Best Practice Innovation, ‘Telco 2.0'
Opportunities, Forecasts and Future Scenarios
Summary: a new 249 page Telco 2.0 Strategy Report on the future of broadband,
including analysis of the latest new ideas in broadband business model
innovation, new 'Telco 2.0' Opportunities, global forecasts, four future
strategic scenarios, and a detailed 'Use Case' describing a new Managed
Offload 'Use Case'.
The report covers:
Best practice innovation, and
detailed
assessment of ‘Telco 2.0' opportunities, in Mobile Broadband, Advanced
New Wholesale,
and Fixed Retail Broadband Business Models
Four scenarios for broadband market players:
‘Telco 2.0 Player', ‘Happy Piper', ‘Device Specialist', and ‘Government
Department'
Telco 2.0's forecasts for the Broadband
Access market
An advanced and detailed ‘Use Case' for a
specific Telco 2.0 Opportunity, ‘Managed Offload of Mobile Broadband to
Fixed
Networks'
Conclusions and recommendations for Telcos
and other Broadband Service providers (BSPs) and their partners
The report is a
'must read' for CxOs, strategists and broadband product managers seeking to
develop their business strategies and position their products, both within
Telcos and BSPs and for the community of business partners and vendors.
[NB This report is not included as part of
the core Telco 2.0 Executive Briefing Subscription Service.]
Report Details
249 pages
90 charts, tables and forecasts
Manuscript format
Detailed outline and contents below
Published: 25th March 2010
Pricing and Ordering
A Single User License is priced at £1,995 (+ VAT for UK buyers). To
order, and for prices for multi-user / corporate wide licenses, please
email contact@telco2.net
or call +44 (0) 20 7247 5003.
The rest of this page contains:
Overview
and Report Content
Who
is the report for?
Contents,
Figures and Forecasts
Downloads (Table of Contents, PDF Version of this Page)
Fit
with other Broadband
Reports
Report Overview & Content
Introduction
Broadband continues
to grow in both market penetration and sophistication, with the addition of
fibre and mobile access as key enablers.
Figure 1. Global broadband access lines, 2000-2020
Source: Telco 2.0 Mobile and Fixed Future Broadband Business Models
However, while
speeds and mobility are improving, there are complex challenges to the business
model for service providers. These include:
Maturing products and business models
Convergence of fixed and mobile technology and
product offerings
Greater state intervention in deploying and
controlling broadband access
A more complex broadband ecosystem
New
consumer behaviour and higher expectations
See here for an extract from the overview of the report on the
main themes and challenges that it addresses. Among these challenges are:
What are the realistic prospects for non-subscription
models for fixed and mobile broadband, such as prepaid / transactional / free /
"comes with data", bundled with device purchase, "sliced and
diced", etc.?
A critical analysis of whether operators can
charge content / Internet companies for access to 'their pipes', and in what
circumstances this may be commercially and operationally feasible.
What is the changing role of Government in the
broadband marketplace?
Is
Mobile Broadband substitional or synergistic with Fixed?
Overall, new
business models will be necessary to help justify extra infrastructure
investment as end-user spending on broadband access reaches market saturation.
Figure 2: Next-generation broadband will need new revenue sources
Source:
Telco 2.0 Mobile and Fixed Future Broadband Business Models
The report covers
the impact of key factors such as DPI, QoS. Net Neutrality, LTE, Fibre, IPTV,
Video demand, mobile broadband, convergence, LLU, MVNOs, Machine-to-Machine,
Cloud Computing, and regulation. It explores both developed and developing
markets.
Broadband Best Practice Innovation
and ‘Telco 2.0' Opportunities
Following the
introduction and market overview, the report contains chapters of detailed
analysis of best practice innovation (e.g. pricing, propositions, technologies,
etc.) and ‘Telco 2.0' new business model opportunities in:
Fixed Retail Broadband
Mobile Retail Broadband
Advanced Wholesale Broadband business
models.
The ‘Telco 2.0' propositions are based on the
'two-sided' telecoms business model theory that broadband capacity can sold to
"upstream" media or application providers. The report examines
theoretical use cases and some compelling potential business models.
Taking one of the
specific opportunities identified, the report details a ‘Use Case' for offloading
excess mobile traffic to fixed operators. This represents a wholesale
opportunity for fixed BSPs and an opportunity for Mobile BSPs to manage the
rising costs of carrying large volumes of (primarily video) data traffic.
Figure 4: Forms of managed offload from fixed/cable operators
Source:
Telco 2.0 Mobile and Fixed Future Broadband Business Models
Future Scenarios
The report
describes four possible scenarios for broadband service providers and the
benefits and risks of pursuing each strategy.
Figure 5: Potential scenarios for BSPs
Source:
Telco 2.0 Mobile and Fixed Future Broadband Business Models
Forecasts and Conclusions
The report is
completed by global forecasts for each of the core business models for
broadband service providers (detailed below), conclusions, and an overview of
the relative attractiveness of the scenarios.
To buy: a Single User License is
priced at £1,995 (+ VAT for UK buyers). To
order, and for prices for multi-user / corporate wide licenses, please
email contact@telco2.net
or call +44 (0) 20 7247 5003.
