Report: WCIS Insight: Mobile Operator Strategies TOC

INTRODUCTION
Subscription growth and mobile broadband services drive strategic thinking
- Figure 1.1: Global mobile subscription growth, by region, 2008-2013
Developed markets capable of delivering growth
Developing markets still at heart of strategy but challenges lie ahead
Outlook: mobile operators back technology evolution

VODAFONE
A transforming business strategy?
Ongoing geographical expansion
- Figure 2.1: Vodafone Group mobile subscriptions by region, 1Q08
- Figure 2.2: India mobile market share, by subscription, 1Q08
- Figure 2.3: Vietnam mobile market share, by subscription, 1Q08
Increasing service revenue and profit margins
- Figure 2.4: Vodafone quarterly service revenue, Europe and EMAPA, Jun-06 to Mar-08
- Figure 2.5: Vodafone quarterly service revenue, EMAPA, Jun-06 to Mar-08
- Figure 2.6: Vodafone total revenue and operating profits, 1H06/07-2H07/08
- Figure 2.7: Vodafone Italy annualized churn rates, Jun-06 to Mar-08
Significance of application and technology innovation

TELENOR
Diverse footprint: varied opportunities and challenges
- Figure 3.1: Telenor subscriptions, by region, 1Q08
Advanced Nordic markets: maximizing usage and revenue
- Figure 3.2: Telenor operations in Nordic markets, 1Q08
- Figure 3.3: Telenor Nordic network KPIs, 1Q08
- Figure 3.4: Telenor Nordic networks data revenue performance, 1Q08
Central and Eastern Europe: facing slowdown in growth
- Figure 3.5: Telenor CEE operations, 1Q08
- Figure 3.6: Telenor CEE network KPIs, 1Q08
- Figure 3.7: Telenor CEE networks data revenue performance, 1Q08
Asia: rapid growth
- Figure 3.8: Telenor operations in Asia, 1Q08
- Figure 3.9: Telenor Asia operations data revenue performance, 1Q08
- Figure 3.10: Pakistan mobile KPIs, 1Q08
- Figure 3.11: Telenor Asian operation KPIs, by network, 1Q08
Outlook: harnessing mobile broadband

MTS
3+2 = continued growth and development in Russia
- Figure 4.1: Europe largest operators, by proportionate subscriptions, 1Q08
- Figure 4.2: MTS operations in CIS, 1Q08
- Figure 4.3: MTS operations in CIS, 1Q08
- Figure 4.4: MTS ' 3+2' strategy
- Figure 4.5: MTS revenues, 1Q08
Changing strategy at home
- Figure 4.6: MTS net additions versus ARPU, 1Q05-1Q08
New segmentation
Boosting VAS and mobile broadband
- Figure 4.7: MTS Russia, VAS revenues and data ARPU, 1Q06-1Q08
- Figure 4.8: Europe broadband penetration of households, 1Q08
CIS - growth opportunity
- Figure 4.9: MTS operations in the CIS, by controlling stakes, 1Q08
Russia' s model fits CIS
- Figure 4.10: MTS ARPU from CIS operations, 1Q06-1Q08
Technology innovation and geographical expansion at core of MTS strategy

TELEFONICA
Wireless, broadband and TV growth at center of strategy
- Figure 5.1: Telefonica Americas mobile operations, 1Q08
Latin America: business transformation takes advantage of growth
- Figure 5.2: Telefonica' s Americas markets, mobile penetration, 2Q08
Sector strategies for Latin America
Wireless markets
- Competition and pricing policies provide spur for growth
  - Figure 5.3: Americas mobile subscriptions forecast, 2008-13
  - Figure 5.4: Americas mobile technology forecast, 2008-13
Broadband markets
- High-speed data creates high-speed consumer demand
  - Figure 5.5: Americas broadband subscriptions forecast, 2008-13
TV markets
- Telefonica channels investment focus on TV
Bundling to aid fast growth

AT & T
The challenge at the top
Expanding the network
Reducing churn
Data application strategies
- Figure 6.1: AT&T Mobility SMS traffic, 1Q05-1Q08
iPhone spurs data usage
Managing falling ARPU
- Figure 6.2: US selected operators' financial and KPIs, 1Q08
- Figure 6.3: AT&T ARPU, voice and data, 1Q06-1Q08
- Figure 6.4: AT&T data revenues versus MOU, 1Q06-1Q08
Possible overseas investments
- Figure 6.5: AT&T ownership and proportionate subscriptions, 1Q08
Reducing churn and gaining market share in domestic market key to AT&T

CHINA MOBILE
Challenges in the 3G era
- Figure 7.1: China: operator financial results, 1Q08
Maintaining high ARPU
- Figure 7.2: China Mobile key indicators, 1Q08
China Mobile' s advantage
- Figure 7.3: China: mobile revenue share, 2007
- Figure 7.4: China: mobile revenue share, under new structure, 2007
Data revenue momentum
- Figure 7.5: China Mobile revenues by service market shares, 1Q08
TD-SCDMA the major challenge
Competitive landscape to change with 3G

APPENDIX
Appendix 1: Vodafone, network ownership and proportionate subscriptions,1Q08
Appendix 2: Vodafone, top 10 networks, by proportionate subscriptions, 1Q08
Appendix 3: Telenor, network ownership and proportionate subscriptions,1Q08
Appendix 4: Telenor, top 10 networks, by proportionate subscriptions, 1Q08
Appendix 5: MTS, network ownership and proportionate subscriptions, 1Q08
Appendix 6: MTS, top networks, by proportionate subscriptions, 1Q08
Appendix 7: Telefonica, network ownership and proportionate subscriptions,1Q08
Appendix 8: Telefonica, top 10 networks, by proportionate subscriptions,1Q08
Appendix 9: AT&T, network ownership and proportionate subscriptions, 1Q08
Appendix 10: AT&T, networks, by proportionate subscriptions, 1Q08
Appendix 11: China Mobile, network ownership and proportionate subscriptions, 1Q08
Appendix 12: China Mobile, networks, by proportionate subscriptions, 1Q08
Appendix 13: Global subscriptions, by region, 2000-2013
Appendix 14: Global net additions, by region, 2000-2013
Appendix 15: Africa subscriptions, by technology, 2000-2013
Appendix 16: Americas subscriptions, by technology, 2000-2013
Appendix 17: Asia Pacific subscriptions, by technology, 2000-2013
Appendix 18: East Europe subscriptions, by technology, 2000-2013
Appendix 19: West Europe subscriptions, by technology, 2000-2013
Appendix 20: Middle East subscriptions, by technology, 2000-2013
Appendix 21: US/Canada subscriptions, by technology, 2000-2013

WCIS Insight: Mobile Operator Strategies