Mobile Distribution & Retail 5th edition - Channel trends, strategies and forecasts to 2012

1. Executive summary

2. Market overview

• Definitions
• Global mobile market statistics
• Subscriber growth
  • Global mobile subscribers and growth rate 2007-2012
  • Regional share of net subscriber additions 2007-2012
• Handset sales
  • Mobile handset sales and growth rate 2007-2012
  • Handset sales forecast by technology grouping 2007-2012
  • Worldwide handset sales and market share by top vendors 2005-1H07
• Prepaid versus postpaid
  • Growth of prepaid versus postpaid 2007-2012
• Mobile Distribution value chain
  • Mobile distribution value chain
• Evolution of the mobile value chain
• Operator and vendor strategies
• Operator strategies
  • Main operator strategies overview
• Vendor strategies
• Distribution and logistics
  • Traditional distribution model
  • Evolved distribution model
• Leading players in mobile distribution and logistics
  • Leading multi-national players in mobile distribution
  • Leading distributor' s main revenue trends 2003-2007
• Trends in mobile distribution
• Mobile retail
  • Selected mobile retailers by sector
• Trends in mobile retail
  • Global mobile retail revenue by region, devices versus data 2007-2012
  • Global mobile devices retail sector market share 2007 - 2012
• Mobile content distribution
• Stages of mobile content evolution
• Introduction to the mobile data market
  • Operator service revenues per annum 2007-2012
  • Global data revenues by region 2007-2012

3. Regional overview

• Americas
• Subscriptions and subscribers
  • America' s subscriptions and subscribers 2007 - 2012
  • Top five countries in the Americas by net subscription additions 2006
• Prepaid versus postpaid
  • America' s subscriptions by type 2007-2012
• Devices distribution and retail
  • North America
  • Latin America
  • America' s mobile devices retail revenues 2007-2012
• Mobile data
  • North America
  • North America average data ARPUs 2Q06-2Q07
  • Latin America
  • Latin America selected data ARPUs 2Q06-2Q07
• Asia Pacific
• Subscriptions and subscribers
  • Asia Pacific subscriptions and subscribers 2007 - 2012
  • Top five Asia Pacific countries by net subscription additions 2006
• Prepaid versus postpaid
  • Asia Pacific subscriptions by type 2007-2012
• Devices distribution and retail
  • Developing markets
  • Developed markets
  • Asia Pacific mobile devices retail revenues 2007-2012
• Mobile data
  • Asia Pacific selected average data ARPUs 2Q06-2Q07
• Europe
• Subscriptions and subscribers
  • European subscriptions and subscribers 2007-2012
  • Top five European countries by net subscription additions 2006
• Prepaid versus postpaid
  • Europe subscriptions by type 2007-2012
• Distribution and Retail
  • Western Europe
  • Eastern Europe
  • Europe mobile devices retail revenues 2007-2012
• Mobile data
  • Europe selected data ARPUs 2Q06-2Q07
• Middle East and Africa
• Subscriptions and subscribers
  • Middle East and Africa subscriptions and subscribers 2007- 2012
  • Top 10 Middle East and Africa countries by subscriptions net additions 2006
• Prepaid versus postpaid
  • Europe subscriptions by type 2007-2012
• Distribution and retail
  • Middle East
  • Africa
  • Middle East and Africa mobile devices retail revenues 2007-2012
• Mobile data
  • Africa and the Middle East average data ARPUs 2Q06-2Q07

