Bundling Notebooks and Mobile Broadband: The Business Case for MNOs

• Table of contents
• Table of exhibits
• Acronyms and abbreviations
• Companies mentioned in this report
• Executive summary
• Introduction

• 1.1 Driver One: The tough status quo of mobile market maturity, and MNOs' responses to external market conditions
• 1.2 Driver Two: Mobile IP networks are built, but more devices to deliver content are needed
• 1.2 Driver Three: Notebooks are in high demand in developed and emerging markets alike

• 2.1 Defining the mobile broadband-notebook bundle
• 2.2 Mass-market mobile broadband notebook bundles: developing the value proposition
• 2.3 Devices: Making a mobile broadband notebook affordable for a mass-market customer
• 2.4 Selling notebooks through subscription: why a mobile operator would want to meddle with consumer credit

• 3.1 Market share gains and churn reduction
• 3.2 Driving usage of 3G networks
• 3.3 How much does a bundled subscriber cost?
• 3.4 New revenue opportunity: value-added services
• 3.5 Strategic considerations: the value of innovation
• 3.6 Further analysis required

• 4.1 TeliaSonera: Pioneering mobile broadband notebook bundles in Nordic and Baltic markets
• 4.2 France: broadband notebook bundles for students
• 4.3 Orange Poland: Growing mobile Internet customer base with notebook bundles

Additional resources

• Exhibit 1: Mobile subscriber and revenue growth - top 30 markets globally
• Exhibit 2: Employment status of survey respondents without a mobile phone
• Exhibit 3: Employment status of survey respondents without Internet access at home
• Exhibit 4: Mobile market shares change little, call for more differentiation
• Exhibit 5: Mobile market voice and data ARPU
• Exhibit 6: Broadband and mobile subscriber net additions, 20080-2012
• Exhibit 7: Tests in Austria show average mobile broadband speeds faster than fixed broadband
• Exhibit 8: Mobile broadband network roadmap
• Exhibit 9: Notebook versus desktop PC preferences among survey respondents intending to purchase a computer within 12 months
• Exhibit 10: Internet usage at home among MBPC Survey respondents
• Exhibit 11: Bundle of mobile broadband and notebook for a home user
• Exhibit 12: Mass-market mobile broadband notebook: the concept
• Exhibit 13: Mobile broadband-embedded notebook bundle: recent operator launches
• Exhibit 14: Regional comparison of notebook demand projections (2008)
• Exhibit 15: Demand for embedded broadband is strong
• Exhibit 16: Mobile broadband notebooks: commercial models
• Exhibit 17: Global demand for consumer desktop and notebook computers
• Exhibit 18: Regional differences in survey participants' preference for MBPC
• Exhibit 19: Mobile broadband notebook competition winners
• Exhibit 20: Financing the purchase: different models for telcos
• Exhibit 21: Interest in switching to an MNO that offers a bundle of mobile broadband, notebook and voice service
• Exhibit 22: The share of 3G in total data traffic; Mobiltel Bulgaria
• Exhibit 23: EBITDA margin comparison of CEE markets with and without handset subsidies
• Exhibit 24: Prepaid and contract SAC (2007)
• Exhibit 25: Location preferences for notebook purchase
• Exhibit 26: Demand for content on computers, by region
• Exhibit 27: TeliaSonera overview
• Exhibit 28: TeliaSonera' s consumer mobile broadband notebook bundle prices
• Exhibit 29: TeliaSonera partnerships
• Exhibit 30: Overview of mobile broadband notebooks in France
• Exhibit 31: Neuf Easy Gate and MyEasy PC devices
• Exhibit 32: France: Consumer broadband PC bundle prices
• Exhibit 33: Orange and Neuf' s broadband ARPU is increasing
• Exhibit 34: Orange Poland overview
• Exhibit 35: Orange Poland: mobile broadband notebook bundle prices

• A1
• Acer
• Apple
• Dell
• Digi
• DTAC
• Elitegroup Computer Systems
• (ECS)
• Ericsson
• France Telecom
• Fujitsu Siemens Computers
• GSM Association
• Hewlett-Packard
• Hutchison Essar
• Iliad Free
• Lenovo
• LG Electronics
• Maxis
• Microsoft
• Mobiltel Bulgaria
• mobilkom austria
• MTN
• MTS
• Novatel Wireless
• Option Wireless Technology
• Orange
• Orange Poland
• Phone House, The
• PLDT
• Plus GSM
• PTC Era
• Skype
• Slovak Telecom
• Telecom Italia Mobile
• Telefonica O2 Czech
• Republic
• TeliaSonera
• Telmex
• Telstra
• T-Mobile
• T-Mobile Hungary
• T-Mobile Austria
• T-Mobile Czech Republic
• Truphone
• Turkcell
• Twinhead International
• Vodacom
• Vodafone
• UPC Nederland
• Romtelecom
• Slovak Telecom
• Technomarket
• Google