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 and margins to evolving data usage and various new revenue opportunities. The report identifies key new opportunities for network operators, including M2M (Machine-to-Machine) connectivity & enablement, business messaging, and Big Data and Analytics.
This research suite includes:
- Market Trends & Opportunities (PDF)
- 5-year Deep Dive Data & Forecasting (PDF)
- 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
- Private Cellular Networks
- Benchmark Industry Forecasts: Provided for sector-based operator-billed revenue in the telecommunications industry for 8 global regions and 19 select countries including:
- Brazil
- Canada
- China
- Croatia
- Czech Republic
- France
- Germany
- India
- Italy
- Japan
- Poland
- Russia
- Saudi Arabia
- Singapore
- South Africa
- South Korea
- Spain
- UK
- US
- Mobile Operator Juniper Research Leaderboard: Positioning and strategic evaluation of 35 key global mobile network operators, including:
- América Móvil
- AT&T
- Axiata Group
- Bell Canada
- Bharti Airtel
- BSNL
- BT Group
- China Communications Services
- China Telecom
- China Unicom
- Deutsche Telekom
- Etisalat
- Globe Telecom
- KDDI
- KT Corporation
- LG Uplus
- Megafon
- MTN
- MTS
- NTT Docomo
- Ooredoo
- Orange
- Reliance Jio
- Saudi Telecom
- SK Telecom
- Softbank
- Swisscom
- Telecom Italia
- Telefónica
- Telenor
- Telkomsel
- Telstra
- VEON
- Verizon Communications
- Vodafone
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 Juniper Research Leaderboard: América Móvil, AT&T, Axiata Group, Bell Canada, Bharti Airtel, BSNL, BT Group, China Mobile, China Telecom, China Unicom, Deutsche Telekom, Etisalat, Globe Telecom, KDDI, KT Corporation, LG Uplus, Megafon, MTN, MTS, NTT Docomo, Ooredoo, Orange, Reliance Jio, Saudi Telecom, SK Telecom, Softbank, Swisscom, Telecom Italia, Telefónica, Telenor, Telkomsel, Telstra, VEON, Verizon, Vodafone.
- Mentioned: Amazon, Apple, BCE (Bell Canada Enterprise), Boku, Cisco, Dialog, EE, Epic Games, Equinix, Ericsson, ETSI (European Telecommunications Standards Institute), Facebook, Federal Network Regulator, GlobalConnect, Google, GSMA, IBM, Intel, Microsoft, Movistar, Netflix, Nokia, Noor Bank, Red Hat, RHN (Royal Hospital for Neuro-Disability), Salesforce, Spotify, StraightPath, Telxius, T-Mobile, TracFone, Vodafone, WhatsApp, Zain, ZTE.
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 19 country-level splits including:
- Brazil
- Canada
- China
- Croatia
- Czech Republic
- France
- Germany
- India
- Italy
- Japan
- Poland
- Russia
- Saudi Arabia
- Singapore
- South Africa
- South Korea
- Spain
- UK
- US
- 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 42 tables and over 8,100 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. Key Takeaways & Strategic Recommendations
- 1.2 Strategic Recommendations
2. Future Market Outlook 2.1 Mobile Operator Market: Current Market Status
- Table 2.1: Global Operator-billed Revenue ($bn), Split by 8 Key Regions, 2015-2020
- Figure 2.2: Global Installed Base of SIMs (m) Split by 8 Key Regions, 2015-2020
- 2.2 Key Telecommunications Trends
- 2.2.1 Cellular Technology Splits
- Figure 2.3: Global Number of SIMs (m), Split by 2G, 3G, 4G & 5G, 2020-2025
- 2.2.2 Cellular Data Traffic Analysis
- Figure 2.4: Total Annual Cellular Data Usage (PB), Split by 8 Key Regions, 2020-2025
- i. Mobile Handsets
