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市場調查報告書

A2P (Application to Person) 通訊

A2P (Application to Person) Messaging

出版商 Juniper Research 商品編碼 250496
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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A2P (Application to Person) 通訊 A2P (Application to Person) Messaging
出版日期: 2017年11月21日 內容資訊: 英文
簡介

本報告提供A2P (Application to Person) 通訊的生態系統調查分析,使用案例,各產業領域的機會相關的系統性資訊。

策略與競爭

第1章 A2P通訊:市場預測

  • A2P價值鏈
  • A2P市場面臨的問題
  • P2A

第2章 A2P:商務策略和灰色路由 (grey route) 問題

  • 業者促進因素
  • A2P RCS:最大的A2P機會

第3章 A2P:部門分析與市場預測

  • A2P部門分析

第4章 A2P:競爭情形

  • 供應商評估手法
  • 限制與解釋
  • A2P:產業的key man
  • A2P服務供應商:企業簡介
    • BICS
    • CLX Communications
    • Infobip
    • Mavenir Systems
    • MessageBird
    • Mitto
    • Nexmo
    • Route Mobile
    • Silverstreet
    • Syniverse
    • Tata Communications
    • tyntec
    • Ubiquity

資料與預測

第1章 A2P預測的簡介

  • A2P:SMS,OTT,灰色路由流量

第2章 A2P市場預測摘要

  • A2P:市場預測摘要

第3章 A2P灰色路由流量和收益減少

  • 灰色路由流量的問題

第4章 A2P平台收益

  • A2P平台收益

第5章 OTT A2P:市場預測和要點

  • A2P OTT的未來

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目錄

Overview

Juniper's latest A2P (Application to Person) Messaging research suite provides a comprehensive analysis of the ecosystem, assessing the opportunities across primary use cases and key verticals. It offers an in-depth exploration of the future of key verticals in the sector, including challenges to operators' A2P messaging revenues from grey route traffic and OTT messaging applications such as WhatsApp and Viber.

Key Features

  • Market Landscape & Trends Assessment: Extensive analysis of the future outlook of the A2P market, and the role competing technologies will play in the development of the market, including:
    • Impact of the RCS (Rich Communications Suite)
    • OTT (Over-the-Top) messaging applications
    • In-application Chatbots
  • Sector Analysis: Analysis of 7 key use cases for A2P messaging, including evaluation of the addressable market and primary use cases for:
    • Banking
    • Content Payments
    • Healthcare
    • Marketing Campaigns
    • One Time Passwords
    • Operator Engagement
    • Ticketing
  • Benchmark Industry Forecasts: Juniper's five year forecasts provide a comprehensive view of the future of the A2P ecosystem, including both mobile operator and A2P platform provider perspectives. These forecasts cover 8 global regions and 14 key country markets. Forecasts include:
    • Operator Revenues from A2P SMS including segment splits
    • Operator Revenue Loss due to Grey Route A2P SMS
    • A2P Platform Revenues
    • Operator Revenues Loss due to OTT A2P Messaging including segments splits
  • Interviews with leading players across the value chain, including:
    • BICS
    • CLX Communications
    • Infobip
    • Mavenir Systems
    • Route Mobile
    • Silverstreet
    • Syniverse
    • Ubiquity.
  • Juniper Leaderboard: 13 leading A2P platform vendors compared, scored and positioned on the Juniper Leaderboard.

Key Questions

  • 1. Which strategies will prove to be successful in minimising grey route A2P traffic?
  • 2. To what extent is grey route traffic impacting operator billed revenues?
  • 3. How will OTT A2P services disrupt operators' SMS services?
  • 4. Who are the A2P service provider market leaders?
  • 5. What is the total value of lost operator revenues from grey route traffic?

