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市場調查報告書

數位內容的經營模式

Digital Content Business Models

出版商 Juniper Research 商品編碼 327876
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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數位內容的經營模式 Digital Content Business Models
出版日期: 2016年06月08日 內容資訊: 英文
簡介

本報告提供數位內容的經營模式相關趨勢調查,提供您數位內容市場的轉變與變化,MNO及OTT經營者的經營模式檢驗,營運商計費的市場機會,競爭環境與主要供應商簡介,並彙整數位內容的地區·設備·收費類別之收益預測等資料。

提供內容

  • 市場趨勢·競爭環境 (PDF)
  • 5年市場預測 (PDF & Excel)
  • 摘要整理&主要調查結果 (PDF)

市場趨勢·競爭環境

第1章 數位內容的阻礙:市場發展

  • 簡介
  • 內容的轉變:從物理到數位,從擁有到存取(點閱)
    • 內容轉變的影響
  • 0TT的市場機會
    • Pure Play0TT:超越了店面的支援
    • 廣播公司0TT:從線性到VoD & 關聯性
    • 電信業者OTT:擺脫啞管道
    • 整合業者和OTT的策展的市場機會
  • 運動:內容的主要的競爭部門
    • 透過通訊業者獲得廣播權
    • OTT的措施
  • 網路中立性相關討論

第2章 適應策略:MNO·營運商計費

  • 簡介
  • 計費關係的有效化
    • 價值鏈的優點
    • 營運商計費的推進因素
    • 直接營運商計費的課題
  • 營運商計費的演進
    • 差異化的方法

第3章 適應策略:OTT經營者

  • 簡介
    • OTT經營者與消費者雲端的崛起
  • Google:Android及目標
    • Google vs Apple:應用程式上下載優勢的困境
    • 消費者取向雲端
    • Juniper的評論
  • Apple:平台·設備·內容
    • 超過iPhone:App Revolution的貨幣化
    • 「內容·界內·The 雲端」的貨幣化
    • 連網型World Co Ltd的無間斷內容的實現
    • Juniper的評論
  • Facebook:社群機會的貨幣化
    • Facebook和行動貨幣化的課題
    • Juniper的評論
  • Amazon:從電子零售到電子內容
    • 從雲端儲存到雲端播放器
    • 從雲端播放器到雲端內容提供商
    • Juniper的評論

第4章 競爭環境:營運商計費供應商

  • 簡介
  • 供應商分析
    • 供應商評價標準
    • 規定與解釋
    • 供應商分析:能力的評估和市場上地位
    • 供應商的群組化
      • 摘要
      • 發展順利的供應商
      • 期待以上的供應商
      • 有新潛力的供應商
  • 營運商計費的有力經營者
  • 主要供應商簡介
    • Amdocs
    • Bango
    • Boku
    • DIMOCO
    • Digital Turbine
    • Fortumo
    • Infobip
    • Netsize (Gemalto)
    • NTH Mobile
    • Oracle
      • 企業概要
      • 地區的發展
      • 主要客戶·策略性聯盟
      • 提供內容相關見解
      • Juniper的見解:主要的優勢與策略性發展機會

市場預測

第1章 調查手法·前提條件

  • 概要

第2章 內容的收益化預測:全設備

  • 數位內容市場
  • 收益:內容類別
  • 計費機制個別分析

第3章 內容的收益化預測:遊戲

  • 數位遊戲市場
  • 計費機制個別分析

第4章 內容的收益化預測:視訊

  • 視訊內容市場
  • 計費機制個別分析

第5章 內容的收益化預測:音樂

  • 數位音樂市場
  • 計費機制個別分析

第6章 內容的收益化預測:電子出版

  • 電子出版市場
  • 計費機制個別分析

第7章 內容的收益化預測:生活方式

  • 生活方式內容市場
  • 計費機制個別分析

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄

Overview

Our latest edition of Digital Content Business Models provides an in-depth assessment of how telcos, OTTs and broadcasters are adapting to the digital transition, exploring the strategies that stakeholders are employing to create viable and sustainable business models within this highly disruptive environment.

