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Internet Telephony As Service For Telcos: Worldwide Business Models, Innovation, & Monetisation 2018 To 2025

Internet Telephony As Service For Telcos: Worldwide Business Models, Innovation, & Monetisation 2018 To 2025

The research analyses challenges posed by convergence of voice and data networks, and explores strategic options for Telcos to get prepared as Internet telephony continues to transform the communication landscape.

Features

This Report explores the changes that Internet telephony would bring in how mobile operators and Internet service providers (ISPs) operate in the future. The report further examines how the continuous growth of Internet telephony will impact the business model of telcos whose service revenue is still composed of legacy voice. And, what would be the possibilities for smaller players, new entrants, and MVNOs?

This research Report analyses four aspects vis-à-vis Internet telephony market that cover the following:

Aspect-1 looks at the impact of Internet telephony as a disruptive force in telecom market, covering: how OTT players have captured a significant portion of voice calling market, and offering indirect competition to established operators. Can Internet telephony help traditional mobile operators build a failsafe strategy against players such as WhatsApp and FaceTime?

Aspect-2 scrutinises the changing market dynamics of telecom services that led to the acceptance of Internet Telephony by telcos. Why Internet Telephony once considered a direct threat to traditional voice is now being considered as something that should be embraced? What are the issues that may come up as a threat to incumbents?

Aspect-3 analyses the nature of changes that the wider transition to Internet telephony will bring to mobile operator value chain. In particular, the change in business models, pricing strategies, emergence of possible new breed of players, and the possibilities of convergence (mobility with content, commerce, etc.) have been discussed at length.

Aspect-4 analyses the broader implications of Internet telephony on the mobile consumer market. What would be the response of consumers for Internet telephony offerings by telcos? Can operators leverage Internet telephony to boost internet penetration in developing markets? Can Internet telephony offer an unexpected demand for budget smartphone? Is it a big opportunity for telcos to capture untapped mobile banking and payment opportunity in rural India? Can operators leverage Internet Telephony to stop any further loss of brand value to OTTs? How big is this an opportunity for MVNOs?

What’s unique about the Research


What other VAS opportunities can Internet Telephony-as-Service unlock on its own and to what extent can Telcos use it for churn control & ARPU stabilisation.

How to position Internet Telephony.

Offering Internet telephony ‘free’ but with strong passive monetisation strategy.

Commanding the MOVC (mobile operator value chain) by converging Social Media, Gaming, Video, Payment, Commerce, etc. with Internet telephony.

Questions Answered by the Report


What is the need of the hour for mobile operators?
What should be ideal positioning strategies for Internet telephony by telcos
What are the strategic options for operators to counter OTTs’ VoIP?
How Internet telephony regulation is evolving worldwide?

Companies Mentioned in the Report

Google, WhatsApp, Facebook, Microsoft, Skype, FaceTime, KakaoTalk, LINE, Telegram, WeChat, Viber, Vonage, Ericsson, Huawei, Infobip, Nokia, Ribbon Communications, ZTE, GSMA

Target Audience:

Mobile Network Operators, Internet Telephony Service Providers, Internet Service Providers, OTT Players, VAS Players, Research Organisations, Technology Standard Organisations, Forums, Alliances & Associations, Technology Investors, Financial Institutions and Investment Communities, Analysts, Governments, and Strategic Business Planners.


How big a threat Google is for mobile operators?
What are various multifold strategies of OTTs worldwide
How did few OTTs achieve great success?
How leading operators are tackling OTT threat?
Who are the leading Internet telephony Vendors?
What will be the market size and the growth rate of Internet telephony market in the coming years?

Companies Mentioned in the Report

Google, WhatsApp, Facebook, Microsoft, Skype, FaceTime, KakaoTalk, LINE, Telegram, WeChat, Viber, Vonage, Ericsson, Huawei, Infobip, Nokia, Ribbon Communications, ZTE, GSMA

Target Audience:

Mobile Network Operators, Internet Telephony Service Providers, Internet Service Providers, OTT Players, VAS Players, Research Organisations, Technology Standard Organisations, Forums, Alliances & Associations, Technology Investors, Financial Institutions and Investment Communities, Analysts, Governments, and Strategic Business Planners.


