A new research by Shira Levine, directing analyst for service enablement and subscriber intelligence, Infonetics Research concludes that "The global subscriber data management (SDM) market, including SDM software and services for mobile and fixed-line networks, is on track to grow 38% in 2012 over 2011 and by 2016, Infonetics expects the global SDM market to reach $1.5 billion".
In May Infonetics' forecast was that "the SDM software and services market to grow to $1.86 billion by 2016" [here]. Signals and Systems said recently that "The SDM software and services market is expected to grow at a CAGR of nearly 30 % from 2011 through 2016, eventually accounting for nearly 2 Billion USD in revenue" [here].
"We’re seeing growing operator momentum around the concept of monetizing subscriber data, whether in the form of brokering it to third-party advertisers and content providers, or assuming the role of ‘identity provider’ and providing authorization and authentication services to third parties based on subscriber information" [see "Telefonica to Monetize on its Mobile Analytics Data" - here]
"Analytics will play an increasingly important role in SDM, potentially driving partnerships between analytics vendors and SDM suppliers .. though SDM has traditionally been the realm of network equipment suppliers that bundle SDM systems with front-end applications, there are a growing number of new entrants looking to capitalize on this opportunity by leveraging their enterprise data management or directory technology, including Oracle, IBM, UnboundID and Openwave Mobility"
See "Operators getting savvy about monetizing subscriber data" - here.