Future Mobile Operator Business Models assesses how quickly mobile operators need to look towards new business models and analyses the key threats and opportunities.
Key Coverage
-An in-depth assessment and analysis in developed and emerging markets in the period 2005 - 2007 - this analysis includes detailed information relating to subscribers and subscription growth, share price and EBITDA trends, revenues and ARPU, churn, and subscriber acquisition costs.
-A breakdown and analysis of the key threats that mobile operators face in the short, medium and long term - covering the sustainability of multi-operator and MVNO markets, the impact of new spectrum and licences competition from internet and handset brands.
-An analysis of the key opportunities for mobile operators to protect and grow their profit margins in the short, medium and long term - including mobile broadband and internet, entertainment, telematics and enterprise, partnership strategies and models, service bundling, wholesale and ‘smart' pipes and capex / opex reduction
-Business case - the evolution towards 4G networks and technology
-Key case studies - analysis of mobile operators with innovative new business models including fixed-mobile convergence, wholesale, WiMAX and mobile advertising
-Regional forecasts to 2012 for key operators KPIs - including subscription and revenue growth , mobile content and advertising revenues and mobile broadband.
Market Data
-The view from financial markets: share price movement of leading mobile operators in different region
-Revenue, ARPU and EBITDA global trends: Detailed charts covering operator data for 2005-2007 by region
-New licences, new competitors: Detailed charts showing subscription growth by market
-The growing contribution of non-services and revenues: Operator data showing non-voice and non-SMS non-voice revenue share from 2005-2007
-Mobile subscriptions
-Mobile revenues
-Mobile Entertainment revenues
Key Issues Addressed
-Is there a future for pure mobile operators or do operators need an integrated mobile / broadband play
-Is `access' a viable business model for mobile operators or not
-What the operator's future role in the provision of non-voice mobile services is
-What are the partnership and revenue-share models and opportunities for mobile operators
-Mobile eco-system or internet eco-system
-Can mobile operators find the right price points and revenue streams for mobile broadband to fund an expansion in network capacity and a move towards 4G
Key case studies include:
Operator:
-Sprint NexTel
-BT
-KPN Group
-NTT DoCoMo
-SK Telecom
-Vodafone
-M1
-Orange (UK)
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