The research provides critical analysis of the key 4G/ 4G+ Business Models, Strategies and Developments while providing insights into the future of the converging systems appearing on the curve. In a diverse industry like Mobile & Wireless, fast growth is a prerequisite for overall development. The nextgen 5G is a radical departure from the industry’s previous development strategies in its scale, scope, and ownership. Implicit in the design of this generation’s shift is the fact that the operator economy cannot sustain growth without evolving to the next generation for all its merits.
This essential 5G market research puts into perspective the belief, “there’s almost nothing which early-5G can facilitate (which) a mature 4G can’t”; will lay to rest and ridicule all such claims. Inspired by some recent innovations practiced by key handful telcos, it’s proven how a shift from regular business practices cannot just offer a cushion of returns and leverage during the transition period, but also play a crucial role in preparing & conditioning the customer “for future”.
Objective of the Research: ARPU Stability - directly via VAS & Innovation; - indirectly via Churn Control, Consumer Awareness & Preparedness.
What’s included?
In-depth analysis of the consumer, enterprise, retail, and B2B market is presented for various VAS opportunities across a number of application segments. The research charts key macro trends, technology trends, MNO strategies, and is a must-have for both leaders and start-ups looking to sustain and stabilise their ARPUs. The research includes analysis and forecasts for major stakeholders in the VAS value-chain.
The research also provides analysis and forecasts of value-added services across key industry sectors, including:
- Entertainment
- Gaming
- Healthcare
- Education
- and, Automobile.
Questions Answered by the Report
Q1. What are some key emerging pre-5G VAS & innovation opportunities and their market potential?
Q2.
How can operators outrun tech giants in the pre-5G VAS race?
Q3. What are the ‘4 growth engines’ of China Mobile?
Q4. How Reliance Jio has been outperforming Indian market leader Airtel?
Q5. How much ARPU opportunity does pre-5G represent across the world? What are some promising new & existing business as well as consumer segments, services, and offerings which key players are using to promote their LTE/ 4G/ pre-5G portfolios?
Q6. What will be the market-size and growth rate of multiple pre-5G VAS culminations (IoT, AI, Robotics, Automation, Smart Cities, etc.)?
Q7. How are key players preparing their customers for the change? What are some highly enticing “carry-forward-the-customer” models prevalent in the industry
Q8. Speculations - What’s the analyst's viewpoint on how mobile operator value chain will evolve in near and distant future; the roles - secondary or tertiary key operators will be required to play; and the whole gamut of services that will be key to a successful transition in the 5G era?
Q9. What types of collaborations, new investments, and cooperations will Operators be required to make with external businesses [vendors, 3rd-party service providers, etc.] for adhoc ARPU, especially in-organic growth, opportunities?
Q10. How can 2G/3G customers be primed towards 4G? What are some innovative pricing & servicing mediums to achieve that?
Target Audience
Mobile Network Operators, OTT Players, VAS Vendors, Research Organisations, Technology Standard Organisations, Forums, Alliances, and Associations, Technology Investors, Financial Institutions, and Investment Communities, Analysts and Strategic Business Planners.
