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This report will help you assess the long-term financial prospects for mobile service providers and telecom equipment vendors at a global level. Pyramid Research’s forecasts of metrics such as mobile subscriber and user penetration will help you make strategic decisions to maximize the return on your investments.
The report is accompanied by three Excel-based financial models, which track the operational and financial performance of WiMAX deployments built around the following parameters: - Large-scale deployment in a developed market by an MNO (assumptions driven by Sprint Nextel’s WiMAX business model) - Build-as-you-go deployment in an emerging market by a market entrant (assumptions driven by Bulgarian operator Max Telecom’s WiMAX business model). - Service provider focused on the enterprise market. On close examination, we find some parts of the WiMAX value proposition fairly compelling, and others not entirely convincing.
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Table of Contents
Executive summary Section 1: Emerging WiMAX business models 1.1 Alternative operators choose WiMAX for speed of deployment and low cost CASE STUDY: TransTelecom looks for competitive advantage in WiMAX CASE STUDY: Clearwire’s laser-sharp focus on rural markets pays off 1.2 Fixed-network operator business models: An alternative primarily where DSL does not go CASE STUDY: Fixed WiMAX finds a home in the Middle East For emerging markets, mobile WiMAX may be a more suitable choice than 3G CASE STUDY: A difficult case for WiBro in South Korea thus far WiBro position and pricing A competitive, multi-technology broadband market WiBro shows signs of life Section 2: Keys to profitability with WiMAX business models 2.1 Level of commitment will determine success 2.2 Parameters for different market environments 2.3 WiMAX pricing trends and differentiation 2.4 Broadband drives revenue; VoIP is needed for uptake 2.5 Is charging a premium for mobility a mistake? 2.6 The upside of the consumer electronics business 2.7 The wholesale proposition: shorter payback periods? CASE STUDY: Wholesale business boosts market share, revenue and NPV for MNOs 2.8 Bottom line looks bad in medium term, but model can work Section 3: Where WiMAX fits, and revenue forecasts Identifying the sweet spots for WiMAX deployments 3.2 Mobile WiMAX revenue forecasts The US: Unforgiving environment requires hefty WiMAX investments India: Initial focus on enterprise; opportunities abound in residential market France: WiMAX as part of multi-play bundle South Africa: WiMAX deployments in conjunction with fixed broadband network expansion Mexico: Market leaders will set the tone South Korea: WiMAX as part of a larger broadband play Section 4: Breaking down the business case and profitability of WiMAX 4.1 Definitions and methodology for modeling WiMAX financials and profitability 4.2 Financial models built around real-world deployments
For full details, please email keithw@cmsinfo.com
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