AC&M Consulting: Russian mobile VAS market in 1Q2010

1,256 views
1,201 views

Published on

AC&M Consulting estimates Russian market of mobile value added services in 1 quarter 2010.

Published in: Technology, Business
1 Comment
5 Likes
Statistics
Notes
No Downloads
Views
Total views
1,256
On SlideShare
0
From Embeds
0
Number of Embeds
105
Actions
Shares
0
Downloads
0
Comments
1
Likes
5
Embeds 0
No embeds

No notes for slide

AC&M Consulting: Russian mobile VAS market in 1Q2010

  1. 1. Total Russian VAS Market VAS Segmentation 1Q10 4Q09 1Q10 4Q09 VAS revenues, RUR mln (gross) 36,894.6 34,717.5 Content revenue, RUR mln (gross) 10,038.4 10,246.2 Growth q-o-q 6.3% 13.0% Growth q-o-q -2.0% 23.7% VAS ARPU, RUR (gross) 58.8 56.2 Data revenue, RUR mln (gross) 12,015.8 10,667.7 Growth q-o-q 4.5% 9.9% Growth q-o-q 12.6% 16.4% VAS share in revenues* (gross) 22.4% 20.4% Messaging revenue, RUR mln (gross) 13,411.2 12,491.6 Growth q-o-q 7.4% 2.6% *Revenue=Operating Revenue excluding Sales of Equipment Other VAS revenue, RUR mln (gross) 1,429.2 1,311.9 Growth q-o-q 8.9% 19.4% VAS Share in Revenues Content Market Breakdown (1Q10) Messaging Market Breakdown (1Q10) 30% MTS VimpelCom MegaFon Other 5% Other 25% 12% MTS 20% MegaFon MTS 30% 28% 39% 15% 23.8% 22.4% 25.0% MegaFon 22.5% 22.4% 28% 10% 19.2% 5% VimpelCom VimpelCom 0% 28% 30% 4Q09 1Q10 VAS Market Breakdown by Operator Data Market Breakdown (1Q10) Other VAS Market Breakdown (1Q10) Other Other 100% 7% MTS 8% 8% 7% 18% MTS 80% 31% 31% 31% MegaFon 60% 34% 27% 29% MegaFon 40% 44% VimpelCom 31% 20% 34% VimpelCom 32% 28% 0% 4Q09 1Q10 Advanced Communications & Media 11/2a Armyansky pereulok MTS VimpelCom MegaFon Other Moscow 101990 Russia Phone: +7 495 933-5578 / 623-5480 Russia Email: info@acm-consulting.com SOURCE: Company data, ACM-Consulting estimates
  2. 2. Total Russian VAS Market VAS Segmentation 1Q10 4Q09 1Q10 4Q09 VAS revenues, US$ mln (gross) 1,234.3 1,177.7 Content revenue, US$ mln (gross) 335.8 347.6 Growth q-o-q 4.8% 20.1% Growth q-o-q -3.4% 31.5% VAS ARPU, US$ (gross) 2.0 1.9 Data revenue, US$ mln (gross) 402.0 361.9 Growth q-o-q 3.1% 16.8% Growth q-o-q 11.1% 23.7% VAS share in revenues* (gross) 22.4% 20.4% Messaging revenue, US$ mln (gross) 448.7 423.7 Growth q-o-q 5.9% 9.0% *Revenue=Operating Revenue excluding Sales of Equipment Other VAS revenue, US$ mln (gross) 47.8 44.5 Growth q-o-q 7.4% 26.9% VAS Share in Revenues Content Market Breakdown (1Q10) Messaging Market Breakdown (1Q10) 30% Other MTS VimpelCom MegaFon Other 25% 5% 12% MTS 30% 20% MegaFon MTS 28% 39% 15% MegaFon 22.5% 22.4% 23.8% 22.4% 25.0% 28% 10% 19.2% 5% VimpelCom VimpelCom 0% 28% 30% 4Q09 1Q10 VAS Market Breakdown by Operator Data Market Breakdown (1Q10) Other VAS Market Breakdown (1Q10) Other Other 100% 7% 7% MTS 8% 8% 18% MTS 80% 31% 31% 31% MegaFon 60% 34% 27% MegaFon 29% 40% 44% VimpelCom 31% 20% 34% VimpelCom 32% 28% 0% 4Q09 1Q10 Advanced Communications & Media 11/2a Armyansky pereulok MTS VimpelCom MegaFon Other Moscow 101990 Russia Phone: +7 495 933-5578 / 623-5480 Russia Email: info@acm-consulting.com SOURCE: Company data, ACM-Consulting estimates
  3. 3. MESSAGING DATA SMS P2P GPRS-WAP MMS P2P (excl. Data Traffic in roaming) GPRS-Internet E-mail (subscription fee) WAP/GPRS Traffic Sharing IM (subscription fee) Corporate Network SMS Tariff Modifiers WAP Tariff Modifiers MMS Tariff Modifiers GPRS Tariff Modifiers Voice SMS SMS to E-mail PLUS: VAS Roaming Gross revenue from VAS received from own subscribers in all kinds of roaming: allo Mixed VAS Bundles (VAS+VAS) Gross revenue from VAS: allocated to the corresponding VAS revenue streams Mixed Voice+VAS Bundles VAS part of gross revenue: allocated to the corresponding VAS revenue streams
  4. 4. CONTENT 1. CPA 2. Aggregation: WAP Portal (subscription fee and content) STK RBT USSD iVR SMS MMS ICBC LBS Mobile TV (subscription fee and advertising) 3. SMS Gates PLUS: ed from own subscribers in all kinds of roaming: allocated to the corresponding VAS revenue streams ted to the corresponding VAS revenue streams ated to the corresponding VAS revenue streams
  5. 5. OTHER VAS m-Commerce (net) CSD VoIP (subscription fee) PTT (subscription fee) FMC (subscription fee) Basic VAS (Voice Mail, Caller ID/Anti-Caller ID, Conference Connection) Live Balance cated to the corresponding VAS revenue streams
  6. 6. Data Usage Policy This data is distributed as is, free of charge for informational purposes only. The information herein represents estimates by AC&M analysts and may be changed at any time if more reliable data is available or AC&M decides to review its estimates. AC&M do While using this data, publishing or referring to it please mention Advanced Communications and Media (AC&M) as a source of the respective information. Web publishers should also provide a clickable link to AC&M web- site, http://www.acm-consulting.com/ in Thank you for your interest and understanding.

×