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Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
Telecoms Research Agenda 2011
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Telecoms Research Agenda 2011

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If you are looking to keep a track of Market Intelligence in the Telco market, please look at the Ovum Research plan for 2011.

If you are looking to keep a track of Market Intelligence in the Telco market, please look at the Ovum Research plan for 2011.

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  • 1. Advising you onindustry transformation OVUM TELECOMS 2011 Research Agenda
  • 2. What’s new in 2011 Welcome to Ovum’s telecoms research agenda, which we ■ Ensured that our analysts are available hope you’ll find valuable in providing the market perspective to you. We recognize that you want to discuss our you need to drive growth in 2011. research and the market with our analysts, which is why we have made it easier for you to make enquiries. As always, we will ensure that you are best placed to maximize value from new and existing markets and will work ■ Broadened the research scope of many alongside your teams to provide research and analysis that practices. We are intensifying our efforts with deeper supports your decision making, no matter where you sit country profiles, a renewed focus on new media, content within the industry. and gaming, and country-level analysis on fixed and mobile access services. You will also see more pricing Our research in 2011, which comes from some of the information and converged analysis across the telecoms industry’s leading analysts, will be as stimulating as ever and and IT teams within Ovum. founded on robust market data. However, there are some key changes as we improve our service. After all, it follows This year we are also introducing the concept of Signature Research, which represents the best of what that as our customers’ markets expand, we too broaden our analysts produce in each of our practices. our horizons. We have laid out the key themes of our 2011 research For 2011, we have: agenda in the pages that follow. Combined with our commitment to service that gives you access to expertise, ■ Expanded our primary research. We will produce real-world experience, and market insight when you need it more primary research, growing the amount of customer – we believe you’ll find this a compelling package. insight research by 20%. You will see more customer and enterprise surveys and we will continue with our Thank you for your business and I look forward to wholesale customer survey. working with you in 2011. ■ Invested in our quality process. To ensure that you can make business decisions with confidence, RICHARD MAHONY everything we publish goes through three stages of DIRECTOR, TELECOMS RESEARCH & ANALYSIS quality review – a standard that we believe is the most stringent in the industry. ■ Invested in new research methodologies, which will mean that our research is not just founded on reliable data, but unique methodologies designed to provide market clarity. ■ Invested in new geographies, with new offices in China and Brazil and expanded operations in Japan, South Africa, and the US. We now offer the broadest geographic reach and the deepest telecoms focus in the industry.2 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 3. OVUM TELECOMS2011 Research Agenda Telecoms at a crossroads 4 Telco Operations me 24 Key research themes 6 Telco Strategy 26 Practice coverage of Wholesale 28 (C key research themes 8 Components 10 REPORT Research portfolio 30 Consumer 12 EXPERTISE Key benefits DECISION MAK 32 IN e Devices and Platforms 14 Global ive Telecoms Analyzer 33 I sa Emerging Markets 16 Knowledge Center 34 Enterprise 18 Research Store 36 da abas ks 37 Network Infrastructure 20 Consulting Policy and Regulation 22 CONTENTS | 3
  • 4. 2011 Telecoms at a crossroads Telcos need to “ find ways to tap into the emerging revenue streams which take advantage of their networks ”4 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 5. JAN DAWSON CHIEF TELECOMS ANALYSTThe evolving telecoms ecosystemdemands new business modelsThe telecoms industry is at a crossroads. Saturation andmarket maturity are driving down prices and causing revenuesto stagnate and decline. Meanwhile, telecoms operators, whichhave always held the pre-eminent position in the market, arelosing power to new players from the online, software andconsumer electronics markets. Large European and NorthAmerican equipment vendors, which once provided telcoswith all the technology behind their products and services, arethreatened both by surging competitors from Asia and by a newbreed of applications and services not rooted in switches androuters but in software in the cloud. Device vendors, onceclearly telco partners with interests aligned with theirs, havenow become competitors in content and service provision.All these changes require a fundamental rethinking of thebusiness models which used to generate substantial revenuegrowth and fat margins but now threaten to produce onlystagnation and decline. Telcos need to find ways to tap intothe emerging revenue streams which take advantage of theirnetworks without generating any revenue for them. Networkequipment vendors need to develop new software-centric,developer-friendly business models. Device vendors needto wa k a thin line between partnership and competition.Regulators, too, need to evolve in their evaluation of andresponses to the market to include new players andbusiness models.In emerging markets, many telcos have found a way toeffectively go back in time and participate in rapidly growingmarkets again. But there, too, some of the same trends will occurover the coming years, and telcos will face similar challenges.But there are also important differences and special challengesin emerging markets, not least how to maintain margins whendisposable income and therefore ARPU are much lower. TELECOMS AT A CROSSROADS | 5
  • 6. 2011 Key research themes In 2011, we’ll be focusing on seven key research themes to help industry players overcome foreseeable challenges and make the changes necessary to succeed. Each of Ovum’s 10 research practices will tackle the topic areas most relevant to their particular coverage area while the following big picture themes will cut across much of our telecoms research portfolio. 1 THE ROAD TO 2020 Ovum’s Telecoms 2020 report series described a new type of service provider which will emerge in the next ten years: the SMART player. The disruptive competitors which have entered the telecoms market in recent years have largely been platform players, which is to say that they own and operate software platforms which cross the traditional boundaries between fixed and mobile, between computers and televisions, and between voice and data. In addition, they have created interfaces to allow third-party developers to create value on top of their platforms in a way that increases the value of the platform to users and generates revenue and stickiness. SMART players will emerge from among these companies, but telcos also have an opportunity to evolve into SMART players, if they begin taking the first steps now. We will continue our coverage of platform providers such as Google, Apple, Microsoft and others, but will also address the key strategic issue of how telcos can begin to develop their own platforms as a first step on the road to 2020. 2 PLANNING FOR NEXT- GENERATION FIXED AND MOBILE ACCESS As telcos invest in fiber-based local access networks and 4G mobile networks, they are by default locked in to the DSL and 3G business models they have relied on in the past. New strategies and business models are required to fund the investment in next- generation access, and to more closely align costs with revenues. Network equipment vendors and others in the value chain will need to support these changes as they work with service providers. And regulators will need to adapt their market analysis and remedies to next-generation access to incentivize investment while ensuring a level playing field. COST AND PROCESS 3 OPTIMIZATION STRATEGIES Cost reduction is nothing new to telcos, but efforts to cut costs continue, and as the low-hanging fruit has mostly been picked, they must find more sophisticated ways to improve efficiency. This involves transformation of many core operational functions, but it also means making smart decisions about network investments to support burgeoning bandwidth requirements. Equipment vendors will be key to transforming the cost structure of deploying networks, and they and their suppliers including component vendors will need to transform their own businesses to maintain their margins and remain competitive.6 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 7. PROFITING FROM NEW4 REVENUE OPPORTUNITIES While cost reduction plays a part in protecting margins, telcos need new sources of revenue in order to cover the shortfall caused by declining fixed revenues and stagnating mobile revenues. But there is no single obvious new revenue opportunity to pursue. Rather, telcos must find a slew of new opportunities and focus on those most likely to generate profitable revenue growth in the coming years, across all segments, from consumer to enterprise to wholesale. THE IMPACT OF CLOUD5 BUSINESS MODELS The technology world is abuzz with ta k of the ‘cloud’, and it has become the latest term