Companies Referenced

  • Interviewed: BICS, CLX Communications, Infobip, Mavenir Systems, Route Mobile, Silverstreet, Syniverse, Ubiquity.
  • Profiled: BICS, CLX Communications, Infobip, Mavenir Systems, MessageBird, Mitto, Nexmo, Route Mobile, Silverstreet, Syniverse, Tata Communications, tyntec, Ubiquity.
  • Case Studied: GSMA, iBasis, Infobip, NHS (National Health Service), WhatsApp.
  • Mentioned: 365squared, ABN Amro, Aicent, Airbnb, Air Canada, Airtel, Airwide Solutions, Alibaba, Allianz,Banca Sella, America Movil, Apple, Asia Netcom, Babylon Health, Banca Marche, Banca Mediolanum, Banca Monte dei Paschi di Siena,Fineco, Banca Popolare di Milano, Banca Popolare di Sondrio, Barclays, BBM, Bell, China Mobile, Cisco Systems, CM Telecom, Compass Grup, CoTraveller, CTIA, Deutsche Telekom, Dialogue Communications, Doordash, EE, Ericsson, Facebook, Federal Bank, Flipkart, Fortytwo Telecom, Gemalto, GENBAND, Guangzhou Qida Electronic Technology, HailoCab, Halifax, Heineken, Huawei, ICQ, IFTTT (If-this-then-that), Intesa Sanpaolo Group, ITU T (International Telecommunication Union), IW Bank, KakaoTalk, Kik Messenger, KPN, KT, LINE, Lloyds, MACH, Mastercard, mBlox, MEF (Mobile Ecosystem Forum), MetroPCS, , Microsoft, Millicom, Mobey Forum, Mobile Marketing Association, Nationwide, Netsize, O2, Olacabs, Openmarket, Oxygen8, Panasonic, Pingdom, Polkomtel, QQ Mobile, Renault, Rogers, Safaricom, SAP, Simfonics, Sinch AB, SK Telecom, Skype, Slack, Snapchat, Sprint, Stoke, StubHub, Sunrise, Sybase, Symsoft, Telecom Italia, Telefonica, Telegram, TeleSign Corporation, TeliaSonera, Three, TIM, T-Mobile, UAEXchange, UBA, Uber, Ubi Banca, UBI, Zurich, Ulticom, UniCredit Group, UPlus, VeriSign, Viber, Vibes, VodaCom, Vodafone, Voltari, Vonage,WeChat, Wind Hutchinson 3G, Xura Secure Communications, Zentech, Zoho Marketplaces.

Data & Interactive Forecast

Juniper Research's highly granular IFxls (Interactive Forecast 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 both to understand a particular market and to integrate their own views into the model.

Juniper's A2P Messaging forecast suite includes:

  • Five year benchmark forecasts are key metrics by 8 key regions and 14 country level splits including
    • US
    • Canada
    • Brazil
    • France
    • Germany
    • Italy
    • Spain
    • UK
    • Russia
    • China
    • Japan
    • South Korea
    • India
    • Singapore
  • A2P SMS segment splits, including:
    • Banking
    • Ticketing
    • Healthcare
    • Content Payments
    • Operator Engagement
    • Advertising
    • Retail
  • OTT A2P segment splits, including:
    • Banking
    • Ticketing
    • Healthcare
    • Content Payments
    • Advertising
    • Retail
  • Interactive Excel Scenario tool allowing user the ability to manipulate Juniper's data for 10+ different metrics.
  • Access to the full set of forecast data of 95 tables and over 16,000 data points.

Juniper Research's highly granular interactive Excels enable clients to manipulate Juniper'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

Deep Dive Strategy & Competition

1. A2P Messaging: The Market Outlook

  • 1.1. The A2P Value Chain
    • Figure 1.1: The A2P Value Chain
    • 1.1.1. Network Operators
      • i. SMS Firewalls
        • Figure 1.2: Total SMS Sent Per Annum (m) 2014-2016
      • ii. The Move to Cloud-based SMS Firewalls
      • ii. The Move to Cloud-based SMS Firewalls
        • Case Study: iBasis' SMS Firewall
    • 1.1.2. SMS Aggregators
      • i. Market Share
        • Figure 1.3: A2P SMS Aggregator Market Share 2017
  • 1.2. Issues facing the A2P Market
    • 1.2.1. Spam Messaging
    • 1.2.2. Originator Spoofing
      • i. SMS Phishing (SMiShing)
    • 1.2.3. Grey Route A2P Traffic
      • Figure 1.4: International Grey Route Traffic Process
      • i. Grey Route Spam
      • ii. Cost is an Issue
        • Figure 1.5: Total Operator Revenue Loss owing to Grey Route A2P Traffic ($m) 2016, 2017 (f) & 2018 (f)
  • 1.3. P2A
    • 1.3.1. Competition from OTT Chatbots
      • Figure 1.6: Most Popular OTT Messaging App by Country
      • i. Chatbot OTT Messenger Player Overview

