Report: Mobile Messaging & IP Evolution Players, Strategies & Forecasts 2009-2014 TOC

Glossary

Executive Summary

Types of Mobile Messaging
VAS & Voice, Video and Other Services
Market Evolution & Convergence
Mobile Messaging Market Opportunity
Mobile Messaging Challenges
Future Mobile Awards 2009

1. Challenges, Conclusions & Recommendations

1.1 Introduction
1.2 Challenges
1.3 Conclusions & Recommendations

2. Commercial Landscape for Mobile Messaging

2.1 Introduction
2.2 Mobile Messaging Market Overview
- 2.2.1 Mobile Messaging Market Definitions
  - i. Mobile Messaging Categories
  - ii. Mobile Messaging Experiences
    - Table 2.1: Synchronous and Asynchronous Messaging Types
  - iii. Motivation and Usage Scenarios
  - iv. Mobile Messaging Mechanisms
    - a. Conversation Thread
    - b. Converged Inbox
    - c. Emoticons
      - Figure 2.1: Examples of Emoticons
    - d. Predictive Text
    - e. Presence
    - f. Text Speak
- 2.2.2 Market Drivers
  - i. Bundled/Unlimited Tariffs
  - ii. Cultural Influences
  - iii. Prosumer
  - iv. Youth Market and Online Communities
    - Table 2.2: US Teens Communications Habits
2.3 Messaging Service Development
- 2.3.1 SMS
  - i. Background
  - ii. Adoption
  - iii. Commercial Options
    - a. Mobile-originated SMS
      - Table 2.3: Retail Cost per SMS (by Region) 2008-2013
    - b. Mobile-terminated SMS
    - c. Premium-Rate SMS (PRSMS)
    - d. Expanding SMS Services
      - Figure 2.2: The SMS/MMS Market
  - i. Company Profile: Anam Mobile
    - a. Company Background
    - b. Products and Services
    - c. Strategy
  - ii. Company Profile: TeleMessage
    - a. Company Background
    - b. Products and Services
      - Figure 2.3: The TeleMessage Architecture
    - c. Case Study: AIS (Thailand)
- 2.3.2 MMS
  - i. Background
  - ii. Adoption
    - a. MDA (Mobile Data Association)
      - Table 2.4: Growth Of UK SMS and MMS Volumes, 2007-2008
  - iii. Commercial Options
    - Table 2.5: Retail Cost Per MMS ($), Forecast 2009-2014
    - a. MMS Postcard Service
  - i. Company Profile: Acision
    - a. Company Background
    - b. Products and Services
      - Messaging
      - Mobile Marketing
        
        Figure 2.4: Acision' s Mobile Marketing Architecture
      - Charging Solutions
- 2.3.3 Mobile Email
  - i. Background
    - Table 2.6: Mobile Email Challenges
  - ii. Adoption
  - iii. Commercial Options
    - Table 2.7: Cost Per Email Monthly Subscription ($), Forecasts 2009-2014
    - Figure 2.5: The Mobile Email Market
    - a. ASP/NOC
    - b. Behind the Firewall
    - c. Webmail
  - iv. Company Profile: SEVEN
    - a. Company Background
    - b. Products and Services
    - c. 3 UK
    - d. Telefonica
  - v. Company Profile: Visto
    - a. Company Background
    - b. Products and Services
      - Figure 2.6: Visto Mobile Platform Options
    - c. Strategy
- 2.3.4 Mobile IM
  - i. Background
    - a. AIM (AOL Instant Messenger)
    - b. Google Talk
    - c. Yahoo! Messenger
    - d. Windows Live Messenger
  - ii. Adoption
  - iii. Commercial Options
    - Figure 2.7: Mobile IM Market
    - Table 2.8: Cost per Monthly IM Subscription, Forecasts 2009-2014
  - iv. Company Profile: Orange France
    - a. Company Background
      - Table 2.9: Orange France KPIs Q4 2007 to Q4 2008
    - b. Strategy
  - v. Company Profile: eBuddy
    - a. Company Background
    - b. Products and Services
    - c. Strategy
      - Table 2.10: eBuddy Users & Revenues by Region

3. Enterprise Mobile Messaging

3.1 Introduction
3.2 Market Overview
- 3.2.1 Background
- 3.2.2 Adoption
- 3.2.3 Commercial Options
  - i. Company Profile: iAnywhere (Sybase)
    - a. Company Background
    - b. Products and Services
      - Afaria Mobile Management and Security Software
      - iAnywhere Mobile Office
        