The research provides an essential guide to the trends and dynamics of the content ecosystem, exploring key topics including:

  • OTT Opportunities: Broadcaster, Telco & Pureplay
  • Carrier Billing Monetisation Opportunities Across the Value Chain
  • Content in the Cloud: From Ownership to Access

This research suite comprises:

  • Market Trends & Competitive Landscape (PDF)
  • 5 Year Market Sizing & Forecast (PDF & Excel)
  • Executive Summary & Core Findings (PDF)

Key Features

  • Provides an in-depth evaluation of the digital content ecosystem, highlighting developments across the key content segments:
    • Games
    • Music
    • Video
    • ePublishing
    • Lifestyle Content
  • Market analysis and benchmark forecasts for content billing, split by:
    • Region
    • Content Type
    • Billing Device (Smartphone, Featurephone, Tablet, Other Connected Device)
    • Billing Mechanism (Credit/Debit Card, Carrier Billing, Other)
  • Assessment of key market developments including content rights acquisition, the role of content ‘super-aggregators' and the impact of recent regulatory proclamations on net neutrality.
  • Interviews with leading players across the contactless payments, ticketing and couponing value chain, including:
    • Bango
    • DIMOCO
    • Fortumo
    • Netsize
  • Commentary on leading OTT strategies, including:
    • Amazon
    • Apple
    • Facebook
    • Google
  • Key carrier billing player capability and capacity assessment, together with our vendor market positioning matrix and Juniper Competitive Web.

Key Questions

  • 1. What strategies should telcos employ to maximise their revenues from digital content?
  • 2. Should OTTs consider adding sporting events to their content portfolios?
  • 3. Which types of digital content will see the strongest growth over the next 5 years?
  • 4. What differentiation strategies are being employed by carrier billing providers?
  • 5. How are OTT strategies evolving as content migrates to the cloud?

Companies Referenced

Interviewed:

Bango, DIMOCO, Fortumo, Netsize (Gemalto).

Profiled:

Amdocs, Bango, Boku, DIMOCO, Digital Turbine, Fortumo, Infobip, Netsize (Gemalto), NTH Mobile, Oracle.

Mentioned:

Adyen, AIME (Association for Interactive Media & Entertainment), Aircel, AIS, Alphabet, Amaze, Amazon, America Movil, American Express, Apple, ARM, Ascom, AT&T, Badoo, Base, BBC, Beats, BEREC (Bureau of European Regulators for Electronic Communications), Bharti Airtel, BilltoMobile, BlackBerry, Bloomberg, Box TV, BT, Bull CP8, Canal+, CBS, Cellmania, China Mobile, CHT Global, Danal, Deezer, DeNa, Deutsche Telekom, Dialogue, Digi, Disney ABC, dittoTV, DNA Oy, DTAC, dtms converting communication GmbH, DTS (Distribuidora de Television Digital), du, EA, EE, eHarmony, EMVCo, ePlus, Ericsson, ESPN, Etisalat, Facebook, FarEastone, Feibra, Fonix, Fox, Gaana, Gameloft, Global Collect, Globe, Google, GREE, Grindr, HBO (Home Box Office), HOOQ, HT-Mobile, Huawei, Hulu, Hutchison, Idea Cellular, IMI, Impulse, Indosat, Intuit, ITU, Jiayuan, KDDI, Korea Telecom, KPN, Krabi & Mask, Kyivstar, Lala, Lateral, Lenovo, Lookout, Loop Mobile, LOVEFiLM, Lucy Marx. Lusacell, Magzter, MasterCard, Match Group, Mediaproduccion, Mediaset, MetroPCS, Microsoft, mixi, MLB.com, Mobifone, Mobileview, Mobinil, MoCoPay, mopay, Motorola, Movistar, Mozilla, NBC Universal, Neomobile, Netflix, Net-M, Nextel, NTT DoCoMo, Numericable, O2, OneBip, OpenMarket, Optimal Payments, Orange, Orca, Oxygen8, PassportParking, Payforit, PayPal, Qpass, Qubecell, Riot Games, RollTech, Rovio, Samsung, Satelindo, SecureTrading, SFR, Shazam, Shopcreator, Showtime, simfy, Singtel, Skrill, Sky, Smart, Softbank, Sony, Spark Networks, S-Phone, Spotify, Sprint, Star, Starhub, Starz, Sun, Syniverse, Telcel, Tele2, Telecom Italia Mobile, Telefonica, Telenor, TeliaSonera, Telkom, Telkomsel, Three, T-Mobile, Trusted Logic, Turkcell, Twistbox Entertainment, Twitter, txtNation, Umniah, Unino, Unix, Valve, Velti, Veoo, Verizon, Vietnamobile, Viettel, Vinafone, Virgin, Visa Europe, VN, Vodafone, Wargaming, WhatsApp, Wind, WorldPay, XL Axiata, Yahoo, YouTube, Zong, ZTE.

