Showing posts with label Ovum. Show all posts
Showing posts with label Ovum. Show all posts

Wednesday, September 16, 2015

Ovum: 3 Key Factors to Best Broadband Consumer Experience


A new report by Michael Philpott [pictured], Practice Leader Consumer Services, Ovum finds that "In order to support their expectations of their broadband experience, the majority of fixed line consumer broadband users surveyed need a download speed of at least 10Mbps .. the best consumer experience is supported by three key factors: 
  • a download speed of at least 10Mbps; [related post - "Broadband Minimal Speed is ..." - here]
  • a stable and reliable network that delivers content with a wait time of no more than 3 seconds; and 
  • outstanding customer service that can resolve most customer issues at the first point of contact.



The research, which combined a consumer survey with quantitative market data on the fixed broadband market in 30 countries, confirmed the rise of SD and HD video as a commonplace application that is driving the end-user experience, and hence the need for networks to be able to support high-quality video delivery". 




See "Ovum:10Mbps has become the new minimum to support customer broadband expectations" - here.

Saturday, January 10, 2015

GSA: 360 LTE Networks Launched; 96 in 2014


A new report by GSA finds that:
  • 360 operators have commercially launched LTE networks and service in 124 countries (vs. 572 HSPA networks in 213 countries)
     
  • 96 LTE networks were launched in 2014
     
  • 611 operators are investing in LTE across 174 countries. This comprises 566 operator network deployment commitments in 166 countries (of which 360 networks have launched), and 45 pre-commitments trials in a further 8 countries
     
  • The LTE commercial service footprint extended to a further 27 countries in 2014
     
  • 80 operators in 42 countries i.e. over 22% of operators are investing in VoLTE deployments, studies or trials
     
  • 14 operators having launched HD voice service using VoLTE in 7 countries. Many more launches are expected in 2015
     
  • 107 operators in total, i.e. almost 30% of LTE operators have launched, are deploying or are trialling LTE-Advanced technologies
     
  • 49 operators have commercially launched LTE-Advanced carrier aggregation in 31 countries, and this figure could double in 2015
     
  • 373 million LTE subscriptions globally by Q3 2014 (according to Ovum) achieving 131% YoY growth. The balance of regional shares continued to shift to Asia, driven by impressive growth in China


See "GSA confirms 360 LTE networks commercially launched by end 2014, strong growth in LTE-Advanced and VoLTE deployments" - here.

Monday, December 15, 2014

[Ovum]: CSPs CapEx for 2014: $364B; Flat in 2015

A new report by Matt Walker [pictured], Principal Analyst, Ovum, finds that "Revenue growth rates for communications service providers (CSPs) remain modest, but CSPs will continue to invest heavily in their networks .. With global CSP capital expenditures (capex) forecasted to total more than US$2tn from 2014–19, the global analyst firm warns CSPs must continue to do less with more, leveraging new technologies, network designs, vendors, and operating models.

In a new report, Ovum reveals 2014 capex will likely be US$346bn, with fixed CSPs accounting for 41% of the total and mobile the remainder. Ovum expects:

  • flat capex in 2015 due to mobile growing roughly the same amount as fixed capex declines. 
  • The years 2016 and 2017 are likely to be weak capex-wise, for both the fixed and mobile segments. 
  • We expect a modest recovery in 2018–19 as a new wave of fixed broadband, fixed cloud/data center, and mobile broadband upgrades start rolling out in a number of large markets".
See also "[Dell’Oro Group]: Why will Telecom Carrier Capex Decline in 2015?" - here. 

"..CSPs are also adding software intelligence into their networks, in many ways. Mobile operators have been deploying software-defined radios for many years, which may lower the initial capex requirements of radio upgrades. Software-enabled features also appear in most other parts of the network, even in optical transmission and fixed broadband equipment. Vendors typically spend 50–70% or more of product R&D on software, in fact, revealing its importance to future network operations. And then there are software-defined networks (SDN) and network functions virtualization (NFV). While not necessarily offering immediate capex savings, one clear aim of CSP proponents of SDN/NFV is to lower both operations and capital costs, along with new service/feature deployment.

