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Future Mobile Operator Business Models: Broadband, Partnerships, Wholesale and Mobile 2.0 Table of Contents Market Study Published: April 2008 Pages: For full details, please email keithw@cmsinfo.com Tables: For full details, please email keithw@cmsinfo.com From: GBP 2495.00   Buy Now! Research from: Informa Telecoms and Media Sector: Mobile Markets

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
- 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
- Forecasts
- Detailed forecasts to 2007 - 2012:
- Mobile subscription
- Mobile revenue
- Mobile entertainment revenue

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

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Table of Contents

CHAPTER 1 Mobile operator health check. In rude health or in need of a new direction?
The view from financial markets.
Revenue, ARPU and EBITDA global trends. An analysis of revenues, ARPU and EBITDA
for leading operators in Europe, Middle East & Africa, Asia and the Americas.
Subscription growth potential
Fixed mobile substitution
The growing contribution of non-voice services and revenues.
CHAPTER 2 Threats to the mobile operator business model
How many operators a market can support
New licenses, new competitors
Cannibalisation and loss of voice revenues to VOIP service providers.
Competition from WiMAX operators. WiMAX business models and key competitive
strengths versus 3.5G.
Competition from MVNOs and service providers.
Impact of cellular/WiFi integration and its impact on mobile operator services and revenues.
The unsustainability of mobile handset subsidies
Commoditisation of the mobile operator business. .
Regulation of profitable services (termination, SMS, roaming).
CHAPTER 3 Opportunities for mobile operators
New (retail) revenue streams from (new) non-voice services:
Mobile Internet
Internet access via data cards, USB modems (dongles) and embedded SIMs
Building a relationship between the operator and laptop
Revenue and subscription growth scenarios for mobile broadband-enabled laptops and mobile
broadband phones
Mobile Internet or the internet on a mobile
Understanding the key points of convergence and divergence between the PC internet and
Mobile internet (operating systems, developer communities, smartphones
IP services
A mobile-operator centric IP ecosystem
Mobile Entertainment services
First generation mobile entertainment strategy in terminal decline
The arrival of the big brands, portal strategies and C2C
Revenue projections and operator role and strategy
Mobile advertising
Definitions and reality checks
Future scenarios
Payments, banking and NFC
Enterprise, M2M and public sector
New (wholesale) revenues from mobile broadband
Operator wholesale strategies in the MVNO market
Future wholesale strategies for mobile broadband
Smart pipes and APIs
Mobile Partnerships
Revenue share structures in the mobile operator sector
New strategies for longer-term partnerships and relationships
Fixed-mobile substitution and convergence
Do consumers want home-zones and cellular/WiFi solutions when price elasticity gets close
to 1
Price plans - service bundling to grow ARPU levels
Price bundling to generate revenues from new services and applications
Capex and Opex reduction
Network sharing
Outsourcing
Restructuring
Handset and retail cost reduction
CHAPTER 4 Next generation operator network strategies
The road to 4G technology issues, standardisation etc
Can operators justify building 4G networks?
Strategies for supporting high-bandwidth mobile services femtocells, IMS, UMA-VCC, all-IP
networks
CHAPTER 5 Operator strategies under the microscope (case studies)
Operators with fixed network businesses ie incumbents
a) Integration - examples of different strategies
T-Mobile vs Orange vs AT&T
b) Quad-play scenarios.
‘Pure’ mobile operators case study
BT
Sprint NexTel
KPN group,
NTT DoCoMo
SK Telecom
Vodafone
Orange (UK),
M1
CHAPTER 6 Conclusions
The future for pure mobile operators
The operator’s future role in the provision of non-voice mobile service
The partnership and revenue-share models and opportunities for mobile operators
Mobile eco-system Vs Internet eco-system
CHAPTER 7 Forecasts to 2007 - 2012
Mobile subscriptions,
Mobile revenues,
Mobile entertainment revenues

For full details, please email keithw@cmsinfo.com

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