MVNOs: Evaluating their impact on market growth and profitability

Abstract

This executive briefing examines in detail the disruptive impact of MVNOs on the market in terms of subscription developments, pricing and profitability trends within selected markets.

MVNOs: Evaluating their impact on market growth and profitability examines the factors that are stimulating MVNO development as well as assessing the potential disruptive impact MVNOs have had in on selected mobile markets.

Categorising MVNO markets along the three stages of development ? mature, emerging and undeveloped.

These market case studies assess MVNO activity in:

• Denmark
• Finland
• Germany
• UK
• Poland
• USA

Each country case study examines:

• factors that stimulated MVNO development in that market and the implications.
• the impact of MVNOs on the market, as measurable by the following indicators:
  • Subscription trends/market share of MVNOs vs MNOs
  • Impact on prepaid vs postpaid
  • Price trends for voice minutes across all operators
  • ARPU trends
  • Profitability trends
  • MOU trends
• the strategies of the major MVNOs in the markets
• the likely response of incumbent operators.