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市場調查報告書

俄羅斯的危機處理:由於健全的營業成績,手機業者關注資訊服務焦點

Tackling the Russian Crisis: Sound Operational Performance Keeps Mobile Operators' Focus on Data Services

出版商 Pyramid Research, Inc. 商品編碼 330928
出版日期 內容資訊 英文 36 Pages
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俄羅斯的危機處理:由於健全的營業成績,手機業者關注資訊服務焦點 Tackling the Russian Crisis: Sound Operational Performance Keeps Mobile Operators' Focus on Data Services
出版日期: 2015年05月28日 內容資訊: 英文 36 Pages
簡介

本報告以俄羅斯的通訊市場的俄羅斯的經濟危機的影響為焦點,提供通訊業的影響、目前經濟狀況下的手機業者現況與策略等相關的系統性資訊。

簡介:俄羅斯的經濟危機的影響

  • 遭受經濟危機的俄羅斯:宏觀經濟背景
  • 未來的宏觀經濟成長預測
  • 通訊業的影響

俄羅斯的經濟危機對行動部門和企業有什麼影響

  • 在哪裡,如何
  • 對行動服務、收益的影響
  • 行動終端市場與智慧型手機引進的影響
  • 資本支出、資金籌措成本、利益、盈利的影響

市場詳細內容:案例研究

  • MTS
  • MegaFon
  • VimpelCom
  • Tele2

結論:主要調查結果與建議

目錄
Product Code: TC0040IR

Summary

‘Tackling the Russian Crisis: Sound Operational Performance Keeps Mobile Operators' Focus on Data Services,' a Telecom Insider Report by Pyramid Research, highlights the impacts of the economic crisis on the Russian telecom market. The report discusses the impact of the economic crisis on the Russian telecom market (mobile telephony market) and then its presents the strategy adopted by the leading mobile operators MTS, MegaFon, VimpelCom and Tele2, to drive service adoption, device adoption and maintaining financial stability. The report concludes with a summary of key findings and a set of recommendations.

Key Findings

Mobile operators will feel the impact of the crisis on top line service revenue. Though we expect top line service revenue growth to continue to be positive, our post-crisis service revenue forecasts for 2015 are 5.9% lower for 2015 than our pre-crisis forecast, a $850m impact.

Given high levels of competition that pre-date the crisis, the Russian market has moved decisively to voice and data bundles, which are helping operators increase adoption of data services and push up smartphone penetration. Operators are offering voice is largely as a complement to data bundles in all-inclusive and/or minute allowances. This practice is encouraging voice-only customers to test data.

Although the crisis has pushed up the price of certain luxury devices by as much as 70%, demand for smartphone and other data devices remains strong. In response to the crisis, vendors are seeing a shift in demand to more affordable and own-branded devices with the number of devices sold in the under US$300 category growing significantly over the last year. Vendors with a strong focus on emerging markets and value pricing, such as AlcatelOneTouch and Micromax, have done well in the current environment.

Handset market commercial practices such as reverse subsidies, in place for years in Russia, are now becoming the rule in light of rising retail prices for premium brand devices. These practices arose from operators' inability to offer device subsidies in Russia.

Despite being hit hard by the currency devaluation, particularly in Q4 2014, operators have maintained their pre-crisis capex plans virtually untouched. Strong fundamentals for all four operators, as well as financial measures taken to mitigate the volatility in the price of the rouble, have enabled operators to move forward with planned upgrades to 3G/4G and geographic expansion.

Russia's major mobile operators' sound operational performance to date will play a decisive role in their efforts to tackle the crisis and enable them to continue focusing on 3G/4G network expansion and data adoption, despite the crisis.

Synopsis

‘Tackling the Russian Crisis: Sound Operational Performance Keeps Mobile Operators' Focus on Data Services," a European Insider by Pyramid Research examines the impact of the recent macroeconomic crisis in Russia and its overall impact on economic growth of the country. The report also includes a section of the impact of the economic crisis on the telecom industry, including telecom revenues, mobile handset market and smartphone adoption and its impact on the financials. The report analyses the current status of the mobile operators in the current economic context and also highlights about their current strategy and their strategy to drive service adoption, device adoption and maintaining financial stability. The report concludes with a summary of key findings and a set of recommendations for mobile operators for increasing their services and device penetration.

Reasons To Buy

This Telecom Insider helps executives build proactive, profitable growth strategies by offering comprehensive, relevant analysis about how the recent crisis in Russia has impacted the operators (revenue and profitability) and how the operators continue to tackle this.

The report offers a wealth of information and analysis of the impact on mobile services and revenues; handset and smartphone penetration; capex, financing costs and profitability of the Russian telecom market as a whole.

The competitive landscape and the strategies are given extra attention, enabling local players or prospective market entrants to gain the insight they need.

The broad but detailed perspective will help telcos, equipment vendors and other telecom industry players to gain insights on maintaining financial stability, strategies to be adopted to drive devices and services adoption.

The report is designed for an executive-level audience, boasting presentation quality that allows it to be turned into presentable material immediately.

Table of Contents

  • Introduction: The impact of the Russian economic crisis
    • Economic crisis hits Russia: Macroeconomic context
    • Future macroeconomic growth prospects
    • The impact on telecoms
  • How the crisis impacts Russia's mobile sector and its players
    • Where and how will the crisis impact Russia's mobile telecom segment
    • Impact on mobile services and revenue
    • Impact on mobile handset market and smartphone adoption
    • Impact on capex, financing costs, margins and profitability
  • Market detail: Case studies
    • MTS
    • MegaFon
    • VimpelCom
    • Tele2
  • Conclusions: Key findings and recommendations
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