Global Mobile Strategies for Quadruple Play - How mobile operators are expanding into the broadband, Internet telephony and TV markets

Table of Contents

CHAPTER 1

• INTRODUCTION
• 1.1 What do we mean by quadruple play? .
• 1.2 Why are companies interested in offering a triple/quadruple play of services?
  • Figure 1.1: Change in figure access line numbers, 2000 to mid-2006
  • Figure 1.2: Changing mobile penetration across leading mobile markets
• 1.3 How are different company types positioned?
  • Figure 1.3: Typical operator portfolio expansion strategies
• 1.4 How advanced is the market?
• 1.5 Why are operators bothering with triple and quadruple play?
• 1.5.1 What are the potential risks?
• 1.5.2 Who stands to gain most from quadruple play and who is most at risk?
• 1.5.3 The mobile operators' dilemma
• 1.6 Countries and operators profiled

CHAPTER 2

• CHINA
• 2.1 Market background
  • Figure 2.1: Telephone, mobile and broadband statistics for China
  • Figure 2.2: Telephone, mobile and broadband penetration in China as percentage of population
• 2.2 Quadruple play contenders
  • Figure 2.3: Customer base comparison for China' mobile operators, mid-2006
  • Figure 2.4: Annualised ARPU comparison for China' mobile operators
  • Figure 2.5: Data revenue comparison for China's mobile operators, 2005
• 2.3 Mobile operator strategies
• 2.3.1 China Mobile
• 2.3.2 China Unicom
• 2.3.3 China Telecom
• 2.3.4 China Netcom
• 2.4 Comparison of mobile operator approaches
  • Figure 2.6: Comparison of leading mobile (and wireless) operator service portfolios

CHAPTER 3

• CZECH REPUBLIC
• 3.1 Market background
  • Figure 3.1: Telephone, mobile and broadband statistics for the Czech Republic
  • Figure 3.2: Telephone, mobile and broadband penetration in the Czech Republic as a percentage of population
• 3.2 Quadruple play contenders
  • Figure 3.3: Customer base comparison for the mobile operators in the Czech Republic, mid-2006
  • Figure 3.4: Annualised ARPU comparison for the Czech mobile operators
• 3.2.1 Significant others
• 3.3 Mobile operator strategies
• 3.3.1 Telefonica O2 Czech Republic
• 3.3.2 T-Mobile
• 3.3.3 Vodafone Czech Republic
• 3.4 Comparison of mobile operator approaches
  • Figure 3.5: Positioning of mobile operators as understood in mid August 2006

CHAPTER 4

• FRANCE
• 4.1 Market background
  • Table 4.1: Telephone, mobile and broadband statistics for France
  • Figure 4.2: Telephone, mobile and broadband penetration in France as a percentage of population
• 4.2 Quadruple play contenders
  • Figure 4.3: Customer base comparison for France' mobile operators, mid-2006
  • Figure 4.4: Annualised ARPU comparison for France's mobile operators
• 4.2.1 Significant others
• 4.3 Mobile operator strategies
• 4.3.1 France Telecom/Orange
• 4.3.2 Bouygues Telecom
• 4.3.3 SFR
• 4.3.4 Neuf Cegetel
• 4.4 Comparison of mobile operator approaches
  • Figure 4.5 : Positioning of mobile operators as understood in mid-August 2006

CHAPTER 5

• GERMANY
• 5.1 Market background
  • Figure 5.1: Telephone, mobile and broadband statistics for Germany
  • Figure 5.2: Telephone, mobile and broadband penetration in Germany as a percentage of population
• 5.2 Quadruple play contenders
  • Figure 5.3: Customer base comparison for Germany's mobile operators, mid-2006
  • Figure 5.4: Estimated annualised ARPU for Germany's mobile operators
  • Figure 5.5: Estimated data as % of service revenue for Germany's mobile operators
• 5.2.1 Significant others
• 5.3 Mobile operator strategies
• 5.3.1 E-Plus
• 5.3.2 Deutsche Telekom/T-Mobile
• 5.3.3 O2 Germany
• 5.3.4 Vodafone Germany
• 5.4 Comparison of mobile operator approaches
  • Figure 5.6: Positioning of mobile operators as understood at end August 2006

CHAPTER 6

• ITALY
• 6.1 Market background
• Figure 6.1: Telephone, mobile and broadband statistics for Italy
  • Figure 6.2: Telephone, mobile and broadband penetration in Italy as a percentage of population
• 6.2 Quadruple play contenders
  • Figure 6.3: Customer base comparison for Italy's mobile operators, mid-2006
  • Figure 6.4: Estimated annualised ARPU for Italy's mobile operators
• 6.2.1 Significant others
• 6.3 Mobile Operator strategies
• 6.3.1 Telecom Italia/TIM
• 6.3.2 Vodafone Italy
• 6.3.3 Wind
• 6.3.4 3 Italia
• 6.4 Comparison of mobile operator approaches
  • Figure 6.5: Positioning of mobile operators as understood at end August 2006

