Abstract
“A detailed analysis of the key factors underpinning the upturn in
non-SMS data revenues globally. ”
Key issues addressed:
- How much money are operators making from data services?
- What are the specific services driving an uptake in non-SMS revenues?
- What is the significance of the explosion of mobile broadband?
- How is the iPhone changing the way customers use their mobiles?
Key Coverage
- For some time in the mobile industry, messaging has been the major
non-voice service. But in 2007 the picture began to change significantly. In
the US, non-SMS data reached and exceeded 50% of all data revenue at the
largest mobile operators.
- The surge in the number of HSPA subscriptions has been driven by the
popularity of datacards, USB modem sticks and dongles for laptop Internet
access which many users are buying in addition to their mobile handset
subscriptions.
- Charging for data services is following a similar trend almost everywhere.
The move towards flat-rate charging - providing data at a fixed rate per
month, with some limits depending on the level of service - is now ubiquitous.
- The introduction of the iPhone has bumped up mobile Internet browsing
significantly for those users. T-Mobile Germany, the first operator to sell
the iPhone in that market, announced in 1Q08 that average mobile data
consumption, mostly for mobile Internet browsing, was up to 30 times more than
for users of other handsets.
- According to AT&T Mobility in the US, an increase in its data revenues
reflects the growing adoption of smartphones and 3G wireless devices. It said
that in 4Q07 subscribers with 3G devices yielded 20% higher ARPU than 2G
users, with owners of integrated devices (defined by the operator as devices
that feature a QWERTY or touch-screen keyboard) generating ARPU that is 120%
higher.
Who should read this report:
- Operators
- Vendors
- Financial Institutions
- Government
- Regulators
Countries covered:
- China, Germany, Italy, USA
- Asia Pacific
- North America
- Western Europe