Low-cost Mobile Business Models: Strategies for Profits at the Bottom of the Pyramid
Pyramid Research
September 1, 2006 44 Pages - SKU: PYR1366053
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There is no question that the world's total mobile subscriber base will break the 3bn mark; we are forecasting this to happen by 2007. The key questions are what it would take for this same subscriber base to pass the 3.5bn mark (an evolution we are anticipating will happen by 2011), and perhaps even reach 4bn.
Companies Mentioned in This Report
- Alcatel
- Bharti
- Celtel/MTC
- Dialog
- Ericsson
- Globe Telecoms
- Huawei
- Hutch Essar
- MTN Nigeria
- MTS
- Nokia
- SMART
- Tata Teleservices
- Telenor Pakistan
- Zantel
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- Acronyms and Abbreviations
- Executive Summary
- Section 1: Where Will the Growth Come From?
- Section 2: Driving Revenue
- 2.1 Segmentation
- 2.2 Low Denomination Vouchers
- 2.3 Lifetime Subscriptions
- 2.4 Lower Airtime Prices
- 2.5 Limited Mobility Plans: Yet to Catch Up
- 2.6 Community Subscriptions: A Good Idea if Well Managed
- 2.7 Do Low-cost Models Need Mobile Data?
- Section 3: Transformational Cost Models: Rethinking OPEX and CAPEX
- 3.1 The OPEX Challenge: Keep It Down
- 3.2 Non-network Operating Expenses
- 3.3 The CAPEX Pressure: Beyond the Electronics
- 3.4 Network Operating Expenses
- 3.5 Is There a Case for Outsourcing Network Operation?
- Section 4: Challenging Mobile Fundamentals
- 4.1 Want to Reach the Next Billion? Time for a Change of Mindset
- 4.2 Is ARPU Overrated? Increasingly, Yes
- 4.3 SACs: Yet Another Overrated Indicator
- 4.4 The Bottom Line: Primarily a Scale and Volume Game
- 4.5 A New Set of Indicators to Assess Operational Performance
- 4.6 Government Role: Telecoms Reaganomics Needed
- 4.7 More Out-of-the-Box Ideas: From Discriminatory QoS to No Customer Care
- List of Exhibits
- Exhibit 1: ARPU vs. EBITDA Margin for Selected Mobile Network Operators
- Exhibit 2: Net Subscriber Additions by Regions, 2005-2010
- Exhibit 3: Sample Lowest Denomination Prepaid Recharge Vouchers
- Exhibit 4: SMART Prepaid Subscriber Net Additions and ARPU
- Exhibit 5: SMART Prepaid Subscriber Net Additions and Revenue Growth
- Exhibit 6: India Monthly Subscriber Net Additions, March 2005-March 2006
- Exhibit 7: Bharti Churn, Q205-Q206
- Exhibit 8: Evolution of Average Revenue per Minute in Selected Markets
- Exhibit 9: Average Revenue per Minute vs. EBITDA Margin
- Exhibit 10: Telenor Pakistan: Average Revenue per Minute vs. Usage
- Exhibit 11: Nigeria SIM Card vs. Mobile User Penetration
- Exhibit 12: Breakdown of Operating Expenses for Sample Emerging Market Players
- Exhibit 13: Operating Expenses per Subscriber for Selected MNOs, 2005
- Exhibit 14: Sample SACs
- Exhibit 15: Black Market as Percentage of Handset Sales in Selected Countries
- Exhibit 16: Breakdown of Subscriber Acquistion Costs: Mature vs. High-growth Markets
- Exhibit 17: Breakdown of Network Operating Expenses in High-growth Markets
- Exhibit 18: Subscribers per BTS in Selected Markets, 2005
- Exhibit 19: Emerging Market MNO Business Models Mind-shifts, 1990-2010
- Exhibit 20: Mapping the Strategic Relevance of ARPU
- Exhibit 21: High ARPUs Are Not a Prerequisite for Strong Profitability: Prepaid ARPUs vs. EBITDA Margins
- Exhibit 22: Hypothetical ARPU Focus vs. Traffic Focus
- Exhibit 23: Sample Scenario of Evolution of Tax and Penetration
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