See "Ovum forecasts CSP capex over 2014–19 period will surpass US$2tn" - here.

Saturday, July 5, 2014

[Ovum] The Need for Intelligent Optimization Tools

   
A new study by Mahindra Comviva and Ovum Consulting, finds that "With the growth in mobile data, the complexity of managing traffic has also intensified driven by greater use of bandwidth hungry applications and heightened customer expectations for an ever-higher Quality of Experience (QoE). According to Ovum Research’s recent forecasts, global mobile broadband connections will cross 4.5 billion at a CAGR of 19% from 2012 to 2018 as demand for data connectivity from big- and small-screen devices continues. It also predicts that mobile broadband revenues will grow to approximately $278 billion in 2018 at a CAGR of 11%.



  • Current optimization techniques are applied principally as a blunt instrument for Capex containment. The broad application of optimization policies such as compression has negative fallout on revenue, especially for operators who predominantly extend volume based plans to customers. 
  • Data traffic is distributed unevenly on the network. An approximate 20% cell sites are congested at any point of time. The study posits a more intelligent approach to optimization is possible, one that can improve customer experience and service personalization based on real-time invocation of business rules and policies. 
  • Currently 20% operators have invested in intelligent optimization tools. The report indicates 60% operators would deploy intelligent media optimization within the next 12 months, driven by the need to deliver a consistent QoE (Quality of Experience) and grow revenues.

See "Real-Time QoE based service plans would be the new norm by 2015" - here.

Sunday, April 14, 2013

[Ovum]: Wireless Optimization can Take Different Forms: 4 Examples


Daryl Schoolar (pictured), principal Analyst of Wireless Infrastructure, Ovum writes about wireless optimization - "optimization can take different forms. The two I see the most are optimization solutions targeting improved network performance, like self-optimizing networks (SON), and those looking to improve the delivery of network content, specifically video. Even in these two areas companies have different approaches as to how they achieve optimization. Network optimization can be performed in the mobile core, at the access layer, or can involve software in the device. Network optimization can also be centralized or distributed. As for content optimization this can range from solutions that focus on traditional areas like compression, transcoding, or transrating all the way to managing the actual flow of content across the network"

The article cover 4 vendors (with links to my coverage): Avvasi (here,here), Movik (here, here, here), Newfield Wireless (here) and Vasona Netwroks (here, here)

See "Schoolar: 4 vendors to watch in optimization" - here.

Sunday, January 6, 2013

[Ovum]: "Mobile broadband presents the single largest opportunity for telcos"


A recent report by John Lively (pictured), VP & Chief Forecaster Industry, Communications & Broadband, Ovum reveals that "mobile broadband presents the single largest opportunity for telcos to claw back revenue, as forecasts show mobile broadband growing 19.2 percent annually and generating US$122.9bn in incremental revenue between 2013 and 2016. Other segments with double-digit revenue growth over the next five years include public cloud, enterprise Ethernet, IPTV, and managed/hosted IP voice".

"In the consumer segment this will involve competing with new over-the-top players as well as traditional competitors. To meet this challenge, Ovum recommends adopting consumer-services marketing approaches .. Ovum recommends that vendors position themselves in one or more high-potential product segments, such as converged packet optical, ROADMs, 40G/100G networking gear, carrier Wi-Fi, and network-related services"

See "Ovum reveals mobile broadband presents the largest opportunity for operator revenue growth until 2016" - here.

