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The Mobile Traffic Deluge

Boschulte Schnee Group, Jan 2011


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The Mobile Traffic Deluge analyzes and projects the growth of Mobile Data Demand. This study, based on an original methodology demonstrates the growth of mobile data demand has been vastly underestimated - by 10 times.

The Mobile Traffic Deluge study reveals the first clear picture of the vast demand wave about to slam the industry - 10x prevailing consensus forecasts.

The Mobile Traffic Deluge study:

- exposes the serious underestimates of consensus forecasts
- provides an original, new bottom-up forecasting methodology
- zeroes in on lurking dangers for high-growth device and apps providers
- addresses the divergent interests of web-based companies and telecom carriers.
- provides an original model for analyzing traffic through a since cell site - all model assumptions are spelled out.
- incorporates all key growth factors, cell site expansion, subscriber growth, growth of multi-device subs, proliferation of broadband apps, emergence of augmented reality, increased wireless substitution, regulatory pressure to expand broadband
- provides focused analysis of the segments of demand, new base load demand, interdependence of apps, user-initiated demand
- analyzes the key factor of value creation and how it impacts the divergent interests of traditionl telecom carries and web-based growth companies


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