.

Yield ($ per month)

Industrial: Low Latency, Moderate Bandwidth, Secure, High Availability

$$

Goya Foods Case Study: A Global Food Manufacturer

100+

mission critical applications

10,000+ IoT devices

“A 1 second delay in a scanner or voice command headset (x 70K cases) means a 19 hour hit on our efficiency” “Application-driven QoS is very important, reliability and uptime need to increase.”

- Suvajit Basu, Goya Foods Head of IT

4 ©2021 Accedian. All Rights Reserved.

5G Expectations from Business & Verticals 1. Business Value: Cost of service aligned to business benefit 2. Empowerment: View and access service performance & SLA insight 3. Decision Making: Analytics that enable business & services decision (JIT) 4. Productivity: Increased efficiency of business output & workforce 5. Cost Reduction: Reduce operational cost through automation 6. Reliability: Service SLA, uptime & time to resolution

5 ©2021 Accedian. All Rights Reserved.

Instrumentation & Analytics are Key

6 ©2021 Accedian. All Rights Reserved.

1. Real Time SLA & Performance Across the Network Network and service KPIs: latency, loss, availability, throughput

Edge Services & Cloud

Central DC & Cloud

Internet

Internet & central DC 7 ©2021 Accedian. All Rights Reserved.

Edge Services & Cloud

Core and edge network

Access network

End customer

2. Application Visibility and Analytics Visibility of critical applications across service to customer through hybrid cloud & content delivery Transaction-level response times, application errors, back-end performance

Skylight Capture Sensor

Edge Services & Cloud

Central DC & Cloud

Internet

Internet & central DC 8 ©2021 Accedian. All Rights Reserved.

Edge Services & Cloud

Core and edge network

Access network

End customer

1. Network + 2. Application + “Infrastructure” Analytics

“Service Experience” through visibility, automation & agility a

a Adaptive

Application Network Infrastructure 9 ©2021 Accedian. All Rights Reserved.

AI & ML

Tier 1 - European 5G Mobile Operator Service uptime and accelerated rollout •

Common management & performance monitoring of 3G, 4G and 5G readiness capabilities

•

Automation: Reduces operational costs

•

Service availability: •

•

60% Reduction of 5G Site visits

Service agility: •

Accelerated 5G roll-outs in the process

•

88% increase in the number of sites rolled out in a day

10 ©2021 Accedian. All Rights Reserved.

88

%

Increased sites deployed in a day Reduction of 5G site visit

60

%

SK Telecom 5G Expansion 5G Sub Share, Dec 2020 •

South Korea’s #1 mobile carrier for 5G

•

Assuring customer experience proactively using KPIs

•

Locating bottlenecks and using that information to improve network capacity

•

Identification of faults, misconfiguration with immediate remediation to reduce service impact

“Best-possible quality of service and quality of experience is at the heart of our reputation and our business. This is particularly important as we continue to extend our network towards 5G, and to expand coverage with small cells, making the need for 24x7 end-to-end network visibility critical. Accedian’s performance monitoring solutions make this possible.”

Choi Seung-won, Senior Vice President and Head of Network Solutions Office, SK Telecom

11 ©2021 Accedian. All Rights Reserved.

LG U+ 23%

SKT 46%

KT 31%

End User Experience QoS and QoE Increase operational efficiency & capacity planning

Reliance JIO, India Massive scale with service quality assurance • India’s largest mobile operator with over 400M subscribers • Currently over 500K base stations • Accelerated expansion of LTE with planned 5G service

Over 500K base stations

• Customer voice service through VoLTE quality assurance • Automated network-wide upgrades and maintenance with sub50ms availability • Assuring data experience for massive scale consumption 12 ©2021 Accedian. All Rights Reserved.

Massive scale > 400M subscribers

Summary • 5G service experience is going to be key, especially for the target market that will drive revenue: enterprise applications • 5G brings in capabilities that enable providers to differentiate service through slicing and yield per connection • Multidimensional analytics is key in getting full picture and assuring “5G service experience”

13 ©2021 Accedian. All Rights Reserved.

Accedian Skylight Performance Analytics

Aircraft Radar

Satellite weather map

Active

Passive

Synthetic test applications for network and service KPIs Latency, loss, jitter, availability, throughput

Real-time header analysis for application performance data App/server latency, top talkers, anomaly detection, DNS supervision

Control tower

Telemetry

“5G Service Experience” 14 ©2021 Accedian. All Rights Reserved.

Pilot’s cockpit

Skylight performance analytics

Thank You!

Contact me at ctan@accedian.com to continue the discussion

©2021 Accedian. All Rights Reserved.

Customer self managed c om m unic ation s e rvic e s

Michael Edwards Director of Product & Customer Experience, FibreconX Greg Tilton CEO DGIT Systems

AGENDA 1) FibreconX business introduction 2) Self - management experiences for different service types • Access ordering • Multi - site solution • Point to point 3) FibreconX FUSION portal

2

TOMORROW’S NETWORK TODAY

DESIGNED FOR P ERFO RMANCE

FibreconX is committed to delivering high performance dark fibre services utilising our own optimised duct network. This enables FibreconX to meet the future growth demands for high

-capacity fibre

from emerging digital markets.

AUTOMATION & SIMPLICITY The FibreconX portal provides c u s t o m e rs w it h re a l-t im e q u a lific a t io n a n d p a t h s e le c t io n , p ric in g , o n -d e m a n d p ro vis io n in g , s e rvic e p e rfo rm a n c e in fo rm a t io n a n d t ru e t ra n s p a re n c y in t o o u r d a rk fib re n e t w o rk.

AGENDA

GUARANTEED CAPACITY & PRICING FibreconX is committed to providing virtualised physical infrastructure with our high -performance dark fibre network to meet the predicted explosion in capacity required by customers, with pricing which is easy to understand.

6

How to get new products to market, fast?

How to also provide the right customer experience?

7

Single Site Experience Types of products • Internet Access • Wholesale broadband Access

The customer is at one location and the connectivity service is connecting them to an aggregation node or internet.

Notable Characteristics Delivery

Site

Pricing

• Visual Map or address - based match and qualify

• Live pricing where possible

• Manage changes during process

• Manage quote and approval / discount and approval

• Long running adaptive processes

• Rationalize all the different access options • Offer what is best

• State machine driven reporting & notifications

8

Using Google Ma p s t o a d d a s it e

9

Qualifying a s it e

10

Live pricing fo r n e w o rd e r

11

Multi - Sit e So lu t io n Exp e rie n c e A m u lt i- s it e So lu t io n c a n b e Co m p ris e d o f a c o m b in a t io n o f (1) s in gle s it e p ro d u c t c o m p o n e n t s (2) p o in t t o p o in t p ro d u c t c o m p o n e n t s a n d (3) lo c a t io n in d e p e n d e n t p ro d u c t com ponent s 1.

IP VPN

2.

e LAN

3.

e TREE

4.

IP PBX

5.

SD WAN

+ a d d it io n a l p o in t s e rvic e s a t s it e s o r in t h e c lo u d

Co n n e c t ivit y s e rvic e is c o n n e c t in g m u lt ip le c u s t o m e r lo c a t io n s w it h va lu e a d d e d s e rvic e s p e r lo c a t io n o r in t h e c lo u d

Notable Characteristics Sit e s

To p o lo gy

• All s it e s fo r t h e c u s t o m e r a n d s e rvic e a b ilit y lo a d a n d m atch.

• Re la t io n s h ip b e t w e e n n e t w o rks a n d s it e a c c e s s is c a p t u re d

• Mu lt i lin e o rd e r, w it h p ro d u c t s a n d s e rvic e s gro u p e d b y s it e s .