to suffer from over-application to products and services from a range of providers. But beneath the ‘cloud-washing’ there remains a real shift in business models which has the power to fundamentally impact the telecoms market. Not only is there an opportunity for telcos to become cloud providers in the enterprise market, but telcos will also want to make use of cloud services and architectures internally to deliver their services to all segments. Meanwhile, telcos will have to respond intelligently to competitors using cloud business models. LEVERAGING CUSTOMER6 INSIGHTS What separates the most successful companies from their less successful competitors is often the ability to intuit what customers want and when. Achieving this goal requires a combination of insights into what customers say they want and detailed analysis of customer behavior. Telcos hold much of the data they need to make very good guesses at what customers want, but are often poor at making sense of that data. In addition, their own efforts to approach customers directly about their plans and preferences often fall short either because customers don’t want to share that detail with their provider or because telcos ask the wrong questions. A strategy that combines effective mining of the data telcos already have with insightful analysis of customers’ stated preferences is key to success. UNDERSTANDING7 COMPETITORS AND PEERS In addition to the established competitors from within the telecoms market itself, telcos face an emerging threat from new disruptive competitors with radically different business models. These competitors are not subject to regulation, may offer advertising-funded services for free to end users, and may be much more dynamic and flexible than telcos can be. Holding ground against existing competitors while adjusting to and either working with or battling against new competitors is key to success. In addition, learning from peer best practice is crucial to staying ahead of the game. KEY RESEARCH THEMES | 7
  • 8. 2011 Practice coverage of key research themes The following pages illustrate how our key research themes will spread across our practice areas in 2011. Devices and Components Consumer Emerging Markets Ente Platforms The road to 2020 Planning for next-generation fixed and mobile access Cost and process optimization strategies Profiting from new revenue opportunities The impact of cloud business models Leveraging customer insights Understanding competitors and peers8 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 9. Network Policy and Telco Telco Wholesalerprise Infrastructure Regulation Operations Strategy PRACTICE COVERAGE OF KEY RESEARCH THEMES | 9
  • 10. 2011 Components DARYL INNISS PRACTICE LEADER Optical components quarterly market share report Market context Revenues are segmented by transceivers (long Wireline and wireless network operators continue to experience distance – mostly used in the core network, high bandwidth demand, a trend that is expected to continue medium – mostly used in access networks, and for the foreseeable future. In their efforts to improve margins, short – mostly used in datacom), transmission operators need to decrease the cost of bandwidth while offering discretes, amplifiers, and ROADM components. new services. They are therefore demanding higher capacity at smaller size, lower power consumption, and lower cost per bit. Optical component forecast Component suppliers provide technical innovations and new The forecast includes volumes, prices, and revenues product development that serve as key ingredients to helping of modules and discrete components. It represents operators meet these needs. optical components used in the network core, metro, access, and enterprise-based networks. Our coverage Ovum’s Component research analyses the communications market to identify the ‘real’ growth opportunities in components. Optical components market It provides insight into opportunities for transceivers, ROADMs, Representing a $4.7 billion market on a rolling 4Q basis through 2Q10 amplifiers, and discrete transmission components in core networks where the availability of new products is often the gating item. It analyzes cost of components and equipment used in core and next-generation access including FTTx 17% 19% and 4G wireless. The research also identifies opportunities for component vendors in enterprise (eg. storage and local area networks). 13% 23% 15% 13% Transceiver 1 ver ROADMs tance distance Long Transceiver 2 ver 2 Amplifier distance distance Medium ver 3 Transceiver 3 Discretes sta ce distance Short10 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 11. 2011 Coverage AreasMarket assessment and than supply. Hence availability of the datacenter that require analysisoutlook for components in components for 100Gbps will be a key to uncover their long-term rolesoptical communications issue. Meanwhile, multi-year revenue and opportunities. opportunities exist at both 10 andComponent companies in optical 40Gbps. We will provide market data A short list of important questionscommunications are on the verge of and intelligence including quarterly includes the following:posting consistent profitable results. shipment data at 40 and 100Gbps, toOvum’s quarterly market share help suppliers, customers, and carriers • Transition to 10Gbps appears toand biannual forecasts provide a understand the market realities. finally be happening. But the coppercomprehensive market perspective solution is also attractive. How is thisto help understand the competitive market opportunity emerging? Next-generation wirelesslandscape and to separate fool’s and wireline access • 40Gbps Ethernet and 100Gbpsgold from real opportunities. Ovum’s technologies cost outlook Ethernet. Where are we, what’s themarket intelligence includes bothbottom-up and top-down analyses. “right” form factor, what’s needed, DSL cost per port sets the industryOvum interviews component and and when will it all be ready? benchmark for competing accesssubcomponent suppliers and technologies, but as fiber is laid in • What are optical engines, who iscorroborates its findings from interviews access networks, a variety of other developing them, and where are theywith network equipment manufacturers equipment in use needs to be cost being used?and network operators. Ovum’s analysis competitive. And the introduction of 4Gof end market drivers, customer and wireless provides another competingcompetitor positioning, and emerging technology for some markets, on yetdemand for products and technologies another cost basis. How does its costhelps position component suppliersfor success. compare to DSL and FTTx? What technology advances are neededAvailability of high to help drive the costs down for thebandwidth transmission different next-generation accessline components for approaches? Our research willnetwork core include building the bill of materials for a series of access equipment,Carriers have crowned 100Gbps analyzing cost, and identifying cost-as the next-generation backbone reduction approaches.transmission rate to help them supportburgeoning bandwidth demand. But Datacenter transformationsthe development cycle will likely be driving new opticalslow due to the technical challenges connection demandinvolved. And ramping these productsin manufacturing will be monitored A host of new technologies andcarefully since demand is larger approaches are being introduced in COMPONENTS | 11
  • 12. 2011 Consumer MICHAEL PHILPOTT PRACTICE LEADER Consumer executive briefing Market context The report provides a key point summary of the research carried out by Ovum over the last six Broadband Internet access has changed the way we live our months including forecasts, latest consumer trends, lives, the way we communicate, and the way we consume market drivers, and core insights about the services media. The convergence of telecommunications, broadcast, provided to the connected and extended home. and Internet markets has created a burden of choice for Ovum’s Consumer Research Digests will benefit consumers – the choice to consume more than ever before, from additional high-level conclusions and forward- anywhere, anytime, and anyhow. Consequently the consumer’s looking implications. behavior, needs and desires are changing, and business models have to change with them if telcos, vendors, and online service providers are to capture the value resulting from the consumer’s new demands. The digital consumer opportunity Our coverage Ovum’s Consumer practice is focused on this rapidly changing Digital media Extended home Advertising Integrated services marketplace. The core of its research will be focused around the strategies for successfully monetizing online content services, integrated value-add services, and the connected home. The research will study the trends across the whole market, but with a focus on how the broadband, mobile, or integrated service provider can maximize their opportunities within that market. To achieve this we will carry out in-depth research into optimum business models, developer strategies, and consumer demand trends. In 2011 Ovum will also have a research theme on social media as it is integrated into other Broadband service provider opportunity applications and services such as TV and video.12 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 13. 