        Figure 3.1: Mobile Inbox of the Future
    - c. Strategy
3.3 SMS & MMS
- i. PageOne
  - a. Company Background
    - Table 3.1: Revenue and Net Income Growth ($m) 2004-2008
  - b. Products and Services
    - Figure 3.2: PageOne' s Network-Independent Messaging Architecture
  - ii. Clickatell
    - a. Company Background
    - b. Products and Services
      - Table 3.2: Clickatell Messaging Pricing SMS-MT & SMS-MO - Germany
      - Figure 3.3: The Enterprise Messaging Gateway Value Chain
    - c. Strategy
3.4 Mobile Email
- i. Company Profile: Isode
  - a. Company Background
  - b. Products and Services
    - Figure 3.4: Mobile Email Via IMAP-IDLE
  - c. Strategy
- ii. Microsoft Windows Mobile
  - Table 3.3: Microsoft KPIs 2004-2008
  - a. Products and Services
  - b. Strategy
    - Figure 3.5: Exchange 2007 SP1 DM (Device Management)
  - c. Mobile Messaging with Exchange ActiveSync
    - Exchange ActiveSync Protocol
    - Direct Push
- iii. Motorola Good
  - a. Company Background
  - b. Products and Services
    - Figure 3.6: Good Mobile Connection Overview
  - c. Strategy
- iv. RIM (Research In Motion)
  - a. Company Background
    - Table 3.4: RIM KPIs Q3 2008 to Q3 2009
  - b. Products and Services
    - NOC (Network Operations Centre)
    - BlackBerry MDS (Mobile Data Service)
      - Figure 3.7: BlackBerry Mobile Data Service Architecture
    - BES (BlackBerry Enterprise Server)
    - BIS (BlackBerry Internet Service)
    - BlackBerry Devices
    - BlackBerry Connect
    - BlackBerry Built-In
    - BlackBerry Alliance Program
    - BlackBerry Support Services
  - c. Strategy
    - Figure 3.8: RIM/BlackBerry Value Chain
    - Bridging the Enterprise/Consumer Divide
3.5 Mobile IM
- Figure 3.9: Mobile IM Enterprise Architecture
- i. Company Profile: CallWave
  - a. Company Background
  - b. Products and Services