Delivery time: 2-5 Days
Table of Contents
1.0. Introduction
1.1 Objectives of the Study
1.2 Scope of the Study
1.3 Research Methodology
2.0. VAS Market Overview
2.1 Current Market Dynamics
2.1.1 Drivers
2.1.1.1 Increasing Adoption of Smartphone
2.1.1.2 Growing penetration of high-speed mobile broadband
2.1.1.3 Increasing interest of tech giants in mobile VAS
2.1.1.4 Digital Lifestyle
2.1.2 Restraints
2.1.2.1 Customers are more willing to pay for content than connectivity
2.1.3 Opportunities
2.1.3.1 Time Spent on Mobile Devices is Growing Continuously
2.1.3.2 Growing Demand From Different Business Verticals
2.1.3.3 Growth of IoT Technology to create Fresh opportunities for VAS
2.1.4 Challenges
2.1.4.1 New Service Development and Service Delivery Innovation
2.2 Telecom VAS Value Chain & Key Stakeholder Analysis
2.2.1 New Evolving Ecosystem
2.2.2 Strategies of other Players in the Value Chain
2.2.3 Evolution of Mobile Operators’ Business Model
2.2.4 Smart Pipe VAS Strategy
2.2.5 Key Drivers and Success Factors in Future Networks
3.0. Strategic Options for Telcos to combat Digital Disruption
3.1 The growing impact of digital
3.2 Digital Cannibalising voice and messaging revenue
3.2.1 OTT Impact on Messaging, Fixed Voice, and Mobile Voice
3.3 Telcos Revenue declining despite unprecedented demand for communication infrastructure
3.4 Strategic options for Telcos
3.5 Revenue opportunity in B2B
4.0. Proven VAS Innovation Case Studies
4.1 China Mobile’s Big Connectivity strategy results in six-year high revenue growth
4.2 Greenfield player Reliance Jio registers 65% more net profit and 25% more ARPU than the market leader Airtel (October-December 2017)
