NGN VPN = ISP enterprise opportunity? – October 13 2015, page-30

Coreect @fumoy as per the timeline apps first. When they build the app and release it, there will be a market response – percentage take-up on the app. The exact model of monetisation has not been locked in, it may be freemium, subscription, pro-rata. The app itself will act as a promotion of the technology. They may become an acquisition target.

October has been indicated to develop enterprise licensing model. They have not released any details to market of their approach to this,so I am speculating.

The market already has some very big players in enterprise WAN/CDN, so it seems unlikely NGN will go head to head with them. NGN have identified retail consumers as being under-served with this technology, so using their established metrics on performance improvements on retail consumption (the big 5) there enterprise solutions may focus on further servicing retail. They may then offer to licence their service to:
• Media producers or distributor such as Amazon, Vimeo,
• ISPs such as iiNet
• Telecommuniction apps such as Zipt
• An established low bandwidth service such as Vuclip mentioned above.
Then these suppliers can package premium services or advertising revenue models which require the user to pre-roll ad content to experience the acceleration or budget offers with data saving utilising the licensed NGN IP.

Yes, if you are a user subscribing to the app you would not be inclined to subscribe to services accelerated by the same algorithms as you would not benefit, however if the app billed on a GB compressed pro rata basis similar to Neumob, it may be configured not to log data already compressed by NGN IP, therefore alleviating the conflict.