Data & Interactive Forecast

Juniper's Digital Content Business Models forecast suite includes:

  • Content Revenue splits by 6 content types (Games, Video, Music, Lifestyle, ePublishing, Other).
  • Device split by 4 device types (Smartphone, Featurephone, Tablet, Other Connected Devices)
  • Billing Mechanism splits by 3 types (Credit/Debit Card, Carrier Billing, Other)
  • Interactive Scenario Tool allowing users to manipulate Juniper's data for 9 different metrics.
  • Access to the full set of forecast data of 114 tables and over 5,000 datapoints.

Juniper Research's highly granular interactive Excels enable clients to manipulate Juniper's forecast data and charts to test their own assumptions, perform what-if analysis; and compare select markets side by side in customised charts and tables. IFxls greatly increase clients' ability to both understand a particular market and to integrate their own views into the model.

Table of Contents

Market Trends & Competitive Landscape

1. Digital Content Disruption: Market Evolution

  • 1.1. Introduction
  • 1.2. Content Migration: Physical to Digital, Ownership to Access
    • 1.2.1. Implications of the Content Transition
      • Figure 1.1: Historic Mobile Content Value Chain
      • Figure 1.2: App Store Value Chain
      • Figure 1.3: Global Data Traffic via Mobile Devices & Connected TVs (EB/annum) 2013-2019
  • 1.3. The 0TT Opportunity
    • 1.3.1. Pureplay 0TT: Beyond the Storefront
      • Figure 1.4: US Upstream/Downstream Traffic Share, 2015
    • 1.3.2. Broadcaster 0TT: From Linear to VoD & Interactivity
      • Figure 1.5: iPlayer, Views Per Annum (m), 2008-2015
      • Figure 1.6: BBC iPlayer, Requests by Device, 2011-2015
    • 1.3.3. Carrier OTT: Beyond the Dumb Pipe
      • Figure 1.7: AT&T, U-verse Video Customers (m) & Annual Revenues ($bn), 2008-2015
    • 1.3.4. Super-Aggregators & the OTT Curation Opportunity
  • 1.4. Sport: A Key Content Battleground?
    • 1.4.1. Telcos Acquire Broadcasting Rights
    • 1.4.2. OTT Activities
      • Figure 1.8: Sporting Rights Costs & OTT Subscription Requirements
  • 1.5. The Net Neutrality Debate

2. Adaptive Strategies: MNOs & Carrier Billing

  • 2.1. Introduction
    • Figure & Table 2.1: Base Line Analysis of Global Mobile Subscriber Growth, ARPU & Operator Billed Service Revenues 2015-2021
  • 2.2. Leveraging the Billing Relationship
    • Table 2.2: Carrier Billing Availability by Selected Storefront, 2012-2015
    • 2.2.1. Benefits Across the Value Chain
    • 2.2.2. Carrier Billing Drivers
      • Figure 2.6: Billing Mechanism Conversion Rate Comparison, Low Value Purchases: Credit Card vs Direct Carrier Billing
    • 2.2.3. Direct Carrier Billing Challenges
      • Figure 2.3: Banked Penetration by Country, 2015 (%)
      • Figure 2.4: Unbanked Adult Population by 8 Key Regions, 2015 (%)
      • Table 2.5: Google Play/Facebook Carrier Billing Availability by Operator, Largest Unbanked Markets May2016
      • Figure 2.7: Selected Markets, Prepaid Users as % of Mobile User Base, 201
      • Figure 2.8: Merchant Payout Rates, 2016, Fortumo vs OneBip
      • Figure 2.9: The Carrier Billing Consumer Journey
      • Figure 2.10: Juniper Challenge Assessment Matrix, Content Carrier Billing
  • 2.3. The Evolution of the Carrier Billing Space
    • 2.3.1. How Do You Differentiate?

