未來行動業者的商業模式：寬頻・合作・Mobile 2.0

“Every mobile operator CEO in every developed market is aware of the need to explore new business models. Slowing revenue growth, the entry of new players and brands into the mobile business, and mobile operators' seeming inability to create A demand for services other than basic connectivity and access, means mobile operators are having to take a long, hard look at where they can add value.” Mark Newman: Author, Future Mobile Operator Business Models

Future Mobile Operator Business Models assesses how quickly mobile operators need to look towards new business models and analyses the key threats and opportunities.

• 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.

• 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

• Mobile Operators:
  • evaluate the size of future markets for business plans for investment
  • Learn about competition in new areas
  • Assess the current competition where you already operate
• Network / Infrastructure vendors and handset manufacturers:
  • Understand the issues, challenges and strategies of mobile operators so that you can better serve your customer
  • Assess the potential size of future markets for new business plans for investment in new regions.
  • Formulate your new product development strategy
  • Identify new sales area for existing products
• Mobile Content and Applications Companies:
  • Understand the evolution from 3.5G to 4G and the technological and commercial issues that will determine the speed and extent of that transition.

• Operator:
  • 3
  • BT
  • KPN Group
  • M1
  • NTT DoCoMo
  • Orange (UK)
  • SK Telecom
  • Sprint NexTel
  • Vodafone

Table of Contents

• 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.
  • Still room for subscriber (subscription) growth?
  • Fixed mobile substitution; capturing the lion' s share of telephone minutes?
  • The growing contribution of non-voice services and revenues.

• Threats to the mobile operator business model
  • How many operators can a market support? An analysis of highly-competitive marketplaces in different countries around the world.
  • New licenses, new competitors? The next two years will see new spectrum being allocated for mobile services in different parts of the world.
  • 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.
  • Commoditisation of the mobile operator business. .
  • Regulation of profitable services (termination, SMS, roaming).

• Opportunities for mobile operators
  • New (retail) revenue streams from (new) non-voice services:
  • New (wholesale) revenues from mobile broadband and mobile Internet. .
  • Mobile partnerships. How will operators engage with third party Internet and entertainment companies, distribution partners and device manufacturers to share revenues for services provided over their networks?
  • Fixed-mobile substitution.
  • Price plans - service bundling to grow ARPU levels.
  • Capex and Opex reduction: (network sharing;, outsourcing;

• 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

• Operator strategies under the microscope (case studies)
  • Operators with fixed network businesses (ie incumbents .a) Integration - examples of different strategies. T-Mo vs Orange vs AT&T b) Quad-play scenarios.
  • ‘Pure' mobile operators; Vodafone 3, M1, Orange (UK), E-Plus
  • Case Studies: Sprint NexTel, BT, Base, E-Plus and the KPN group, NTT DoCoMo, SK Telecom

• Conclusions

• Forecasts
  • Mobile subscriptions, 2007-2012
  • Mobile revenues, 2007-2012
  • Mobile entertainment revenues 2007-2012

*Contents correct at time of printing