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Over-the-Top Communications: Threats & Opportunities for Mobile Operators
Examining the implications that widespread adoption of mobile over-the-top IP communications will have for mobile operators, handset vendors and OTT providers.
Pub. Date: October 2012
Size: 103 pages
Formats: PDF, Paper copy
Data Formats: Excel datasheet
Price: £495, £995, £1495

Over-the-top (OTT) communications represents the largest threat to mobile operator revenues in the last 10 years. Today, VoIP is capturing an increasing proportion of mobile voice minutes, but in terms of value it is still worth less than 0.5% of overall voice revenues. With regards to messaging, ARCchart expects that instant messages will exceed SMS volumes by 2014 and continue growing rapidly thereafter, accounting for 65% of all message traffic pushed over mobile networks by 2016.

This report examines the implications of widespread adoption of mobile over-the-top IP communications for mobile operators, handset vendors, and the OTT providers themselves, looking at how OTT players have gained a foothold at the expense of the mobile network operators and analysing how the various ecosystem stakeholders are dealing with the new industry dynamics.

Topics of coverage include:

  • Historical view of OTT
  • The evolving mobile OTT landscape
  • Risks to the OTT business model
  • Case studies of voice and SMS cannibalisation
  • Assessment of current and impending telecoms regulation
  • Factors fuelling take-up of OTT services
  • Value chain analysis
  • Profiles of key OTT players
  • Operator strengths and weaknesses
  • Assessment of operator strategies operator decision matrix
  • Rich Communications Suite overview
  • Market size and forecasts
Companies and organisations mentioned, discussed or reviewed include:
139.com
3 Group
3 UK
AIM
Aircel
Alcatel
Apple
AT&T
Bandwidth.com
Beluga
BlackBerry Messenger
Cellon
ChatON
China Telecom
China Unicom
CITC
Deutsche Telekom
Du
eBuddy
Ericsson
Etisalat
Facebook
Facebook Messenger
FaceTime
ForgetMeNot
Fring
Google
Google Talk
GSMA
HTC
Huawei
IBM
ICQ
Idea
iMessage
InnerActive
ITU
Jahjah
Jumptap
KakaoTalk
KDDI
Korean Comms. Commission
KPN
KT Corp
LG
LG Uplus
Meego
Microsoft
Miyowa
Mobily
Motorola
Movistar
MSN
Mxit
Nawras
Nedjma Net
Nimbuzz
Nokia
O2
Optimus
Orange
Palringo
Pinger
Procera
PTA
QQ
RIM
Roamtalk
Samsung
Siri
SK Telecom
Skype
Sony
STC
Symbian
Syniverse
Telefonica
Telefonica Colombia
Telenor
TeliaSonera
Telkomsel
Tencent China
T-Mobile
T-Mobile Germany
TRA
Twitter
United Nations
Verizon
Viber
Vivo
Vodafone
Vodafone UK
WATTC
WhatsApp
Windows Live
Windows Phone
Yahoo Messenger
Yoigo
Zain
ZTE

Answers and opinions are provided with respect to the following essential questions:
  • How much revenue is currently being lost by operators to OTT services?
  • Which revenue models are proving effective for OTT providers?
  • How might upcoming ITU regulation benefit network operators?
  • What proportion of messages will go over-the-top by 2016?
  • How much circuit-switched voice will be lost to mobile VoIP?
  • Under what circumstances is it better for operators to partner with OTT providers?
  • Which handset OEMs have committed to RCS?
  • Which regional markets will see the largest number of mobile VoIP users?
  • How does increasing smartphone penetration correlate with SMS erosion?
  • By 2016, what portion of voice traffic will be mobile VoIP?
  • How much do revenues from voice and messaging currently contribute to operator profits?
  • Which regional markets will have the greater number of RCS users?
   
Over-the-Top Communications: Threats & Opportunities for Mobile Operators
Hardcopy - £995
Single-user: Electronic (PDF) - £1,495
Excel Datasheet only - £495
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