4. Business Models

4.1 Introduction
- Figure 4.1: P2P Mobile Messaging Commercial Evolution
4.2 Mobile Messaging Value Chain
- Figure 4.2: The Mobile Messaging Value Chain
- 4.2.1 Value Chain Members
  - i. Agency/SI
  - ii. Aggregators/Hubbing Providers
  - iii. ASP/ISV
  - iv. Brands
  - v. End User
  - vi. MNOs
  - vii. Vendors
- 4.2.2 Messaging Category Variations
- 4.2.3 Disruptive Models
  - i. On Portal vs Off Portal/Direct-to-Consumer (D2C)
    - a. On-Net Portal & ODP
    - b. Off-Portal
    - c. Traffic Trends
    - d. The Messaging‘Longtail'
      - Figure 4.3: Operator Approaches To The Value Chain
  - ii. Mobile Email
    - a. Emerging Business Model Options
  - iii. Mobile IM
  - iv. Personal Instant Messaging Initiative (GSMA)
    - a. Strategy
    - b. Challenges
- 4.2.4 Messaging Billing Evolution
  - i. Company Profile: Patni Telecom Consulting
    - a. Company Background
    - b. Products and Services
4.3 Messaging Service Interconnection
- 4.3.1 Hubbing .
  - Table 4.1: The Hubbing & Bi-Lateral Messaging Market by Region (Approx.)
  - i. Aggregators
  - ii. IPX
    - Figure 4.4: Cascading Interconnect Payments
    - Figure 4.5: The IPX Model
  - iii. Company Profile: mBlox
    - a. Company Background
    - b. Products and Services
    - c. Strategy
      - Figure 4.6: The mBlox Value Chain
    - d. Sender Pays Data Trial
4.4 Advertising and Mobile Messaging
- Figure 4.7: Mobile Advertising Mediums
- 4.4.1 Mobile Advertising Market
- 4.4.2 Mobile Advertising Cost Models
  - i. CPC (Cost-per-Click)
  - ii. CPM (Cost-per-Mille)
  - iii. CPA (Cost-per-Action/Acquisition)
  - iv. CPL (Cost-per-Call)
- 4.4.3 Mobile Advertising Inventory
  - i. Text Messaging (SMS)
    - a. SMS Advertising Creative Technical Specifications
    - b. SMS Ad Units
  - ii. SMS Ad Functionality
  - iii. MMS
    - a. MMS Advertising Creative Technical Specifications
    - b. MMS Ad Units
  - iv. Mobile Web
    - a. Mobile Web Advertising Creative Technical Specifications
    - b. Mobile Web Ad Units
- 4.4.4 Delivery Mediums
  - i. CSC (Common Short Code)
  - ii. MMS
  - iii. SMS
  - iv. Viral Marketing
  - v. Profile: Mobile Marketing Association (MAA)
    - a. Mobile Marketing
    - b. Adoption .
- 4.4.5 Mobile Ad-Funded Messaging Tariffs
  - i. Adoption
    - Figure 4.8: Out There Media - Number of Mobile Ad Campaigns
  - ii. Challenges & Drivers
    - Figure 4.9: Most Active Mobile Advertisers
  - iii. Company Profile: Amobee
    - a. Company Background
    - b. Products and Services
      - Table 4.2: Amobee Ad Pricing (West Europe & North America)
      - Figure 4.10: Amobee' s Unified Platform For Ad Management
    - c. Case Study: Orange Pilots In-SMS Ads Concept
      - Figure 4.11: P2P SMS On-Net Traffic Interception
    - d. Case Study: Frog2Frog Partnership for Mobile Messaging Advertising
    - e. Case Study: Vodafone Czech Republic Launches Mobile Advertising
      - Figure 4.12: SMS Gratis Message Flow & Ad Insertion
  - iv. Company Profile: Blyk
    - a. Company Background
    - b. Products and Services
      - Mobile Messaging Forecasts
5.1 Forecast Definitions & Methodology
- 5.1.1 Forecast Definitions
- 5.1.2 Forecast Methodology
  - Figure 5.1: Forecast Methodology
5.2 The Global Market for Mobile Messaging
- 5.2.1 Total Global Revenues For Mobile Messaging
  - Figure 5.2: Total Global Revenues for Mobile Messaging ($m), Split by 8 Key Regions 2007-2014
  - Table 5.1: Total Global Revenues for Mobile Messaging ($m), Split by 8 Key Regions 2009-2014
  - Figure 5.3: Total Global Revenues for Mobile Messaging, Split by Product (SMS, MMS, IM, Email) ($m) 2007-2014
  - Table 5.2: Total Global Revenues for Mobile Messaging, Split by Product (SMS, MMS, IM, Email) ($m) 2009-2014
5.3 SMS
- 5.3.1 SMS Subscribers
  - Figure 5.4: Number of Mobile Subscribers Using SMS (m), Split by 8 Key Regions 2009-2014
  - Table 5.3: Number of Mobile Subscribers Using SMS (m), Split by 8 Key Regions 2009-2014
- 5.3.2 SMS Volumes
  - Figure 5.5: Total Annual SMS Volume (m), Split by 8 Key Regions 2007-2014
  - Table 5.4: Total Annual SMS Volume (m), Split by 8 Key Regions 2009-2014
- 5.3.3 Volume of Paid-for SMS Messages
  - Figure 5.6: Total Volume of Paid-for SMS Messages (m), Split by 8 Key Regions 2007-2014
  - Table 5.5: Total Volume of Paid-for SMS Messages (m), Split by 8 Key Regions 2009-2014
- 5.3.4 Operator Billed SMS Revenues
  - Figure 5.7: Total Operator Billed SMS Revenues ($m), Split by 8 Key Regions 2007-2014
  - Table 5.6: Total Operator Billed SMS Revenues ($m), Split by 8 Key Regions 2009-2014
- 5.3.5 SMS Based Advertising Revenues
  - Figure 5.8: SMS Based Advertising Revenues ($m), Split by 8 Key Regions 2007-2014
  - Table 5.7: SMS Based Advertising Revenues ($m), Split by 8 Key Regions 2009-2014
5.4 MMS
- 5.4.1. MMS Subscribers
  - Figure 5.9: Number of Mobile Subscribers Using MMS (m), Split by 8 Key Regions 2007-2014
  - Table 5.8: Number of Mobile Subscribers Using MMS (m), Split by 8 Key Regions 2009-2014
- 5.4.2. Volumes of Paid-for MMS Messages
  - Figure 5.10: Total Volume of Paid-for MMS (bn), Split by 8 Key Regions 2007-2014
  - Table 5.9: Total Volume of Paid-for MMS (bn), Split by 8 Key Regions 2009-2014
- 5.4.3. Operator-billed MMs Revenues
  - Figure 5.11: Total Operator-Billed MMS Revenues ($m), Split by 8 Key Regions 2007-2014
  - Table 5.10: Total Operator-Billed MMS Revenues ($m), Split by 8 Key Regions 2009-2014
- 5.4.4 Total Ad-funded MMS Volumes
  - Figure 5.12: Total Ad-funded MMS Traffic (m), Split by 8 Key Regions 2007-2014
  - Table 5.11: Total Ad-funded MMS Traffic (m), Split by 8 Key Regions 2009-2014
- 5.4.5 MMS Based Advertising Revenues
  - Figure 5.13: MMS Based Advertising Revenues ($m), Split by 8 Key Regions 2007-2014
  - Table 5.12: MMS Based Advertising Revenues ($m), Split by 8 Key Regions 2009-2014
5.5 Mobile Email
- 5.5.1 Subscribers Using Mobile Email
  - Figure 5.14: Number of Mobile Subscribers Using Email (m), Split by 8 Key Regions 2007-2014
  - Table 5.13: Number of Mobile Subscribers Using Email (m), Split by 8 Key Regions 2009-2014
- 5.5.2 Total Operator-billed Email Revenues
  - Figure 5.15: Total Operator-Billed Email Revenues ($m), Split by 8 Key Regions 2007-2014
  - Table 5.14: Total Operator-Billed Email Revenues ($m), Split by 8 Key Regions 2009-2014
5.6 Mobile IM
- 5.6.1 Subscribers Using Mobile IM
  - Figure 5.16: Number of Mobile IM Users (m), Split by 8 Key Regions 2007-2014
  - Table 5.15: Number of Mobile IM Users (m), Split by 8 Key Regions 2009-2014
- 5.6.2 Users Paying for Mobile IM
  - Figure 5.17: Number of Users Paying for Mobile IM (m), Split by 8 Key Regions 2007-2014
  - Table 5.16: Number of Users Paying for Mobile IM (m), Split by 8 Key Regions 2009-2014
- 5.6.3 Operator-billed IM Revenues
  - Figure 5.18: Total Operator-Billed IM Revenues ($m), Split by 8 Key Regions 2007-2014
  - Table 5.17: Total Operator-Billed IM Revenues ($m), Split by 8 Key Regions 2009-2014
- 5.6.4 Number of Ad-funded Mobile IM Subscribers
  - Figure 5.19: Total Number of Ad-funded Mobile IM Subscribers (m), Split by 8 Key Regions 2007-2014
  - Table 5.18: Total Number of Ad-funded Mobile IM Subscribers (m), Split by 8 Key Regions 2009-2014
  - Figure 5.20: Total Value of Mobile IM Ad-Spend ($m), Split by 8 Key Regions 2007-2014
  - Table 5.19: Total Value of Mobile IM Ad-Spend ($m), Split by 8 Key Regions 2009-2014