• To p o lo gy is vis u a l • Bro w s e in s t a lle d p ro d u c t s a n d c h a n ge e xp e rie n c e

De live ry • Ma n a ge c h a n ge s d u rin g d e live ry.

• Re - q u o t e o n c h a n ge • St a t u s a n d n o t ific a t io n s a t t h e p ro d u c t it e m le ve l a n d a t t h e m u lt i- lin e o rd e r le ve l.

12

Multi - s it e s a le s o rd e r w it h m u lt ip le p ro d u c t s

13

Topology Bro w s e (re la t e d in ve n t o ry)

14

Inventory for a s it e , s h o w in g c o m p o s it e p ro d u c t

15

Point to Point So lu t io n Exp e rie n c e Typ e s o f p ro d u c t s

Co n n e c t ivit y s e rvic e is c o n n e c t in g t w o c u s t o m e r lo c a t io n s (Sit e s A&Z)

• WDM • ATM • Elin e • Da rk Fib e r

Notable Characteristics Sit e s • Se le c t t w o s it e s A & Z • Qu a lify • Pric e

Exp e rie n c e Re q u ire m e n t s • Sh o w a n d s e le c t fro m a lt e ra t ive paths

Su p p o rt in g Se rvic e s • Ma n a ge c h a n ge s a n d p ric e im p lic a t io n s t h ro u gh d e live ry • In ve n t o ry fe a s ib ilit y a n d a llo c a t io n

16

Point to Point in ve n t o ry

17

Point to Point o rd e r d e t a ils

18

Point to Point Lin e It e m

19

FIBRECONX FUSION PORTAL

Powerful network. Simple solutions.

Closing the Digital Divide in Regional Australia

Data consumption in Australia is growing

Overall data consumption in Australia is up by 36% from 3 months ending June 2019 to 3 months ending June 2020

Source: ACCC Internet Activity Report, June 2020

The average volume of data downloaded for retail non-NBN fixed services in the three months to 30 June 2020 was up 23% over the PCP

Drivers for greater data consumption include increased video streaming, a greater number of internet-connected devices and the increased importance of home internet due to ongoing impact of the COVID-19 pandemic

Increasing demand for reliable data services The ever-increasing business and consumer demand for high speed and affordable connectivity in residential, commercial and retail market segments is driving ISP business growth.

4K and 8K television requires greater bandwidth More connected devices in the house

Streaming & gaming drives more data and bandwidth

Working from home

Underserviced areas seeking alternatives Wholesale charges impact fixed line competitiveness

The “Internet of Things” driving connectivity

Growing number of Retail Service Providers increase wholesale demand

Regional Australia is Growing

32%

of Australia’s population lives outside the capital cities

49%

increase in people migrating out of capital cities from Q3 2019 to Q3 2020

Australia’s population is moving out of capital cities – driven by the pandemic.

Source: ABS – Regional internal migration estimates, provisional released Feb 21

How data is accessed in Australia NBN •

•

•

83% of NBN uses non FTTP and presents a large opportunity These areas are more susceptible to limited speed and performance

83% using nonFTTP technologies

•

Mixture of technologies

•

Predominantly (87%) ageing infrastructure (DSL, legacy cable)

•

Very low penetration (2%) of wireless technologies

Only 17% using FTTP

NBN 76%

In the absence of a significant upgrade, this infrastructure may not meet anticipated consumer and business demand

NonNBN Fixed 14%

Mobile 10%

Source: ACCC Internet Activity Report, June 2020; NBN Corporate Plan 2021

Non-NBN fixed

Total volume of retail data downloaded by service (as at 30 June 2020)

Fixed Wireless

can compete on network quality, speed and service coverage especially in areas with lower performing fixed line technology

Economical

to cover regional, rural, and remote areas with high quality internet services

Fixed wireless allows quick scale and coverage Fixed wireless allows for a cost-effective rollout versus cable and fibre internet

Fixed wireless provides coverage up to a 10km radius Towers can be built in 40 Days and customers can be connected in less than a week

• Building network infrastructure means ISP is unconstrained from fixed line wholesale pricing.

• Owning infrastructure allows for wholesale opportunities.

• Ability to differentiate on customer service quality and reputation.

• Build the network for customer experience, not just coverage.

• Lower cost and faster upgrading the network as new technologies emerge • Recent changes in technology capability

Benefits of Fixed Wireless infrastructure Fixed Wireless can compete on network quality, speed and service coverage, especially in areas with lower performing legacy technologies.

Economical to cover regional, rural and remote areas with high quality internet services Owning network infrastructure means ISPs are unconstrained from fixed line wholesale pricing; flexibility for types of service plans offered, amounts of data allowed, speed tiers and plan costs driving a higher margin business Ability to differentiate on customer service quality and reputation, especially by maintaining and being in control of substantially all of your own network infrastructure Lower cost and faster upgrading the network as new technologies emerge

• Demand for internet is increasing • Regional Australia population is growing • Currently underserved by today’s technology • Fixed Wireless technology is now ready to fill that gap.

Bringing Australia’s best network to your community.

Are applications driving 5G, or does 5G drive the applications?

G a v i n Wi l s o n , M a n a g i n g D i r e c t o r, A PA C

1

2020: The World’s First Enterprise 5G Solution Australia first Stylised indoor or hardened outdoor models Multi-gigabit performance with softwaredefined modem to cover all Bands 5G+4G dual connectivity (ENDC) Support for SA (Standalone) 5G NR Mobile wizard-based installation application “Captive modem mode” with CP router 5G tools & value confirmation in NetCloud Adaptive to any SD-WAN environment Zero-touch deployment & Day-1 wireless Advanced remote management suite

Cradlepoint NetCloud Platform W2000

Cradlepoint W2000-5GA Indoor

Cradlepoint W2005-5GA Outdoor

Cradlepoint Verify™ © Cradlepoint Inc. | All Rights Reserved | Information Subject To Change Without Notice

What comes first?

Why are Enterprise Organisations Looking to 5G? © Cradlepoint Inc. | All Rights Reserved | Information Subject To Change Without Notice

4

2 types of use cases being implemented now:

• “Evolutionary ” – things that are better with 5G • “Revolutionary ” – things that couldn’t have been done with 4G

© Cradlepoint Inc. | All Rights Reserved | Information Subject To Change Without Notice

5

Why 5G? Current Wireless Apps Get Better

4G LTE Flexible video experience

Gigabit-Class LTE HD visual recognition

5G Machine recognition & triggers

Diverse High Availability

Day-1 Connectivity

Extended Reach

Simplified Management

Wireless WAN Value

Remote Experience

High Bandwidth Mobile Applications

© Cradlepoint Inc. | All Rights Reserved | Information Subject To Change Without Notice

Private Cellular Networks

7

Diverse High Availability

Medium to large site failover

Day-1 Connectivity

Extended Reach

Simplified Broadband Management

Beyond day-1

Richer immersive applications

Larger primary wireless sites

Wireless WAN Value Better detail and information

Remote Experience

New mobile applications

High Bandwidth Mobile Applications

© Cradlepoint Inc. | All Rights Reserved | Information Subject To Change Without Notice

More services; better reach

Private Cellular Networks

8

Why 5G? New Wireless WAN Apps Will be Introduced

4G LTE Fully Loaded Cruiser

Gigabit-Class LTE HD Streaming

5G Augmented Reality

5G Use Case: Australian Construction Company, Taylor • Holographic building visualisation • Wide -area safety scanning • IoT structural sensing • Real-time design display • Large-site failover • 20x the performance of its 4G connection

© Cradlepoint Inc. | All Rights Reserved | Information Subject To Change Without Notice

Retail He a lthc a re Ag e d c a re

Vertical ?