2011 Coverage AreasContent services and functionality and value to the end user. Social mediaapplications Examples of such services include: Social networking is one of the mostThe online content and application • device security mature and popular of all Internetmarkets are growing rapidly. However, • content backup applications. Its familiarity, even withinonline and over-the-top players are the mass market, means that it is • integrated VoIP applications becoming an increasingly importantstarting to dominate the markets leaving tool within other types of media andlittle space for the broadband service • payments communication. Ovum will analyze howprovider. In order to take advantage of • identity management social networking can be utilized inthis potential revenue stream, service • personalization. other applications and how players canproviders must continue to innovate and monetize such innovation. Research willmove quickly as end-user trends come Ovum’s research will include reports focus on case studies of leading playersand go. and case studies of the latest and the associated business models. developments and best-of-breedOvum will publish in-depth analyst examples/market leaders. Researchreports, player case studies, forecasts, will also include analysis of non-and consumer insights reports in a telco service providers that are also developing such solutions. Consumernumber of key content areas, including: insight reports will include figures• TV on consumers’ willingness to pay for such services, and service provider• music positioning.• gaming Opportunities in the• gambling connected and extended• e-publications. home Content and value-added services are aIntegrated value-added big part of the connected and extendedservices home. However, there is more to the connected home than just content.Much focus today is on the high-end The home network, CPE evolution,content services. However, there are connected device developments &a number of opportunities around the adoption, and e-services all contribute to the wider topic. Working with other‘connected home’ that service providers research teams within Ovum andare in a good position to exploit. Datamonitor, the Consumer group willAlthough not always the case, such look to pull together all aspects of theservices are becoming increasingly topic with an emphasis on the B2Cintegrated to provide even greater opportunities for service providers. CONSUMER | 13
  • 14. 2011 Devices and Platforms ADAM LEACH PRACTICE LEADER Developer insights: a survey into the future of Smartphone and Market context multiscreen applications Connected devices, whether mobile phones, tablets, set-top Understanding the level of developer support boxes, games consoles, PCs or others, form the focal point among device platforms is critical to evaluate the for the delivery and consumption of telecoms and Internet future success of a given platform. Only the best- services, content, and applications. supported platforms will ultimately attract the best developers, including major content providers, However, the core value in these devices lies less and less in media companies, and brands. Not all will flourish. the physical device itself and more and more in the software platforms that run on these devices. To obtain a comprehensive, unbiased view we survey 300 developers across a range of vertical A number of major industry players are competing for market sectors with the objective of building a deep share in this space – including Apple, Google, Microsoft, Nokia, understanding of their mobile strategy. RIM, and Samsung – for dominance in the home and personal device markets. Our coverage Devices vs. platforms The Devices and Platforms practice addresses the key competitive dynamics in this space by analyzing the major players and their strategies, the threats and opportunities Samsung presented to existing players, as well as future impacts. Android We provide player analysis, forecasts, and tracking of HTC RIM specific device types and platforms to help operators, device LG manufacturers, platform vendors, enterprises, and application DEVICES Nokia PLATFORMS developers make sense of this rapidly changing market. Apple Sony Ericsson Windows Phone Motorola14 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 15. 2011 Coverage AreasThe evolution of the disruptive business models, strong The opportunities andsmartphone market consumer branding, and existing business cases for relationships into direct competition multi-screen applicationOver the last two years smartphone with telcos. deploymentsales have consistently outperformedthe sales of traditional mobile phones, We will provide regular profiles of Managed device platforms areand during the global recession were the major adjacent players, including increasingly becoming multi-device andthe only part of the mobile phone Google, Facebook, Apple, Microsoft, multi-screen platforms, crossing the and Nokia. We will evaluate these traditional divide between computersmarket that grew at all. players’ strategies and ambitions, and and televisions, and between home-Ovum will focus on mobile operators’ identify the threats they represent for based devices and mobile devices.strategies to bring the economics telcos. But we will also examine the We will examine the process involvedof smartphones (with their ecosystem opportunities for partnerships with in creating and developing multi-of applications and monetization these players. screen applications and services,through app stores) to the mass market from conception to deployment. In Opportunities in theof subscribers. particular, we will focus on the ‘Four Ds’: connected and extended devices, development, deployment, and homeOvum will continue to comprehensively distribution of applications, content,cover the smartphone market by The range of devices which are and services.forecasting smartphone shipments, connected is now extending far beyondtracking new device capabilities, This multi-screen development will home computers and mobile phones. rely increasingly on web technologiesprofiling the main players, and tracking Games consoles, tablet computers including HTML5, Adobe Flashchanges in developer strategies. and netbooks, connected televisions and other rich internet application and set-top boxes, plus other devices frameworks – areas where Ovum hasAdjacent players: such as in-car systems – often driven well-established expertise.opportunities and threats by the same technologies that underliefor telcos smartphones – are increasingly With a focus on specific requirementsTelecoms operators face significant connected not only to the Internet but and differences among verticalcompetition from other telcos and also to each other. markets, this work will provide valuable guidance to developers and valuecable companies, but they are We will be revisiting the concept of system players of all types seeking toincreasingly having to battle against the connected and extended home prioritize development.disruptive competitors coming from during 2011. We will examine how theadjacent industries, most notably platforms and technologies deployedonline service providers and consumer on these devices can both help andelectronics vendors. hinder telcos and other players inThese players represent a significant their attempts to gain control in thisthreat to telcos, as they often bring important space. DEVICES AND PLATFORMS | 15
  • 16. 2011 Emerging Markets ANGEL DOBARDZIEV PRACTICE LEADER Mobile data in the emerging markets: a regional analysis Market context This study examines the opportunity and the Growth in the mature markets of Asia, Europe, and North best practice service provider strategies in data, America has slowed amid market saturation in many service communications, and applications services in the areas. As a result, many service providers and equipment emerging markets on a regional basis, including vendors continue to look at the emerging economies of separate analysis of Asia, Eastern Europe, Middle Africa, Asia, Eastern Europe, the Middle East, and South and East and Africa, and South and Central America. Central America for customer and revenue growth. In such geographies, large swathes of the population are either un- served, or have very basic communications services. Emerging markets coverage Our coverage Central and South America Eastern Europe, Russia and CIS The Emerging Markets practice highlights the key product and Coverage anchored around Coverage anchored around geographic growth opportunities in the growth economies, and Argentine, Brazil, Chile Russia, Poland and Ukraine and Mexico provides deep insight on the emerging players and markets we evaluate. In doing so, our central focus is on distilling the best practice strategies that will assist service providers and vendors to succeed and prosper in what are often unique and challenging market environments. Middle East and Africa Emerging Asia Coverage anchored Coverage around GCC countries, anchored South Africa, Nigeria around China, and Egypt India, Malaysia, Indonesia, Thailand and Vietnam16 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 17. 