表紙
市場調查報告書
商品編碼
1040074

業者的收益策略:課題,機會,市場預測(2021年∼2026年)

Operator Revenue Strategies: Challenges, Opportunities & Market Forecasts 2021-2026

出版日期: | 出版商: Juniper Research Ltd | 英文 | 商品交期: 最快1-2個工作天內

價格
  • 全貌
  • 簡介
  • 目錄
簡介

本報告提供業者的收益策略調查分析,對現有的經營模式的威脅,形成市場的新經營模式,今後5年讓市場混亂的新商機相關主要洞察與徹底評估相關的系統性資訊。

目錄

重要的點和策略性推薦事項

  • 重要的要點
  • 策略性推薦事項

第1章 市場未來預測

  • 每連接的平均收益
  • 行動傳訊
  • 行動語音服務
  • 行動漫遊
  • 蜂巢式IoT服務

第2章 對業者來說的新機會

  • 對業者來說的新機會
    • 豐富式媒體通訊
    • 電訊的巨量資料與分析
    • 營運商計費和目錄的收益化
    • 5G網路的收益化
    • 行動ID與認證
    • 行動電子商務
    • 編入SIM

第3章 競爭排行榜

  • 讀該報告的理由
  • 企業簡介
    • AT&T
      • i. 企業
      • ii. 地理性的擴展
      • iii. 主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • BT Group
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • China Communication Services
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • China Telecom
      • i. 企業
      • ii.主要的客戶與策略性夥伴關係
      • iii. 提供概要
      • iv. 主要的優勢與策略性機會
    • China Unicom
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • Deutsche Telekom
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • Etisalat
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • KDDI
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • KT Corporation
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性夥伴關係
    • LG Uplus
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • NTT Docomo
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • Ooredoo
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • Orange
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • Saudi Telecom
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • SK Telecom
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • Softbank
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • Telefonica
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • Verizon Communications
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
    • Vodafone
      • i. 企業
      • ii. 地理性的擴展
      • iii.主要的客戶與策略性夥伴關係
      • iv. 提供概要
      • v. 主要的優勢與策略性機會
  • Juniper Research排行榜評估手法
    • 限制與解釋

第4章 市場預測重要的要點

  • 業者的收益預測的簡介
    • 預測調查手法
    • 總手機用戶
    • 每連接的平均收益
    • 運營商計費的總收益
    • 有關蜂巢式資料的使用要點與市場預測
    • 巨量資料分析的預測
    • 行動商務通訊的預測
    • 來自營運商計費的業者商機
    • 5G市場預測收益
目錄

Juniper Research's latest “Operator Revenue Strategies” research provides industry executives with key insights in, and thorough assessment of, threats to existing business models, new and emerging business models shaping the market, and new revenue opportunities expected to disrupt the market for the next five years.

The study quantifies the nature and scale of the threats and opportunities in the network operator market; ranging from declining ARPUs (Average Revenue per User) and margins to evolving data usage and various new revenue opportunities. The report identifies key new opportunities for network operators, including IoT connectivity and enablement, business messaging, and Big Data and analytics.

This research suite includes:

  • Strategy & Forecasts (PDF)
  • 5-year Market Sizing & Forecast Spreadsheet (Excel)
  • 12 months' access to harvest Online Data Platform