Ma nufa c turing C o ns truc tio n Tra ns p o rt & lo g is tic s Em e rg e nc y s e rvic e s

Why 5G? Wired Connectivity Gets Challenged

4G LTE Wireless Failover

Gigabit-Class LTE Supplemental Bandwidth

5G All wireless WAN

5G Now

© Cradlepoint Inc. | All Rights Reserved | Information Subject To Change Without Notice

14

Organisations are Planning for 5G Plans for LTE or 5G-Only Branches Within Next 12 Months

49%

15%

LTE-Only

24% 12%

5G-Only

Source: https://resources.cradlepoint.com/resources-apac/apac-wireless-networks-study © Cradlepoint Inc. | All Rights Reserved | Information Subject To Change Without Notice

Combination of LTEor 5G-only Branches

Neither 5G or LTE

Source: Cradlepoint Wireless Networks Study, Australia (Telsyte 2020) 15

Cellular Connection Critical for IoT

5G & LTE for Primary Links

88%

5G Use Cases

93%

of org.s using/ considering LTE or 5G as the only WAN link in their branch locations

of org.s using/ considering LTE or 5G for IoT applications

Cellular Connectivity Important for Vehicles

46%

of org.s using / considering LTE or 5G to connect vehicles Source: Cradlepoint Wireless Networks Study, Australia (Telsyte 2020) © Cradlepoint Inc. | All Rights Reserved | Information Subject To Change Without Notice

16

Australian Organisations: Global Advantage Australian Organisations: A Global Advantage • Government support • Cradlepoint first to market globally with 5G endpoint solutions in Australia • 5G specialisation partners • Growing 5G network rollout

Source: https://resources.cradlepoint.com/white-papers/state-of-wireless-wan-report-2020 © Cradlepoint Inc. | All Rights Reserved | Information Subject To Change Without Noticeng 5Gb

17

5G business applications ready today Allows you to plan and deploy now in consideration of current and future advancements

18

Come say hi!

Visit Cradlepoint.com/au

19

Thank You

Rolling out 5G Should cities have more control?

Keith Henry keith@ligmanevolve.com.au +61 451 336 135 © Company Confidential

1B+ people rely on outdated last mile infrastructure 67 m

400 m

102 m

62 m

2.5 million Australians are not online because of affordability issues, location or lack of digital literacy.

Fergus Hunter – The Sunday Morning Herald – 27th March 2020

92 m 147 m

132 m

© Company Confidential

Global IP traffic will increase threefold over the next 5 years Exabytes per month 450 396

400 350

319

300 254

250 201

200 156 150

122

100 50 0

2017

2018

2019

2020

2021

2022

Source: Cisco VNI Global IP Traffic Forecast 2017-2022 (estimated values) © Company Confidential

The number of devices connected to the internet is expected to double in the same time Devices 30

25

billions

20

15

10

5

0

2017

2018

2019

2020

2021

2022

Source: Cisco VNI Global IP Traffic Forecast 2017-2022 (estimated values) © Company Confidential

5G Rollouts at street level plus LTE urban densification generally…

“5G Roll-outs more than tripled in 2020 to reach 1,336 cities worldwide, a 350% increase despite pandemic” (NEWS - Viavi Solutions)

© Company Confidential

Changing from rooftops & towers to street level infrastructure

© Company Confidential

What is needed?

• Aesthetics Are these types of installations still acceptable?

© Company Confidential

City of Dublin

Vision

4G / 5G Cannister Antenna Terragraph E-Band Street lighting 5G Module (optional)

Needs • Coverage • Capacity • Locations • Aesthetics

Wi-Fi

Telco and power © Company Confidential

Telecommunications infrastructure is a key requirement within the city of Dublin. The availability of services such as high-speed broadband is essential to the national economy but also to local communities in everyday life. Dublin City Council is mindful that the provision of telecommunication infrastructure, most notably antennae, can impact on residential and visual amenity.

City of Dublin – Development plan

© Company Confidential

• Coverage Connolly Station area Henry Street

Grafton Street © Company Confidential

Coverage

Uplink

Downlink

© Company Confidential

Capacity

Low load

High load

© Company Confidential

Locations

© Company Confidential

Replacement of existing assets

© Company Confidential

Replacement of existing assets

© Company Confidential

Alternative use of assets

© Company Confidential

Frankfurt

© Company Confidential

Frankfurt - Mainova

© Company Confidential

Thank you © Company Confidential

Our Vision

20,000+ Kilometers of fibre

10,000+ Jobs created

1.5bn+ Investment

2

HyperOne Overview ● HyperOne will be the largest private, independent digital infrastructure project in Australia’s history ● Capable of carrying over 10,000 terabits per second – more traffic than every other national backbone built in Australia’s history combined ● The most complete national fibre backbone ever constructed and the first built in almost two decades ● Critical infrastructure of national and international importance with significant protected capacity ● Opening up the north of Australia and providing valuable off-ramps to underserved regions across the country ● A significant job creator at a critical time for our nation – partnering with local industry in cities and regional communities in each state of Australia 3

Providing protected capacity HyperOne will provide for multiple layers of redundancy nationally and internationally, providing significant protected capacity.

HyperOne will more than double the locations international cables can land in Australia, creating an unprecedented opportunity for Australia to cement its position as a secure, stable and capable interconnection point in the greater Asian region.

The entire HyperOne network will be secured end to end, providing the highest level of independent security for Australians’ data.

4

Digital infrastructure in Australia Investment is required to support significant growth of industry and in regional / remote areas

Digital infrastructure requirements are increasing at a rapid pace with the continued adoption of cloud, the rise of IoT and massive amounts of data being created, processed and stored.

An increasingly distributed workforce and a drive towards greater digitisation across all industries, is driving the need to continue to invest in digital infrastructure to support the increasing data requirements over the next decade and beyond.

All the existing national backbone networks were designed and built when people were still using dial-up internet; the “Cloud”, the National Broadband Network, 3G, 4G or 5G hadn’t even been invented let alone contemplated.

A new hyperscale national backbone for Australia is needed to support future job creating industries including science, aerospace, AI/machine learning, Cloud, satellite, defence, resources, renewable energy and importantly deliver this capability nationally not just to the capital cities.

5

Digital infrastructure in Australia Australia’s existing backbone is almost two decades old and lacks capacity to support significant growth and the further development of regional / remote areas

Vocus

Telstra

Optus

< 15 years old > 12 fibre pairs capacity

6

H1 + FIBERSENSE - WORLD’S FIRST “AWARE” AND SECURE NETWORK HYPERONE and FiberSense have partnered to create the world’s first 100% FiberSense Assured Network FiberSense will provide absolute situation awareness of the physical fibre asset from external aggression (excavation, erosion, animal interference) -ANDReal-time awareness of anyone attempting to physically interfere/intercept or even touch the cable or physical surrounding infrastructure across the entire route providing an unprecedented level of security not available by any provider.

“No network in Australia will be able to offer this unparalleled level of awareness or security” 7

Job creation, supporting the economy at a critical time This 20,000km+ network will generate more than 10,000+ jobs during construction and enable tens of thousands more jobs in future industries. HyperOne unlocks significant opportunities for investment in regional and remote communities that have historically lacked access to world class digital infrastructure.

8

Bringing communities closer together HyperOne will break down the digital divide between our cities and our remote, Aboriginal and Torres Strait Islander populations and isolated communities. Lack of access to high-speed, reliable digital infrastructure is a major barrier to the development of industry and jobs in regional and remote areas.