CHAPTER 7

• JAPAN
• 7.1 Market background
  • Figure 7.1: Telephone, mobile and broadband statistics for Japan
  • Figure 7.2: Telephone, mobile and broadband penetration in Japan as a percentage of population
• 7.2 Quadruple play contenders
  • Figure 7.3: Customer base comparison for Japan's mobile operators, mid-2006
  • Figure 7.4: Estimated annualised ARPU for Japan's mobile operators
  • Figure 7.5: Estimated data as % of service revenue for Japan's mobile operators
• 7.2.1 Significant others
• 7.3 Mobile operator strategies
• 7.3.1 NTT/NTT DoCoMo
• 7.3.2 KDDI
• 7.3.3 Softbank Mobile
• 7.4 Comparison of mobile operator approaches
  • Figure 7.6: Positioning of mobile operators as understood at end August 2006

CHAPTER 8

• KOREA
• 8.1 Market background
  • Figure 8.1: Telephone, mobile and broadband statistics for Korea
  • Figure 8.2: Telephone, mobile and broadband penetration in Korea as a percentage of population
• 8.2 Quadruple play contenders
  • Figure 8.3: Customer base comparison for Korea's mobile operators, 2005 and mid-2006
  • Figure 8.4: Estimated annualised ARPU for Korea's mobile operators
• 8.2.1 Significant others
• 8.3 Mobile operator strategies
• 8.3.1 SK Telecom
• 8.3.2 LG Telecom
• 8.3.3 KTF
• 8.3.4 Korea Telecom
• 8.4 Comparison of mobile operator approaches
  • Figure 8.5: Positioning of the mobile operators as understood at end August 2006

CHAPTER 9

• POLAND
• 9.1 Market background
  • Figure 9.1: Telephone, mobile and broadband statistics for Poland
  • Figure 9.2: Telephone, mobile and broadband penetration in Poland as a percentage of population
• 9.2 Quadruple play contenders
  • Figure 9.3: Customer base comparison for Poland's mobile operators
  • Figure 9.4: Estimated annualised ARPU for Poland's mobile operators
• 9.2.1 Significant others
• 9.3 Mobile operator strategies
• 9.3.1 Orange (formerly PTK Centertel)
• 9.3.2 Polkomtel
• 9.3.3 Polska Telefonia Cyfrowa
• 9.4 Comparison of mobile operator approaches
  • Figure 9.5: Positioning of the mobile operators as understood at end August 2006

CHAPTER 10

• SPAIN
• 10.1 Market background
  • Figure 10.1: Telephone, mobile and broadband statistics for Spain
  • Figure 10.2: Telephone, mobile and broadband penetration in Spain as a percentage of population
• 10.2 Quadruple play contenders
  • Figure 10.3: Customer base comparison for Spain's mobile operators in mid-2006
  • Figure 10.4: Estimated annualised ARPU for Spain's mobile operators
  • Figure 10.5: Estimated percentage of service revenues from data
• 10.2.1 Significant others
• 10.3 Mobile operator strategies
• 10.3.1 Vodafone Spain
• 10.3.2 Amena/Orange
• 10.3.3 Telefonica/ Telefonica Moviles
• 10.4 Comparison of mobile operator approaches
  • Figure 10.6: Positioning of the mobile operators as understood at end August 2006

CHAPTER 11

• UNITED KINGDOM
• 11.1 Market background
  • Figure 11.1: Telephone, mobile and broadband statistics for the UK
  • Figure 11.2: Telephone, mobile and broadband penetration in the UK as a percentage of population
• 11.2 Quadruple play contenders
  • Figure 11.3: Customer base comparison for the UK's mobile operators, mid-2006
  • Figure 11.4: Estimated annualised ARPU for the UK's mobile operators
  • Figure 11.5: Estimated percentage of service revenues from data
• 11.2.1 Significant others
• 11.3 Mobile operator and service provider strategies
• 11.3.1 Vodafone UK
• 11.3.2 O2
• 11.3.3 3 UK
• 11.3.4 Orange UK
• 11.3.5 NTL:Telewest/Virgin Mobile
• 11.3.6 T-Mobile
• 11.3.7 BT
• 11.4 Comparison of mobile operator approaches
  • Figure 11.6: Positioning of the mobile operators and service providers as understood at end August 2006

CHAPTER 12

• UNITED STATES
• 12.1 Market background
  • Figure 12.1: Telephone, mobile and broadband statistics for the United States
  • Figure 12.2: Telephone, mobile and broadband penetration in the US as a percentage of population
• 12.2 Quadruple play contenders
  • Figure 12.3: Customer base comparison for the leading US mobile operators, mid-2006
  • Figure 12.4: Estimated annualised ARPU for the leading mobile operators in the US
  • Figure 12.5: Estimated percentage of service revenues from data
• 12.2.1 Significant others
• 12.3 Leading mobile operators' strategies
• 12.3.1 Cingular
• 12.3.2 Sprint Nextel
• 12.3.3 T-Mobile
• 12.3.4 Verizon Wireless
• 12.4 Comparison of the leading mobile operators' approaches
  • Figure 12.6: Positioning of the leading mobile operators as understood at end August 2006