2. A2P: Business Strategies & the Grey Route Problem

  • 2.1. Operator Drivers
    • i. MNO Core Revenues are in Decline
      • Figure 2.1: Operator Billed Service Revenues ($bn), Split by 8 Key Regions 2012-2016
    • ii. OTT Messaging Substitution
      • Figure 2.2: Mobile Messaging Market Snapshot 2013-2016
      • Table 2.3: Leading Mobile IM Service Users Bases (Active/Registered) & Traffic Levels, 2015-2016
      • Case Study: WhatsApp Business Messaging Suite
    • iii. Regional Variations
    • iv. Quantifiable Impact
      • Figure 2.4: Average SMS Sent Per Month, Selected Operators, 2011-2016
  • 2.2. A2P RCS: The Biggest A2P Opportunity
    • Figure 2.5: RCS Reach (October 2017)
    • Case Study: GSMA Universal Profile 2.0
    • 2.2.2. Quanitifying the Reach of A2P RCS
      • Figure 2.6: Global Number of Mobile Subscribers, split by Messaging Medium in 2017 (m)
    • 2.2.3. RCS: Regional Analysis
      • i. Methodology
        • Table 2.7: Regional RCS Reach Analysis
    • 2.2.4. The Future of A2P RCS

3. A2P: Sector Analysis & Market Prospects

  • 3.1. A2P Sector Analysis
    • 3.1.1. Operator Engagement
      • Figure 3.1: Handset Penetration (%) by 8 Key Regions 2017-2022
    • 3.1.2. OTP (One Time Passwords)
    • 3.1.3. Banking
      • i. Transformative Banking & Financial Inclusivity
        • Figure 3.2: Digital Banking Users, Indian Subcontinent, Rest of Asia Pacific, Africa & Middle Easy, 2013-2016 (m)
        • Case Study: Infobip's A2P Banking Solution
    • 3.1.4. Ticketing
      • i. The Addressable Market for Mobile & Online Ticketing
        • Figure 3.3: Number of Mobile Ticketing Users (m) Split by 8 Key Regions 2013-2016
    • 3.1.5. Healthcare
      • Figure 3.4: Number of Messenger Health Bot Interactions Which are Completed Successfully (m) in 2022; 2.4 billion
      • Figure 3.5: Health A2P SMS Snapshot 2022
      • Case Study: NHS Chatbot Trials
      • ii. The Addressable Market for Healthcare A2P services
      • iii. Sector Outlook: 2017 & Beyond
        • Figure 3.6: Prevalence of HIV Amongst Adults Aged 15 to 49 (%)
    • 3.1.6. Marketing Campaigns
      • Figure 3.7: Total Number of Advertising A2P SMS Messages sent 2017 & 2022
      • i. The Value of RCS in Marketing
    • 3.1.7. Content Payments
      • i. Regulation on Direct Carrier Billing

4. A2P: The Competitive Landscape

  • 4.2.1. Vendor Assessment Methodology
    • Table 4.1: A2P Service Provider Player Criteria
    • Figure 4.2: Juniper Leaderboard - A2P Service Providers
    • Figure 4.2: Juniper Heatmap Results - A2P Service Providers
    • 4.2.2. Vendor Grouping A2P Service Providers
      • i. Established Leaders
      • ii. Leading Challengers
      • iii. Disruptors & Emulators
  • 4.3. Limitations & Interpretations
  • 4.4. A2P: Industry Movers & Shakers
  • 4.5. A2P Service Providers:Player Profiles
    • 4.5.1. BICS
      • i. Corporate Information
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Development Opportunities
    • 4.5.2. CLX Communications
      • i. Corporate Profile
        • Table 4.4: CLX Communications Selected Financial Information 2014-2016
      • ii. Geographical Spread
        • Figure 4.5: CLX Global Reach
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 4.5.3. Infobip
      • i. Corporate Profile
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
        • Figure 4.6: Infobip's Two-way SMS Coverage Map
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 4.5.4. Mavenir Systems
      • i. Corporate
        • Table 4.7: Mittel Selected Financial Information 2014-2016
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 4.5.5. MessageBird
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 4.5.6. Mitto
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • Figure 4.8: Mitto's Global Operation Reach
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 4.5.7. Nexmo
      • i. Corporate
        • Table 4.9: Vonage Select Financial Information (2014-2016)
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 4.5.8. Route Mobile
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
        • Figure 4.10: Route Mobile's SMS Firewall
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 4.5.9. Silverstreet
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 4.5.10. Syniverse
      • i. Corporate
        • Table 4.11: Syniverse Selected Financial Information ($m) 2014-2016
      • ii. Global Reach
        • Figure 4.12: Syniverse's Global Reach for Messaging
      • ii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 4.5.11. Tata Communications
      • i. Corporate
        • Table 4.13: Tata Communications Selected Financial Information ($m) 2014-2015
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
        • Figure 4.14: Tata Communications A2P Ecosystem
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 4.5.12. tyntec
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 4.5.13. Ubiquity
      • i. Corporate
      • Ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iii. High Level View of Offerings
      • iv. Juniper's View: Key Strengths & Strategic Development Opportunities