By providing valuable off ramps to deliver critical digital infrastructure and connectivity we will open up opportunities in these underserved communities.

9

Helping launch new industries HyperOne delivers a new hyperscale national fibre backbone that will significantly boost digital capacity across Australia to support investment in future industries including aerospace, AI/machine learning, cloud, satellite, defense, resources, agriculture and renewable energy.

10

Carbon neutral HyperOne is committed to delivering a carbon-neutral hyperscale network. To achieve this we will utilise a variety of clean energy technologies (i.e. solar and wind) and carbon offset initiatives. We will also prioritise local suppliers, local materials and local workers to deliver the project.

Furthermore, renewable energy will be one of the many industries to benefit from the increased capacity, speed and modern capabilities that this network will provide.

11

A modern, fibre optic network delivering critical digital infrastructure to support the growth of our nation Existing Network

HyperOne

Build Date

1990-2003

2023-2024

Capacity

Limited fiber count

Up to 10x fibre capacity of existing cables Significantly boost capacity with new off-ramps for regional / remote communities

Network

Non Contiguous network with limited diversity

A true national backbone for every state and territory

Ownership

Foreign and domestic

100% Australian owned

Vertical Integration

Largely owned by telco

Independent

Security

None situation awareness of physical asset once installed

Most secured network - 100% FiberSense Assured with complete awareness of physical surrounding of fibre providing protection from physical aggression and interference

12

Thank You

13

Transformation…

We’re in it together Karen Negus Managing Director, ANZ Service Provider © 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

The future is uncertain

the world has changed forever © 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

This is our opportunity to

rethink the future © 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

Businesses are adopting

a digital-first model © 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

The COVID-19 pandemic has changed the way we consume products and services Digitised customer interactions in Asia-Pacific have

increased by 65%

Source: McKinsey and Company, How COVID-19 has pushed companies over the technology tipping point—and transformed business forever. 5th October 2020 © 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

4.3 million telehealth services have been delivered to 3 million patients in Australia

Source: The Hon Greg Hunt MP Minister for Health and Aged Care, Australians embrace telehealth to save lives during COVID-19. © 2020 Cisco and/or its affiliates. All rights reserved.

Release 20 April 2020

Cisco Confidential

88% of organisations worldwide

encouraged their employees to

work from home

because of the pandemic Source: Gartner HR Survey Reveals 88% of Organizations Have Encouraged or Required Employees to Work From © 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Home Due to Coronavirus. 19 March 2020

1.2 billion children moved to hybrid learning in a matter of weeks

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

Governments around the world met and legislated virtually

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

What can be delivered digitally, must be delivered digitally

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

CIOs must now

reimagine their applications

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

In the next 3 years

500 million new apps will be written

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

CIOs must now

empower their teams

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

In the future

58% of workers will work from home

8 or more days each month

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

98% of all meetings will include participants joining from home

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

By 2023

29 billion devices will access the internet

– that’s nearly 4 devices per person

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

The threat landscape has grown exponentially CIOs must

secure their enterprise Telcos can help by

cleaning their pipes © 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

CIOs must now

transform their infrastructure Telcos must

enable their networks to meet this new demand

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

CIO Priorities

Reimagine their applications Empower their teams Transform their infrastructure Secure their enterprise © 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

Adoption of a Cloud Experience Applications are the Lifeline of Every Business

Key IT Trends

Shift to Hybrid Work Security is Moving to the Cloud Transition to 5G and Wi-Fi 6 Apps and Workloads moving Closer to Users and Devices

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

Our Strategy

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

Help customers connect, secure and automate to accelerate their digital agility in a cloud-first world

Innovating and leading together with strategic SP partners

Strategic funding and strategic value partnership

Network and business transformation

© 2021 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

Next Generation solutions to market

Cisco Service Provider Asia Pacific & Japan

Co-development and technology enablement

Accelerating your own digitization

22

The bridge to possible

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

John Stanton, CEO, Communications Alliance CommsDay Summit, 5 May 2021

COVID-19 • Need for greater clarity & consistency at State Govt. level: • Essential workers • Essential nature of telco retail outlets

• Vaccination needed for tech/operations staff operating in vulnerable environments • COVID-19 Telco Industry Principles remain in place

© 2019 Communications Alliance

2

Comms Sector Health • Telco sector EBITDA dropped by 24% since 2019 • ROIC halved since 2017 • Regulatory burden continues to grow – particularly for National Security • New legislative instruments: •

Ave. 15 in 2006-16. Ave. 40 in 2017-19.

• Industry funds ACMA, ACCC, TIO, ACCAN, ITU, Spectrum, MBA ++ • Massive uplift in investment required for 5G

© 2019 Communications Alliance

3

National Security •

SoCI-SoNS & TSSR legislation • Co-design rule-making to follow TSSR statutory review • Risk of duplicated security & notification obligations, info gathering, directions powers • SoCI–SoNS also under PJCIS inquiry

•

PJCIS inquiries pending on: • Assistance & Access • International Production Orders • Identify & Disrupt

•

Government response awaited re Data Retention reform recommendations

© 2019 Communications Alliance

4

• Online Safety Act • Anti-Scam Industry Code • Measuring Broadband Australia • Complaints falling • Emergency Services, telco, energy industry coordination enhanced

© 2019 Communications Alliance

5

™

Who will survive the race to the bottom?

A “New Bundle” Software-defined Smart Homes for Service Providers.

OpenSync™ is an open-source software included on chipset’s within hardware which enables a cloudagnostic architecture, specifically designed to work across in-home and small business Wi-Fi connectivity OpenSync ™ is likened to the SIM-card on a mobile phone instead built for broadband routers and bridges.. - Fahri Diner –Plume CEO

Architectural Shift in CPE Traditional Approach

OpenSync™ Based Approach

The OpenSync™ Ecosystem Silicon integration

Confidential and Proprietary © Plume Design, Inc.

CPE integration

140+ CSP using Plume SaaS Solutions

Customer Experience Transformation Increased ARPU & velocity

NPS

60

Monthly residential ARPU

$15+

Deployment velocity

67%

ROI

200%

Reduced OPEX

Support calls

Churn

51%

Truck rolls

30%

67%

Installation

$150

Source of Data https://blog.plume.com/resources/white-papers/totalcost-of-ownership-study

7

Get smarter than your biggest threats

Opensync™ has re-imagined the Broadband Bundle and it is through solutions like Plume that Service Providers will grow and thrive.

Australian Communications Consumer Action Network CommsDay Summit 2021

Significant gaps in access and usage of communications technologies due to: ▰ issues of affordability ▰ lack of last mile delivery or community access facilities ▰ issues with service reliability and congestion ▰ barriers to engagement with online services

Low Income Research

Interested in learning how the Government is proposing to modernise TV broadcasting?

Register at: accan.org.au/media-reform-forum

Thanks!

Website: www.accan.org.au Phone: 02 9288 4000 E-mail: info@accan.org.au

OpenRAN Market Update Dereck Quinlan RVP, APAC Sales May, 2021

Copyright Mavenir 2021. Proprietary and Confidential.

What a difference a year makes!

12 months ago we were developing our understanding of OpenRAN

OpenRAN OpenRAN - disaggregated RAN functionality built using open interface specifications between elements. Can be implemented in vendor-neutral hardware and software-defined technology based on open interfaces and community-developed standards.

