Abstract
Overview
As mobile network operators are confronted with growing problems, and we are
seeing the increase in the launch of innovative services, often coming from
the fixed internet, this study poses the question about the sustainability of
mobile network operators: who will win? What will mobile network operators
eventually become: access providers, content providers or consumer multi-media
equipment distributors? Based on the status of 3G and 3.5G development in
advanced or emerging mobile markets, this study describes the various
strategies observed and identifies potential drivers for acceptable long-term
MNO economics. If value added service offers broaden the horizon in terms of
development, price pressures, set by users, regulators and growing competition
present a real challenge to mobile operators, which requires creativity and
excellence in execution.
The combination of these elements is the only way to guarantee revenue growth
sustainability in the medium term in a mobile telecommunications market that
seems to have reached a plateau, adequate profitability to continue to attract
investors, and holding consumer interest to avoid commoditisation of services
while maintaining the capacity to develop innovative services.
Key Questions:
- What are the strategic drivers for mobile network operators in a market
that seems to have reached a plateau in growth?
- What is the new ecosystem with mobile internetisation? Closed or open
environment?
- What are the winning services? their contents? the associated terminals?
- What are the long-term economics and purpose for mobile network operators?
Will they be content distributors?
Who should read this report?
- Mobile network operators and MVNO:
- Evaluate potential drivers for sustainable growth
- Refine proactive strategies
- Fixed and integrated network operators:
- Evaluate interest in entering the mobile market
- How to take part in network convergence?
- Equipment suppliers:
- Understand mobile market needs
- Service provider, terminal provider, partner?
- Investors and analysts:
- What are the issues?
- What are MNO long-term prospects?
- What is the growth potential?
Players:
- MNO
- AT&T/Cingular
- Hutchison 3G
- KDDI
- NTT DoCoMo
- O2
- Orange
- SK Telecom
- SprintNextel
- Telefonica Moviles
- TIM
- T-Mobile
- International
- Verizon Wireless
- Vodafone
- MVNO
- Amp' d Mobile
- Blyk
- Sugar Mama
- Ten
- Virgin Mobile
- Xero Mobile
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