Global MVNO Markets - KEY MARKET ANALYSIS, STRATEGIC OUTLOOK & FORECASTS TO 2013

Table of Contents

CHAPTER 1

• INTRODUCTION
• Report scope and structure
• The global MVNO market
• Highlights
• Market status
  • Figure 1.1: Global, potential new MVNO markets
• Market size
  • Figure 1.2: Global, MVNOs and resellers in service and their subscriptions, by regional market shares, 2008
• Market forecasts
  • Figure 1.3: Global, MVNO subscriptions forecast, by region, 2009-2013
• Emerging MVNO business models

CHAPTER 2

• AFRICA
• Regional market analysis
• Highlights
• Market status
  • Figure 2.1: Africa, MVNO market status, 1Q09
• Market forecasts
  • Figure 2.2: Middle East and Africa MVNO subscription forecasts, 2009-2013
• MVNO business models
  • North Africa
  • East Africa
  • West and Central Africa
• Opportunities in the data segment
• South Africa market analysis
  • Figure 2.3: South Africa MVNO subscriptions and market share, 4Q07-4Q08
• MVNO market segmentation
• Impact of MVNOs on the market
• Outlook
• Case study: Virgin Mobile South Africa
• Relationship with host operator
• Distribution and marketing
• Positioning and service offering
  • Figure 2.4: Virgin Mobile South Africa selected voice tariffs
  • Figure 2.5: Virgin Mobile South Africa selected data tariffs
  • Figure 2.6: Virgin Mobile South Africa prepaid/postpaid split, 4Q07-4Q08
• Performance and impact on the market
  • Figure 2.7: South Africa, Virgin Mobile and Cell C active subscriptions, 4Q07-4Q08
  • Figure 2.8: South Africa mobile operators' ARPU, 4Q07-4Q08
• Outlook

CHAPTER 3

• ASIA PACIFIC
• Regional market analysis
• Highlights
• Market status
  • Figure 3.1: Asia Pacific, MVNO market status, end-2008
• Market size
  • Figure 3.2: Asia Pacific, selected markets' MVNO subscriptions, 4Q07 and 4Q08
• Market forecasts
  • Figure 3.3: Asia Pacific MVNO subscription forecasts, 2009-2013
• MVNO business models and future MVNO prospects
  • Existing MVNO business models
  • Future MVNO prospects in Asia Pacific
• Australia market analysis
  • Figure 3.4: Australia, SingTel Optus wholesale mobile subscribers, 2Q07-4Q08
  • Figure 3.5: Australia, Vodafone direct subs vs. MVNO subs, 1Q07-4Q08
  • Figure 3.6: Australia, Telstra wholesale mobile SIOs*, 2Q05-4Q08
• MVNO market segmentation
  • Figure 3.7: Australia, Boost Mobile selected rate plans
• Impact of MVNOs on the market
  • Figure 3.8: Australia, Vodafone' s MVNO customers
  • Figure 3.9: Australia, Telstra wholesale revenues, FY05-FY08
• Outlook
• Case study: Crazy John' s
• Relationship with host operator
• Distribution and marketing
• Positioning and service offerings
  • Figure 3.10: Australia, Crazy John' s vs. Vodafone deals
  • Figure 3.11: Australia, Crazy John' s “Crazy Prepaid Plans”
  • Figure 3.12: Australia, Crazy John' s “Crazy Caps” packages
• Performance and impact on the market
  • Figure 3.13: Australia, Crazy John' s vs. Vodafone subscriptions, 4Q08
• Outlook
• Japan market analysis
  • Figure 3.14: Japan, JCI corporate history
• MVNO market segmentation
  • Figure 3.15: Japan, IIJ Mobile' s new residential plans
• Impact of MVNOs on the market
• Outlook
• Case study: Vertu
  • Figure 3.16: Japan, Vertu MVNO ownership
• Relationship with host operator
• Distribution and marketing
• Positioning and service offerings
  • Figure 3.17: Japan, Vertu Club' s services
  • Figure 3.18: Japan, Vertu' s MVNO tariffs, 2Q09
• Handset strategy
  • Figure 3.19: Japan, Vertu' s handset prices
• Performance and impact on the market
• Outlook
• Malaysia market analysis
  • Figure 3.20: Malaysia MVNOs
  • Figure 3.21: Malaysia, U Mobile' s subscriptions, 2Q08-4Q08
  • Figure 3.22: Malaysia, mobile subscriptions and penetration, 4Q07-4Q08
• MVNO market segmentation
• Three more MVNOs plan to start services this year
  • Impact of MVNOs on the market
• Outlook
• Case study: U Mobile
  • Figure 3.23: Malaysia, ownership structure of U Mobile
• Relationship with host operator
• Positioning and service offerings
  • Figure 3.24: Malaysia, U Mobile' s selected voice tariffs
  • Figure 3.25: Malaysia, U Mobile' s Surf with U data tariff
• Performance and impact on the market
  • Figure 3.26: Malaysia, operator net adds, 2Q08-4Q08
  • Figure 3.27: Malaysia, mobile market shares, 1Q08-4Q08
• Outlook