1 Introduction
1.1 Objectives of the Study
1.2 Scope of the Study
1.2.1 Internet Telephony
1.3 Research Methodology
2 Executive Summary
2.1 Recent Developments in Internet Telephony Market
2.1.1 Indian Government allows operators to offer Internet Telephony
2.1.2 UAE forces OTTs to work in collaboration with regulated service providers
2.1.3 Saudi Arabia lifts ban on VoIP
2.2 What is driving growth of Internet Telephony?
2.3 Future of Internet Telephony
2.4 Analyst Viewpoint
2.4.1 Consumer vs. Enterprise Opportunity of Internet Telephony
2.4.2 Should operators offer Internet telephony?
2.4.3 Importance of Internet Telephony (Revenues) for Telcos
2.4.4 Ideal Positioning Strategies for Internet Telephony
2.4.5 Strategic options for operators to counter OTTs offering VoIP
3 Internet Telephony Market and Technology Analysis
3.1 Internet Telephony Market Structure and Ecosystem
3.1.1 Industry Competitors
3.1.2 Buyers
3.1.3 Suppliers
3.1.4 Substitutes
3.1.5 Potential Entrants
3.2 Internet Telephony Opportunity Galore
3.3 Market Attractiveness Analysis
3.4 Drivers & Inhibitors
3.5 How does Internet Telephony work?
3.5.1 Voice over Instant Messenger
3.6 Internet Telephony Deployment Models
3.6.1 Using a Mobile Phone as a Standard SIP Client
3.6.2 Unlicensed Mobile Access (UMA)
3.6.3 Use of Softswitch Gateways
3.7 Internet Telephony Technologies and Standards
3.8 Wireless Network Technologies
3.8.1 HSDPA and HSUPA (3G)
3.8.2 4G LTE
3.8.3 Wi-Fi
3.8.3.1 Wi-Fi Standards
3.8.3.2 Voice over Wi-Fi
3.9 VoIP in 4G LTE
3.9.1 Internet Telephony Revenue Model
3.10 VoLTE vs. VoIP
3.11 WebRTC
3.12 Internet Telephony Cost-Benefit Analysis for Operators
4 Worldwide Government Regulation and Compliance on Internet Telephony
4.1 Introduction
4.2 North America
4.2.1 USA
4.2.2 Canada
4.3 European Union
4.4 United Kingdom
4.5 Asia
4.5.1 South Korea
4.5.2 China
4.5.3 India
4.6 Middle East
4.6.1 Bahrain
4.6.2 Oman
4.6.3 Saudi Arabia
4.6.4 UAE
5 OTT Players’ Offerings, Business Models, and Future Strategies
5.1 OTTs’ Communication Cluster
5.2 Google
5.2.1 Google Voice
5.2.2 Google Duo
5.2.3 Google Allo
5.2.4 Google Jibe Rich Communication Services (RCS)
5.2.5 How disruptive can it be?
5.3 WhatsApp
5.3.1 Messaging and Voice
5.3.2 WhatsApp for Business/ Enterprise
5.3.3 Market Size, Revenue Model, and Future Strategy
5.4 Facebook
5.4.1 Messaging
5.4.2 Voice Calling
5.4.3 Commerce and Payments
5.4.4 Market Size, Revenue Model, and Future Strategy
5.5 Microsoft
5.5.1 Skype
5.5.1.1 Skype for Business (Instant Messaging, Voice over IP, and Video Conferencing)
5.5.2 LinkedIn
5.5.3 Market Size, Revenue Model, and Future Strategy
5.6 Discord
5.6.1 Market Size, Revenue Model, and Future Strategy
5.7 FaceTime
5.7.1 Market Size, Revenue Model, and Future Strategy
5.8 KakaoTalk
5.8.1 Market Size, Revenue Model, and Future Strategy
5.9 LINE
5.9.1 Line Pay
5.9.2 Market Size, Revenue Model, and Future Strategy
5.10 Telegram
5.10.1 Instant Messaging
5.10.2 Voice Calling
5.10.3 Market Size, Revenue Model, and Future Strategy
5.11 WeChat
5.11.1 Messaging and Voice
5.11.2 WeChat Out (Voice Calling National, International)
5.11.3 WeChat Pay payment services
5.11.4 Enterprise WeChat
5.11.5 Market Size, Revenue Model, and Future Strategy
5.12 Viber
5.12.1 Market Size, Revenue Model, and Future Strategy
5.13 Vonage
5.13.1 Market Size, Revenue Model, and Future Strategy