O-RAN

vRAN

O-RAN – refers to the O-RAN Alliance or designated specification. O-RAN Alliance is a specification group defining next generation RAN infrastructures, empowered by principles of intelligence and openness.

vRAN – an implementation of the RAN in a more open and flexible architecture which virtualizes network functions in software platforms based on general purpose processors.

Copyright Mavenir 2021. Proprietary and Confidential.

vRAN utilizing open interfaces is one component of OpenRAN

2

The OpenRAN Ecosystem was developing

Develop standards for open & intelligent RAN (+ some testing)

Develop, test and deploy open, interoperable networks around the world.

Advocate for policies that will accelerate Open RAN adoption globally.

>

Founded: February 2018 (merger)

>

Founded: February 2016

>

Founded: May 2020

>

Members: 236 companies and research institutions

>

Members: 300+ companies & research institutions

>

Members: 58 companies

>

Board: AT&T, Cisco, Verizon, Qualcomm, Rakuten, Mavenir, DISH, Vodafone, Altiostar, NTT, Facebook & Intel

>

>

Board: AT&T, China Mobile, DT, NTT, Orange, Bharti Airtel, KDDI, Rakuten, Jio, Singtel, Telefonica, TIM, Telstra, Verizon & Vodafone

Board: Vodafone, Facebook, Intel, BT, Deutsche Telekom & Telefonica

Developing the Open RAN ecosystem

Copyright Mavenir 2021. Proprietary and Confidential.

3

Launch of OpenRAN Policy Coalition >

Formed in May 2020

>

58 members from 11 countries

>

Objective: promote policies that accelerate the adoption of open, interoperable solutions in the Radio Access Network (RAN)

>

Why?: Open RAN will promote operator choice, vendor competition & more investment in innovation.

Copyright Mavenir 2021. Proprietary and Confidential.

4

Today - Open Ran Mature & Ready for Deployment

Copyright Mavenir 2021. Proprietary and Confidential.

Open RAN by the Numbers APPROACHING GLOBAL ADOPTION

NEARLY

1.3 BILLION SUBSCRIBERS COUNTRIES OR REGIONS WITH COMBINED POPULATION OF OVER

2.4 BILLION

23

MOBILE NETWORK OPERATORS

32%

OF THE WORLD'S MOBILE SUBSCRIBER BASE

OPEN RAN ANNOUNCED COMMERCIAL NETWORK DEPLOYMENTS AROUND THE WORLD SOURCE – iGR WHITE PAPER: OPEN RAN INTEGRATION: RUN WITH IT, FEB 2021 AND MAVENIR

Copyright Mavenir 2021. Proprietary and Confidential.

6

Becoming a Global Commercial Reality

Source: TelecomInfraProject

Copyright Mavenir 2021. Proprietary and Confidential.

7

Mavenir OpenRAN Eco-system Mavenir has completed O-RAN IoT with leading Radio vendors from the OpenRAN eco-system Integration completed over O-RAN 7.2 for 4G and 5G with 5 RRU partners

Mavenir vCU

Mavenir vDU

Radio Fronthaul Split 7.2

Copyright Mavenir 2021. Proprietary and Confidential.

COTS X86

Midhaul Split 2

COTS X86

8

Mature and Ready for Deployment > Interfaces from O-RAN are complete and evolving –

Like any other standards body

> Power Consumption of Virtualized RAN are better than legacy RAN > Cellsite Power us dominated by the RADIO > COTS components improve cost and time to market > Investment and Innovation

Copyright Mavenir 2021. Proprietary and Confidential.

9

Where Next?

Evolution of Open Interfaces

Copyright Mavenir 2021. Proprietary and Confidential.

Open Innovation in RAN Traditional RAN

RAN using RIC (RAN Interface Controller)

ALL RAN features have been developed by only a handful of vendors.

RIC helps manage multi-vendor RAN components, allowing faster development of new features.

(Closed Environment)

(Open Environment)

Higher Costs

More Time

Lower Costs

Less Time

Closed development requires more time and effort to be put into R&D, which raises costs.

Closed development limited to only those working for individual companies, which slows the speed of innovation.

Open development allows for collaboration and use of ideas from outside the company, reducing R&D costs.

Open development fosters collaboration, speeding the development of solutions & innovation.

Copyright Mavenir 2021. Proprietary and Confidential.

11

Network Intelligence with RIC & NWDAF App Store

Services over 5G Manufacturing

NF Load Distribution

Coverage & Capacity

Mobility Robustness

Smart Scheduler

Transportation

RU

Traffic Steering

KPI Prediction

Anomaly Detection

Beam Control

Security Smart Cities

RU

Energy Saving

E2E QoE Dashboard

RAN intelligent Controller

Interreference Mitigation

V2X Control

Network Data analytics Function

VR Venues Shopping

RU

RAN

Copyright Mavenir 2021. Proprietary and Confidential.

Core

Enterprise

12

Why RAN Interface Controller (RIC)

OPEN INNOVATION RIC provides a platform for open innovation in the RAN space.

So far, ALL RAN features have been developed by only a handful of vendors.

RIC helps manage multi-vendor RAN components.

OPERATOR CONTROL

FINE-GRAINED DEPLOYMENT

It puts operators in control of their most expensive RAN infrastructure and valuable spectrum assets by giving access to the inner processes in the RAN equipment and define custom algorithms for their own business needs.

It allows fine-grained deployment of per UE policies to cater to growing business needs of the operators in 5G and beyond.

REAL-TIME RAN AUTOMATION It enables Near Real-time RAN automation to reduce cost and time spent on various age-old processes to manage RAN resources

Copyright Mavenir 2021. Proprietary and Confidential.

PROACTIVE MANAGEMENT

DIFFERENTIATE SERVICES

With RIC, operators can proactively manage their network resources to mitigate service degradation and keep quality of experience high for their subscribers.

It provides a key solution for the operators to differentiate their services among one another, in a highly competitive RAN services market. RIC also enables CI/CD and MLOps for rapid innovation.

13

Near-RT RIC Use Cases Implemented as xApps for Near-RT RAN Automation

Traffic Steering

QoE and Slice SLA Management

mMIMO Beam forming Optimization

Copyright Mavenir 2021. Proprietary and Confidential.

Industry Specific Vertical Use-cases

14

Building the Future of Networks with Cloud-Native Software >

End-to-end software-based portfolio

>

Disruptive and innovative technology and business models as part of our DNA

>

Cloud-native, web scale technologies that underly digital transformation

>

Platforms that enable agility needed for any cloud deployment

Mavenir Vision: One Network. Any Cloud. All Software

Copyright Mavenir 2021. Proprietary and Confidential.

15

End-to-End Product Portfolio Across the 5G Network Infrastructure Stack Digital Enablement Network Slice Management and Orchestration

Converged Packet Core

SBC, W RG

Voice & Video

Messaging

IMS

OTT Client

Security– Spam / Fraud

RBM

Monetization

Contact Center

RAN / OpenRAN

MEC

IOT

Private Networks

UCC

Mavenir Web-Scale Platform (MWP) for Containers & NFV Deployment with integrated AI & Analytics Mavenir Telco Cloud Integration Layer PaaS (Platform as a Service) CaaS (Container as a Service)

VNF Manager Kubernetes

Openstack

Mavenir - Only Industry End to End Network Software Provider Copyright Mavenir 2021. Proprietary and Confidential.

16

Contact

Dereck Quinlan VP Sales, APAC

Dereck.Quinlan@mavenir.com www.mavenir.com Copyright Mavenir 2021. Proprietary and Confidential.

