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.
- Still room for subscriber (subscription) growth?
- Fixed mobile substitution; capturing the lion' s share of telephone
minutes?
- The growing contribution of non-voice services and revenues.
CHAPTER 2
- Threats to the mobile operator business model
- How many operators can a market support? An analysis of
highly-competitive marketplaces in different countries around the world.
- New licenses, new competitors? The next two years will see new spectrum
being allocated for mobile services in different parts of the world.
- 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.
- 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:
- New (wholesale) revenues from mobile broadband and mobile Internet. .
- Mobile partnerships. How will operators engage with third party Internet
and entertainment companies, distribution partners and device manufacturers
to share revenues for services provided over their networks?
- Fixed-mobile substitution.
- Price plans - service bundling to grow ARPU levels.
- Capex and Opex reduction: (network sharing;, outsourcing;
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-Mo vs Orange vs AT&T b) Quad-play
scenarios.
- ‘Pure' mobile operators; Vodafone 3, M1, Orange (UK), E-Plus
- Case Studies: Sprint NexTel, BT, Base, E-Plus and the KPN group, NTT
DoCoMo, SK Telecom
CHAPTER 6
CHAPTER 7
- Forecasts
- Mobile subscriptions, 2007-2012
- Mobile revenues, 2007-2012
- Mobile entertainment revenues 2007-2012
*Contents correct at time of printing
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