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Marni Walden: From Mobile to Media - Transforming Telecom - Talks at GS

Goldman SachsMarni Walden
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  • 5G network expansion is expected to enable entry into fixed wireless markets beyond the current Fios footprint, with anticipated meaningful revenue from bundling unique content packages.
  • Strategic content acquisition plans involve transitioning from linear content licensing to content ownership, alongside the implementation of viewership and revenue share models to capture new audiences and platforms.
  • Video consumption is projected to have followed a "hockey stick" growth trajectory specifically triggered by the introduction of 4G networks.
  • The company intends to leverage its 50% U.S. small business market share to scale telematics and fleet solutions for the global enterprise market.
  • The combination of AOL and Yahoo is forecasted to generate a combined audience of 1.2 to 1.3 billion users, addressing previous scale limitations where AOL had only a few hundred million viewers.
  • Integration of AOL and Yahoo platforms with Verizon's mobile and BIOS audiences is expected to eliminate prior size constraints and create a distinct market entity rather than a legacy structure.