Future Mobile Operator Business Models: Broadband, Partnerships, Wholesale and Mobile 2.0

Key Coverage

• An in-depth assessment and analysis in developed and emerging markets in the period 2005 - 2007 - this analysis includes detailed information relating to subscribers and subscription growth, share price and EBITDA trends, revenues and ARPU, churn, and subscriber acquisition costs.
• A breakdown and analysis of the key threats that mobile operators face in the short, medium and long term - covering the sustainability of multi-operator and MVNO markets, the impact of new spectrum and licences competition from internet and handset brands.
• An analysis of the key opportunities for mobile operators to protect and grow their profit margins in the short, medium and long term - including mobile broadband and internet, entertainment, telematics and enterprise, partnership strategies and models, service bundling, wholesale and ‘smart’ pipes and capex / opex reduction
• Key case studies - analysis of mobile operators with innovative new business models including fixed-mobile convergence, wholesale, WiMAX and mobile advertising
• Regional forecasts to 2012 for key operators KPIs - including subscription and revenue growth, mobile content and advertising revenues and mobile broadband.

Market Data

• The view from financial markets: share price movement of leading mobile operators in different region
• Revenue, ARPU and EBITDA global trends: Detailed charts covering operator data for 2005-2007 by region
• New licences, new competitors: Detailed charts showing subscription growth by market
• The growing contribution of non-services and revenues: Operator data showing non-voice and non-SMS non-voice revenue share from 2005-2007
• Mobile subscriptions
• Mobile revenues
• Mobile Entertainment revenues

Countries / Sectors / Companies Covered

Key case studies include:

Operator:

• 3
• BT
• KPN Group
• M1
• NTT DoCoMo
• Orange (UK)
• SK Telecom
• Sprint NexTel
• Vodafone

Who should read this report

Mobile Operators:

• evaluate the size of future markets for business plans for investment
• Learn about competition in new areas
• Assess the current competition where you already operate

• Understand the issues, challenges and strategies of mobile operators so that you can better serve your customer
• Assess the potential size of future markets for new business plans for investment in new regions.
• Formulate your new product development strategy
• Identify new sales area for existing products

• Understand the evolution from 3.5G to 4G and the technological and commercial issues that will determine the speed and extent of that transition.