Global - Analysis - The industry in 2006 - 2007

Synopsis

Archived report. This report was archived in 2007 and has not been updated. Telcos are struggling between holding on to their old revenues and preparing themselves for a rapidly changing market place. After years of cost cutting, some telcos are starting to invest again. Key issues for the players are the decline in voice revenue and the emergence of VoIP. Also trying to move into media markets such as broadband TV and far more sophisticated delivery models (triple play) are providing the industry with plenty of challenge. In all of this, the competition remains struggling. They might increase retail market share but not margins.

Table of Contents

• 1. Synopsis
• 2. Telecoms revival
• 3. Telco profits and investments are up again
  • 3.1 The movers and shakers of private equity
• 4. Trench warfare and guerilla activities
• 5. Key strategic issues
  • 5.1 Failed to act strategically
  • 5.2 Slow to move into triple play
  • 5.3 Difficult to manage decline
  • 5.4 More consolidation needed
  • 5.5 Rear mirror strategies
• 6. Declining voice revenues?
  • 6.1 VoIP over hyped
  • 6.2 The cost of managing Voice
  • 6.3 VoIP over NGN
  • 6.4 Changes with not negatively effect ARPU
    • 6.4.1 Operators see blended ARPU increase
  • 6.5 Customer price points
• 7. Consolidation is making steady progress
• 8. Competition not progressing
• 9. Broadband resale
• 10. VoIP offering new competition opportunities
• 11. Telecoms and IT convergence
• 12. Wireless broadband opportunities
• 13. Shake-out of the ISP market on the horizon
• 14. The mobile market reaching saturation
• 15. Merging equipment vendors
  • 15.1 Brief overview of recent mergers and acquisitions
    • 15.1.1 Ericsson and Marconi
    • 15.1.2 Lucent and Alcatel
    • 15.1.3 Nokia and Siemens
  • 15.2 Analysis of vendor merge – the future is IT, not telco
  • 15.3 Legacy technologies keeping manufacturers afloat
• 16. The utilities expanding into regional areas
• 17. Related reports

• Table 1 – Year on year increases in blended ARPU – top ten operators worldwide – 2006
• Table 2 - What customers are prepared to pay - 2006

• Exhibit 1 – Nextgen telecoms decision