Mobile Operator view on Facebook's acquisition of WhatsApp


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Mobile Operator view on Facebook's acquisition of WhatsApp

  1. 1. The mobile operator view of Facebook and
  2. 2. Will Facebook's purchase of WhatsApp increase the threat posed by Facebook as an OTT provider to your mobile operator business? No 18.2% No, the threat has always been there 27.3% Yes, even more so with WhatsApp announcing voice services 27.3% Yes 36.4% 0% Source: mobilesquared 5% 10% 15% 20% 25% 30% 35% 40%
  3. 3. With the acquisition of WhatsApp, has this changed your opinion of the threat posed to your business by Facebook? 9.1% 18.2% We've always seen Facebook as a threat We've never seen Facebook as a threat, but have always been mindful of its presence We've never seen Facebook as a threat 72.7% Source: mobilesquared
  4. 4. Is Facebook good or bad for your business? (Multiple choice) No impact We have blocked access to Facebook 9.1% 0.0% It has had a negative impact on our business 9.1% It has had a positive impact on our business 18.2% It helps us sell more dataplans 36.4% We sell Facebook data plans 9.1% Our customers demand it so it has to be seen as good for our business 54.5% 0% Source: mobilesquared 10% 20% 30% 40% 50% 60%
  5. 5. Do you agree with Mark Zuckerberg's vision of a "connected world"? No 18.2% In principle 63.6% Yes 18.2% 0.0% 10.0% Source: mobilesquared 20.0% 30.0% 40.0% 50.0% 60.0% 70.0%
  6. 6. Do you believe his vision of a connected world based on cheap or free dataplans would work for mobile operators? 9.1% 27.3% It will work for all mobile operators 63.6% It will work for mobile operators in the developing world only It will work for mobile operators in the developed world only Source: mobilesquared
  7. 7. Does this vision for a connected world match your data plan strategy? 0.0% 9.1% We will deliver very cheap or free data plans to encourage more people using data 18.2% We will introduce innovative data plans 0.0% We intend to increase the cost of data plans We intend to increase the cost of data plans to offset decline in voice and messaging revenues We are happy with the pricing strategy of our data plans 72.7% Source: mobilesquared
  8. 8. The research took place between February 26 and March 2, 2014 in response to Mark Zuckerberg’s keynote interview at Mobile World Congress 2014 The data is based on the responses of 11 mobile operators from around the world
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