Sunday, October 14, 2012

[Ovum]: Operators Need to Collaborate with Handset Manufacturers to Compete in Messaging


While CTIA reports that SMS is still growing (at a modest rate of 3% - here), a new report by Neha Dharia [pictured], consumer telecoms analyst, Ovum forecasts that ".. by 2016 operators will have lost $54bn in SMS revenues due to the increasing popularity of social messaging services on smartphones, more than double the $23bn they are expected to have lost by the end of 2012. The global technology analysts believe that collaboration with handset manufacturers is imperative if operators are to remain relevant and competitive in the messaging industry".

"Social messaging is becoming more pervasive, and operators are coming under increased pressure to drive revenues from the messaging component of their communications businesses .. Operators need to understand the impact of social messaging apps on consumer behaviour, both in terms of changing communication patterns and the impact on SMS revenues, and offer services to suit”

See "Ovum figures indicate that operators will lose $54bn by 2016 due to smartphone messaging apps" - here.

Monday, July 30, 2012

Ovum: Operators Look for a Device-based Policy Solution for Wi-Fi Offload

 
An operator survey by Daryl Schoolar (pictured), principal analyst, Ovum on Wi-Fi offloading indicates that ".. many operators are still looking for features not currently available on a large scale". 

"Over half expect session continuity when moving between Wi-Fi and cellular networks, while over 90 percent are also looking for a device-based policy solution that would select the best network (3G/4G/Wi-Fi) based on cost, performance, and other policy-driven features.. Although most operators thought Automatic Network Discovery and Selection Function (ANDSF) and Hotspot 2.0 were important, only a small minority said they would deploy those solutions prior to their full standardization, even if the vendor said they were fully compliant with the standard".

Related posts:
  • Smith Micro Helps MNOs with Smarter Offloading - here
  • Kineto Wireless Makes Wi-Fi Offload Easier; Used by Orange UK and T-Mobile US - here
  • Sprint Uses Birdstep for On-Device Access Management - here

ANDSF Solution, by GreenPacket

See "Ovum survey shows Wi-Fi offload as a growing part of operators’ infrastructure strategy" - here.

Tuesday, June 19, 2012

OVUM: Shared Data Plans are "here to stay"; Require Management Tools

 
Nicole McCormick (pictured), Senior Analyst - Telco Strategy, Ovum covers the recent adaption of shared data plans by major MNOs.

"After a significant amount of discussion and hype, “bucket plans” are beginning to gain traction around the world. Bucket plans are a tariff structure where a monthly data allowance is shared between all of a user’s connected devices"

"Telefonica, Canadian operator Rogers Wireless, Hong Kong operator CSL [here], and Norway’s Telenor are just some of the growing number of operators that offer data bucket plans. These plans are typically aimed at the “connected person” who owns a smartphone, laptop, and tablet".

Related posts:
  • Verizon Wireless Adds Shared Data Plans (1-10GB) - here
  • [Gartner]: "CSPs should adopt these multidevice plans- here 
See also "Shared Mobile Data Plans Savings Opportunities at A Cost" (here) for more examples: Bell Mobility[Canada], Orange Mobistar and Proximus [Belgium], Vodafone and Telstra [Australia],Orange Austria and Vodafone Ireland.
 
Source: CSL/one2free 
Back to Ovum - "Bucket plans provide operators with significant cost savings as they do not have to acquire and manage two separate subscriptions for a single customer. A combined account also makes it far easier for operators to find out what a customer is using their device for and when. This information makes upsell opportunities clearer and easier to implement, and enables the possibility of providing the data to third-party applications and advertisers .. Unified plans increase customer stickiness, which results in lower churn".
 
"Operators will also have to ensure that bucket plan users are provided with adequate data monitoring tools to prevent excess usage charges if big-screen devices unknowingly consume a high proportion of the bucket. These should also provide a mechanism that enables customers to upgrade to a larger plan if required" (see also "Infonetics: Shared Data Plans - an Opportunity with OSS Needs" - here).
  
See "Data buckets arrive to cater for the “connected person” - here.

Thursday, February 23, 2012

[Informa, Ovum]: How can MNOs Stop Revenues Lost to OTT Voice and Messaging?