4.3 MTN Ghana digital revenue grew by 37.7% (y-o-y) in 2017
4.4 Google’s Jibe RCS business messaging
5.0. Spotting the Next Revenue Opportunities, Market Potential and Forecasts 2019-2025
5.1 Telco VAS Market Size and Forecast 2019-2025
5.2 Mobile Content and Video
5.2.1 Mobile TV
5.2.2 Mobile Video
5.2.3 Mobile Music
5.2.4 Live Events and Premium Content
5.3 IoT Applications
5.3.1 Connected Car
5.3.1.1 Safety Services
5.3.1.2 Entertainment Services
5.3.2 Smart Home
5.3.3 Smart City
5.4 Mobile Gaming
5.5 Social Messaging
5.6 RCS (Rich Communication Suite)
5.7 LBS (Location-based services)
5.8 Mobile Commerce
5.9 Mobile Money
5.10 Mobile Learning
5.11 Mobile Health
5.11.1 Health and wellness
5.11.2 Remote Patient Care and Monitoring
5.12 Key Emerging New VAS Opportunities – Operators must prepare in advance
6.0. Mobile VAS Vendors Competitive Landscape
6.1 Cisco
6.2 Comviva Technologies
6.3 Ericsson
6.4 Google
6.5 Huawei
6.6 IBM
6.7 Infosys
6.8 KongZhong
6.9 Near (AdNear)
6.10 Nokia
6.11 OnMobile
6.12 Samsung
6.13 ZTE Corporation
7.0. Recommendations for Boosting 4G/ Pre-5G Profitability
7.1 What should be your VAS strategy in different markets?
7.1.1 VAS Business Models for Emerging Markets: What to offer and how to monetise?
7.1.2 Matured Markets: What the market demands and how to meet the customer's expectations?
7.2 Customer Segmentation, Pricing, and VAS Bundling
7.2.1 Effective Mobile Broadband Strategies to Reduce Churn Rate and Retain Customers
7.2.2 Mobile Broadband – Innovative Pricing Models for Different Consumer Segments
7.2.3 Social Media: Newer Tactics to win Spendthrifts-The Youths
7.2.4 Brand Presence- How social you are?
7.3 Optimising Strategies for VAS Bundling
7.4 How to Stimulate Usage of VAS?
7.5 Strategies to Conquer and Secure Customers
7.6 How to protect Margins, increase ARPUs, and Net Profit?
List of Figures
Figure 1 OTT Revenue Cannibalization Messaging, Fixed Voice, Mobile Voice (In %), 2011-2019-2025
Figure 2 Global SMS revenues by Region (In US$ Billion), 2019-2025
Figure 3 Dominant OTTs in B2C and B2B
Figure 4 Global Mobile VAS Revenue (In US$ Billion), 2019-2025
Figure 5 Mobile VAS Revenue by Region (In US$ Million), 2019-2025
Figure 6 North America Mobile VAS Revenue by Application Category (In US$ Million), 2019-2025
Figure 7 Latin America Mobile VAS Revenue by Application Category (In US$ Million), 2019-2025
Figure 8 Europe Mobile VAS Revenue by Application Category (In US$ Million), 2019-2025
Figure 9 Asia Pacific Mobile VAS Revenue by Application Category (In US$ Million), 2019-2025
Figure 10 Africa & Middle East Mobile VAS Revenue by Application Category (In US$ Million), 2019-2025
Figure 11 Global Mobile Content and Video Revenue (In US$ Billion), 2019-2025
Figure 12 Mobile Content and Video Revenue by Region (In US$ Million), 2019-2025
Figure 13 Global Mobile Content and Video Revenue by Application (In US$ Million), 2019-2025
Figure 14 North America Mobile Content and Video Revenue by Application (In US$ Million), 2019-2025
Figure 15 Latin America Mobile Content and Video Revenue by Application (In US$ Million), 2019-2025
Figure 16 Europe Mobile Content and Video Revenue by Application (In US$ Million), 2019-2025
Figure 17 Asia Pacific Mobile Content and Video Revenue by Application (In US$ Million), 2019-2025
Figure 18 Africa & Middle East Mobile Content and Video Revenue by Application (In US$ Million), 2019-2025
Figure 19 Global Mobile IoT Applications VAS Revenue (In US$ Billion), 2019-2025
Figure 20 Mobile IoT Applications VAS Revenue by Region (In US$ Million), 2019-2025
Figure 21 Global Mobile IoT Applications VAS Revenue by Application (In US$ Million), 2019-2025
Figure 22 North America Mobile IoT Applications VAS Revenue by Application (In US$ Million), 2019-2025
Figure 23 Latin America Mobile IoT Applications VAS Revenue by Application (In US$ Million), 2019-2025
Figure 24 Europe Mobile IoT Applications VAS Revenue by Application (In US$ Million), 2019-2025
Figure 25 Asia Pacific Mobile IoT Applications VAS Revenue by Application (In US$ Million), 2019-2025
Figure 26 Africa & Middle East Mobile IoT Applications VAS Revenue by Application (In US$ Million), 2019-2025
Figure 27 Global Smart Home Applications VAS Revenue (In US$ Billion), 2019-2025
Figure 28 Smart Home Applications VAS Revenue by Region (In US$ Million), 2019-2025