3. Adaptive Strategies: 0TTs

  • 3.1. Introduction
    • Figure & Table 3.1: GAFA Group Annual Revenues, 2009-2015
    • 3.1.1. 0TT Players & the Rise of the Consumer Cloud
  • 3.2. Google - Android & Beyond
    • 3.2.1. Google vs Apple: Supremacy in the App Downloads Struggle
      • Figure 3.2: Annual App Downloads (m) Apple App Store vs Google Play 2008-2015
    • 3.2.2. Into the Consumer Cloud
    • 3.2.3. Juniper Commentary
  • 3.3. Apple - Platforms, Devices & Content
    • Figure 3.3: iPhones & iPads, Shipments Per Calendar Year (m), 2009-2015
    • 3.3.1. Beyond the iPhone: Monetising the App Revolution
      • Figure 3.4: Device vs Content: Apple Revenues ($bn), 2014-2015
    • 3.3.2. Monetising ‘Content in the Cloud'
    • 3.3.3. Enabling Seamless Content in a Connected World
    • 3.3.4. Juniper Commentary
      • Figure 3.5: Revenues PerApp Download, iOS & Other OS, 2013-2015($)
  • 3.4. Facebook - Monetising the Social Opportunity
    • 3.4.1. Facebook & the Mobile Monetization Challenge
      • Figure 3.6: Active Facebook Users (m) PC only vs Mobile 2005-2015
      • Figure 3.7: Facebook Mobile Advertising Revenues ($m), 2012-2015
    • 3.4.2. Juniper Commentary
  • 3.5. Amazon: eRetail to eContent
    • 3.5.1. From Cloud Storage to Cloud Player...
    • 3.5.2. ...to Cloud Content Provider
    • 3.5.3. Juniper Commentary

4. Competitive Landscape

  • 4.1. Introduction
  • 4.2. Vendor Analysis
    • 4.2.1. Vendor Assessment Criteria
      • Table 4.1: Carrier Billing Vendor Assessment Criteria
    • 4.2.2. Limitations & Interpretation
    • 4.2.3. Vendor Analysis: Capability Assessment & Market Positioning
      • Table 4.2: Carrier Billing Vendor Analysis Scoring Matrix: Capability & Capacity vs Product & Position
      • Figure 4.3: Carrier Billing Vendor Positioning Matrix 2016
    • 4.2.4. Vendor Groupings
      • i. Summary
      • ii. On Track Vendors
      • iii. Vendors Exceeding Expectations
      • iv. Vendors with Further Potential
    • 4.2.5. Juniper Competitive Web Analysis
      • Figure 4.4: Juniper Competitive Web: Selected Carrier Billing Providers
  • 4.3. Carrier Billing Movers & Shakers
  • 4.4. Selected Vendor Profiles
    • 4.4.1. Amdocs
      • i. Corporate
        • Table 4.5: Amdocs Financial Performance Snapshot, 2014-2015
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
        • Figure 4.6: Amdocs Mobile Payments: Functional Overview
      • v. Juniper's View: Amdocs Key Strengths & Strategic Development Opportunities
    • 4.4.2. Bango
      • i. Corporate
      • ii. Geographic Spread
        • Table 4.7: Bango Financial Performance Snapshot, 2014-2015
      • iii. Key Clients & Strategic Partnerships
        • Table 4.8: Bango's Publicly Announced Activations, 2015
      • iv. High Level View of Offerings
      • v. Juniper's View: Bango Key Strengths & Strategic Development Opportunities
    • 4.4.3. Boku
      • ii Corporate
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Boku Key Strengths & Strategic Development 0pportunities
    • 4.4.4. DIMOCO
      • i. Corporate
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: DIMOCO Key Strengths & Strategic Development Opportunities
    • 4.4.5. Digital Turbine
      • i. Corporate
        • Table 4.9: Digital Turbine Financial Performance Snapshot, 2014-2015(FYE 31 March)
      • ii. Geographical Coverage
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Digital Turbine Key Strengths& Strategic Development Opportunities
    • 4.4.6. Fortumo
      • i. Corporate
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Fortumo Key Strengths & Strategic Development Opportunities
    • 4.4.7. Infobip
      • i. Corporate
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
        • Figure 4.10: Infobip Mobile Platform Overview
      • v. Juniper's View: Infobip's Key Strengths & Strategic Development Opportunities
    • 4.4.8. Netsize (Gemalto)
      • i. Corporate
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Netsize Strengths and Strategic Development Opportunities
    • 4.4.9. NTH Mobile
      • i. Corporate
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: NTH Mobile Key Strengths & Strategic Development Opportunities
    • 4.4.10. Oracle
      • i. Corporate
        • Table 4.11: Oracle Financial Performance Snapshot, 2014-2015
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offering
      • v. Juniper's View: Oracle Key Strengths & Strategic Development 0ppo

Market Sizing & Forecasts

1. Methodology & Assumptions

  • 1.1. Overview
    • Figure 1.1: Methodology for Calculating Digital Content Revenues by Country, Region & Device Type