 
Allot showed us the huge growth in VoIP traffic (114% in 2nd half of 2011 - here) - what does it mean, and what could be done about it?

A recent report from Ovum shows the hard numbers - "New estimates from Ovum indicate that consumers’ increasing use of IP-based social messaging (messaging that occurs through platforms other than SMS, MMS, or email, and which is either tied to a social network or has a social component attached) services on their smartphones cost telecom operators $8.7bn in lost SMS revenues in 2010, and $13.9bn in 2011".

Informa research concludes that "Operators must provide internet-style communication services to remain relevant to customers and to challenge the OTT services which are beginning to erode voice and text revenues .. In 2012 the increase in smartphone penetration will cause voice and messaging revenue erosion of 3.9% and 1.6% in Western and Eastern Europe respectively .. Operators are implementing a combination of five different strategies in order to face up to the OTT-communication threat".

Dario Talmesio (pictured) principal analyst, Informa said: “Unfortunately for them, most of these strategies are short-sighted as too much emphasis is given to fighting OTT rather than satisfying their customers .. Operators wanting to remain relevant to their customers need to give them internet-style communication services, as voice and messaging as we know it will soon be a thing of the past.”


Neha Dharia (pictured), consumer analyst at Ovum said: “Operators must remain open to partnering with app developers, sharing end-user data with them and allowing integration with the user’s social connections. Working closely with handset vendors will also be important; they control some of the most popular social messaging apps, and can also provide preloaded applications. The most important factor, however, will be co-operation between telcos. They are no longer competing merely among themselves, but must work together to face the challenge from the major Internet players”

See "Operators need clear strategy to combat free web-based apps such as WhatsApp" - here and "Ovum estimates that operators lost $13.9bn in 2011 due to social messaging" - here.

See more on OTT traffic monetization from Yankee Group (here and here), Dean Bubley,  ABI Research and TDG,


Tuesday, February 21, 2012

Ovum: "Mobile Operators in Asia will Increase Focus on QoS in 2012"; Hong Kong Carriers Lead

   
A survey by Nicole McCormick (pictured), Senior Analyst Telco Strategy, Ovum finds that " .. For the first time in four years, QoS topped Ovum’s Mobile Broadband Industry Survey, Asia-Pacific (conducted jointly with Telecom Asia) as the “most important differentiator in the mobile broadband market”. In comparison, last year’s survey found that coverage was the top issue .. the gap between incumbents and challengers has narrowed, putting more onus on QoS .. However, unlimited data tariffs remain a major barrier to improved QoS in a number of markets"

McCormick added: “Ovum was surprised to find that approximately 40% of respondents in this year’s survey believed that unlimited plans were the most effective way to charge for mobile data. As data usage increases, unlimited plans will only lead to the degradation of customer experience. Operators will need to abandon these plans if they are to differentiate themselves based on QoS .. As the findings from our survey show, many operators will increase their focus on QoS in 2012. Those that don’t may well face the wrath of regulators”.

See "Quality of service is more than just a buzzword in Asia-Pacific"- here.

In related news, CIO Asia reports that "Three Hong Kong mobile service operator -- CSL [here], SmarTone, and 3 Hong Kong -- announced Monday [13/2] that they will continue to offer unlimited local data service plans to customers in Hong Kong, but will apply network priority management in real time to ensure fair network access .. Another mobile carrier PCCW Mobile however has ceased all unlimited mobile data service plans on Monday". 

See "Hong Kong mobile carriers apply priority management to unlimited data usage" - here.



Sunday, February 12, 2012

Ovum: "Experience is showing that the move to LTE without flat rates can be achieved with positive results"

 
Nicole McCormick (pictured), senior analyst, Telco strategy, Ovum says that ".. There is now solid evidence that leading operators in Asia-Pacific, the US, and Sweden now accept this. These operators are devising new ways to transition to LTE without continuing to offer burdensome unlimited tariffs". 