6. Strategies

6.1 Introduction
6.2 Aggregators & Hubs
- i. NeuStar
  - a. Company Background
    - Table 6.1: NeuStar Revenue and Net Income Growth 2003-2008 ($m)
  - b. Products and Services
    - Figure 6.1: NeuStar ICP Overview
  - c. Strategy
    - ii. Sybase 365
  - a. Company Background
    - Table 6.2: Sybase KPIs 2004-2008
  - b. Products and Services
    - Table 6.3: Sybase Messaging KPIs 2008 vs. 2007
  - c. Strategy
    - iii. Syniverse Technologies
      - a. Company Background
      - b. Products and Services
        
        Figure 6.2: The NEXT Advanced Messaging Hub
        Figure 6.3: Syniverse Revenue Growth 2003-2007 ($m)
    - iv. VeriSign
      - a. Company Background
      - b. Products and Services
      - c. Strategy
        
        Table 6.4: VeriSign Estimated Revenues Generated for Customers in Q1 2007-Q4 2008
6.3 ASP/ISV
- i. Danger
  - a. Company Background
  - b. Products and Services
    - Figure 6.4: T-Mobile' s Sidekick Slide
- ii. MSN & Windows Live for Windows Mobile
  - a. Company Background
  - b. Products and Services
  - c. Strategy
- iii. MXit
  - a. Company Background
  - b. Products and Services
  - c. Strategy
- iv. IXI Mobile & Ogo
  - a. Company Backgroun
  - b. Products and Services
    - Figure 6.5: Ogo Devices for Messaging and Web 2.0
  - c. Strategy
- v. Tencent QQ
  - a. Company Background
  - b. Strategy
6.4 Brands & Ad Networks
- i. Fox Mobile Group
  - a. Company Background
  - b. Products and Services
- ii. Out There Media
  - a. Company Background
  - b. Products and Services
    - Figure 6.6: Mobucks Mobile Advertising Marketplace Value Chain
  - c. Case Study: Tomato Plus!
    - Figure 6.7: Tomato Plus!/Blyk Subscriber Growth
6.5 MNOs
- i. MTN (South Africa) & noknok
  - a. Company Background
  - b. Strategy
- ii. O2 UK & Bluebook
  - a. Company Background
  - b. Strategy
    - Table 6.5: O2 UK - Typical Messaging Costs
    - Table 6.6: O2 UK KPIs Q1 2008 to Q4 2008
6.6 Vendors
- i. Miyowa
  - a. Company Background
  - b. Products and Services
    - Figure 6.8: Miyowa Move Multimedia Platform Architecture
  - c. Strategy
- ii. Nokia
  - a. Company Background
    - Table 6.7: Nokia KPIs - 2008 versus 2007
  - b. Products and Services
  - c. Strategy
  - e. Devices & Services
    - Figure 6.9: Nokia' s E66
- iii. Cloudmark
  - a. Company Background
  - b. Products and Services
    - Figure 6.10: Cloudmark Technology and Global Threat Network

