Top 5 Trends Impacting European Operators
The majority of mobile operators are at a transition point between a maturing voice and SMS market and the growth in data services based upon high-speed networks. With the exception of markets such as Eastern Europe, India and Africa, voice ARPUs are flat or in decline, and SMS looks destined to follow this trend.
As the industry matures, several trends will become apparent. Here are FierceWireless:Europe's top 5 trends for the wireless market:
These trends are based upon anecdotal evidence with the assistance of Terry Norman, senior analyst, Analysys Mason. - Paul
Comments
Posted by Anonymous | July 23, 2008 - 8:49am
3rd column should be Data ARPU $ and not Data ARPU %.
Rodrigo
Posted by Anonymous | July 25, 2008 - 1:11pm
These figures point out that, so far, the European cartel of mobile operators has successfully engineered a "soft landing": as they transition their networks from Voice-over-CS to multiple services over IP since the mid-90's, their valuations should not be significantly reduced.
If and when they can charge $30 per month for VoIP w/$5 per month for SMS-over-IP, they have succeeded.
Their biggest risks are:
1 - Failing to grow access and capacity of their high-speed IP networks (including handset support) in a timely manner
2 - Failing to hold-off competitive lower-priced competition from alternative suppliers
Good thing for them that they own all of the spectrum.
Similar analysis of the U.S. would be interesting.
Posted by Anonymous | September 29, 2008 - 1:35pm
Nobody has mentioned "Content Creation" here.. it is the responsibilty of operators to control the content otherwise they will eventually become "dumb pipes"
Mohsin J.
www.zumbeel.net
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