VoIP and IP messaging: Operator strategies to combat the threat from OTT players
Informa Media and Telecom
January 1, 2012 SKU: INFM6796008
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Mobile instant messaging and VoIP services have changed markedly over the past two years. OTT services are more compelling than ever, mainly free and they offer a user experience that often overpowers the operators' own services.
Mobile operators are increasingly becoming sidelined by OTT providers in messaging - and also voice before long - by companies like WhatsApp, Skype, Facebook, Viber and other community-based applications. The stakes are high: loss in usage of core services resulted in KPN Group issuing a profit warning in 2011, while Vodafone Europe thinks that as much as 18% of its European mobile revenues are at risk.
This report provides an overview of the VoIP and IP-messaging market, analyzes the major players, sizes the potential threat from OTT providers, and takes an in-depth look at the mobile operators' responses to the threat. The report also assesses the longevity and viability of operators' current strategies, and provides an outlook and recommendations for the operators' next course of action.
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- Mobile VoIP and IP Messaging: Operator strategies to combat the threat from OTT players Executive Summary -PowerPoint file (30 slides)
- Evaluating and sizing the threat from OTT IP communications: The mobile operator perspective
- Fig. 1: KPN: Illustration of the correlation between smartphone penetration and lower SMS traffic
- Fig. 2: Western Europe: Voice, messaging and data revenues as a percentage of total revenues, 4Q09 vs. 4Q10
- Fig. 3: Eastern Europe: Voice, messaging and data revenues as a percentage of total revenues, 4Q09 vs. 4Q10
- Fig. 4: Vodafone: Europe mobile service revenue mix 1Q 11/12
- Fig. 5: Germany: Growing SMS and traffic volume through bundling safeguards revenue
- Mobile VoIP and IP-based messaging market enablers and inhibitors
- Fig. 1: Global, smartphone sales penetration as a proportion of total handset sales, by region, 2010-2016
- Fig. 2: Global, smartphone penetration of total handsets, by selected countries, 2010-2016
- Fig. 3: Global, app stores by company type, 2Q11
- Fig. 4: Global, OS support among app stores, 2Q11
- Fig. 5: Main international app stores by share of countries per region with localized presence, 2Q11
- Fig. 6: Global, mobile broadband subscribers, by region, 1Q11
- Case study: RIM’s BlackBerry Messenger mobile-IM service
- Fig. 1: BBM-Connected applications
- Fig. 2: Research in Motion’s BBM Music
- Fig. 3: Research in Motion's service revenues, 1Q09-2Q12
- Fig. 4: Research in Motion's revenues, 1Q09-2Q12
- Fig. 5: Research in Motion device revenues, 1Q09-2Q12
- Fig. 6: Global, BlackBerry subscriptions, 1Q09-2Q12
- Fig. 7: A selection of BBM-Connected applications
- Fig. 8: BlackBerry Messenger SWOT analysis
- Case study: WhatsApp’s mobile-instant-messaging service
- Fig. 1: WhatsApp for iOS
- Fig. 2: WhatsApp for BlackBerry
- Fig. 3: WhatsApp for Android
- Fig. 4: WhatsApp SWOT analysis
- Case study: Viber Media’s VoIP and IP-messaging service
- Fig. 1: Viber Media for iOS
- Fig. 2: Viber Media for Android
- Fig. 3: Viber Media users, Dec-10 to Nov-11
- Fig. 4: Viber Media SWOT analysis
- Case study: Facebook Messenger, the application for mobile instant messaging and group messaging
- Fig. 1: Facebook Messenger, integration with Messages
- Fig. 2: Facebook Messenger, location capability
- Fig. 3: Facebook Messenger, group messaging
- Fig. 4: Facebook Messenger for BlackBerry
- Fig. 5: Facebook Messenger, active users, Nov-Dec 2011
- Fig. 6: Facebook Messenger SWOT analysis
- Case study: Nimbuzz’s over-the-top voice-over-IP and messaging service
- Fig. 1: Nimbuzz at a glance, 2Q11
- Fig. 2: Nimbuzz for BlackBerry
- Fig. 3: Nimbuzz for feature phones
- Fig. 4: Naspers/MIH Group company structure
- Fig. 5: Mobile VoIP and messaging, selected providers, 2Q11
- Fig. 6: Nimbuzz SWOT
- Case study: Pinger’s TextFree messaging service
- Fig. 1: Inbox, Pinger TextFree for iPhone
- Fig. 2: Conversation screen, Pinger TextFree for Android
- Fig. 3: Pinger offer wall
- Fig. 4: Countries to which TextFree users can send free SMS
- Fig. 5: Pinger SWOT analysis
- Case study: Palringo’s mobile-instant-messaging-portal aggregation service
- Fig. 1: Palringo mobile-instant-messaging communities
- Fig. 2: Palringo for Windows Mobile
- Fig. 3: Palringo with location on iPhone
- Fig. 4: Palringo SWOT
- Five strategies to overcome the OTT issue: The mobile operator perspective
- Fig 1: KPN’s new tariff plan for its Hi brand
- Fig. 2: Vodafone UK marketing statements
- Fig. 3: T-Mobile Germany: VoIP tariff option
- Fig. 4: T-Mobile USA: Example of Bobsled user interface on iOS
- Fig 5: KDDI’s Skype au
- Fig. 6: O2 Connect
- Operators’ strategies for OTT communication: Three out of five strategies are not future-proof
- The five strategic options mapped against six critical criteria
- OTT IP-based messaging: Outlook for mobile operators and OTT providers
- Fig. 1: IP communications: the respective positions of over-the-top providers vs. mobile/fixed operators
- Fig. 2: KPN Netherlands, consumer wireless ARPU, 1Q10-3Q11
- Fig. 3: Mobile operators, planned deployments of RCSe services
- Fig. 4: Selected OTT mobile IP messaging providers by segment, users and traffic
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