7. American & European Markets

7.1 North America
- 7.1.1 AT&T (US)
  - Table 7.1: AT&T KPIs (Revenues, Subscriptions & ARPU) Q4 2007 to Q4 2008
  - Table 7.2: AT&T - Typical Messaging Costs per Message (SMS, MMS, Email, IM & Voicemail)
- 7.1.2 Helio (US)
  - Figure 7.1: Helio' s Ocean Device
  - Table 7.3: Helio ‘A La Carte' - Typical Messaging Costs per Message (SMS, MMS, Email, IM & VVO)
- 7.1.3 Rogers Wireless (Canada)
  - Table 7.4: Rogers Wireless Text Messaging Bundles
  - Table 7.5: Rogers Wireless KPIs (Revenues, Subscriptions & ARPU) Q4 2007 to Q4 2008
- 7.1.4 Virgin Mobile USA
  - Table 7.6: Virgin Mobile USA KPIs (Revenues, Subscriptions & ARPU) Q4 2007 to Q4 2008
  - Table 7.7: Virgin Mobile USA - Typical Messaging Costs per Message (SMS, MMS, Email, IM & Video)
7.2 South America
- 7.2.1 America Movil
  - Table 7.8: America Movil KPIs (Revenues & Subscriptions) Q4 2007 to Q4 2008
  - i. Mexico (Telcel)
    - Table 7.9: Telcel KPIs (Revenues, Subscriptions & ARPU) Q4 2007 to Q4 2008
    - Table 7.10: Telcel - Typical Messaging Costs per Message (SMS, MMS, Web to SMS, Mobile, IM, Data & Voicemail)
  - ii. Argentina, Paraguay and Uruguay (Claro)
    - Table 7.11: Claro (Argentina, Paraguay & Uruguay) KPIs (Revenues, Subscriptions & ARPU) Q4, 2007 to Q4 2008
    - Table 7.12: Claro (Argentina) - Typical Messaging Costs per Message (SMS, MMS, Email, IM & Voice Messaging)
  - iii. Brazil (Claro)
  - iv. Chile (Claro)
  - v. Colombia (CoMCEL)
  - vi. Ecuador (Porta)
  - vii. Peru (Claro)
  - viii. Central America (Claro)
  - ix. Caribbean (Claro)
  - x. United States (TRACFONE)
- 7.2.2 ENTEL (Chile)
  - Table 7.13: Entel PCS KPIs (Revenues, Subscriptions & ARPU) Q4 2007 to Q4 2008
  - Table 7.14: ENTEL - Typical Messaging Costs per Message (SMS, MMS, Email, Mobile Data, IM & SMS Messenger)
- 7.2.3 Telefonica LatinoAmerica
  - Table 7.15: Telefonica LatinoAmerica KPIs (Revenues & Subscriptions) Q4 2007 to Q4 2008
  - i. Telefonica Moviles Chile (Movistar)
    - Table 7.16: Telefonica Moviles Chile KPIs (Revenues & Subscriptions) Q4 2007 to Q4 2008
    - Table 7.17: Telefonica Chile - Typical Messaging Costs per Message (SMS, MMS, Email, IM, Mobile Data, Voicemail & Voice Messaging)
  - ii. Vivo (Brazil)
    - Table 7.18: Vivo KPIs (Revenues, Subscriptions, ARPU & Market Share) Q4 2007 to Q4 2008
    - Table 7.19: Vivo - Typical Messaging Costs per Message (SMS, MMS, Email, IM & Data)
7.3 Western Europe
- 7.3.1 Vodafone
  - Table 7.20: Vodafone Group KPIs (Revenues & Subscriptions) for Six Months Ended September 30, 2008
  - Table 7.21: Vodafone Group (Europe) KPIs (Revenues & Subscriptions) for Six Months Ended September 30, 2008
  - Table 7.22: Vodafone Group (Rest of World) KPIs (Revenues & Subscriptions) for Six Months Ended September 30, 2008
  - i. Vodafone Germany
    - Table 7.23: Vodafone Germany - Typical Messaging Costs per Message (SMS, MMS, Email, IM & Visual Mailbox)
  - ii. Portugal
    - Table 7.24: Vodafone Portugal - Typical Messaging Costs per Message (SMS, MMS, Email & IM)
  - iii. Spain
  - iv. UK
- 7.3.2 Telefonica Moviles Espana SA (Telefonica Movistar - Spain)
  - Table 7.25: Telefonica Moviles Espana KPIs (Revenues & Subscriptions) Q4 2007 to Q4 2008
  - Figure 7.2: Telefonica Moviles Espana Mobile IM Screenshot
  - Table 7.26: Telefonica Movistar (Spain) - Typical Messaging Costs per Message (SMS, MMS, Email, & IM)
- 7.3.3 Telefonica Europe
  - i. Telefonica O2 UK
    - Table 7.27: Telefonica UK KPIs (Revenues, Subscriptions & ARPU) Q4 2007 to Q4 2008
    - Table 7.28: O2 UK - Typical Messaging Costs per Message (SMS, MMS, Email, IM & Voicemail)
  - ii. Telefonica O2 Germany
    - Table 7.29: Telefonica O2 Germany KPIs (Revenues, Subscriptions & ARPU) Q4 2007 to Q4, 2008
  - iii. Telefonica O2 Ireland
    - Table 7.30: Telefonica O2 Ireland KPIs (Revenues, Subscriptions & ARPU) Q4 2007 to Q4, 2008
  - iv. Telefonica O2 Czech Republic
    - Table 7.31: Telefonica O2 Czech Republic KPIs (Revenues, Subscriptions & ARPU) Q4, 2007, Q4 2008
    - Table 7.32: Telefonica O2 Czech Republic - Typical Messaging Costs per Message (SMS, MMS, Email, IM & Voicemail)
7.4 Eastern Europe
- 7.4.1 mobilkom austria group
  - Table 7.33: mobilkom austria group KPIs (Revenues, Operating Income & Subscriptions) Q4 2008 and Q4 2007 y-o-y Comparison .
  - i. mobilkom austria
    - Table 7.34: mobilkom austria KPIs (Revenues, Subscriptions & ARPU) Q4 2008 and Q4 2007 y-o-y Comparison
    - Table 7.35: mobilkom austria - Typical Messaging Costs per Message (SMS, MMS, Email & IM)
  - ii. Vipnet
    - Table 7.36: Vipnet KPIs (Revenues, Operating Income, Subscriptions, ARPU & Market Share) Q4 2008 and y-o-y Comparison
    - Table 7.37: Vipnet - Typical Messaging Costs per Message (SMS, MMS, Email, Data & Voicemail)
- 7.4.2 VimpelCom Group - Beeline (Russia & CIS)
  - Table 7.38: VimpelCom Mobile KPIs (Revenues, Subscriptions, ARPU & Market Share) (Russia) Q3 2007 to Q3 2008
  - Table 7.39: VimpelCom (Russia - Moscow) - Typical Messaging Costs per Message (SMS, MMS, IM & Voice Messaging)
- 7.4.3 Turkcell
  - Table 7.40: Turkcell KPIs (Revenues, Subscriptions & ARPU) Q3 2007, Q2 2008, Q3 2008, Q4 2008
  - Table 7.41: Turkcell - Typical Messaging Costs per Message (SMS, MMS, Email, IM & Voice SMS)

