Voice: a vision of the future - Europe update

KEY MESSAGES

• VOICE CALL VOLUMES RISE AS PRICES FALL

SCOPE

• VOICE: A VISION OF THE FUTURE
• DEFINING THE MARKET

KEY DRIVERS

• TECHNOLOGY, CUSTOMER BEHAVIOUR AND SERVICE SUPPLIERS
• A PROLIFERATION OF TECHNOLOGIES
  • FIXED BROADBAND
  • NAKED DSL
  • WIFI
  • WIMAX (FIXED AND MOBILE)
  • 3G AND 4G
  • FIXED-MOBILE CONVERGENCE (FMC)
  • NEXT-GENERATION NETWORKS (NGNS)
• CHANGING CUSTOMER BEHAVIOUR
  • CUSTOMERS ARE MAKING MORE - NOT LESS - VOICE CALLS
  • THE CONTINUATION IN FIXED-TO-MOBILE SUBSTITUTION (FMS)
  • THE INCREASING POPULARITY OF VOIP
  • THE EMERGENCE OF MESSAGE-VOICE SUBSTITUTION (MVS)
  • MULTIPURPOSE DEVICE (MPD) VOICE SUBSTITUTION
• A PROLIFERATION OF SERVICE SUPPLIERS

VOICE FORECASTS

• CONNECTIONS: A MIXED PICTURE
  • GROUP 1 COUNTRIES
  • GROUP 2 COUNTRIES
• VOLUME/MINUTES: CONTINUING TO GROW
  • GROUP 1 COUNTRIES
  • GROUP 2 COUNTRIES
• PRICES: CONTINUING TO FALL
  • FIXED WILL CONTINUE TO DECLINE INEXORABLY
  • FIXED VOIP CALL PRICES WILL FALL LITTLE
  • MOBILE PRICES WILL FALL FASTER THAN FIXED
  • MOBILE VOIP CALL PRICES WILL FOLLOW A SIMILAR TREND TO MOBILE PRICES
• REVENUES: PEAK IN 2008 AND DECLINE THEREAFTER
  • GROUP 1 COUNTRIES
  • GROUP 2 COUNTRIES

• TABLE 1: IMPACT OF TECHNOLOGICAL DRIVERS ON VOICE CALL VOLUMES
• TABLE 2: IMPACT OF CUSTOMER BEHAVIOUR AS A DRIVER ON VOICE VOLUMES
• TABLE 3: IMPACT OF NEW SERVICE PROVIDERS AS DRIVERS OF VOICE VOLUMES

• FIGURE 1: COMMUNICATIONS CONNECTIONS (LINES) IN EUROPE 2007-2017 (BY TECHNOLOGY)
• FIGURE 2: COMMUNICATIONS CONNECTIONS IN GROUP 1 COUNTRIES 2007-2017 (BY TECHNOLOGY)
• FIGURE 3: COMMUNICATIONS CONNECTIONS IN GROUP 2 COUNTRIES 2007-2017 (BY TECHNOLOGY)
• FIGURE 4: VOICE CALL MINUTES IN EUROPE 2007-2017 (BY TECHNOLOGY)
• FIGURE 5: GROUP 1: VOICE CALL MINUTES 2007-2017 (BY TECHNOLOGY)
• FIGURE 6: GROUP 2: VOICE CALL MINUTES 2007-2017 (BY TECHNOLOGY)
• FIGURE 7: FIXED, MOBILE AND VOIP CALL PRICES IN EUROPE 2007-2017
• FIGURE 8: EUROPEAN VOICE CALL REVENUES 2007-2017 (BY TECHNOLOGY)
• FIGURE 9: VOICE CALL REVENUES IN GROUP 1 COUNTRIES 2007-2017 (BY TECHNOLOGY)
• FIGURE 10: VOICE CALL REVENUES IN GROUP 2 COUNTRIES 2007-2017 (BY TECHNOLOGY)