2011 Coverage AreasEmerging market service among consumers and enterpriseprovider strategies and customers in the emerging markets.business models This will include insights into hot consumer trends, changes in enterpriseThe focus of this research theme communications spending priorities,will be to provide deep insight into and analysis of SMEs in the emergingthe strategy direction, challenges, markets. The research under this themeexecution, operations, and business will be delivered through in-depthmodels of the service providers in the studies and surveys.emerging markets. This will be achievedthrough case study analysis into Local market analysis:innovative/best practice strategies, industry insights, challenges,as well as cross-player, primary and opportunitiesresearch-led, in-depth analysis ofkey strategy topics. This theme will focus on drawing deep insight from select fast-growingService and marketing or innovative local markets. This willinnovation in the emerging include both local market case studies,markets as well as cross-country analysis of select market segments (e.g. consumerWithin this theme we will drilldown into the innovative services broadband, enterprise mobility)and marketing approaches in the Communications technologyemerging markets (e.g. content and direction and adoption inapplications); pricing innovation (e.g. the emerging marketsdynamic pricing); channel management(e.g. SME channel strategies), and Here we will assess the pace andcommunications services for users nature of changes in technologyat the bottom of the socio-economic adoption in the emerging marketspyramid. This research will be by both users and service providers.delivered through case studies Issues covered will include the adoptionand focused briefs. of WiMAX versus LTE, shifts in the mobile device mix in the emergingCommunications users markets as well as adoption of IPin the emerging markets: services among emerging markettrends and insights enterprises. The research here will beThe focus of this theme will be to delivered through in-depth studies andprovide analysis of the demand patterns focused briefs. EMERGING MARKETS | 17
  • 18. 2011 Enterprise EVAN KIRCHHEIMER PRACTICE LEADER Global services deals analysis Market context Over 15 leading global telcos now supply us with anonymized detailed contract information, More than ever, enterprise communications is a market in flux: allowing us to build twice-yearly Global Services traditional suppliers face challenges ranging from new delivery Deals Analysis studies. Every six months we plot models, such as cloud, to increasing competition from both new key contracts for major global telcos, highlight upstarts and established service providers with an IT heritage. successes in multinational deals, compare and Unified communications has evolved to include immersive rank operators for MNC market impact, identify video, and service providers are moving up the value chain strategic developments and trends in verticals or to provide application services on top of the networks they geographies, map telco capabilities against MNC already manage. In such a dynamic environment, how can requirements, and identify future market trends. opportunity be distinguished from threat, or indeed, threat be turned into opportunity? Our coverage Enterprise value proposition Ovum’s Enterprise practice covers how businesses interact ve r s dr i Evo with each other, with their employees, and with customers. et l ve rk This includes managed and hosted communications services, a pr evolving communications networks, technologies, applications, omp e tito ack c m Tr rs op te and professional services. With this as our remit, in 2011 we os ul a will focus on unified communications for B2C and business itio rs Bu Stim to employee (B2E) environments, service management and l ie n s ed Ev ye p e delivery (from formulating, selling, pricing and delivering, alua S up rs s tomer n through to support), and convergence (including voice/data, Enterprise te new mar k fixed/mobile, and public/private) – all within a framework of communications ss cu geographic and industry-specific insight. n y se ar gi iver et s As Us e r s del m nd Un hs ice der t s t a n d yo u r s t r e n g a v e an d w e ak ne s s e s er s u en & es ev sal wr rt G ro Suppo Suppliers: • Vendors • Global telcos • Regional telcos • Sls Buyers: • CIO/IT directors • Customer service directors • Telecoms directors From SME to MNC and across key industry verticals Users: • Employees • Customers18 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 19. 2011 Coverage AreasService evolution obsolescence of legacy fixed telephony Changing telco service platforms, and the changing needs of delivery modelsManaged service evolution is at the enterprises and operators?heart of large telco strategies. In this Ovum will focus on collaboration, • Ovum will cover vendor strategies fortheme we will focus on three key areas: software-as-a-service, and nascent incorporating social media and videomanaged mobility, the provision of IT federated services, extending ouras a service, and the evolution of telco into enterprise communications. coverage of hosted and cloud-basedprofessional services capabilities. What positions will UC vendors find services to cover a broader range of themselves in if and when social applications that fall within the scope of media turns the customer into their collaboration as a service. We will also• Our managed mobility research looks own service agent, and the employee investigate the end-user interest in and at the evolving managed mobility into a knowledge hub? And which impact on telcos for federated services services market. It tracks and rates video-based business applications (business to business peering) for voice the development of the major will strike a chord in the market? and UC applications. In particular we will international providers’ service focus on SaaS (software as a service) portfolios, their approach to service Evolution of business- including services targeted primarily at improvement, organizational changes, to-customer (B2C) the SME market for business productivity partnerships, and the growing role communications applications and virtual desktop. of the systems integrators.• While there is by no means any Ovum will examine emerging Regional views, with a consensus on what IT services technologies which help enterprises specific focus on BRIC and in their quest to provide improved capabilities the major telco should broader APAC dynamics service, with a focus on two key have or be able to deliver, we will areas: the impact of mobility on In this theme, we bring an enterprise cover how operators can position provision of customer service, and new angle to our analysis of BRIC countries. themselves to win more deals for personalization technologies. Specifically, we will profile the MNC IT-centric services. strategies of major global telcos with• Ovum will investigate the major An increasingly mobile customer base respect to their ability to serve Asia- operators’ and vendors’ professional has translated into a requirement Pacific clients. With a focus on China, for companies to provide service to services teams, existing professional our mainland-based analysts will shed customers who are no longer tied to a services investments and future plans. light on regulatory constraints, cultural desk phone or PC. We will cover video barriers, the role of local partners, andVendor UC and mobility and MMS applications for mobile service, the needs of both Chinese enterprises the impact of 4G, and mobile devicestrategies and international businesses seeking strategies for customer care. to establish a mainland presence. AndIn 2011 we will turn to focus on the finally, we will combine our enterprise Proliferation of consumer touchpointsvendor, and in particular on mobility, mobility expertise with Ovum’s and strengthening networks have createdsocial media, and video. emerging markets practice analysis a dilemma for customer-service centers that want to maintain personalized to explore major business mobility• Many UC and applications vendors automated service. We will investigate trends in the Asia-Pacific region, and have long-held mobility portfolios. how technology providers are developing in emerging markets such as India and But how are these evolving given new solutions to provide more natural, Brazil, based on our understanding of the increasing demand for managed personalized conversations in a both operator strategies and enterprise services, the advent of 3G, the customer-service context. buyer behavior in the relevant countries. ENTERPRISE | 19