8. Asian & African Markets

8.1 China & Far East
- 8.1.1 China Mobile
  - Table 8.1: China Mobile KPIs (Revenues, Subscriptions, ARPU & Traffic), 2007-2008
  - Table 8.2: China Mobile - Typical Messaging Costs per Message (SMS, MMS, GPRS, Email, IM, Voice & PIM)
- 8.1.2 China Unicom
  - Table 8.3: China Unicom (GSM) KPIs (Revenues, Subscriptions & ARPU), 2007-2008
  - Table 8.4: China Unicom - Typical Messaging Costs per Message (SMS & MMS)
- 8.1.3 NTT DoCoMo (Japan)
  - Figure 8.1: Aggregate ARPU by Japanese Operator
  - Figure 8.2: Packet ARPU by Japanese Operator
  - Table 8.5: NTT DoCoMo Wireless KPIs (Revenues, Subscriptions, ARPU & Market Share) 2007 (December 2007) to Q3 2008 (December 2008)
  - Table 8.6: NTT DoCoMo - Typical Messaging Costs per Message (SMS, Email, Mobile Data & Chaku-moji)
- 8.1.4 KTF (South Korea)
  - Table 8.7: KTF KPIs (Revenues, Subscriptions, ARPU, Data Usage &Messaging) Q4 2007 to Q4 2008
  - Table 8.8: KTF - Typical Messaging Costs per Message (SMS, MMS, Email, & Mobile Data)
8.2 Indian Sub Continent
- 8.2.1 Bharti Airtel
  - Table 8.9: Bharti Airtel KPIs (Revenues, Subscriptions, ARPU & Market Share) Q4 2007 to Q4 2008
  - Table 8.10: Bharti Airtel - Typical Messaging Costs per Message (SMS, MMS, Email, IM, & Voice)
- 8.2.2 Reliance Mobile
  - Table 8.11: Reliance Mobile KPIs (Revenues, Subscriptions, ARPU & Market Share) December 2007 to December 2008
  - Table 8.12: Reliance Mobile - Typical Messaging Costs per Message (SMS, MMS, Email, Alerts, IM, Talking Message & Voicemail)
- 8.2.3 Telenor Pakistan
  - Table 8.13: Telenor Pakistan KPIs (Revenues, Subscriptions & ARPU) Q4 2007 to Q4 2008
  - Table 8.14: Telenor Pakistan Data Packages
  - Table 8.15: ‘SMS fulltime' Tariffs
  - Table 8.16: Telenor Pakistan - Typical Messaging Costs per Message (SMS, MMS, Alerts, Email, Bubble Message & Backup)
8.3 Rest of Asia
- 8.3.1 3 (Australia)
  - Table 8.17: 3 (Australia) KPIs (Revenues, Subscriptions & ARPU) Half Year and y-o-y Comparison
  - Table 8.18: 3 (Australia) - Typical Messaging Costs per Message (SMS, Email, Mobile Data, & IM, Video & Voicemail)
- 8.3.2 DiGi (Malaysia)
  - Table 8.19: DiGi KPIs (Revenues, Subscriptions, Mobile Data & ARPU) Q4 2007 to Q4 2008
  - Table 8.20: DiGi - Typical Messaging Costs per Message (SMS, MMS, Email, IM, BubbleTalk & Mobile Data)
- 8.3.3 Globe Telecom (Philippines)
  - Table 8.21: Globe KPIs (Revenues, Subscriptions, Mobile Data & ARPU), 2007-2008
  - Table 8.22: Globe - Typical Messaging Costs per Message (SMS, MMS, Email, Mobile Data IM)
- 8.3.4 Telstra Mobile (Australia)
  - Table 8.23: Telstra (Australia) KPIs ((Revenues, Subscribers & ARPU) Full Year Results and yo-y Comparison
  - Table 8.24: Telstra - Typical Messaging Costs per Message (SMS, MMS, Email, & IM)
8.4 Africa & Middle East
- 8.4.1 etisalat
  - Table 8.25: Etisalat - Typical Messaging Costs per Message (SMS, MMS, Email & Data)
- 8.4.2 Vodacom (South Africa)
  - Table 8.26: Vodacom KPIs (Revenues, Subscriptions, ARPU & Market Share) Six Months Ended September 30 2008 and y-o-y Comparison
  - i. Mobile Email
    - a. Mobile IM
  - ii. SVS (Short Voice Service)
  - iii. Voicemail2SMS
    - Table 8.27: Vodacom South Africa - Typical Messaging Costs per Message (SMS, MMS, Email, IM, Voicemail & SVS)
- 8.4.3 Zain
  - Table 8.28: Zain Group KPIs (Revenues & Subscriptions), 2007-2008
  - i. Jordan .
    - Table 8.29: Zain (Jordan) KPIs (Revenues, Subscriptions, ARPU & Market Share), 2007-2008
    - Table 8.30: Zain (Jordan) - Typical Messaging Costs per Message (SMS, MMS, Email & Mobile Data)
  - ii. Kenya
    - Table 8.31: Zain (Kenya) KPIs (Revenues, Subscriptions, ARPU & Market Share), 2007-2008
    - Table 8.32: Zain (Kenya) - Typical Messaging Costs per Message (SMS, MMS, Email & Mobile Data)
  - iii. Nigeria
    - Table 8.33: Zain (Nigeria) KPIs (Revenues, Subscriptions, ARPU & Market Share), 2007-2008
    - Table 8.34: Zain (Nigeria) - Typical Messaging Costs per Message (SMS, MMS, Email & Mobile Data)
  - iv. Uganda
    - Table 8.35: Zain (Uganda) - KPIs (Revenues, Subscriptions, ARPU & Market Share), 2007-2008
    - Table 8.36: Zain (Uganda) - Typical Messaging Costs per Message (SMS & Voicemail)