17

Thank You

Inside the nbn™ pricing consultation May 2021 Phillip Britt Managing Director

Overview • Australia’s 5th largest nbn RSP • 373,058 broadband services as at March 2021 • Market leaders in customer experience and service • Construction underway to build our own 360/720 core fibre network to 76 nbn POIs and over 20 data centres • 100% Australian based operation with very high levels of system automation • Listed on the ASX in October 2020 (ASX:ABB)

2

Usage goes up Industry average Mbps per user of CVC provisioned

ABB

There is no disputing that usage continues to increase year on year

COVID-19

3

2.5

Focus on 50

2

1.5

1

CAGR+ 20%

Industry CVC Per AVC

TBC March 21

Mar-21

Dec-20

Sep-20

Jun-20

Mar-20

Dec-19

Sep-19

Jun-19

Mar-19

Dec-18

Sep-18

Jun-18

Mar-18

Dec-17

Sep-17

Jun-17

Mar-17

Dec-16

Sep-16

Jun-16

0

Mar-16

0.5

Linear (Industry CVC Per AVC)

Source: ACCC nbn market indicators reports Mar 2016 to Dec 2020

Source: nbn corporate plan 2021

3

Normally prices go down In most things telco, either prices go down or included value goes up.

• In the last 3 years we’ve seen backhaul prices go from $0.15 to $0.05 per Mbps on common routes

The key driver:

• In the last 8 years we’ve seen IP transit go from $15 to sub $3 • Included value on mobile plans has increased significantly, and with access to newer, higher speed technologies like 5G • Sub sea cable capacity has also fallen significantly

4

Highly leveraged The current CVC model is highly leveraged.

If usage goes up by 20% in a year, but there are no changes to inclusions, this is the result:

Usage – 5,000 Mbps

Usage – 6,000 Mbps

Inclusions – 4,000 Mbps

Inclusions - 4,000 Mbps

Overage – 1,000 Mbps

Overage – 2,000 Mbps

Overage cost – 1,000 x $8 = $8,000

Overage cost – 2,000 x $8 = $16,000

Usage goes up by 20%, but overage cost doubles!

5

Soft cap

• Proposed to run from 1 December 2021 until 1 December 2022 • For the 3 months’ rolling average from 1 September 2020 to 30 November 2020, CVC provisioning was still elevated due to the COVID relief available. Because this clause stipulates “before any rebates” it makes the soft cap useless until at least May 2022.

• This proposal explicitly acknowledges that a 7% increase in cost is a probability and will be born by the RSP or consumer in pursuit of nbn’s ARPU target.

Source: RMID1027 Pricing Review 2021 Consultation Paper 2 – April 2021

6

Soft cap – example 1

Example only, not based on Aussie Broadband actual numbers

7

Soft cap – example 2

Example only, not based on Aussie Broadband actual numbers

8

Gross margin decline In the previous examples gross margin declined from 29.03% to 21.93% over the 24 months due to utilisation increase.

That’s a 7.1% decline!

To prevent margin decline you would need to increase retail prices by $5 in the first 12 months and then further increase them by $6 in the second 12 months.

That means a 50/20 service goes from $69 to $80 per month ($132 per year increase).

9

Game update $84,000 CVC overage for 7 hours nbn bundle inclusions

Aussie Broadband total inbound traffic 31 March 2021

Intervention • We welcome the Minister’s comments and his statement of expectations to the ACCC

• We welcome the Minister’s comments and his statement of expectations to the ACCC

• We welcome and are encouraged by the ACCC’s comments about taking a blank sheet approach to nbn’s pricing structure and the consultation process that’s been announced

• We welcome and are encouraged by the ACCC’s comments about taking a blank sheet approach to nbn’s pricing structure and the consultation process that’s been announced

• However, extensive damage to the industry or retail prices rises will be done in the next ~2 years that this process will take

• However, extensive damage to the industry or retail prices rises will be done in the next ~2 years that this process will take

11

We need a bridge • Whilst the current nbn pricing consultation tries to provide protection to RSPs from sudden increases in usage – it still assumes regular growth in usage and nbn’s ARPU

• As we’ve seen from the soft cap examples, in the next 2 years there will be significant financial challenges for RSPs or consumers if there are no changes

• The current nbn pricing consultation doesn’t provide any meaningful relief 12

nbn™ can compete In the enterprise ethernet market, nbn provides EE High COS (1:1 capacity)

CBD Zone

$0.86 Mbps

Zone 3

$1.36 Mbps

Compare this against TC4 AVCs and CVC:

50/20

$18.00 per Mbps

Ultrafast $12.80 per Mbps Overage $8.00 per Mbps

From a network transport perspective, nbn can carry traffic significantly cheaper when it wants to compete

Nbn EE pricing based on 1000 Mbps High COS service, all pricing is wholesale and excludes GST

13

The solution • The nbn pricing model was originally designed around providing a smooth transition from ADSL onto the nbn, so the access price (AVC) was lowered • Over time it was intended that nbn would make up for this lower access charge within the usage component (CVC) • The solution is to rebalance the access price to where it needs to be, removing the need for the usage component • Future usage increases can be offset in operational savings

14

Summary • It is important that whatever the outcome of the ACCC process, it is critical that nbn upgrades and technology migrations continue – it needs a structure that allows for continued investment • RSPs need a bridge to get from now to when a new, regulated pricing scheme comes into effect • If no bridge is provided, either retail prices will increase or peak time speeds will decline

15

Thank you Q&A

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Embrace the Power of LoRaWAN with NNNCo, the 100% IoT Telco Presented by: Robert Zagarella

NNNCo CEO and Co-Founder, LoRa Alliance® Ambassador CommsDay Summit, 05 May 2021

LoRaWAN: dominant IoT LPWAN technology globally LoRaWAN Global Rollout

MASSIVE OPPORTUNITY for Telcos to partner with NNNCo and add the IoT LoRaWAN narrowband offering into their product portfolio 150m+

Sensors deployed worldwide

27

Countries providing roaming capability including Australia

2

Over 200 million LoRa connections - 2020 +43% CAGR by 2025

1 billion IoT LoRa devices by 2025*

+43% CAGR

Source:* IoT Analytics LPWAN Market Report 2020-2025

Connecting a Smarter Planet

3

Ready for IoT? •

Moore’s law: –

Massively reduced cost of silicon allowing for sensor edge algorithms

•

Wireless communication has become ubiquitous

•

Enterprise applications have moved to the cloud

4

Why is LoRaWAN® being demanded?

Differentiators & Benefits

5

Public and Private Deployment Options

Firmware Updates Over-the-Air

Geolocation

Bi-Directional Security

The Power of LoRaWAN®

10+ Year Battery Life

Deep Coverage in Rural Penetration and Non-Cellular [Concrete, Ground, Areas Steel]

5

LoRa Alliance members: massive IoT global ecosystem

NNNCo: Contributing member

6

Widest choice of IoT devices while reducing complexity ‘The biggest challenge we have is just the variety of devices that we have in our ecosystem. They come from different OEMs, they are across different generations of these devices, and they all speak different languages.’

Large US retail chain

●

Choice of vendors is key to widening the ROI funnel, opening up more use cases and business opportunities for enterprise customers

●

Historically: integration complexity, cost has been very high

●

NNNCo: we solved this problem by productising the integration layer and normalising the data coming from ANY device manufacturer, ANY network, integrated to ANY application with end-to-end security

●

Now deployed in the field, in operation with multiple customers globally 7

N2N-DL IoT Platform: Unleash the IoT ecosystem to scale fast NNNCo’s super fast, highly scalable data platform ●

Designed to simplify the adoption of IoT technologies

●

Super fast response times, leveraging in-memory and cloud technologies to achieve massive scalability

●

Runs on premise and in the cloud

●

100% API driven with push and pull data flow

8

NNNCo end-to-end IoT expertise Network

IoT Devices and Sensors

)))

Gateway / Base Stations

Data Layer Platform

(((

NNNCo Network Server

NB-IoT

LTE-M

Any data feed from any network into N2N-DL

Generate Data

Enterprise Apps

Transfer Data

Manage Devices and Data

END-TO-END SECURITY AND ENCRYPTION

Visualise and Analyse Data

NNNCo network flex

10

11

Food Health Safety Reporting How to monitor, automate and report the temperature of food located in underground deep freezers in order to meet food safety regulations?