  • 20. 2011 Network Infrastructure DANA COOPERSON PRACTICE LEADER Quarterly market share reports Market context This report gathers and analyzes revenue and trend information from more than 30 infrastructure The crossroads where the telecoms industry stands is crowded system vendors. We step beyond the numbers to with players unsure of which direction to take. Networks and provide customers with insight based on in-depth partner ecosystems are evolving to support the massive analysis of competitive and market trends by changes in the ways people and organizations communicate. segment and region/country. Because the exact timing and character of industry evolution is unknowable, infrastructure flexibility is critical. Our coverage Networks and the powerful forces reshaping the telecoms landscape The Network Infrastructure practice provides vendor, financial, and network operator customers with a comprehensive Disruptive view of the trends – including architecture, technology, and competitors product evolution; shifts in buyer requirements; and spending Industry shifts – that affect critical business strategies as networks structural change evolve to support operators’ twin goals of cost reduction and Macroeconomic volatility new revenue growth. Our experienced team builds on a data Ne t wo b ile rk foundation compiled over almost two decades. We offer solid Mo s research and logical analysis to provide customers with critical Diverse guidance so they can step away from the crossroads confident customer that they’re headed in the right direction. needs and expecations Regularatory obligations New service requirements Fix e d Ne t wor k s Investment environment Disruptive Disruptive customers technology20 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 21. 2011 Coverage AreasNetworks as cost-reduction Ovum will address the theme of Networks as enablers ofenablers: improving network networks as enablers of cost reduction globalization: supportingefficiency through regular reports on technology emerging vs. developed trends, vendor strategies, and marketsTelecoms service providers have had opportunity analyses that focus on thea difficult time growing revenues and Over the past 5–10 years there has been above network topics. a dramatic shift in the size and growth ofprofits due to competitive pressures Networks as new services network infrastructure equipment marketsand the growing costs associated around the world. Some emergingwith explosive traffic growth. As a enablers: supporting new markets, including India and China,consequence, network operators revenue generation have rapidly grown their use of newerhave rightly looked to networks to technologies such as HSPA+, PON, While new network technologiesbe more efficient in terms of cost ROADM, and 40G, while spending in have been used to lower the cost of traditionally higher-growth, developedper bit per kilometre in the core and communicating even as bandwidth has markets in North America or Westerncost per subscriber at the edge. New grown, the network’s role as a platform Europe has cooled down for a host oftechnologies such as 40G and 100G, to support and enable new services reasons. Western European markets,coherent detection, and electronic and business models is just starting for example, have been slow to adoptdispersion compensation make optical to be discussed. The network’s role PON- and ROADM-based WDM networksand packet networks more efficient is expanding beyond simply providing due to unclear or unfavorable regulatory regimes and the willingness to wait foras they improve scalability, while new scalable bandwidth and connectivity a next generation of even more flexiblePON- and DSL-based technologies over a wide range of media to collecting, network elements, respectively. Mobileand WiMAX and LTE do the same storing, managing, and acting on crucial networks, meanwhile, from the RANfor fixed and mobile broadband, information on users’ devices, locations, through backhaul and the core, showrespectively. The expanding role of IP, preferences, and privileges. This regional and country variations based on aEthernet, MPLS, and control planes network-based intelligence should be combination of demographic, geography, usable by network operators to enhance GDP, 2G/3G penetration, protectionism,coupled with software-configurable users’ communications experiences, and other factors. These differences inand programmable capabilities in growth rates and technology preferencesfixed and mobile networks improve and their own financial rewards for create volatile market dynamics. providing a superior experience.operators’ flexibility while maintaining Ovum will analyze the shift of networkcarrier-class manageability and Ovum will explore the network’s role equipment procurements and deploymentslowering operations costs. Optical in enhancing operators’ top lines to emerging markets and the impact thisswitching and OTN (optical transport through mobile and fixed network shift has on buyer behaviour, productnetworking) add further flexibility opportunity analyses, including requirements, and infrastructure vendorand manageability in the network. carrier Ethernet services analysis competitive dynamics. We pay particularNew flat network architectures and attention to comparing and contrasting and forecasts; enterprise vertical country markets within Asia-Pacific andunderlying technologies will further market private and managed network subregions within EMEA and how ahelp operators lower network power research; infrastructure as a service vendor’s strengths and weaknesses in oneconsumption, leading to greener, less (IaaS) research; and subscriber region or country might affect its ability tocostly operations. management research. compete in another region or country. NETWORK INFRASTRUCTURE | 21
  • 22. 2011 Policy and Regulation MATTHEW HOWETT LEAD ANALYST Global interconnect benchmarks Market context Ovum’s tried and tested interconnect benchmarking model and methodology are internationally accepted The development of regulation shapes the future of the and provide you with the most authoritative marketplace. As regulators intervene in markets, they comparison and analysis of interconnect charges in advantage or disadvantage specific players and change market the industry. Our quarterly benchmarks cover fixed dynamics. In addition, as they set rates for interconnection, origination, fixed termination, mobile termination, local loop unbundling and other forms of network access, local loop unbundling, shared access, and a retail/ they directly impact operator revenues. Understanding current wholesale comparison for Europe, the Americas, developments and future directions in regulation is critical for Asia-Pacific and Middle East & Africa. Raw success in today’s market. interconnect charge data is also provided to enable you to make your own calculations, as Our coverage well as substantial historical trend analysis. Data is presented in easy-to-use charts and Ovum’s Regulation research provides you with a deep Excel spreadsheets. understanding of the impact of regulatory issues that shape the future of the telecoms marketplace and the effect these Regulatory scorecard have on strategies and revenues. Our regulation research and analysis team has a global track record of providing policy and From 2011, Ovum will develop an annual regulatory advice in telecommunications. Our experts follow regulatory scorecard to benchmark the telecoms the world’s key market regulatory developments and assess regulatory framework in a number of ‘best practice’ their relevance at a regional and local level. We undertake countries around the world to compare the cost and quarterly benchmarking, country profiling, and cross country effectiveness of regulatory activity. It will be produced in consultation with NRAs and telecoms operators regulatory analysis. and compare the institutional and legislative environment affecting the sector as well as the application of regulation by NRAs in key wholesale access and retail markets.22 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 23. 2011 Coverage AreasNext-generation access Our analysis will focus on where and Interconnect(NGA) how regulators are making spectrum available. A particular focus will be on For many operators interconnect hasNGA continues to dominate regulatory traditionally accounted for a sizeable the award of the digital dividend and thedebate as significant investments proportion of revenues. However, 2.6GHz bands which are most likely toare being made by the public and be jointly utilized for deploying mobile the use of standardized costingprivate sectors. How to incentivize methodologies looks set to exacerbate broadband. Through developing aninvestment is still a challenge for the already downward trend in mobile internal database of spectrum awardsmany governments looking to bring termination rates, and some NRAs benchmarks can be made based on thebroadband to all of the population. One will be considering what alternative type of award, and by using population charging principles could be used onceof the key challenges facing NRAs is data we can make comparisons rates fall to fixed call termination levels.how to strike the appropriate balance between countries and regions.between creating competition and Our core tracking of interconnect willsupporting investment. Determining Regulating for tomorrow be through our quarterly interconnecthow access will be granted to benchmarking. We will add new Introducing rules to ensure net neutrality,alternative operators and on what basis countries and regions over the course tackling illegal peer-to-peer file sharingis central to this. of the year to ensure a robust set of and extending the scope of the universal data exists from which internationalWe will look at how the migration from service obligation to include more than comparisons can be made.copper to fiber is being managed, what functional internet access are all topicsaccess obligations are being imposed, which have made the headlines recently. Aside from the actual charges, we willand what regulated pricing exists. Working out the details remains the also look in depth at how the ratesWorking collaboratively with other challenge and some difficult decisions were determined by the NRA and stepspractice areas we will also address the need to be taken in the very near that are being taken to reduce androle of government in facilitating and future. Regulators will need to take a harmonize termination rates betweenfinancing rollout. new approach to tackle the regulatory countries. We will also focus on what challenges of tomorrow. future charging principles such asSpectrum policy bill and keep might look like once the Our analysis will focus on how regulators current regimes expires.Spectrum is a finite resource which are approaching these issues bymust be allocated and managed comparing country case studiesappropriately. Significant amounts of from around the world. Analyzing thespectrum will become available over implementation of regulatory frameworksthe next 12 months as operators look will be central to this. How regulatorsto launch next-generation mobile engage with stakeholders and thenetworks. How regulators award this effectiveness of regulatory activity willspectrum and what obligations they also be explored through a regulatoryplace on license holders are key scorecard we will develop over theregulatory issues. course of the year. POLICY AND REGULATION | 23