- Figure & Table2.5: Average Cellular Data Usage per Mobile Handset per month (MB), Split by 8 Key Regions, 2020-2025
- Figure & Table 2.6: Total Cellular Data Usage Generated by Mobile Handsets per annum (PB), Split by 8 Key Regions, 2020-2025
- Table 2.7: Total Cellular Data Usage Generated by Mobile Handsets per annum (PB), Split by Device, 2020-2025
- ii. Tablets
- Figure & Table 2.8: Average Cellular Data Usage per Cellular Tablet per month (MB), Split by 8 Key Regions, 2020-2025
- Figure & Table 2.9: Total Cellular Data Usage Generated by Tablets per annum (PB), Split by 8 Key Regions, 2020-2025
- iii. Cellular IoT Devices
- Figure & Table 2.10: Average Cellular Data Usage per Cellular IoT Device per month (MB)
- Figure & Table 2.11: Total Cellular Data Usage Generated by Cellular IoT Devices per annum (PB), Split by 8 Key Regions, 2020-2025
- 2.2.3 Mobile SMS Messaging
- Figure 2.12: Proportion of A2P SMS Messaging Traffic that Is Attributable to Directly Connected Traffic & Grey Route Traffic (%), 2020-2025
- 2.2.4 Mobile RCS Messaging
- Figure 2.13: Global RCS-capable Mobile Subscribers in 2020, Split by 8 Key Regions
- Figure 2.14: Total RCS Business Messages Delievered per annum (m), Split by 8 Key Regions, 2020-2025
- 2.2.5 Opportunities for Mobile Voice
- Figure 2.15: Total Number of Voice Services Users in 2020 (m), Split by 8 Key Regions & 5 Key Voice Services
- 2.2.6 Mobile Operator Roaming Revenue
- Figure 2.16: Proportion of Mobile Subscribers that are Mobile Roamers per Annum (%), Split by 8 Key Regions, 2018-2022
- 2.2.7 Low Power IoT
- Figure 2.17: Life Cycle Considerations of LPWA Connections
- Figure 2.18: Total Number of Cellular LPWA SIMs in Service (m), Split by 8 Key Regions, 2019-2024
- Figure 2.19: Total IoT LPWA Connectivity Enablement Revenue ($m), Split by 8 Key Regions, 2019-2024
- i. LPWA Connection & Device Security
- 2.2.8 Direct Carrier Billing
- Figure 2.20: Total End User Spend via Carrier Billing ($m), Split by Category, 2020-2025
- Figure 2.21: Total Operator-billed Revenue from Carrier Billing Spend ($m), Split by 8 Key Regions, 2020-2025
3. Future Network Opportunities
- 3.1 Growth of Operators Non-core Revenue
- Figure 3.2: Operator Revenue Opportunity from Select Operator Services ($m), Split by 8 Key Operator Services
- 3.1.1 Private Cellular Networks
- Figure 3.3: Various Private Cellular Network Business Models
- i. The Impact of Wi-Fi 6
- 3.1.2 Big Data & Analytics
- Figure 3.4: Total Operator Revenue from Big Data & Analytics Services ($m), 2020-2025
- 3.1.3 Mobile Commerce Services
- Figure & Table 3.5: Operator Revenue Opportunity from Mobile Commerce Services ($m), Split by 8 Key Regions, 2020-2025
- Figure 3.6: Mobile Money Services: SWOT Analysis
- 3.1.4 Mobile Identity
- 3.1.5 Embedded SIMs
4. Mobile Operator Business Models: The Competitive Landscape
- 4.1 Mobile Network Operators Business Models: The Competitive Landscape
- 4.1.1 Vendor Assessment Methodology
- Figure 4.1: Mobile Operator Business Models: Vendor Assessment Criteria
- Figure 4.2: Mobile Operator Business Models: Juniper Research Leaderboard
- Figure 4.3: Juniper Research Leaderboard Heatmap: Mobile Operators (Part 1 of 2)
- Figure 4.4: Juniper Research Leaderboard Heatmap: Mobile Operators (Part 2of 2)
- 4.1.2 Vendor Analysis
- i. Established Leaders
- ii. Leading Challengers
- iii. Disruptors & Emulators