2. Content Monetization Forecasts: All Devices

  • 2.1. The Digital Content Market
    • Figure & Table 2.1: Digital Content Revenues ($) Split by 8 Key Regions 2016-2021
    • Figure & Table 2.2: Mobile Content Revenues ($m) Split by Device Type & 8 Key Regions 2021
  • 2.2. Which Content?
    • Figure & Table 2.3: Digital Content Revenues ($m) Split by Content Type 2016-2021
  • 2.3. Which Billing Mechanism?
    • Table 2.4: Digital Content Annual Spend (%) Split by Billing Mechanism 2016-2021
    • Table 2.5: Digital Content Billed to Direct Carrier Billing Split by 8 Key Regions (%) 2016-2021
    • Figure & Table 2.6: Digital Content Billed to Direct Carrier Billing ($m) Split by 8 Key Regions 2016-2021
    • Figure & Table 2.7: Operator Share of Digital Content Revenues Billed to Direct Carrier Billing ($m)Split by 8 Key Regions 2016-2021

3. Content Monetization Forecasts: Games

  • 3.1. The Digital Games Market
    • Figure & Table 3.1: Digital Games Revenues ($m) Split by 8 Key Regions 2016-2021
  • 3.2. Digital Games: Which Billing Mechanism?
    • Table 3.2: Digital Games Content Billed to Direct Carrier Billing (%) Split by 8 Regions 2016-2021
    • Figure & Table 3.3: Digital Games Spend Billed to Direct Carrier Billing ($m) Split by Region 2016-2021
    • Figure & Table 3.4: Operator Share of Digital Games Revenues Billed to Direct Carrier Billing ($m) Split by Region 2016-2021

4. Content Monetization Forecasts: Video

  • 4.1. The Video Content Market
    • Figure & Table 4.1: Video Content Revenues ($m) Split by 8 Key Regions 2016-2021
  • 4.2. Video Content: Which Billing Mechanism?
    • Table 4.2: Video Content Billed to Direct Carrier Billing (%) Split by 8 Key Regions 2016-2021
    • Figure & Table 4.3: Video Content Billed to Direct Carrier Billing ($m)Split by Key Regions 2016-2021

5. Content Monetization Forecasts: Music

  • 5.1. The Digital Music Market
    • Figure & Table 4.4: Operator Share of Video Content Revenues Billed to Direct Carrier Billing ($m) Split by 8 Key Regions 2016-2021
    • Figure & Table 5.1: Digital Music Revenues ($m) Split by 8 Key Regions 2016-2021
  • 5.2. Digital Music: Which Billing Mechanism?
    • Table 5.2: Digital Music Revenues Billed to Direct Carrier Billing (%)Split by 8 Key Regions 2016-2021

6. Content Monetization Forecasts: ePublishing

  • 6.1. The ePublishing Market
    • Figure & Table 5.3: Digital Music Revenues Billed to Direct Carrier Billing ($m) Split by 8 Key Regions 2016-2021
    • Figure & Table 5.4: Operators hare of Digital Music Revenues Billed to Direct Carrier Billing ($m) Split by 8 Key Regions 2016-2021
    • Figure & Table 6.1: ePublishing Revenues ($m) Split by 8 Key Regions 2016-2021
  • 6.2. ePublishing: Which Billing Mechanism?
    • Table 6.2: Other Connected Device Content Billed to Direct Carrier Billing ($m) Split by 8 Key Regions 2016-2021
    • Figure & Table 6.3: ePublishing Content Billed to Direct Carrier Billing ($m) Split by 8 Key Regions 2016-2021
    • Figure & Table 6.4: Operator Share of Other ePublishing Revenues Billed to Direct Carrier Billing ($m) Split by 8 Key Regions 2016-2021

7. Content Monetization Forecasts: Lifestyle

  • 7.1. The Lifestyle Content Market
    • Figure & Table 7.1: Lifestyle Content Revenues ($m)Split by 8 Key Region 2016-2021
  • 7.2. Lifestyle Content: Which Billing Mechanism?
    • Table 7.2: Other Connected Device Content Billed to Direct Carrier Billing (%) Split by 8 Key Regions 2016-2021
    • Figure & Table 7.3: Lifestyle Content Revenues Billed to Direct Carrier Billing ($m) Split by 8 Key Regions 2016-2021
    • Figure & Table 7.4: Operator Share of Lifestyle Content Revenues Billed to Direct Carrier Billing ($m) Split by 8 Key Regions 2016-2021
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