6 Telco Internet Telephony Market Positioning
6.1 Development of OTT Voice Applications and its impact on operator business model
6.2 Why are Telcos concerned?
6.3 The Main Strategic Reactions by the Telcos
6.3.1 Blocking OTT applications on the network
6.3.2 Bundling; Unlimited or Abundant Packaged Offers
6.3.3 Partnerships with OTT providers
6.3.4 Provision of Telco-OTT
6.3.5 GSMA RCS Initiative
7 Internet Telephony Vendor Profiles
7.1 Ericsson
7.2 Huawei
7.3 Infobip
7.4 Nokia
7.4.1 Nokia IMS Core
7.4.2 Nokia Telecom Application Server (TAS)
7.5 Ribbon Communications
7.6 ZTE
8 Internet Telephony Market Forecast 2018-2025
8.1 Global Internet Telephony Revenues 2018-2025
8.2 Global Internet Telephony Subscribers 2018-2025
8.3 Regional Internet Telephony Market Forecast 2018-2025
8.3.1 North America
8.3.1.1 USA Smartphone Market
8.3.1.2 Canada Smartphone Market
8.3.1.3 North America Internet Telephony Revenues 2018-2025
8.3.1.4 North America Internet Telephony Subscribers 2018-2025
8.4 Latin America
8.4.1.1 Latin America Smartphone Market
8.4.2 Latin America Internet Telephony Revenues 2018-2025
8.4.3 Latin America Internet Telephony Subscribers 2018-2025
8.5 Europe
8.5.1.1 Europe Smartphone Market
8.5.2 Europe Internet Telephony Revenues 2018-2025
8.5.3 Europe Internet Telephony Subscribers 2018-2025
8.6 Asia Pacific
8.6.1.1 Asia Pacific Smartphone Market
8.6.2 Asia Pacific Internet Telephony Revenues 2018-2025
8.6.3 Asia Pacific Internet Telephony Subscribers 2018-2025
8.6.4 India
8.6.4.1 Indian Government allows operators to offer Internet Telephony
8.6.4.2 India Smartphone Market
8.6.4.3 India Internet Telephony Revenue 2018-2025
8.6.4.4 India Internet Telephony Subscribers 2018-2025
8.6.5 South Korea
8.6.5.1 South Korea Smartphone Market
8.6.5.2 South Korea Internet Telephony Revenues 2018-2025
8.6.5.3 South Korea Internet Telephony Subscribers 2018-2025
8.6.6 Japan
8.6.6.1 Japan Smartphone Market
8.6.6.2 Japan Internet Telephony Revenues 2018-2025
8.6.6.3 Japan Internet Telephony Subscribers 2018-2025
8.6.7 China
8.6.7.1 Chinese government blocked WhatsApp
8.6.7.2 China Smartphone Market
8.6.7.3 China Internet Telephony Revenues 2018-2025
8.6.7.4 China Internet Telephony Subscribers 2018-2025
8.7 Middle East and Africa
8.7.1 Saudi Arabia lifts ban on OTT voice and messaging services
8.7.1.1 Middle East and Africa Smartphone Market
8.7.2 Middle East and Africa Internet Telephony Revenues 2018-2025
8.7.3 Middle East and Africa Internet Telephony Subscribers 2018-2025
9 Conclusions, Recommendations, and Strategic Analysis
9.1 OTT Communication Impact on MNO Revenues
9.2 Recommendations for Operators
9.3 Scope for / Significance of Collaboration and Partnerships for MNOs
9.3.1 OTT communication services as part of the platform strategy
9.4 Leveraging LTE, Wi-Fi, and Smartphone for lateral profit
9.4.1 Telcos confused about Google for RCS?
9.4.2 Rich Communications Services (RCS) offers smarter way to monetise Digital Consumers
List of Figures
Figure 3 1: Internet Telephony Market Structure and Ecosystem
Figure 7 1: Ericsson IMS
Figure 7 2: Nokia IMS Core
Figure 7 3: Ribbon Communications IMS Core
Figure 7 4: ZTE integrated Service Delivery Platform (SDP)
Figure 8 1: Global Internet Telephony Revenue (In US$ Billions) 2018-2025
Figure 8 2: Global Internet Telephony Subscribers (In Billions), 2018-2025