9. Mobile Messaging Value Added Services

9.1 Introduction
9.2 Voice
- 9.2.1 Voice Messaging/Voice SMS
  - i. Background
  - ii. Adoption
  - iii. Commercial Options
- 9.2.2 Voice Messaging Providers
  - i. Bubble Motion
    - a. Company Background
    - b. Products and Services .
    - c. Strategy
      - Figure 9.1: BubbleTALK Deployment Options
  - ii. Kirusa
    - a. Company Background
    - b. Products and Services
  - iii. SpinVox
    - a. Company Background
    - b. Products and Services
    - c. Strategy
- 9.2.3 Visual Voicemail
  - i. Background
    - Figure 9.2: Visual Voicemail User Interface
  - ii. Adoption
    - Figure 9.3: Visual Voicemail Delivered to TV Screen .
  - iii. Company Profile: Comverse
    - a. Company Background
    - b. Products and Services
9.3 Video
- 9.3.1 Videomail
  - i. Background
  - ii. Adoption
  - iii. Commercial Options
    - a. Video Colour Ring Back Tones
    - b. Video Caller ID
  - iv. Company Profile: Dialogic
    - a. Company Background
    - b. Products and Services
      - Figure 9.4: Dialogic' s Portflio
9.4 Other
- 9.4.1 Address Book
  - i. Address Book & Presence
  - ii. Address Book ‘Favourites' List
    - Figure 9.5: On-Device Client Providing Converged Favourites List
  - iii. Network Backup & Storage
  - iv. Company Profile: NewBay Software
    - a. Company Background
    - b. Products and Services
      - Figure 9.6: NewBay' s LifeCache ‘Model for Innovation and Delivery'
- 9.4.2 Media Translation
- 9.4.3 PIM

10. Mobile Messaging, Convergence & IP

10.1 Introduction
10.2 Convergence and IP
- 10.2.1 Legacy Mobile Infrastructures
  - i. Circuit-Switching vs. Packet Switching
  - ii. SS7 Signalling
  - iii. IN (Intelligent Network)
- 10.2.2 Paths to IP
  - i. Migration Drivers
    - Figure 10.1: An IP-Based Messaging Architecture
  - ii. IP Efficiencies
  - iii. Messaging 2.0
  - iv. IMS & SDP
- 10.2.3 Vendor Profiles
  - i. Airwide Solutions
    - a. Company Background
    - b. Products and Services
      - Figure 10.2: Airwide Solutions' Fusion - A Next-Generation Messaging Architecture
  - ii. Bharti Telesoft
    - a. Company Background
    - b. Products and Services
    - c. Strategy
  - iii. Ericsson
    - a. Company Background
    - b. Products and Services
  - iv. Nokia Siemens Networks
    - a. Company Background
      - Table 10.1: Nokia Siemens Networks - Revenue and Net Income Growth 2007-2008($m)
    - b. Products and Services
    - c. Strategy
10.3 Converging Communities
- 10.3.1 Social Media & Web 2.0
  - Figure 10.3: Social Networking On Mobile
  - i. In Mail & Public Messaging
  - ii. Facebook
    - a. Company Background
    - b. Services and Products - Fixed Internet
    - c. Mobile Services
  - iii. MySpace
    - a. Company Background
    - b. Products and Services
      - MySpace Mobile
  - iv. Twitter
- 10.3.2 IM and the Interactive Communication Landscape
  - Figure 10.4: The Interactive Communication Market
  - i. Bots
  - ii. Company Profile: Colibria
    - a. Company Background
    - b. Products and Services
      - Figure 10.5: The Colibria Elevate Platform
    - c. Strategy
- 10.3.3 Messaging to Blend Fixed & Mobile Web?
- 10.3.4 VoIP Communities
  - i. Company Profile: fring
    - a. Company Background
    - b. Products and Services
      - Figure 10.6: The fring Value Chain
    - c. Strategy
    - d. Case Study: mobilkom' s A1 & fring
      - Figure 10.7: The fring Mobile Client
  - ii. Company Profile: Skype
    - a. Company Background
    - b. Products and Services
  - iii. Company Profile: Vyke
    - a. Company Background
    - b. Products and Services
    - c. Strategy