CHAPTER 4

• CENTRAL AND EASTERN EUROPE
• Regional market analysis
• Highlights
• Market status
  • Figure 4.1: Central and Eastern Europe, MVNO market status, end-2008
• Market size
  • Figure 4.2: Central and Eastern Europe, selected markets' MVNO subscriptions, 3Q07 and 3Q08
• Market forecasts
  • Figure 4.3: Central and Eastern Europe, MVNO subscription forecasts, 2009-2013
• MVNO business models
• Poland market analysis
  • Figure 4.4: Poland, MVNO licensees, Mar-03
  • Figure 4.5: Poland' s main MVNOs, May-09
• MVNO market segmentation
• Impact of MVNOs on the market
• Outlook
• Case study: Mobilking
• Positioning and service offerings
• Distribution and marketing
• Relationship with host operator
• Performance and impact on the market
• Outlook
• Russia market analysis
  • Figure 4.6: Russia' s main MVNOs, Jun-09
• MVNO market segmentation
• Impact of MVNOs on the market
• Outlook
• Case study: Prosto dlya obshcheniya
• Positioning and service offerings
  • Figure 4.7: Russia, examples of discount mobile tariffs in Moscow
  • Figure 4.8: Russia, average price per minute (APPM) for leading operators, 1Q08-1Q09
• Relationship with host operator
• Distribution and marketing
• Outlook
• Slovenia market analysis
• MVNO market segmentation
  • Figure 4.9: Slovenia mobile operator market shares, end-2008
• Impact of MVNOs on the market
• Outlook
• Case study: Izimobil
• Positioning and service offering
  • Figure 4.10: Slovenia, Izimobil tariff plan
• Relationship with host operator
• Distribution and marketing
• Performance and impact on the market
  • Figure 4.11: Slovenia, quarterly change in mobile operator market share, 2Q07-4Q08
• Outlook

CHAPTER 5

• LATIN AMERICA AND THE CARIBBEAN
• Regional market analysis
• Highlights
• Market status
  • Figure 5.1: Latin America and the Caribbean, MVNO market status, 1Q09
• Market size
  • Figure 5.2: Latin America and the Caribbean, selected markets'
• MVNO subscriptions, 3Q07 and 3Q08
• Market forecasts
  • Figure 5.3: Latin America and the Caribbean, MVNO subscription forecasts, 2009-2013
• MVNO business models
• Active reselling operators
  • Figure 5.4: Ecuador, Alegro' s mobile subscriptions, CDMA versus GSM, 4Q07-3Q08
• Mexico market analysis
• Maxcom becomes the one and only
  • Figure 5.5: Mexico, Maxcom subs as a percentage of Telefonica
• Moviles and Mexico' s total, 4Q07-4Q08
• MVNO market segmentation
• Impact of MVNOs on the market
• Outlook
• Case study: Maxcom
• Relationship with host operator
• Positioning and service offerings
  • Figure 5.6: Mexico, Maxcom selected voice tariffs
• Performance and impact on the market
  • Figure 5.7: Mexico, Maxcom companywide subscriptions, 4Q07 and 4Q08
  • Figure 5.8: Mexico, Maxcom revenues, 4Q07-4Q08
• Outlook

CHAPTER 6

• MIDDLE EAST
• Regional market analysis
• Highlights
• Market status
  • Figure 6.1: Middle East, MVNO market status, 1Q09
• Market size
• Market forecasts
  • Figure 6.2: Middle East and Africa MVNO subscription forecasts, 2009-2013
• MVNO business models
• Oman market analysis
  • Figure 6.3: Oman mobile subscriptions, 4Q07-4Q08
• MVNO market segmentation
• Impact of MVNOs on the market
• Outlook
• Case study: Friendi Mobile
• Relationship with host operator
• Distribution and marketing
• Positioning and service offering
  • Figure 6.4: Oman selected Friendi tariffs
• Outlook