KEY FEATURES

  • Future Market Outlook: An analysis of the key trends in the market, including the growth of cellular technologies, and total cellular data traffic generated, split by:
    • Mobile Handsets
    • Tablets
    • Cellular IoT Devices
    • Other Connected Devices
  • Key Telecommunications Service Analysis: A deep dive evaluation of the future of the telecommunications industry; analysing the development and deployment of new areas in the sector, including:
    • Big Data & Analytics
    • Carrier Billing
    • Consumer 5G Services
    • Embedded SIMs
    • Low-power IoT
    • M2M Connectivity Enablement
    • Mobile Messaging (SMS and RCS)
    • Mobile Business Messaging
    • Mobile Commerce Services
    • Mobile Identity
    • Mobile Voice
  • Benchmark Industry Forecasts: Provided for sector-based operator-billed revenue in the telecommunications industry for 8 key global regions and 53 select countries including:
    • Argentina
    • Australia
    • Austria
    • Bangladesh
    • Belgium
    • Brazil
    • Canada
    • Chile
    • China
    • Colombia
    • Croatia
    • Czech Republic
    • Denmark
    • Egypt
    • Finland
    • France
    • Germany
    • Hong Kong
    • Hungary
    • India
    • Indonesia
    • Israel
    • Italy
    • Japan
    • Kenya
    • Malaysia
    • Mexico
    • Nepal
    • Netherlands
    • New Zealand
    • Nigeria
    • Norway
    • Pakistan
    • Peru
    • Philippines
    • Poland
    • Portugal
    • Qatar
    • Romania
    • Russia
    • Saudi Arabia
    • Singapore
    • South Africa
    • South Korea
    • Spain
    • Sweden
    • Thailand
    • Turkey
    • UK
    • Ukraine
    • United Arab Emirates
    • US
    • Vietnam
  • Mobile Operator Juniper Research Competitor Leaderboard: Positioning and strategic evaluation of 19 key global mobile network operators, including:
    • AT&T
    • Deutsche Telekom
    • Verizon Communications
    • Vodafone
    • NTT Docomo
    • Etisalat
    • KT Corporation
    • SK Telecom
    • Telefónica
    • KDDI
    • Orange
    • Softbank
    • China Communications Services
    • BT Group
    • LG Uplus
    • Ooredoo
    • Saudi Telecom
    • China Telecom
    • China Unicom

KEY QUESTIONS

  • 1. What are the revenue opportunities for mobile operators in the telecommunications industry?
  • 2. What emerging telecommunications services will grow the fastest over the next 5 years?
  • 3. Which operators are leading the telecommunications industry?
  • 4. How can operators best leverage 5G technologies to generate new revenue streams?
  • 5. How will operators' mobile roaming revenue recover amidst the COVID-19 pandemic?

COMPANIES REFERENCED

  • Included in the Juniper Research Leaderboard: AT&T, BT Group, China Communications Services, China Telecom, China Unicom, Deutsche Telekom, Etisalat, KDDI, KT Corporation, LG Uplus, NTT Docomo, Ooredoo, Orange, Saudi Telecom, SK Telecom, Softbank, Telefónica, Verizon Communications, Vodafone.
  • Mentioned: Abu Dhabi Securities Exchange, ADA, ADIA (Abu Dhabi Investment Authority), Alibaba, Alien Vault, Alphabet, AltNets , Amazon Web Services, Amena, American Bell Telephone Company, American Midwest Per Mar Security Services, AOL, AOTS (Association for Overseas Technical Cooperation and Sustainable Partnerships), APG , Apollo Global Management, AppNexus, Arm, Asia Mobile Holdings, Atlas V, Atos, Axiata Digital Advertising, AzerTelecom, BAE Systems, BBC, Bell Canada, Berkshire Hathaway, Beyond 5G Promotion Consortium, Bill & Melinda Gates Foundation, Binariang GSM Holdings, BlueJeans Network, BMW, BNetzA (Bundesnetzagentur), British Telecommunications, BuzzFeed, CAF (Charities Aid Foundation) Bank, Cancom Group, Cartoon Network, CDPQ (Caisse Depôt et Placement du Québec), China Telecommunications Corporation, Ciena, Cisco, CK Hutchison Holdings, CNN, Credit Suisse Group, Dacom, Daishin Private Equity , Dell, Discovery Inc, Disney, e5 Lab Inc, EE, Electric Telegraph Company, Emaar Properties, Epsilon, Ericsson, FarEase Tone , Felix & Paul Studios, FiberTower Corporation, FiBrasil FTTH, FIFA, FingerMotion, Fortinet, France Télécom, FreeBit Co, Goingsoft, Google, GPO (General Post Office), Gruppo TIM, GSMA , H3I, HBO, Healthcare (Korea), Hellenic Telecommunications Organisation, Hewlett Packard, Hitachi Building Technology, Hong Kong Stock Exchange, Hrvatski Telekom, Huawei, HuffPost, ifland, Ikea Place, Indosat Ooredoo , Intigral, iViva, Jasmin Group, Jawwy TV , Kabel Deutschland, Kakao Corp, Khalifa University, Kloudr, Korea Land & Housing, Korean Overseas Infrastructure & Urban Development Corp, KT Telecom, Kyocera Corporation, Lively!, London Stock Exchange, Magyar Telekom Nyrt, Mannesmann AG, Maroc Telecom, Master Trust Bank of Japan, Mawari, Maxis, McAfee, MegaFon, Meituan, Microsoft, MobiledgeX, Mojio, MoneyGram, Movistar, MTS (Mobile TeleServices), NASDAQ, National Database and Registration Authority, NCAI (National Centre for Artificial Intelligence), NEC Corporation, Net10, NetAct, Netflix, Neuro Sigma, Nokia, NYSE (New York Stock Exchange), Oger Telecom Limited, One Store, Onecom, OneWeb, Ookla, Oracle, Page Plus, Palo Alto Networks, PayPay, Pix Wireless, Plusnet, Powercom, Qatar Friendship Fund, Qatar Stock Exchange, Qatari beIN Media Group, Qualcomm Technologies, Quectel, Rakuten Mobile, Reach, RealNetworks, Red Pocket, RingCentral, Rocket Internet, Safaricom, Samsung, SBC Communications, SDAIA (Saudi Data and Artificial Intelligence Authority), SecurityScorecard, Senion, Seoul National University College of Medicine, Shell, Shenington Investments Pte Ltd, SKT Investment Corp, Sky, Smaato, Smart Africa, SpaceX, Spotify, SPT (Société de Participation dans les Telecommunication), SRTA (Sharjah Roads & Transport Authority), Starbucks, StarHub Ltd, Starz Play, Straight Talk, Sturfee, Symantec, Syniverse, Telekom Romania Communications, Telekom Srbija, Telstra, Teradata, TfWN (Transport for West Midlands), Three Mobile, TikTok, Time Warner, Ting, T-Mobile, Tokyo MOL, Total Wireless, Toyota Motor Corporation, Tracfone, TradeLens, True Corp, Twigby, University of Oulu, University of Stamford, University of Tokyo, US Mobile, Virgin Media O2, Visible Wireless, Vision Fund, VMware, Vodacom, VR Direct, WarnerMedia, Webcash Group, WM5G (West Midlands 5G), Xandr, Xfinity Mobile, Xunison, Yahoo, YouTube, Zain, Zscaler.