11. Industry Bodies and Developments

11.1 Introduction
11.2 Industry Bodies
- 11.2.1 3GPP
  - i. IP-Multimedia Subsystem (IMS)
    - Figure 11.1: IMS Architecture Overview
  - ii. MMTel
    - Figure 11.2: MMTEL Interworking Overview
- 11.2.2 Fixed-Mobile Convergence Alliance
  - Figure 11.3: FMCA Objectives
- 11.2.3 GSM Association (GSMA)
  - i. IP Interworking
    - a. GRX
      - Figure 11.4: The GRX Architecture
    - b. IPX
      - Figure 11.5: The IPX Architecture
  - ii. Open Connectivity Programme
    - a. SMS Hubbing
  - iii. PathFinder
  - iv. Voice Messaging Service Definition
    - Table 11.1: Voice Messaging Functions
    - Figure 11.6: Distributed Interworking Method for Voice Messaging Service
- 10.2.4 Open Mobile Terminal Platform (OMTP)
  - Figure 11.7: OMTP Focus
  - i. BONDI Initiative
- 11.2.5 RTT Alliance
11.3 Wireless Web Developments
- 11.3.1 IETF (Internet Engineering Task Force)
  - i. ENUM
  - ii. LEMONADE (licence to enhanced mobile oriented and diverse endpoints)
  - iii. Real-Time Text over IP (ToIP)
  - iv. SIP (Session Initiation Protocol)
  - v. SIP-SIMPLE (SIP for Instant Messaging and Presence Leveraging Extensions)
    - a. Optimisations
    - b. Instant Messaging
    - c. IM Chat Rooms
    - d. IM Features
  - vi. XMPP (Extensible Messaging and Presence Protocol)
- 11.3.2 XMPP Standards Foundation (XSF)
- 11.3.3 OMA (WAP 2.0 & IMPS v.1.3)
  - i. Converged IP Messaging (CPM)
    - Figure 11.8: Converged IP Messaging
  - ii. OMA Browsing
  - iii. OMA-CP (Client Provisioning)
  - iv. OMA-EMN (Email Notification)
  - v. OMA MEM (Mobile E-Mail)
  - vi. OMA MMS 1.3
  - vii. OMA Presence SIMPLE V2.0
  - viii. OMA Push V2.2
  - ix. OMA SIMPLE IM V1.0
    - a. Deferred Messaging
  - x. WAP 2.0
    - a. WAE (Wireless Application Environment)
    - b. Introduction of Internet Protocols
    - c. WAP Programming Model
    - d. Enhanced Services
  - xi. IMPS V.1.3 (Instant Messaging and Presence Service)
    - Figure 11.9: OMA' s IMPS Architecture
  - xii. OMA DS (Data Synchronization)
  - xiii. XDM
- 11.3.4 Web Services
  - i. REST (REpresentational State Transfer)
  - ii. SOAP (Simple Object Access Protocol)
- 11.3.5 W3C and the Mobile Web Initiative (MWI)

Appendix: Mobile Messaging Technologies

1. Introduction
2. Core P2P Mobile Messaging Services
- 2.1 SMS (Short Message Service)
  - i. SMS Architecture
    - Figure A1: SMS Architecture
  - ii. SMS Standards & Protocols
  - iii. SMS Interworking
- 2.2 Enhanced Messaging - EMS & RCS
  - i. Rich Communication Suite (RCS) Initiative
    - Figure A2: The Objectives of RCS
- 2.3 MMS
  - i. MMS Architecture
    - Figure A3: MMS Architecture
    - Table A1: Supporting non-MMS Phone Access
  - ii. MMS Standards & Protocols
  - iii. MMS Interworking
    - Figure A4: The SMTP Design Structure
- 2.4 Mobile Email
  - Figure A5: Email Architecture
  - Table A2: Common Email Approaches
  - i. Mobile Email Architectures
    - Figure A6: Pull and Push Technology
  - ii. Mobile Email Standards
- 2.5 Mobile IM & Presence
  - i. Mobile IM (Web-Based)
  - ii. SMS+/SMS 2.0/Super SMS (On-Net)
- 2.6 Messaging Gateway and Routers
  - i. Messaging Gateways
    - Figure A7: Messaging Gateway Architecture
  - ii. SMS Router

Mobile Messaging & IP Evolution Players, Strategies & Forecasts 2009-2014

Table of Contents

Glossary

Executive Summary

1. Challenges, Conclusions & Recommendations

2. Commercial Landscape for Mobile Messaging

3. Enterprise Mobile Messaging

4. Business Models

6. Strategies

7. American & European Markets

8. Asian & African Markets

9. Mobile Messaging Value Added Services

10. Mobile Messaging, Convergence & IP

11. Industry Bodies and Developments

Appendix: Mobile Messaging Technologies