CHAPTER 7

• NORTH AMERICA
• Regional market analysis
• Highlights
• Market status
  • Figure 7.1: North America, MVNO market status, 1Q09
• Market size
  • Figure 7.2: North America, selected MVNOs in service, 3Q07 and 3Q08
  • Figure 7.3: North America, selected MVNO market shares, 3Q08
• Market forecasts
  • Figure 7.4: North America, MVNO subscription forecasts, 2009-2013
• MVNO business models
  • An epidemic of MVNO failures
• Canada market analysis
  • Figure 7.5: Canada, selected MVNOs
  • Figure 7.6: Canada, selected MVNO subs as % of host MNO' s subs, 4Q07-4Q08
  • Figure 7.7: Canada, MVNO market shares of the total mobile market, 1Q07-4Q08
• MVNO market segmentation
• Impact of MVNOs on the market
• Outlook
• Case study: Virgin Mobile Canada
• Relationship with host operator
• Positioning and service offerings
  • Figure 7.8: Virgin Mobile Canada prepaid plan rates
  • Figure 7.9: Virgin Mobile Canada MyPlan rates
  • Figure 7.10: Virgin Mobile Canada BlackBerry bundles
• Performance and impact on the market
  • Figure 7.11: Virgin Mobile Canada, mobile subscriptions, 4Q05-4Q08
  • Figure 7.12: Virgin Mobile Canada vs. Bell Wireless Affiliates subscriptions, 4Q05-4Q08
• Outlook
• US market analysis
  • Figure 7.13: US, selected MVNO subs as % of host MNO' s subs, 4Q07-4Q08
  • Figure 7.14: US, MVNO market shares of the total mobile market, 1Q07-4Q08
• MVNO market segmentation
• Impact of MVNOs on the market
  • Figure 7.15: US, Sprint Nextel wholesale and total subscriptions, 4Q07-4Q08
  • Figure 7.16: US, AT&T wholesale and total subscriptions, 4Q07-4Q08
• Outlook
• Case study: Kajeet
• Relationship with host operator
• Positioning and service offerings
  • Figure 7.17: US, Kajeet' s selected voice tariffs
  • Figure 7.18: US, Kajeet' s selected data tariffs
• Performance and impact on the market
• Performance and impact on the market
  • Figure 7.19: US, Sprint Nextel CDMA, iDEN and wholesale subscriptions, 2Q07-4Q08
• Outlook

CHAPTER 8

• WESTERN EUROPE
• Regional market analysis
• Highlights
• Market status
  • Figure 8.1: Western Europe, MVNO market status, 1Q09
• Market size
  • Figure 8.2: Western Europe, selected MVNOs in service, 3Q07 and 3Q08
  • Figure 8.3: Western Europe, MVNOs' share of total mobile subscriptions, 3Q08
• Market forecasts
  • Figure 8.4: Western Europe, MVNO subscription forecasts, 2009-2013
• The rise of pan-regional MVNOs
• France market analysis
  • Figure 8.5: France, launch dates of selected MVNO providers
  • Figure 8.6: France, mobile market share of MVNOs, 4Q07-4Q08
• MVNO market segmentation
• Impact of MVNOs on the market
• Outlook
• Case study: NRJ Mobile
• Relationship with host operator
• Distribution and marketing
• Positioning and service offerings
  • Figure 8.7: France, NRJ Mobile, contract tariffs, Mar-09
• Performance and impact on the market
  • Figure 8.8: France, NRJ Mobile, estimated subscriptions and share of total mobile market, 4Q07-4Q08
• Outlook
• Italy market analysis
  • Figure 8.9: Italy, MVNO players, Jun-09
• MVNO market segmentation
• Impact of MVNOs on the market
  • Figure 8.10: Italy, mobile net additions by operator, 2008
• Outlook
• Case study: Poste Mobile
• Positioning and service offerings
• Performance and impact on the market
• Relationship with host operator
• Distribution and marketing
  • Handsets and tariffs
  • Figure 8.11: Italy, Poste Mobile, consumer tariff plans, Mar-09
• Outlook
• Netherlands market analysis
• MVNO market segmentation
  • Figure 8.12: Netherlands, mobile subscriptions and penetration, 1Q08-1Q09
• Impact of MVNOs on the market
  • Figure 8.13: Netherlands, mobile operators' MVNE relationships, Jun-09
  • Figure 8.14: Netherlands, KPN consumer mobile wholesale customers
• and service revenues, 1Q08-1Q09
• Outlook
• Case study: Blyk
• Relationship with host operator
• Positioning and service offerings
  • Figure 8.15: UK, Blyk prices for mobile services, Apr-09
• Performance and impact on the market
• Outlook
  • Figure 8.16: Europe, mobile advertising forecasts by type, 2008-2013
• UK market analysis
  • Figure 8.17: UK, MVNO subscriptions, 1Q08-1Q09
• MVNO market segmentation
• Impact of MVNOs on the market
  • Figure 8.18: UK, market share of MVNO subscriptions, 1Q08 vs. 1Q09
  • Figure 8.19: UK, MVNO subscriptions by operator, 1Q08-1Q09
• Outlook
• Case study: Lycamobile
• Relationship with host operator
• Positioning and service offerings
  • Figure 8.20: Lycamobile UK' s selected international tariffs, Feb-09
• Performance and impact on the market
  • Figure 8.21: UK, mobile operator net additions between end-3Q07 and end-3Q08
  • Figure 8.22: Global, Lycamobile' s launch roadmap, Feb-09
• Outlook