Every mobile operator CEO in every developed market is aware of the need to explore new business models. Slowing revenue growth, the entry of new players and brands into the mobile business, and mobile operators' seeming inability to create A demand for services other than basic connectivity and access, means mobile operators are having to take a long, hard look at where they can add value.
Future Mobile Operator Business Models assesses how quickly mobile operators need to look towards new business models and analyses the key threats and opportunities.
Key Coverage
- An in-depth assessment and analysis in developed and emerging markets in the period 2005 - 2007 - this analysis includes detailed information relating to subscribers and subscription growth, share price and EBITDA trends, revenues and ARPU, churn, and subscriber acquisition costs.
- A breakdown and analysis of the key threats that mobile operators face in the short, medium and long term - covering the sustainability of multi-operator and MVNO markets, the impact of new spectrum and licences competition from internet and handset brands.
- An analysis of the key opportunities for mobile operators to protect and grow their profit margins in the short, medium and long term - including mobile broadband and internet, entertainment, telematics and enterprise, partnership strategies and models, service bundling, wholesale and ‘smart’ pipes and capex / opex reduction
- Key case studies - analysis of mobile operators with innovative new business models including fixed-mobile convergence, wholesale, WiMAX and mobile advertising
- Regional forecasts to 2012 for key operators KPIs - including subscription and revenue growth, mobile content and advertising revenues and mobile broadband.
Market Data
- The view from financial markets: share price movement of leading mobile operators in different region
- Revenue, ARPU and EBITDA global trends: Detailed charts covering operator data for 2005-2007 by region
- New licences, new competitors: Detailed charts showing subscription growth by market
- The growing contribution of non-services and revenues: Operator data showing non-voice and non-SMS non-voice revenue share from 2005-2007
- Mobile subscriptions
- Mobile revenues
- Mobile Entertainment revenues
Forecasts
Detailed forecasts to 2007 - 2012:
- Mobile subscription
- Mobile revenue
- Mobile entertainment revenue
Key Issues Addressed
- Is there a future for pure mobile operators or do operators need an integrated mobile / broadband play
- Is `access' a viable business model for mobile operators or not
- What the operator's future role in the provision of non-voice mobile services is
- What are the partnership and revenue-share models and opportunities for mobile operators
- Mobile eco-system or internet eco-system
- Can mobile operators find the right price points and revenue streams for mobile broadband to fund an expansion in network capacity and a move towards 4G
Countries / Sectors / Companies Covered
Key case studies include:
Operator:
- 3
- BT
- KPN Group
- M1
- NTT DoCoMo
- Orange (UK)
- SK Telecom
- Sprint NexTel
- Vodafone
Who should read this report
Mobile Operators:
- evaluate the size of future markets for business plans for investment
- Learn about competition in new areas
- Assess the current competition where you already operate
- Understand the issues, challenges and strategies of mobile operators so that you can better serve your customer
- Assess the potential size of future markets for new business plans for investment in new regions.
- Formulate your new product development strategy
- Identify new sales area for existing products
- Understand the evolution from 3.5G to 4G and the technological and commercial issues that will determine the speed and extent of that transition.
