Future Mobile Operator Business Models: Broadband, partnerships and Mobile 2.0 - Worldwide Market Analysis, Strategic Outlook & Forecasts to 2012

Table of Contents

• 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.

• 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).

• 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;

• 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

• 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

• Conclusions

• Forecasts
  • Mobile subscriptions, 2007-2012
  • Mobile revenues, 2007-2012
  • Mobile entertainment revenues 2007-2012

*Contents correct at time of printing