"Experience is showing that the move to LTE without flat rates can be achieved with positive results .. this has been the approach taken by SK Telecom [here] and LG U+ in South Korea, Singapore Telecom [here] in Singapore, and AT&T Wireless [here, here, here, here, here, here, ],  in the US .. In Asia-Pacific, Hong Kong mobile operator CSL [here] recently adopted a new LTE tariff strategy centered on volume-based pricing, which has proven popular with customers. US mobile operator Verizon Wireless [here, here, here] also phased out unlimited data tariffs for LTE in July 2011, and this has not adversely affected its LTE uptake"

(follow the embedded links to previous relevant posts, such as the PCRF vendor these MNOs are using).

See "Mobile operators begin to abandon unlimited data" - here.

Wednesday, February 1, 2012

What a Wonderful Year was 2011: Everybody [says it] is Growing!

 
A wave of momentum press releases from private companies in our space has been published lately - each trying to show how good was 2011 for them (as non-public companies, they do not have to show all aspects of their business .. see at the end an example of a public company announcement). 

But be aware - according to Ovum principal analyst Matt Walker (pictured) "Slow growth ahead for telecom service provider revenues and capex" (here):

"service provider (SP) capex and revenues grew an estimated 12 per cent and seven per cent respectively in 2011, with capex reaching US$314bn and revenues US$1,962bn. However, the report forecasts that SP revenues will advance at a CAGR of 2.9 per cent over the 2010-2017 period, which is markedly down from the historic CAGR of 6.3 per cent achieved in 2004-2010. There is a similar slowdown with capex: capex expanded at a CAGR of 6.5 per cent in 2004-2010, but this will likely slow to 3.1 per cent in 2010-2017"

Back to the happy vendor announcements: 

  • DigitalRoute - "DigitalRoute added more than 40 service providers to its list of more than 240 MediationZone customers during 2011. These include Tier-1 service providers in the USA and Europe that went into live operation with MediationZone within 6 months after project start. As a result of the recent success DigitalRoute has accelerated its revenue growth in 2011, achieving 59% year-over-year growth while also increasing profitability".

    See "DigitalRoute Increases Growth 59% with Tier 1 Customer Wins" - here
     
  • BroadHop - ".. reported it has secured 23 Quantum Network Suite customer wins in 2011, doubling the number of customers from the previous year. Innovative Communication Service Providers (CSPs) in four continents have selected BroadHop’s next-gen policy platform as scalability and service velocity become increasingly critical for Tier 1 operators looking to compete in hypercompetitive markets and in the post “all you can eat” bandwidth world. Demand for Quantum Network Suite grew significantly in Europe, Middle East, Africa (EMEA) and Asia Pacific (AP) markets where the Company secured 15 customers in competitive wins. Further expanding its geographic footprint, BroadHop secured 7 competitive wins in North America".

    See "BroadHop Announces 23 Quantum Network Suite Customer Wins in 2011" - here.

    I asked BroadHop if they can name at least one customer, but the response was they can’t because of - "Competitive advantage…" (?).
      
  • BTI systems - " With a global customer base of close to 400, packet optical expanded to more than 60% of BTI deployments in 2011, bolstered by customer demand for the Company's market-leading mobile backhaul, Ethernet business and Internet services solutions".

    See "BTI Systems Momentum Fueled by Content and Service Provider Demand for High-Bandwidth, Application-Aware Metro Network Solutions" - here.
     
  • Orga Systems - "Orga Systems continued its revenue growth driven by investments in its products, services and sales coverage. The 2011 annual turnover has grown 30% higher over the past 2 years. The volume of year-end backlog for 2012 has almost tripled as compared to that for 2010. This excellent result is due to 18 months of extensive business transformation with more than 80m subscribers added on its systems".
     