DATA & INTERACTIVE FORECAST

Juniper Research's latest “Operator Revenue Strategies” forecast suite includes:

  • 5-year benchmark forecasts for key metrics by 8 key regions and 53 country-level splits including:
    • Argentina
    • Australia
    • Austria
    • Bangladesh
    • Belgium
    • Brazil
    • Canada
    • Chile
    • China
    • Colombia
    • Croatia
    • Czech Republic
    • Denmark
    • Egypt
    • Finland
    • France
    • Germany
    • Hong Kong
    • Hungary
    • India
    • Indonesia
    • Israel
    • Italy
    • Japan
    • Kenya
    • Malaysia
    • Mexico
    • Nepal
    • Netherlands
    • New Zealand
    • Nigeria
    • Norway
    • Pakistan
    • Peru
    • Philippines
    • Poland
    • Portugal
    • Qatar
    • Romania
    • Russia
    • Saudi Arabia
    • Singapore
    • South Africa
    • South Korea
    • Spain
    • Sweden
    • Thailand
    • Turkey
    • UK
    • Ukraine
    • United Arab Emirates
    • US
    • Vietnam
    • Total Mobile SIMs in Service
  • Total Operator-billed Revenue, split by
    • Big Data & Analytics
    • Carrier Billing
    • Consumer 5G Services
    • M2M Connectivity Enablement
    • Mobile Business Messaging
    • Mobile Commerce Services
    • Mobile Identity
    • Mobile Voice
  • Access to the full set of forecast data of 23 tables and over 9,500 datapoints.
  • Interactive Excel Scenario tool allowing users the ability to manipulate Juniper Research's data for different metrics.