  • 24. 2011 Telco Operations CLARE MCCARTHY LEAD ANALYST Telco customer service insights Market context We will survey operators about their customer care operations and evaluate their responses to The telco business has changed dramatically over the last five customers contacting them for support, changes in years. Previously technology reigned supreme, but now the service, or information. customer is the focus of all activities. With cheap credit and debt no longer available, telcos need realistic business cases to justify heavily scrutinized investment decisions. This has called for a comprehensive review of how telcos operate and requires the consolidation and rationalization of people, platforms, and processes. The resulting lean and cost efficient infrastructure should help fixed, mobile, and integrated operators respond more quickly to market and customer demands. Our coverage Many tier-1 operators in mature markets are addressing these issues, but it is likely to be a work in progress for most telcos over the next 10 years. The Telco Operations practice reviews telcos’ operational and transformation strategies and how these strategies are implemented internally. We identify the current challenges and areas of business pain, the future business objectives and activities required to achieve those objectives. Change in emphasis for the telco business metrics Traditional telco metrics Today’s telco metrics Balanced scorecards Financial metrics - capex related Greater weighting on: • Process efficiency - increased RFT & reduced cycle time Operational data - calls & lines Customer satisfaction • Business models - measuring integration & automation 5 year business plan Flexibility of business Product profitability Time to market • Lifetime value of customer Network efficiency Sustainability Share price & generation of shareholder value • Integrated operational efficiency24 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 25. 2011 Coverage AreasTransformation and Telco Operations identifies the We will continue to look at activitiesoperational strategy review various business pain points, the where telcos can make a difference areas for improvements, and the to both sides of the equation withThe economic and competitive actions telcos can take to improve research on revenue managementpressure on telcos means that their customer offers and support and service assurance. For examplethey must review their operating to more satisfactory levels. effective revenue managementmodel, and how they respond activities will address billingand deliver to customers. Next- Customer centricity accuracy and fraud. This will ensuregeneration network programs have that the telco receives paymentbeen under way for some time, Lack of customer focus is one of for the services it provides. Morebut implementing the NGN or NGA the root causes of failure in the timely service assurance will ensurestrategy and addressing the impact customer experience. It sounds that potential network or servicethis has on the company structure, obvious, but it is only now that we faults are effectively managed outplatforms, and business processes see telcos revisiting their product of the business before they causeare all linked decisions. development and management problems, and more informed policy process and putting the customer management can also improveWe will continue to look at how at the center of process. This telcos’ revenue recognition.telcos are responding to these process can draw on the databasesrequirements, as well as holding information on theresponding to the demands of customer, product, usage, pricingthe cloud and social networks. data and so forth, but to date, telcos have been incredibly badCustomer experience at organizing that data forIn these highly competitive times, commercial gain.a good customer experience is We investigate the changesessential to keeping customers telcos have made to organizingsatisfied and loyal. Most customers their customer data and productform their opinion of the service development processes, whichthey receive from the telcos’ front in turn feed in to an overallline call centers for customer improvement in the customerservice and technical support or experience.through their direct sales outlets.However, the back-office systems, Efficiency and optimizationthe operational and businesssupport systems, which assure Getting more out of existing assetsthe order fulfillment, activation, and expecting more from newbilling and fault reporting assets are prerequisites for growingprocesses, play an increasingly margins. Telcos need to growimportant role in delivering revenues as well as manage the costgood service and reinforcing the base in order to present themselvescustomer relationship. as viable ongoing concerns. TELCO OPERATIONS | 25
  • 26. 2011 Telco Strategy JEREMY GREEN PRACTICE LEADER The global mobile and fixed market outlooks Market context These reports provide Ovum’s perspective on Today’s telecoms operators inhabit an increasingly complex market trends that will shape the mobile industry and challenging environment. They must deal with an explosion to 2016. They are intended as an accompaniment of data traffic (driven by the growth in video and multimedia to our mobile and fixed forecasts, containing applications) and with the introduction of new technologies analysis of the drivers shaping the mobile and fixed that are intended to allow them to carry this traffic profitably. 8 2009 2010 2011 20 2 2 telecoms industries – and our forecasts. At the same time, they must integrate disparate fixed, mobile, and broadband services – both to meet enhanced customer demands and satisfy investor, internal, and operational efficiency imperatives. Moreover, they must do this in the face Global mobile connections by technology, of a slew of new competitors, potential partners, and potentially 2008-2015 disruptive technologies. 9,000,000 Our coverage 8,000,000 7,000,000 Ovum’s Telecoms Strategy Practice provides a perspective Connections (000s) 6,000,000 across the entire fixed, mobile, and integrated communications 5 000 000 marketplace, offering a converged view of the future. Our remit 6 0 4 000 000 5 0 is to provide clients with insight, across the strategic horizon, 3 000 000 40 0 into the strategic challenges facing operators; how we see 2,000 000 000 000 these market forces will evolve; and our advice to operators on 1 2 000 000 000 000 how they should respond. 0 00 2008 2009 2010 2011 2012 2013 2014 2015 2G GSM LTE HSPA CDMA 1XEV-DO CDMA2000 1XRTT TD-SCDMA (incl. TD-HSPA) WCDMA Mobile WIMAX26 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 27. 2011 Coverage AreasThe future telecoms market on Internet and cloud-based services, operators, especially with regardsoutlook branded devices, open operating to how such operators should invest systems, and application stores. for the future. We will also look at theFixed, mobile, and integrated operators strategies for reducing the cost ofwill face a myriad of demand, regulatory, The agnosticism of the LEAN (low- network deployment and operation,and competitive challenges over the cost enablers of agnostic networks) such as network sharing and opennext decade. Data was supposed to be model relates to both applications access. This could ultimately generatethe savior, but both fixed and mobile and devices. Such players will enable interest in the ‘Neutral Host’ model forbroadband players are finding that the devices and services of others to telecoms access. To what extent thisfuture threatens to bring commoditization function, rather than supporting one will succeed is the big unknown.and poor margins unless they invest and platform or another. They will competeadapt. It is crucial that operators adapt Assessing operator on price, performance (includingto changing marketing conditions as coverage, capacity, and speed) and responses to maturingthe telecoms industry matures, or risk flexibility to become SMART player marketslosing investors in increasingly uncertain connectivity providers.financial markets. In rapidly maturing markets, the threat We will be revisiting our Telecoms 2020 of commoditization is ever-present.We will continue to track the evolution Therefore, differentiation is a key research to assess how operators haveof the telecoms market over the next strategic and tactical challenge for responded to date, and the signpostsfive to 10 years. Our highly regarded fixed, mobile, and integrated operators. visible today that point along the road toforecasts will provide the quantitative Nevertheless, clear differences existperspective to our five-year outlook. SMART and LEAN. in how