    See "Orga Systems continues growth curve" - here.
On the other hand, Tellabs announced, due to challenging Q4 results, that "We will reduce expense and stop new development work on the Tellabs SmartCore 9100 LTE product, while continuing to support Tellabs SmartCore 9100 WiMax customers" (here). The 9100 is Tellabs' DPI enabled core router - see also "DPI Announcements: Tellabs New LTE SGW/PGW" - here.

Tuesday, December 20, 2011

Ovum: Operators Dissatisfied with SDM Solutions; Expect More Business Value


   
While the Subscriber Data Management market is "is forecast to grow rapidly over the next few years" (here) and supported by giants such as Oracle and Amdocs, it seems that something is still missing and operators do not find the solution they really need.
 
Shagun Bali (pictured), Analyst, Telecoms Technology, Ovum recommends vendors in the SDM space to "..revisit their marketing and partnering strategies. As the telecoms industry evolves toward more subscriber  personalization, operators have similar expectations from their suppliers as well".

"A key message from the recent [SDM and Data Warehousing Summit] was that operators are dissatisfied with vendors’ current [SDM] offerings. Operators’ focus has shifted from reducing costs to delivering value and managing customers’ experience over their networks. They expect vendors to understand and help them deliver business value. Vendors also showcased their SDM capabilities to help operators overcome their data management challenges. But overall, operators’ challenges outpace vendors’ current solutions"

"Operators were enthusiastic in discussing the potential they see in using subscriber data in more sophisticated ways. Operators treat such data as a strategic asset – the oil that will fuel their future growth. Some take the idea so far as to see themselves transforming in five years or so into companies that primarily manage data and also provide communications services"
See "Big Data is a big challenge for operators and vendors" - here.

Friday, December 2, 2011

Ovum & Heavy Reading Analysts Summarize the Broadband Traffic Management Congress

 
Steven Hartley (pictured)  Practice Leader, Telco Strategy Ovum and Graham Finnie, Chief Analyst, Heavy Reading, published their impressions from the recent Broadband Traffic Management Congress (here) held recently in London.  

Steven found it was "refreshing to see examples of how operators are approaching the commercial aspects of managing traffic" rather than a vendor solution show, as in previous years. The main trends were:
  • plans tiered by quality of service (QoS) were no longer being touted. The burden of proof required to justify spending on these approaches has always concerned us particularly in the consumer market .. Operators are instead opting for a “gold, silver, and bronze” approach aligned with applications, meaning that the benefits of QoS are aimed at the content provider, which pays for an optimal end-user experience
     
  • Deutsche Telekom, Pakistani WiMAX operator PTCL, Du, Orange Group, and Turkcell extolled the virtues of customer segmentation for creating tailored packages
     
  • There was a consensus among vendors (with a clear vested interest in promoting their tools’ sophistication) that the future will see operators offering highly tailored packages to end users and content providers. However, this view was somewhat tempered by the operators at the event, which spoke of simplicity and clarity as the key means to win customers (Belgacom, Orange)
Graham Finnie (pictured) also saw "It wasn’t just theoretical speculation—speaker after speaker set out real, deployed examples" and the focus on applications - "Top of the list for now is the use of DPI and related mechanisms to identify social networking apps—especially Facebook—and give them special treatment such as zero-rating or a lower price point (Turkcell, Du).

Other trends:
  • top-ups, apps-oriented turbo boosts, and short-term upgrades are all increasingly popular
     
  • a strong desire to gain a better understanding of the behaviour of subscribers and applications (Bell Canada) - 2012 looks like being a good year for analytics (see here).

See "Traffic management gets less technical" [Ovum, here] - here and "Broadband Traffic Management: It’s All About The Package" [Heavy Reading, published by Allot, here]

Wednesday, August 10, 2011

Ovum: Unlimited LTE will Impact QoS


According to a recent research by Ovum, "LTE provides operators with the opportunity to experiment with new and innovative pricing models, which allows them to find the best way of deriving revenues from the premium service .. However, most operators have not grasped this opportunity. Instead, LTE tariffs in the regions Ovum analysed are dominated by unlimited offerings and large data buckets, which can be problematic.”