Juniper Research's highly granular interactive Excels enable clients to manipulate Juniper Research's forecast data and charts to test their own assumptions using the Interactive Scenario Tool 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

1.1 Key Takeaways & Strategic Recommendations

  • 1.1.1 Key Takeaways
  • 1.1.2 Strategic Recommendations

1.2 The Future Market Outlook

  • Figure 2.1: Total Mobile SIM Connections in 2021, Split by Cellular Technology
  • 1.2.1 Average Revenue per Connection
    • Figure 2.2: Average Operator ARPC in 2021 ($) Split by 25 Select Countries
    • Figure 2.3: Global Cellular Data Usage in 2021, Split by 8 Key Regions
  • 1.2.2 Mobile Messaging
  • 1.2.3 Mobile Voice Services
  • 1.2.4 Mobile Roaming
  • 1.2.5 Cellular IoT Services

2. Emerging Opportunities for Operators

  • 2.1 Emerging Opportunities for Operators
    • Figure 2.1: Select Regional Information for Telecommunications
    • 2.1.1 Rich Media Messaging
    • 2.1.2 Big Data & Analytics in Telecommunications
    • 2.1.3 Carrier Billing & Monetisation of Content
    • 2.1.4 5G Network Monetisation
      • Figure 2.2: Operator-billed Revenue from 5G Services in 2021, Split by 8 Key Regions
    • 2.1.5 Mobile Identity & Authentication
    • 2.1.6 Mobile Commerce
    • 2.1.7 Embedded SIMs
      • Figure 2.3: Global Number of eSIM Installed in Devices (m), 2021-2025

3. Competitor Leaderboard

  • 3.1 Why Read This Report
    • Table 3.1: Juniper Research Leaderboard: Mobile Network Operators Included & Headquarter Locations
    • Figure 3.2: Juniper Research Competitor Leaderboard
    • Table 3.3: Juniper Research Competitor Leaderboard: Operators & Positioning
    • Table 3.4: Juniper Research Leaderboard Heatmap: Mobile Network Operators (1 of 2)
    • Table 3.5: Juniper Research Leaderboard Heatmap: Mobile Network Operators (2 of 2)
  • 3.2 Company Profiles
    • 3.2.1 AT&T
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.2 BT Group
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.3 China Communication Services
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.4 China Telecom
      • i. Corporate
      • ii. Key Clients & Strategic Partnerships
      • iii. High-level View of Offerings
      • iv. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.5 China Unicom
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.6 Deutsche Telekom
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.7 Etisalat
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.8 KDDI
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.9 KT Corporation
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Partnerships
    • 3.2.10 LG Uplus
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.11 NTT Docomo
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.12 Ooredoo
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.13 Orange
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.14 Saudi Telecom
      • i. Corporate
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.15 SK Telecom
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.16 Softbank
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.17 Telefónica
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.18 Verizon Communications
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths & Strategic Opportunities
    • 3.2.19 Vodafone
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's Key Strengths &Strategic Opportunities
  • 3.3 Juniper Research Leaderboard Assessment Methodology
    • 3.3.1 Limitations & Interpretations
      • Table 3.6: Juniper Research Leaderboard Scoring Criteria: Mobile Network Operators

4. Market Forecasts & Key Takeaways

  • 4.1 Introduction to Operator Revenue Forecasts
    • 4.1.1 Forecast Methodology
      • Figure 4.1: Operator Revenue Strategies Forecast Methodology
    • 4.1.2 Total Mobile Subscribers
      • Figure & Table 4.2: Global Installed Base of SIMs (m), Split by 8 Key Regions, 2021-2026
    • 4.1.3 Average Revenue per Connection
      • Figure & Table 4.3: Global Operator ARPU ($), Split by 8 Key Regions, 2021-2026
    • 4.1.4 Total Operator-billed Revenue
      • Figure & Table 4.4: Global Operator-billed Revenue ($m), Split by 8 Key Regions, 2021-2026
    • 4.1.5 Cellular Data Usage Key Takeaways & Market Forecasts
      • Figure & Table 4.5: Total Operator-billed 5G Revenue ($m), Split by 8 Key Regions, 2021-2026
    • 4.1.6 Big Data Analytics Forecasts
      • Figure 4.6: Operator Revenue Opportunity from Big Data & Analytics Services ($m) Split by 8 Key Regions 2021-2026
    • 4.1.7 Mobile Business Messaging Forecasts
      • Figure 4.7: Operator Revenue Opportunity from Mobile Business Messaging ($m), 2021-2026
    • 4.1.8 Operator revenue Opportunities from Carrier Billing
      • Figure 4.8: Operator Revenue Opportunity from Carrier Billing ($m) Split by Key Regions 2021-2026
    • 4.1.9 5G Market Forecast Revenue
      • Figure 4.9: Total Operator-billed 5G Revenue ($m), Split by 8 Key Regions, 2021-2026