The Power of LoRaWAN®

12

Cold Food Chain How to monitor and control the temperature of fresh food produce along the supply chain?

The Power of LoRaWAN®

13

Construction Industry How to decide how soon you can start building on the concrete slab after cement has been poured?

The Power of LoRaWAN®

14

Agriculture How more predictable crop output can I generate by knowing the rainfall and weather down at a paddock level?

How much time and money can I save by knowing where my cattle are and their movements across my farm?

The Power of LoRaWAN®

15

Utilities How to provide a better service to my water customers?

How to reduce my energy costs while optimising my water infrastructure?

The Power of LoRaWAN®

Time for the Telco industry to partner with NNNCo! ●

Technology is ready: now proven, moved now into operational, scalable business case, ROI driven business cases

●

Market is ready: matured from pilot trials to proven ROI

●

The Enterprise market is ready for production-grade ROI-driven outcomes

●

NNNCo is battle-proof and ready

●

We are ready to be the 100% IoT partner for all telco companies requiring cost-effective narrowband solutions to drive revenue from enterprise customers.

16

Website: Email: Linkedin:

nnnco.com.au sales@nnnco.com.au linkedin.com/in/robzag linkedin.com/company/nnnco

Phone:

1300 666 468

The battle of bands – The 5G mmWave opportunity for Australia A public viewpoint

Zia Bhadiar Sydney – 5 April 2021

mmWave bands deliver high capacity but have limited coverage footprint FREQUENCY BANDS PERFORMANCE COMPARISON

mmWave (24-86 GHz)

Mid Bands 2 (3.5-7 GHz)

<200m (outdoor)

<2 km

200-1200 MHz

~50 -100MHz

1-3ms

High capacity / low latency Hotspot based

~3 -10ms

(outdoor) Mid Bands 1 (1-2.6 GHz)

Low Bands (<1 GHz)

Source: Delta Partners

2

+10km (outdoor) +1km (indoor) +15km (outdoor) +3km (indoor) Theoretical coverage (radius)

~20 -30MHz

~10 -20 MHz

Typical spectrum / operator

~10 -20ms

>20ms Latency

Moderate capacity - outdoor coverage purpose

A number of 5G use cases require mmWave spectrum for optimal performance NON-EXHAUSTIVE

5G USE CASE CLUSTERS BY DEGREE OF MATURITY # of distinct trials (use-case/vertical/operator)

X 137

Mature

137

140

Futuristic

+2021

+2019

+2026

29

Broadband

18

Cloud gaming

43

V2X

47

Live video

9

Reliable Cloud Access

17

Immersive experiences

9

Conferencing

16

Visual communications

18

Massive IoT

29

Smart Home / Facility/ City

67

AR / VR / MR

23

Cobots

23

4K / 8K Video

6

Indoor tracking

8

Digital Twin

8

Fast moving objects

19

Drones

13

Industrial automation

12

Autonomous Facility / City

Source: 3GPP, 5G Americas, State of the Edge 2020, Delta Partners analysis

3

Trials

Globally, we see 5 mmWave application categories evolving Main commercial / financial rational for mmWave mmWave application

Main commercial / financial rational for mmWave Key target customers

Technological & competitive alternative

CAPEX efficient capacity enabler

• Brownfield fibre alternative

• Cost-effective greenfield FWA (Suburban / Rural)

1 FWA

• Residential homes • SMEs

Outdoor 2 hotspots

• Mobile users (consumer, B2B)

• Capacity increase without cell splitting (metro, CBD)

Campus / 3 Factory

• Campus-like areas • Factories / manufacturing • Industrial plants

• Cost effective capacity installation

Indoor 4 Wi-Fi replacement

• Residential homes • SMEs • Corporate offices

Outdoor 5 distributed coverage

• Government (First responders, V2X, etc.)

Source: GSMA Delta Partners

NON-EXHAUSTIVE

Latency -centric revenue engine

• Automatization, • Immersive media

• Automatization, • AR/VR

• Alternative to satellite (LEO)

• V2X, Drones, visual communications

In Australia, the Enterprise segment will be the main opportunity area DIRECTIONAL - PRELIMINARY

AUSTRALIA- 26GHZ SPECTRUM LICENCE AUCTION DRIVEN REVENUE OPPORTUNITY AUD B, MID-POINT – TOP 5 SECTORS OF ECONOMY

RETAIL TRADE CONSTRUCTION HEALTH CARE AND SOCIAL ASSISTANCE (PRIVATE) TRANSPORT, POSTAL AND WAREHOUSING MANUFACTURING

+15%

7% 16% 18%

+18%

20%

38%

2025 Source: ABS data by industry sectors 2018

5

2030

2035

While the Consumer segment opportunity will be driven by efficiency gains DIRECTIONAL - PRELIMINARY

Australia - 26GHz spectrum licence driven annual revenue opportunity AUD B, mid -point – Main use cases

Fixed Wireless - Residential Mobile Hand Held (Offload Traffic) +3%

+17%

46%

54%

2025 Source: Annual reports of MNOs and NBNs, ACCA, ACMA

6

2030

2035

Globally, LEO constelleations are targetting similar areas mmWave application

1

FWA

2

Outdoor hotspots

3

Campus / Factory

4

Indoor Wi-Fi replacement

5

Outdoor distributed coverage

Competing with MNO

Collaborating with MNO

Suburban & Rural MBB

Remote enterprises

IoT use cases

Cellular backhaul

We recommend a four -step approach to assess revenue potential of mmWave a full business case will also need OPEX and CAPEX analysis

–

NON-EXHAUSTIVE

1

2

Identify relevant use case clusters

•

Due diligence of current and projected capabilities

Define priority verticals

•

Choose verticals based on mmWave potential and ability to deploy capabilities

3

Connectivity Hardware

Model Revenue streams Platform Application/ content 4

Define where to play in value chain

•

E2E analysis of the value chain and identification of operator opportunities

For further information, please contact us or download our perspectives Thank you!

–

ZIA BHADIAR

VINOD NAIR

Senior Principal

Senior Partner

zb@deltapartnersgroup.com

vn@deltapartnersgroup.com

www.deltapartnersgroup.com

1

Affordable Fast Broadband – Are we There Yet? 5G and the NBN NBN Announced

2009

5G Mainstream

2021

2013 Election Start of MTM

14 121 POIs

2010

CVC changes?

2022

2011

AVC changes?

2023

2012

NBN Sold?

2024

2013

Mobile matches fixed speed 7mbps

2014

Small Cells reach 50% of Urban?

2025

2026

2015

NBN 50% Built

2016

6G Launches?

2027

2028

Mobile 16mbps Fixed11 mbps

2017

2019 Election

2018

NBN “built and Fully Operational”

2019

2020

2031

2032

Small Cells cover 100% Urban?

2029

2030

Today

240mbps Av 5G broadband speed

250mbps Av broadband speed?

Bob James iMediate Consulting May 2021

2

Affordable Fast Fixed Broadband – Are we there yet?

