Future Mobile Operator Business Models: Broadband, Partnership, Wholesale and Mobile 2.0

Published by: Informa Media and Telecom

Published: Jan. 1, 2008

Table of Contents

CHAPTER 1

Mobile operator health check. In rude health or in need of a new direction?

The view from financial markets.

Revenue, ARPU and EBITDA global trends. An analysis of revenues, ARPU and EBITDA for leading operators in Europe, Middle East & Africa, Asia and the Americas.

Subscription growth potential

Fixed mobile substitution

The growing contribution of non-voice services and revenues.

CHAPTER 2

Threats to the mobile operator business model

How many operators a market can support

New licenses, new competitors

Cannibalisation and loss of voice revenues to VOIP service providers.

Competition from WiMAX operators. WiMAX business models and key competitive strengths versus 3.5G.

Competition from MVNOs and service providers.

Impact of cellular/WiFi integration and its impact on mobile operator services and revenues.

The unsustainability of mobile handset subsidies

Commoditisation of the mobile operator business. .

Regulation of profitable services (termination, SMS, roaming).

CHAPTER 3

Opportunities for mobile operators

New (retail) revenue streams from (new) non-voice services:

Mobile Internet

Internet access via data cards, USB modems (dongles) and embedded SIMs

Building a relationship between the operator and laptop

Revenue and subscription growth scenarios for mobile broadband-enabled laptops and mobile broadband phones

Mobile Internet or the internet on a mobile

Understanding the key points of convergence and divergence between the PC internet and

Mobile internet (operating systems, developer communities, smartphones

IP services

A mobile-operator centric IP ecosystem

Mobile Entertainment services

First generation mobile entertainment strategy in terminal decline

The arrival of the big brands, portal strategies and C2C

Revenue projections and operator role and strategy

Mobile advertising

Definitions and reality checks

Future scenarios

Payments, banking and NFC

Enterprise, M2M and public sector

New (wholesale) revenues from mobile broadband

Operator wholesale strategies in the MVNO market

Future wholesale strategies for mobile broadband

Smart pipes and APIs

Mobile Partnerships

Revenue share structures in the mobile operator sector

New strategies for longer-term partnerships and relationships

Fixed-mobile substitution and convergence

Do consumers want home-zones and cellular/WiFi solutions when price elasticity gets close to 1

Price plans - service bundling to grow ARPU levels

Price bundling to generate revenues from new services and applications

Capex and Opex reduction

Network sharing

Outsourcing

Restructuring

Handset and retail cost reduction

CHAPTER 4

Next generation operator network strategies

The road to 4G technology issues, standardisation etc

Can operators justify building 4G networks?

Strategies for supporting high-bandwidth mobile services femtocells, IMS, UMA-VCC, all-IP networks

CHAPTER 5

Operator strategies under the microscope (case studies)

Operators with fixed network businesses ie incumbents

a) Integration - examples of different strategies T-Mobile vs Orange vs AT&T

b) Quad-play scenarios.

‘Pure’ mobile operators case study

3

BT

Sprint NexTel

KPN group,

NTT DoCoMo

SK Telecom

Vodafone

Orange (UK),

M1

CHAPTER 6

Conclusions

The future for pure mobile operators

The operator’s future role in the provision of non-voice mobile service

The partnership and revenue-share models and opportunities for mobile operators

Mobile eco-system Vs Internet eco-system

CHAPTER 7

Forecasts to 2007 - 2012

Mobile subscriptions,

Mobile revenues,

Mobile entertainment revenues

Abstract

• 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
• Business case - the evolution towards 4G networks and technology
• 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.

• 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

• 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

• Sprint NexTel
• BT
• KPN Group
• NTT DoCoMo
• SK Telecom
• Vodafone
• M1
• Orange (UK)
• 3

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