4. Online

• Introduction to the online market for mobiles
• Global broadband market
  • Global fixed broadband subscribers 2003-2Q07
• Regional broadband overview
  • Top 10 countries by fixed broadband subscribers - end-2Q07
  • Top 10 broadband markets by penetration levels 2Q07
• Trends in online mobile phone retail
  • Industry opinion: How consumers use the Internet for purchasing mobile telecoms products 2007 and 2012
  • Industry opinion: Factors motivating customers to shop online 2007 and 2012
  • Online handset retail revenues 2006-2012
• Business models for online mobile retail
  • Online only ‘pureplay' model
  • Cost
  • UK online-only cash back deals: examples
  • Loyalty
  • Customer expectation
  • Case study: InPhonic
  • InPhonic total revenues and net profit/loss 2002-2006
• Bricks and mortar heritage
  • Cost
  • Loyalty
  • Top 20 retail websites by traffic - US and UK November 2007
  • Customer expectation

5. Key issues and success factors

• Consumer focus
  • Industry opinion: Influences on the mobile value chain 2007 and 2012
• Customer experience
  • Nokia Flagship Stores
  • Case study: Vodafone Group
  • Vodafone Retail customer experience measurement portal
  • Vodafone customer experience results 2006
• Trends in traditional retail
• Mass market channels
  • Regional mass market handset retail revenues 2007-2012
• Specialist retailers
  • Regional specialist retail sales revenue 2007-2012
• Franchising
  • Case study: O2 Franchise
• Retail subsidies and total cost of ownership
  • Effect of handset subsidies
• Operators' moves
  • SIM only tariff examples: O2 UK and Telfort Netherlands
• Handset replacement cycles
  • Global handset sales as a percentage of total handset sales by region
• Mobile content distribution
• Trends in the content value chain
  • Portal strategies: direct-to-consumer versus operator portals
  • Operator data charges: Vodafone Czech Republic, Telstra Australia, Zain
  • Kuwait
  • Case study: Open Handset Alliance and Android
  • Outsourcing
  • Revenue sharing
• Content distribution models
  • Music
  • Games

6. Company profiles

• Brightpoint
• Background
  • Brightpoint' s global presence
• Financial
  • Brightpoint total revenue and net profit 2002-3Q07
• Strategy
• Metro Group
• Overview
  • Metro Group revenue and EBITDA first nine months 2007
• Media Market and Saturn
• Background
• Financial
  • Media Market and Saturn main revenue trends 2001 - 3Q07
• Strategy
• Carphone Warehouse
• Background
• Financial
  • Carphone Warehouse divisional revenues and EBIT 1H06 - 1H07
  • Carphone Warehouse connections growth 1H03-1H07
• Strategy
• Nokia
• Background
  • Nokia' s changing organisation 2004- 2008
• Financial
  • Nokia revenue and operating profit growth 2004-3Q07
• Strategy
• Motorola
• Background
  • Motorola' s changing organisation 2005-2007
• Financial
  • Motorola revenues and net profit 2004 - 3Q07
• Strategy

7. Forecasts

• Assumptions
• Mobile retail forecasts
• Global mobile retail forecasts
  • Global mobile retail revenue, devices versus data 2007-2012
  • Global mobile retail revenue, devices by feature set 2007-2012
  • Global mobile devices retail revenue by sector 2007-2012
  • Global mobile devices retail sector market share 2007 - 2012
  • Global mobile retail revenue by region, devices versus data 2007-2012
• Regional mobile retail forecasts: devices versus data
  • North America mobile retail revenue 2007-2012
  • Latin America mobile retail revenue 2007-2012
  • Asia Pacific mobile retail revenue 2007-2012
  • Europe mobile retail revenue 2007-2012
  • Africa and Middle East mobile retail revenue 2007-2012
• Regional mobile retail forecasts by sector
  • North America devices retail revenue by sector 2007-2012
  • Latin America devices retail revenue by sector 2007-2012
  • Asia Pacific devices retail revenue by sector 2007-2012
  • Europe devices retail revenue by sector 2007-2012
  • Africa and Middle East devices retail revenue by sector 2007-2012

APPENDIX: Mobile distribution and retail industry survey 2007

• Introduction
• Methodology
• Definitions
• Respondent profile
• Mobile value chain
• Mobile distribution and logistics
• Mobile retail

GLOSSARY

* Contents correct at time of printing