Figure 29 Global Smart City Applications VAS Revenue (In US$ Billion), 2019-2025
Figure 30 Smart City Applications VAS Revenue by Region (In US$ Million), 2019-2025
Figure 31 Global Mobile Gaming VAS Revenue (In US$ Billion), 2019-2025
Figure 32 Mobile Gaming VAS Revenue by Region (In US$ Million), 2019-2025
Figure 33 Global Social Messaging VAS Revenue (In US$ Billion), 2019-2025
Figure 34 Social Messaging VAS Revenue by Region (In US$ Million), 2019-2025
Figure 35 Global RCS (Rich Communication Suite) VAS Revenue (In US$ Billion), 2019-2025
Figure 36 RCS (Rich Communication Suite) VAS Revenue by Region (In US$ Million), 2019-2025
Figure 37 Global LBS VAS Revenue (In US$ Billion), 2019-2025
Figure 38 LBS VAS Revenue by Region (In US$ Million), 2019-2025
Figure 39 Global Mobile Commerce VAS Revenue (In US$ Billion), 2019-2025
Figure 40 Mobile Commerce VAS Revenue by Region (In US$ Million), 2019-2025
Figure 41 Global Mobile Money VAS Revenue (In US$ Billion), 2019-2025
Figure 42 Mobile Money VAS Revenue by Region (In US$ Million), 2019-2025
Figure 43 Global Mobile Learning VAS Revenue (In US$ Billion), 2019-2025
Figure 44 Mobile Learning VAS Revenue by Region (In US$ Million), 2019-2025
Figure 45 Global Mobile Health VAS Revenue (In US$ Billion), 2019-2025
Figure 46 Mobile Health VAS Revenue by Region (In US$ Million), 2019-2025
List of Tables
Table 1 Mobile VAS Revenue by Region (In US$ Million), 2019-2025
Table 2 Global Mobile VAS Revenue by Application Category (In US$ Million), 2019-2025
Table 3 North America Mobile VAS Revenue by Application Category (In US$ Million), 2019-2025
Table 4 Latin America Mobile VAS Revenue by Application Category (In US$ Million), 2019-2025
Table 5 Europe Mobile VAS Revenue by Application Category (In US$ Million), 2019-2025
Table 6 Asia Pacific Mobile VAS Revenue by Application Category (In US$ Million), 2019-2025
Table 7 Africa & Middle East Mobile VAS Revenue by Application Category (In US$ Million), 2019-2025
Table 8 Mobile Content and Video Revenue by Region (In US$ Million), 2019-2025
Table 9 Global Mobile Content and Video Revenue by Application (In US$ Million), 2019-2025
Table 10 North America Mobile Content and Video Revenue by Application (In US$ Million), 2019-2025
Table 11 Latin America Mobile Content and Video Revenue by Application (In US$ Million), 2019-2025
Table 12 Europe Mobile Content and Video Revenue by Application (In US$ Million), 2019-2025
Table 13 Asia Pacific Mobile Content and Video Revenue by Application (In US$ Million), 2019-2025
Table 14 Africa & Middle East Mobile Content and Video Revenue by Application (In US$ Million), 2019-2025
Table 15 IoT Applications VAS Revenue by Region (In US$ Million), 2019-2025
Table 16 Global Mobile IoT Applications VAS Revenue by Application (In US$ Million), 2019-2025
Table 17 North America Mobile IoT Applications VAS Revenue by Application (In US$ Million), 2019-2025
Table 18 Latin America Mobile IoT Applications VAS Revenue by Application (In US$ Million), 2019-2025
Table 19 Europe Mobile IoT Applications VAS Revenue by Application (In US$ Million), 2019-2025
Table 20 Asia Pacific Mobile IoT Applications VAS Revenue by Application (In US$ Million), 2019-2025
Table 21 Africa & Middle East Mobile IoT Applications VAS Revenue by Application (In US$ Million), 2019-2025
Table 22 Smart Home Applications VAS Revenue by Region (In US$ Million), 2019-2025
Table 23 Smart City Applications VAS Revenue by Region (In US$ Million), 2019-2025
Table 24 Mobile Gaming VAS Revenue by Region (In US$ Million), 2019-2025
Table 25 Social Messaging VAS Revenue by Region (In US$ Million), 2019-2025
Table 26 RCS (Rich Communication Suite)VAS Revenue by Region (In US$ Million), 2019-2025
Table 27 LBS VAS Revenue by Region (In US$ Million), 2019-2025
Table 28 Mobile Commerce VAS Revenue by Region (In US$ Million), 2019-2025
Table 29 Mobile Money VAS Revenue by Region (In US$ Million), 2019-2025
Table 30 Mobile Learning VAS Revenue by Region (In US$ Million), 2019-2025
Table 31 Mobile Health VAS Revenue by Region (In US$ Million), 2019-2025
Companies Mentioned
- China Mobile
- Cisco
- Comviva Technologies
- Ericsson
- Huawei
- IBM
- Infosys
- KongZhong
- MTN Ghana
- Near (AdNear)
- Nokia
- OnMobile
- Reliance Jio
- Samsung
- ZTE Corporation