Figure 8 3: Internet Telephony Revenue by Region (In US$ Billions) 2018-2025
Figure 8 4: Internet Telephony Subscribers by Region (In Millions), 2018-2025
Figure 8 5: Internet Telephony Revenue by Region (In %) 2018-2025
Figure 8 6: Internet Telephony Subscribers by Region (In %), 2018-2025
Figure 8 7: North America Internet Telephony Revenue (In US$ Billions) 2018-2025
Figure 8 8: North America Internet Telephony Subscribers (In Millions), 2018-2025
Figure 8 9: Latin America Internet Telephony Revenue (In US$ Billions) 2018-2025
Figure 8 10: Latin America Internet Telephony Subscribers (In Millions), 2018-2025
Figure 8 11: Europe Smartphone Penetration (In %), 2017
Figure 8 12: Europe Internet Telephony Revenue (In US$ Billions) 2018-2025
Figure 8 13: Europe Internet Telephony Subscribers (In Millions), 2018-2025
Figure 8 14: Asia Pacific Smartphone Penetration (In %), 2017
Figure 8 15: Asia Pacific Internet Telephony Revenues (In US$ Billions) 2018-2025
Figure 8 16: Asia Pacific Internet Telephony Subscribers (In Millions), 2018-2025
Figure 8 17: India Internet Telephony Revenue (In US$ Billions) 2018-2025
Figure 8 18: India Internet Telephony Subscribers (In Millions), 2018-2025
Figure 8 19: South Korea Internet Telephony Revenue (In US$ Millions) 2018-2025
Figure 8 20: South Korea Internet Telephony Subscribers (In Millions), 2018-2025
Figure 8 21: Japan Internet Telephony Revenue (In US$ Millions) 2018-2025
Figure 8 22: Japan Internet Telephony Subscribers (In Millions), 2018-2025
Figure 8 23: China Internet Telephony Revenue (In US$ Millions) 2018-2025
Figure 8 24: China Internet Telephony Subscribers (In Millions), 2018-2025
Figure 8 25: Middle East and Africa Smartphone Penetration (In %), 2017
Figure 8 26: Middle East and Africa Internet Telephony Revenue (In US$ Billions) 2018-2025
Figure 8 27: Middle East and Africa Internet Telephony Subscribers (In Millions), 2018-2025
List of Tables
Table 2 1: Operator strategies for OTT services
Table 3 1: HSDPA/ HSUPA Supporting Attributes
Table 3 2: 4G LTE Supporting Attributes
Table 5 1: Google OTT Service
Table 5 2: WhatsApp OTT Service
Table 5 3: Facebook Messenger OTT Service
Table 5 4: Microsoft OTT Service
Table 5 5: Discord OTT Service
Table 5 6: FaceTime OTT Service
Table 5 7: KakaoTalk OTT Service
Table 6 1: Operator strategies for OTT services
Table 7 1: Infobip Solution Features
Table 8 1: Internet Telephony Revenue by Region (In US$ Billions), 2018-2025
Table 8 2: Internet Telephony Subscribers by Region (In Millions), 2018-2025
Table 8 3: USA Smartphone Penetration (In %), 2017
Table 8 4: Canada Smartphone Penetration (In %), 2017
Table 8 5: North America Key OTT Services, 2018
Table 8 6: Latin America Smartphone Penetration (In %), 2017
Table 8 7: Latin America Key OTT Services, 2018
Table 8 8: Europe Key OTT Services, 2018
Table 8 9: Asia Pacific Key OTT Services, 2018
Table 8 10: India Smartphone Penetration (In %), 2017
Table 8 11: India Key OTT Services, 2018
Table 8 12: South Korea Smartphone Penetration (In %), 2017
Table 8 13: South Korea Key OTT Services, 2018
Table 8 14: Japan Smartphone Penetration (In %), 2017
Table 8 15: Japan Key OTT Services, 2018
Table 8 16: China Smartphone Penetration (In %), 2017
Table 8 17: China Key OTT Services, 2018
Table 8 18: Middle East and Africa Key OTT Services, 2018

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