Who is the report for?
Telecoms Operators' and other Broadband
Service Providers':
Strategy departments
Central research libraries & market
research functions
CTO office, Strategic Marketing, Business
Development
Wholesale Departments
Government & Regulatory Affairs depts
Network architects & planners
Broadband services marketing departments
(fixed, cable and mobile)
Vendor audiences:
Marketing /
business development / strategy functions
Fixed broadband access equipment vendors
Wireless network radio & transport
vendors
IP core suppliers
Fixed-broadband terminal suppliers
Mobile broadband device suppliers
Policy management, DPI & control
specialists
Billing & OSS suppliers
Silicon and "enabler" providers
Regulators and other Government departments
Investors
Consultants & integrators
Report Contents
Executive Summary
Part 1: Background to the Broadband Industry
Market adoption of broadband and the four
scenarios
Fibre and next-generation access: the
missing business model
Video: killer app, or network-killer?
Mobile broadband: Hype & realism
Convergence of fixed / mobile broadband
Evolving regulation: help or hindrance?
Government & ‘National Broadband'
Broadband in the developing world
The vendor landscape
Part 2: Fixed retail broadband business
models
Retail broadband scenario options
Cable vs ADSL vs Fibre - same models, or
fundamentally different?
Pricing options: capping and tiering, application-specific
caps and tiers, specific zero-rated / unmetered sites & services
Video: providers: the power-brokers? Triple-play
/ IPTV.
Incremental services, cross-network Internet
services, prepay fixed broadband
Fibre
Future value-add services? Smart grids,
telemedicine and ‘The Cloud'
The impact of local-loop unbundling and
structural separation
Part 3: Mobile Broadband Retail Business
Models
Mobile broadband computing
Smartphone business models
M2M broadband business models
Do revenues reflect costs?
Wholesale mobile broadband and MVNOs
Enablers and technologies
Part 4: Advanced broadband wholesale
business models
Bulk broadband wholesale models
Creating next-gen wholesale
Telco-Telco wholesale 2.0
Broadband capacity ‘slice and dice'
Marketing & selling wholesale
Part 5: Use Case: Managed Offload of Mobile
Broadband
To buy: a Single User License is
priced at £1,995 (+ VAT for UK buyers). To
order, and for prices for multi-user / corporate wide licenses, please
email contact@telco2.net
or call +44 (0) 20 7247 5003.
A Single User License is priced at £1,995 (+ VAT for UK buyers). To
order, and for prices for multi-user / corporate wide licenses, please
email contact@telco2.net
or call +44 (0) 20 7247 5003.
Key Figures and Forecasts
Global broadband access lines, 2000-2020
Global broadband access lines by technology,
2005-10
Global fixed broadband by region, mid-2009
Global broadband traffic
Ultra-fast broadband availability in
developed markets
Global mobile broadband computing users
Examples of government broadband-related
stimulus plans
How uptake of broadband impacts GDP
Global fixed broadband lines
Wholesale within global fixed broadband,
2010
The Global Online Video Market ($Billions)
European fibre penetration forecast 2013
Mobile broadband active user base
Global 3G data traffic by device type,
mid-2009
Global mobile broadband computing users
Vodafone UK mobile broadband pricing trends
Traffic volumes for mobile broadband vs.
revenues
Fixed and mobile broadband wholesale revenues
Global mobile broadband computing
subscribers
Forecast broadband wholesale revenues by
category
Global retail broadband subscribers
2005-2020
Global average retail charges for broadband
2005-2020
Broadband Retail Market Value 2005-2020
Percentage of broadband lines supplied via
bulk wholesale 2005-2020
Average global wholesale prices 2005-2020
Global bulk wholesale access market
2005-2020
Global slice-and-dice revenues per line
2005-2020
Global slice-and-dice incremental wholesale
access revenues 2005-2020
Global active users of broadband without a
subscription 2005-2010
Active broadband users including ‘comes with
data'
Global non-subscription upstream revenues
per user per year 2005-2020
Global ‘comes with data' broadband access
2005-2020
A
PDF version of this page in full can be downloaded here.
To Order
A Single User License is
priced at £1,995 (+ VAT for UK buyers). To
order, and for prices for multi-user / corporate wide licenses, please
email contact@telco2.net
or call +44 (0) 20 7247 5003.
Fit with other Telco 2.0 Broadband
Reports
This report is one
of the Future Broadband Business Models Report Series of in-depth analyses of
the Broadband market.
Companion Reports:
"Beyond bundling: winning the new
$250Bn delivery game"
examines the structural opportunities and potential technical strategies for
the next 10 years, including the more infrastructure-oriented aspects of
wholesale such as IP data transit, renting-out of fibre/towers and local-loop
unbundling, and identifies an overall $250Bn opportunity over this period.
"The impact of video on broadband
business models"
analyses the development of online video, identifies possible market winners
and losers, and sets out three interlocking scenarios depicting the evolution
of the market. In each scenario, the role of Broadband Service Providers is
examined, possible threats and opportunities revealed, and strategic options
are discussed.
NB We also offer
packages of Strategy Reports - please email contact@telco2.net or call
+44 (0) 20 7247 5003 for details.