Affordable? : It was at $24 in 2012 ($28 in 2021 $) • The NBN 2012 plan was for broadband to become ever less affordable – and it has. Now $46 consumer wholesale ARPU. • Long term forecasts no longer published, but the pressure to grow ARPU remains.

NBN Corporate Plan, Sect 8.2.10, 2012–15, 6 August 2012

Fast? : Only looking backward to past speeds.

• Compared with peer countries? No. Australia - 50th to 60th in World. NZ now 22nd • Compared with wireless? No. Fixed continues falling behind https://www.speedtest.net/global-index

We are not there. And no discernible plan to get there.

3

5G : How fast in Au today?

• The Au 5G networks range from 254mbps to 139mbps • 5G is: > 5X 4G (45.3Mbps) > 3X fixed broadband av • Australia is consistently fast and among world leaders – around 3-7 depending on source and month https://www.opensignal.com/reports/2021/04/australia/mobile-network-experience-5g https://www.zdnet.com/article/australias-average-5g-mobile-speed-is-outpacing-4g-by-5-3-times-opensignal https://www.speedtest.net/insights/blog/5g-speeds-australia-q1-2021/

5G already fast – and predictably getting much faster

4

5G: Pricing Today 4G and 5G cover the price points e.g. Optus (and a reseller) Plans: Cost

4G, 5G mbps

NBN mbps

Gb

$30

4G Circles.life

-

100

$65

4G

-

200

$75

5G, 77

50

unlimited

$90-$95

5G, 225 $90

100 $95

unlimited

Observations: • 4G flourishing in early 5G era as high usage shifts • 4G with limited speed and limited gigabytes is positioned as entry level options • 5G price points similar to NBN – but always faster and sometimes a little cheaper The calm before the storm?

5

5G: Operators Means, Motivation and Goals Means: • Coverage: growing steadily – e.g. Telstra has 2/3 of population covered with 5G • Capacity: 28GHz from 2021 -2400MHz purchased for $674M in April 2021 • Devices: becoming affordable and readily available Motivation: • NBN ARPU too high for RSP profit • PSAA payments end FY22 Goals • To replace 100% of NBN? No • To grow where profitable? Yes – 20% plus?

• To shift NBN pricing? Yes (not explicit goal – but well received outcome) The large RSP’s/Network Owners are taking the drivers seats and warming the 5G engines.

Expect the gloves to come off over next 6 -24 months! And NBN ARPU growth turned around

6

NBN Speed: What’s putting pressure on AVC? 1. Rapid Wireless & Fixed Speed Gains Mobile to Fixed Speed Ratio 2009

1/3 as fast

2015

Equal around 8mbps

2017

41% faster (15.7 versus 11.1 )

2021

45% faster over all technologies 5G over 3X faster -240mbps

March 2021 Au Speed Data mbps

Rank

Fixed

74.8 mbps

56th

Mobile

109 mbps

7th

2. Implications • NBN AVC pricing 2017-2021 has just avoided falling further behind – 55th in December 2017, now 56th March 2021.

• Undeclared “line in the sand”? Least acceptable?

• Do we really want to be middle of this pack?

Trinidad & Tobago, Estonia, Czechia, Australia, Serbia, Oman, Ukraine • Not primarily technology choice, but NBN pricing • 5G is now 3X, soon 5X faster - will motivate change

https://www.speedtest.net/global-index

NBN AVC pricing must regularly decrease to avoid NBN falling ever further behind mobile & global peers.

7

NBN Affordability: 1. The role of CVC - doing the heavy lifting in raising ARPU • NBN spent more than Australian Revenues could support.

NBN Corporate Plan, 2012–15, 6 August 2012 • The enduring global model of delivering every more speed and gigabytes with flat or declining ARPUs was abandoned and a very different trajectory hypothesised.

• first matched wholesale prices around $24, but planned to raise ARPU to $100 at 2040 • about 2/3 of increase by CVC “usage proxy” , 1/3 by AVC speed choice in original plan.

• 2020 NBN Results: OPEX $5.2Bn, Capex $6.7Bn, Revenue $3.8Bn. • NBN isn’t close to the original trajectory to make a return (or avoid write-downs).

• CVC is even more critical post 2020 to ARPU growth as AVC reductions are necessary • But resisted by RSPs who rationally respond to consumer willingness to pay Wringing out every dollar possible still seems to be the NBN plan.

8

NBN Affordability: 2. Present “soft cap” proposal “NBN Co soft cap proposal would kick in on 1 December 2021 and be reviewed before it expired 12 months later. It would include what NBN Co said would be a “fair use” type protection, in the order of a 30-40% increase in bundled CVC, and applicable where cost increases exceeded 7% annually and churn remains within 10 percent of historical levels.” Commsday 29/04/2021 • • • •

Previously largely ignored substitution – the end of the beginning or beginning of end?

The churn requirement might block change for awhile, but later trigger an avalanche Imagine impact on NBN of 30% - 50% substitution! “sushi train of blowouts”- and attempts to raise ARPU are very expensive and counter productive. Its time to move on from defence of the past errors.

• An alternative path: Smooth the transition to Fibre + Wireless world by: • Reducing NBN pricing to achieve speed parity with NZ • Early NBN sale to avoid leaving Australia frozen in 2009 version of fixed broadband

Time to plan next stage of NBN evolution and delivery of affordable and fast broadband

9

NBN Affordability: 3. Where is the next generation of cost reduction? Fibre vs Wireless replaced by Fibre + Wireless V 2009 NBN View

+ 2021 Emerging Model

• Cost cutting has enabled the enduring global model of flat or falling ARPU • Example of 2021 approach: “….the carrier combined its fiber assets and plans into single program called One Fiber back in 2016. …our 5G Ultra Wideband networks are really going to be a fiber network with antennas hanging off of it. And that still holds true.” Verizon’s Executive VP & CTO • Rational operators around the world don’t need to make big “convergence” decisions – just progressive rational investments in more fibre ever nearer to the customers and adding more wireless alongside legacy fixed lead-ins https://www.rcrwireless.com/20201204/5g/verizon-were-right-on-plan-with-our-fiber-build 4 Dec 2020

The cost cutting opportunity of the 2020’s is NBN + Wireless – The key to affordable broadband.

10

NBN Affordability: 4. Industry and Network Architectures • Expect consolidation of networks & operators on way to affordable fast broadband.

• Latency has joined speed and gigabyte capacity in driving network architectures.

• Edge computing in particular doesn’t fit with the NBN 121 POI model – the new key nodes are much closer to the customers. Gamers wanting low latency at home and driverless cars are examples of demanding users likely to drive new architectures with edge computing and changed POI arrangements.

• Don’t trap NBN in amber by regulation and sale terms.

It could well be the worlds last pristine fixed network and a museum of fixed technologies. https://www.earth.com/news/insects-amber-eggs-hatch/

Cost cutting to deliver affordable broadband requires unconstrained architectural evolution

11

Summary – 5G will drive fast and affordable broadband, and likely transform NBN pricing and architecture in the process • 5G is arriving steadily as coverage grows, spectrum is deployed and technology refined.

Pressure now growing on NBN pricing.

• NBN will be forced to increase speeds via AVC pricing and cap or reduce NBN ARPU through CVC pricing.

• The next step is infrastructure commonality/convergence to reduce underlying costs • NBN sale is first step towards that next generation cost reduction.

• Waiting for 5G to hit 30% substitution will be closing door after the horses have bolted • Don’t trap NBN in amber by regulation and sale terms.

The NBN has driven industry costs up over last decade. Now its time to drive them down