Endnotes

Deep Dive Data & Forecasting

1. Introduction to A2P Forecasting

  • 1.1. A2P: SMS, OTT & Grey Route Traffic
    • Figure 1.1: A2P Market Forecast Summary - 2022
    • 1.1.1. The Rise of Business OTT Platforms

2. A2P Market Forecast Summary

  • 2.1. A2P: Market Forecast Summary
    • 2.1.1. Total Number of SMS Messages Delivered
      • Figure & Table 2.1: Total Number of SMS Messages Delivered, Split by P2P SMS, Directly Connected & Grey Route A2P Messages (m) 2017-2022
    • 2.1.2. A2P Traffic Volumes
      • Figure & Table 2.2: A2P Traffic as a Proportion of SMS Traffic (%) Split by 8 Key Regions 2017-2022
    • 2.1.3. Operators A2P Revenues from Selected Vertical Markets
      • Figure & Table 2.3: MNO Revenues from Directly Connected A2P Traffic, Select Verticals ($m) Split by 7 Key Vertical Markets 2017-2022
    • 2.1.4. Total Operator Billed Directly Connected A2P Revenues
      • Figure & Table 2.4: MNO Revenues from Directly Connected A2P Traffic ($m) 2017-2022
    • 2.1.5. P2P vs A2P Revenues
      • Figure & Table 2.5: Total SMS Revenues ($m) Split by Message Category 2017-2022

3. A2P Grey Route Traffic & Lost Revenues

  • 3.1. The Issue of Grey Route Traffic
    • 3.1.1. Grey Route Sizing Methodology
      • Figure 3.1: A2P Market Sizing & Revenues Forecast
    • 3.1.2. A2P Grey Route Messages
      • Figure & Table 3.2: Total Number of A2P Grey Route Messages Per Annum (m) Split by 8 Key Regions 2017-2022
    • 3.1.3. Grey Route A2P Pricing
      • Figure & Table 3.3: Average Price Per Grey Route A2P Message ($) Split by 8 Key Regions 2017-2022
    • 3.1.4. Lost Operator Revenues owing to Grey Route A2P Traffic
      • Figure & Table 3.4: Lost Opportunity due to Grey Route Traffic ($m) Split by 8 Key Regions 2017-2022

4. A2P Platform Revenues

  • 4.1. A2P Platform Revenues
    • 4.1.1. A2P Platform Revenues Methodology
      • Figure 4.1: A2P Platform Revenue Methodology
    • 4.1.2. Directly Connected A2P SMS Messages
      • Figure & Table 4.2: Total Number of Directly Connected A2P SMS Messages Received (m) Split by 8 Key Regions 2017-2022
    • 4.1.3. Total A2P Platform Revenues
      • Figure & Table 4.3: Total Platform Revenue from A2P SMS ($m) Split by 8 Key Regions 2017-2022

5. OTT A2P: Market Forecasts & Key Takeaways

  • 5.1. The Future of A2P OTT
    • 5.1.1. OTT Value Chain
      • i. IM (Instant Messaging)
      • Figure 5.1: The Instant Messaging Value Chain
    • 5.1.2. A2P OTT Forecast Methodology
      • Figure 5.2: A2P OTT Market Sizing Methodology
    • 5.1.3. Total OTT A2P Traffic
      • Figure & Table 5.3: Total OTT A2P Traffic (m) Split by 8 Key Regions 2017-2022
    • 5.1.4. Operator A2P Revenue Loss due to OTT A2P
      • Figure & Table 5.4: Potential Operator A2P Revenue Loss due to OTT A2P Messages ($m) Split by 8 Key Regions 2017-2022
    • 5.1.5. A2P Segment Forecasts
      • Figure & Table 5.5: Potential Operator A2P Revenue Loss due to OTT A2P Messages, Select Verticals ($m) Split by 7 Key Vertical Markets 2017-2022
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