operators can create, position,Qualitative perspectives will be providedby our mobile and fixed market outlooks. The fixed and mobile next- and promote services to different audiences – with consequent variationsWe will also look at how voice and data generation access business in the results achieved. Two importantservices will develop in the longer term case success factors are bundling andacross fixed, mobile, and integrated convergent strategies. But mergeroperators, the resultant traffic explosion, The growth of high bandwidth services and acquisition activity, partnerships,and how operators must respond. demands that operators continuously and joint ventures will also be crucial invest to upgrade their networks. Yet, to generate scale and, in theory,The role of the network there is no certainty that there will efficiencies. Finally the optimizationoperator in the future be incremental revenue growth from of innovation in the service portfolio isecosystem new services to justify the investment growing in importance. outlay, especially in next-generationOur Telecoms 2020 series concluded technologies such as fiber or LTE. Our research will focus on how operatorsthat the telecoms ecosystem will Faced with this dilemma, operators will should respond to the disruptive trendscome to be dominated by two new increasingly seek ways of minimizing the that are forcing them to decide theirentities referred to as SMART players financial burden of network upgrades. future role in the telecoms industry.and LEAN operators. The SMART We will be analyzing individual telcos’(services, management, applications, Our research will focus on the business competitive differentiation, positioning,relationships, and technology) role case for next-generation fixed, mobile and corporate performance to assessradically extends how some device and converged networks. In particular, how well they have met their challenges,vendors and application providers today we will increase our focus on the as well as how they are faring againstprovide managed experiences based convergent challenges of integrated their competitors. TELCO STRATEGY | 27
  • 28. 2011 Wholesale DAVID JAMES T&T 3 LEAD ANALYST k m, European wholesale market share Market context Since 2005 we have analyzed the results of the B ,1 . % major players in the European wholesale market to Telecoms service providers can no longer s 27.2% all of their Othe satisfy report on the changing size of the market, and to customers’ needs themselves without relying on wholesale estimate their shares of the national, international services bought from other service providers. Buying services wholesale markets for voice and non-voice services. wholesale can decrease time to market, transform capital costs into operational costs and take advantage of other Wholesale customer survey T l players’ experience and expertise The wholesale market has Sw scom 2 5% We have undertaken a biennial qualitative survey ei o 5 become an essential part of the telecoms landscape, with an of wholesaler customers since 2003. In this report T l increasing range of services being available in an ever more AT&T 3 % we analyze and report on the changing needs of KPN 4 complex value web. By offering wholesale services, players wholesale customers and the degree to which they T k can earn revenues from competitors, increase the market believe that their suppliers meet those needs. % for their services, raise the utilization of their infrastructure thereby reducing unit costs, and enable other players to enter otherwise unreachable market segments. 2009 European wholesale market share Our coverage While telecoms service providers across the globe now accept 18.1% that providing services on a wholesale basis can be a valuable 27.2% channel to market, in the face of increasing competition in the wholesale market they need to understand how to differentiate themselves from their competitors. Ovum’s wholesale research 16.2% and analysis helps players understand and respond to their 2.5% competitors’ strategies, their customers’ changing needs, and 2.5% 2.6% 8.0% the changing market for wholesale services. 3.1% 5% 4.4% 7.9% 7.3% BT Telefonica Verizon France Telecom KPN Swisscom Telecom Italia AT&T Others Deutsche Telekom TeliaSonera28 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 29. 2011 Coverage AreasIdentifying and targeting customers’ needs. There is a trend and assess the effectiveness ofwholesale customer towards offering more and more these business models for players services from the cloud, where in the industry. We will research thesegments they are hosted in or around the factors that influence wholesalers’The number and variety of periphery of the network, which choice of business model and theintermediaries wishing to buy plays to many infrastructure-based effectiveness of these businesswholesale services has increased wholesalers’ strengths. Now almost models in achieving their aims. any telecoms service that is solddramatically over the last decade to retail customers is available The future of wholesaleas wholesale markets have on a wholesale basis. However,developed. These wholesale voice selling a value-added retail servicecustomers differ significantly in the to wholesale customers entails Although wholesale voice trafficservices they buy, the criteria they more than simply relabeling it as a volumes are continuing to grow,use to select wholesale providers, wholesale service. the nature of that voice trafficand how they do business withwholesaler service providers. is changing. Mobile-originated Our research on this theme will traffic is growing faster thanWholesalers must understand and explore the wholesale market for fixed-originated, which is actuallyrespond to these differences if a range of existing and proposed beginning to decline in somethey are to win and retain different retail value-added services. We markets. However, competitioncustomer segments’ business. will investigate the process of (particularly from VoIP) and transforming retail services for theDuring 2011 we will examine the regulatory pressure to cut wholesale channel, and the targetingdiffering needs of traditional and termination rates are combining to of value-added services for particularemerging wholesale customer cut voice revenues and margins. wholesale customer niches.segments, such as resellers, An increasing number of telecomscontent owners, and the increasing Developing wholesale service providers will turn tonumber of non-telco brands that business models specialists to carry their voice trafficmust bundle telecoms services to so they can benefit from their largerserve their existing customers. We Players in the wholesale market economies of scale and lower costs.also plan to continue our research are following a variety of different business models. Some carriers We plan to analyze when andinto the criteria wholesalers use to have integrated their domestic and where wholesale price declinessegment their customers, and the international wholesale businesses; will end and research the ongoingeffectiveness of that segmentation. others keep them separate. Some consolidation of the internationalValue-added wholesale wholesalers have decided to limit wholesale voice market. We willservices their portfolios to commodity examine the long-term impact services (such as voice, transit of disruptive players andWholesale is no longer limited and bandwidth); others offer broad innovative platforms, suchto the sale of long-distance portfolios of increasingly complex as Skype and Google. We willcapacity and voice minutes to services and service bundles. investigate the potential marketintermediaries. Wholesalers are for value-added wholesale voicemoving up the value chain to offer In 2011, we will analyze the services, including conferencing,increasingly sophisticated service different business models being network-based recording, andbundles, tailored to particular followed in the wholesale market transcription services. WHOLESALE | 29
  • 30. 2011 Research portfolio INFORMATION TYPES Short event-, news- or trend-driven premium analysis from our global Analyst opinion analyst team Benchmark Assessments of operator and vendor strengths relative to their peer reports group and competitors Ongoing strategic analysis of evolving trends in wholesale, enterprise, consumer, emerging and mature markets, networking, devices, regulation, and components. Market reports include competitor analyses; Market reports country and market profiles; market trend/share/forecast reports; operator strategy analyses and profiles; and a range of regulatory reports (e.g. interconnect analyses and unbundled local loop analyses) Deep dives on optical networking segments, for example metro WDM, Market segment DWDM backbone, aggregation and bandwidth management, plus profiles application segments including carrier Ethernet and converged packet optical (CPO) Short reports and articles analysing market events, industry trends and Research briefs vendor news REPORTS Analyses of service providers’ activities and progress in improving Case studies operations, processes and systems to compete in the market Surveys and analysis of service providers and equipment vendors (as Surveys customers), and consumer & enterprise end users Regularly updated tracking of new service, product and competitive Trackers trends in key telecoms market segments In-depth examinations of leading vendors and innovators’ marketing, Vendor profiles product, service and technology strategies Ovum’s database of vendor contracts for telecoms product categories Vendor contracts including access, data networking, IP infrastructure, IPTV, managed database network services, optical networking, outside plant, software, switches, VoD, voice-over-cable, VoIP and wireless30 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 31. INFORMATION TYPES Quarterly market share reporting on the broadband access (DSL, CMTS, Market share FTTx), optical components, optical networks, switching & routing, and reporting vendor services markets. Quarterly tracking of operator financials, contracts and deals, including publication of contracts and deals database updates, PowerPoint Quarterly industry presentations on operator financial health, and spreadsheets on operator results revenues and capex. Also includes quarterly shipments of Open Mobile tracking Alliance firmware and software, and a quarterly equipment vendor update reviewing trends in fixed network equipment spending. Five-year annual forecasts delivered in Excel spreadsheet format, many accompanied by written analysis of global, regional and country markets: • Broadband content: digital television, digital music, gaming, and gambling • Consumer FTTx, cable modem, VoIP • Contact centre: CRM agent desktop applications • Contact center: IVR and speech self-selected solutions technologies • Contact center: workforce optimization technologiesINTERACTIVE • Enterprise Ethernet servicesMODELS • Enterprise mobility and remote access • Enterprise VPN, managed and hosted voice, and conferencing • Fixed voice and fixed Internet services • Mobile broadband users and revenues • Mobile connections, voice and data, with technology splits • Mobile handsets, smartphones, and tablet devices Forecasts • Mobile virtual network operator (MVNO) • Optical networking, switching/routing, broadband access equipment • Operator revenue and capex • Parallel optics • SIP trunking • WAN, datacom, and FTTx optical components • Wholesale broadband internet access • Wholesale managed data services • Wholesale voice traffic and revenues • Wireless backhaul traffic, service revenue, and equipment revenue • Wireless messaging For a detailed Forecast Schedule for 2011, please contact us at enquiries@ovum.com RESEARCH PORTFOLIO | 31
  • 32. 2011 Key benefits KNOWLEDGE CENTER CORE EXPERTISE DECISION MAKERS KEY BUSINESS TASKS BENEFIT/ROI TOOLS Corporate and • Board Members • Annual and five-year • Market reports Make more Strategic Planning planning effective • Executive • Vendor Matrix strategic Management • Identify merger and • Forecasting reports / and business Committee acquisition targets interactive models decisions, • Strategic Planners • Understand market faster • Market share reports dynamics and needs • Market segment profiles • Size, prioritise and target market • Financial deals tracker opportunities New Product • Research and • Identify required • Market reports Accelerate Development and Development features and function delivery of • Benchmark reports Commercialisation Director sets profitable • Customer surveys revenue • Marketing Director • Establish ROI streams justification • Select appropriate pricing models • Establish cost and timing of market entry Customer • Marketing Manager • Identify business drivers • Customer surveys Enhance Tracking and needs customer • Brand Manager • Forecasting reports / proposition • Target pain points interactive models and improve • Establish minimum customer acceptance criteria targeting • Understand adoption criteria Competitor • Chief Information • Identify competitors’ • Market reports Maintain Tracking Director sales, product, or obtain • Benchmark reports messaging and channel competitive • Market Research strategy • Profiles and case advantage studies • Understand strengths and weaknesses • Analyst opinion • Understand the • Research briefs perception of competitors32 | KEY BENEFITS
  • 33. Global Telecoms AnalyzerOne interface. Easy comparison.Quick analysis.Size and segment the global telecomes market with the GlobalTelecoms Analyzer. A NEW interactive database providingaccess to Ovum’s entire telecoms forecast portfolio, all inone place.How can it benefit you?In one click you have access to over 20,000 individual telecomsforecasts. This allows you to easily unlock key market trends,quickly compare data across 50 countries, drill down into asingle segment, or build a custom view combining differentforecasts.Nearly 2,000 individual product categories are included,spanning these major telecom segments:• Mobile voice, data, and broadband• Fixed (wireline) services• Consumer voice, broadband, digital music, and telco TV• Enterprise Ethernet, IP VPN, mobility, and managed services• Wholesale voice, access, and managed services• Mobile devices (handsets and smartphones)• Optical networking, packet transport, and broadband access equipment• Optical components for WAN, datacom, and FTTx applicationsThis NEW premium tool also provides custom chartingcapability and downloads to Excel, Word and PowerPointformats.Contact enquiries@ovum.com to start using now. GLOBAL TELECOMS ANALYZER | 33
  • 34. Access a full site index The Find Information tab provides a full index Knowledge Center of Knowledge Center coverage. The first stop for all your business intelligence needs. This intuitive research platform gives you more than just reports and spreadsheets. Ovum’s Knowledge Center allows you unlimited access to intuitive interactive models and thought leading analysis on critical market events and future trends. With specialist researchers and analysts on the ground all over the world, including emerging markets, the Knowledge Center provides you with the latest intelligence from the front line of changing markets. Why spend time searching unwieldy research l braries when you can put the Knowledge Center’s time saving tools to work finding and extracting exactly what you need in a matter of minutes. Email Research Alerts allow you to track competitor activity, new research in your area of interest or news and analyst comment on a daily or weekly basis. Refine your search Use the multiple refinement options in order to get just the content that you are most interested in. Get in touch with Ask an Analyst Put your questions to our in- house analyst team. This gives you a chance to clarify any query you might have or gain further insight relevant to your business needs.34 | OVUM TELECOMS RESEARCH AGENDA 2011
  • 35. Customizable My Navigate with Saved Home page Searches Quickly access the information A Saved Search drop-down you use most often by setting menu is accessible from any any page you browse to as My page ensuring that the content Home. The next time you visit that you use most often is only the site you’ll enter directly at ever one click away. this page. Be the first to know with Research Alerts Customizable Research Alerts notify you daily or weekly about the latest research, news and opinion specific to your criteria. Stay in tune with market trends, track competitor developments and identify new product development opportunities. Clip, extract and build your own research Once you have found the research you require, the Knowledge Center’s workflowContact demo@ovum.com to book your tools allow you to effectivelyfree training session use and share the information with colleagues. You can build your own reports or presentation from searched for or clipped research across the site. KNOWLEDGE CENTER | 35
  • 36. Research Store Gain access to market leading research in your industry. The Research Store is Ovum’s online shop where you can purchase thousands of research products. Browse through our portfolio of reports or enter keywords in the search box to find the information you are looking for. The Ovum Research Store provides: • Instant access to our online l brary • Quick and easy online purchasing • Online special offers and the chance to save on some of our most popular titles http://store.ovum.com36 | RESEARCH STORE
  • 37. ConsultingOne company… infinite possibilities.Ovum’s consulting team draw on a deep vein of thoughtleadership and industry expertise from a team of over 70telecoms analysts based right around the globe. By havingaccess to proprietary primary research data and industryleader forums – Ovum have a head start over traditionalconsultancy firms.Why Ovum Consulting is different: FAST SMART ACCURATE Ovum has access to With decades of Objective opinion intellectual capital experience in the telecoms leadership is a mainstay and primary research industry, our over 70 of what you’ll get from resources unmatched analysts are resolutely Ovum Consulting. by traditional consulting independent and work However, our opinions firms. Choosing Ovum under an Independence will always be based on will give you a clear Charter that governs all robust research, enabling head start. projects and research us to deliver fact-based across the firm. and pragmatic solutions to our clients. Ovum Telecoms Consulting specialises in three distinct areas: • Regulation and Policy • Telecommunications • Telecoms IT Contact us for a brochure on our consultancy services: enquiries@ovum.com CONSULTING | 37
  • 38. Technology and Teleco
  • 39. TMoms insight. Now Mobile BlackBerry and Android versions available early 2011 © Ovum. All rights reserved. | Ovum is part of the Datamonitor Group.
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