See "Lack of innovation in LTE pricing models, report finds" - here.

Nicole McCormick (pictured), Ovum senior analyst and author of the report, says: "Operators should not offer unlimited LTE tariffs without some sort of deterrent as they could have an impact on the quality of the service given LTE’s data-intensive nature. However, we note that some leading operators –Verizon Wireless [web site says differently - here], SKTelecom, NTT DoCoMo and LG U+ – have steered clear of unlimited LTE offerings despite offering such packages in the 3G arena"

According to whitepaper by Openet (see "Review of Current LTE Pricing" - here) - ".. The specific usage limits imposed by mobile operators vary dramatically, ranging from 20-30 GB/month in many European markets, to 10GB/month or less in the US and 5GB/month in other markets like Japan"

Tuesday, May 31, 2011

Ovum: Profit from "Ultra Broadband" Networks Using QoS and Efficiency

  
Light Reading's Heather Stanic interviews Nigel Pugh, Consulting Director for APAC, Ovum and former Telstra executive about "Ultra Broadband" networks, and what operators need to do to maximize their profits from building such networks.

In the APAC region, Ultra Broadband networks have been deployed in Japan, South Korea and Hong-Kong; Malaysia and China are in the process of deployment while other countries, including New Zealand and Australia, are getting ready to deploy.

Nigel talks about QoS, fair use, network efficiency and more.

See "Taking Broadband Into the QoS Era" - here and video below.

Saturday, March 5, 2011

Ovum: MNOs should use Customer Data and Policy Management to Drive Profits

A new research by Clare McCarthy (picture), principal analyst for Ovum, joins many other and finds that "MNOs need to use customer data held in the business support system with network policy management and control, if they are to manage soaring traffic loads, drive profits, personalise the customer experience and increase their agility and response times ..Segmented data plans are one way of increasing revenues, and they can also help deliver a better customer experience. For example, an enterprise is more likely than a family to pay for guaranteed bandwidth, priority service availability and predefined access controls".

See "Mobile network operators need new approaches to make data profitable" - here.

"According to forecasts by Ovum, mobile broadband users are set to grow at a compound annual growth rate of 28 per cent over five years to 2015. 3G dongles and smartphones will drive demand for broadband data applications, while smartphone and tablet users will increasingly use their devices for video services"

See also - "Ovum Mobile Revenue CAGR Forecast (2009-2015): Data +11%, Voice -1.4%" - here

Sunday, September 19, 2010

Ovum Mobile Revenue CAGR Forecast (2009-2015): Data +11%, Voice -1.4%

  
Steven Hartley, Ovum's Senior Analyst, Mobile practice, provides some insights into Ovum's recent research - "Global mobile market outlook: 2010–15".

See TelecomsEurope's story - "Mobile sector to generate $1tr revenues by 2015" - here. More details on the report itself - here.

Some of the findings:
  • Global mobile connections are expected to reach 7.4 billion in 2015 .. a CAGR of 8% from 2009 to 2015
     
  • Cost and traffic volume pressures will combine to make networks the focus of attention. Macro and backhaul network upgrades, along with the use of Wi-Fi and femtocells to offload traffic, will become commonplace
     
  • Total global data revenues are expected to reach $392.9B in 2015, a CAGR of 11% from 2009 to 2015. North America and Western Europe will drive data revenue growth. Nonetheless, Asia-Pacific will be the largest contributor of data revenues, due to its sheer volume of connections and the presence of significant data markets
     
  • Yet voice will remain the single greatest contributor to mobile operator revenues, with only North America seeing voice contribute less than 50% of total revenues in 2015. This is despite continued immense pressure on voice. Total global voice revenues will fall at a CAGR of -1.4% to $607.9B in 2015.