Strategy Analytics Phil Kendall

Global Active Mobile Broadband PC/Modem Subscriptions, Service Revenue and Data Traffic Forecast: 2007-2017

Phil Kendall — Thu, 06 Jun 2013 23:00:00 GMT

Despite strong growth in smartphone and tablet subscriptions, Strategy Analytics forecasts 2.2x growth for global active mobile broadband PC/modem subscriptions from 2012 to 2017 to reach 420 million. LTE as well as more favorable pricing plans will be the main drivers. Service revenues will grow slower than subscriptions- 1.3x from 2012 to 2017. Data traffic on mobile networks from PC/modems will reach nearly 15 million Terabytes in 2017, as the global average revenue per Gigabyte drops from US$9.72 down to $3.76.

This report forecasts global active mobile broadband PC/modem subscriptions, revenue and data traffic for computing devices such as notebooks/netbooks using external or internal modem (excluding tablets) from 2007 to 2017. The forecasts are provided for global totals and 6 regions,with detail for 37 countries. In addition the forecasts are split by mobile WiMAX, LTE, and 3G and include average revenue and data consumption per month per subscription.

Keywords: 3G, 4G, Embedded Netbooks, Embedded PCs, LTE, Mi-Fi, Mobile Broadband, Mobile Broadband Devices, Mobile Hotspot, Modems, PC Cards, USB Modems, WiFi, WiMax, Wireless, Computers, PCs, Service Providers, Telecoms, Wireless, ARPU, Connected Devices, data traffic, forecast, LTE, MiFi, Netbook, Netbooks, Notebooks, PC, PC Modems, Revenue, USB modem

This report is available to purchase with a credit card for $6999

Global Active Mobile Broadband Tablet Subscription, Service Revenue, Data Traffic Forecast: 2010-2017

Phil Kendall — Mon, 06 May 2013 23:00:00 GMT

Tablets still represent only a small portion of the mobile market, yet they are increasingly becoming a key contributor to operator performance metrics. While mobile broadband subscriptions on tablets represent less than 10% of the total tablet installed base and under 1% of total mobile subscriptions in 2012, they were a key driver of positive postpaid net additions at leading operators AT&T and Verizon Wireless in Q1 2013. Strategy Analytics forecasts global mobile tablet subscriptions will grow from less than 23 million in 2012 to reach 188 million in 2017, contributing nearly US$20 billion to operator service revenues in 2017 and generating almost 3 and a half million Terabytes of mobile data traffic. LTE--along with favorable data plans--is the biggest driver of tablet subscription growth, with over 100% CAGR from 2012-2017. This report forecasts global active mobile broadband tablet subscriptions, service revenue and data traffic from 2010 to 2017. The forecasts are provided for global totals and 6 regions,with detail for 38 countries. In addition the forecasts are split by 3G and 4G LTE, and include average revenue and data consumption per month per subscription. The analysis also looks at the attach rate to data plans within the installed base of cellular embedded tablets at a regional level, and the share of total tablet installed base that subscriptions represent globally.

Keywords: tablet, 4G, LTE, subscription, data traffic, service revenue, iPad, Traffic, Churn

This report is available to purchase with a credit card for $6999

EE to Double LTE Capacity & Speeds, Targeting 1M Subs in 2013

Phil Kendall — Mon, 08 Apr 2013 23:00:00 GMT

EE is doubling to 2x20MHz the spectrum is has allocated to its LTE network, with the network upgrades capable of real world peak download speeds of 80Mbps and averages of over 20Mbps. As the UK prepares for further LTE launches over the summer, EE has raised the bar to a level which others will not be able to meet in the short term. The competition's weaker spectrum positions mean they will need to wait for LTE-Advanced to replicate the coverage AND capacity of EE's network. That leadership position may make EE's year-end target of one million LTE customers seem somewhat conservative, but a strategy that avoids heavy subsidy increases or price cuts aligns well with the operator's EBITDA growth targets.

Keywords: mobile communications, 3G, 4G, LTE, LTE-Advanced, LTE-A, VoLTE, CSFB, operator strategy, growth, coverage

Wireless Operator Performance Benchmarking Q4 2012

Phil Kendall — Thu, 04 Apr 2013 23:00:00 GMT

Blended churn fell by 0.1% in the mobile industry in Q4 2012: a modest improvement, but the first year-on-year decline in almost a decade, helped by improving prepaid churn in the Asia-Pacific region. With subscription penetration now over 93% globally, managing churn is increasingly critical to operator growth. This data table tracks the operational and financial performance of 223 active wireless operators, which collectively account for 77% of the world's cellular subscriptions.

Keywords: 2G, 3G, 4G, Wireless, Networks, Service Providers, Wireless, 3, AIS, America Movil, Avea, Axiata, Base, Belgacom, Bell Mobility, Bharti, Bouygues Telecom, Cell C, China Mobile, China Telecom, China Unicom, Chunghwa Telecom, CSL , Deutsche Telekom, Docomo, EE, Elisa, E-Plus, Everything Everywhere, FarEasTone, France Telecom, Free, Globe Telecom, Hi3G, KDDI, KPN, KT, Leap Wireless, LG Uplus, Megafon, Millicom, Mobinil, Mobistar, movistar, MTN, MTS, MTS Russia, Netcom, NTT docomo, O2, O2 UK, Omantel, Optus, Orascom, Pelephone, Proximus, Qtel, Reliance, Rogers Communications, SFR, SINGTEL, Sistema, SK Telecom, Softbank, Starhub, TATA, Tele2, Telecom Italia, Telefonica, Telekom Austria, Telenor, TeliaSonera, Telkomsel, Telstra, Telus, Three UK, TIM, TMN, T-Mobile, Turkcell, U Mobile, UMC, US Cellular, Verizon Wireless, Vimpelcom, Virgin Media, Vodacom, Vodafone, WIND, Yoigo, Zain, Quartely Metrics

This report is available to purchase with a credit card for $6999

MWC 2013 - Day 2: Adjacent Market Opportunities & New Business Models for Service Providers

Phil Kendall — Wed, 13 Mar 2013 00:00:00 GMT

View the presentation slides from Strategy Analytics's Breakfast Presentations at MWC 2013

With declining core business revenues, increasingly intrusive regulation and more powerful threats from media and internet players, what strategic assets & tools can service providers leverage? What opportunities in adjacent markets offer significant opportunities? What new business models will dominate the landscape? How will the value chain across the Mobile ICT industry evolve in the next 2-3 years and how can we spot potentially disruptive new players? How will OTT players respond and challenge service providers?

Keywords: Churn, mwc 2013

This report is available to purchase with a credit card for $1999

Global Cellular Subscription Forecast for Automotive

Phil Kendall — Wed, 30 Jan 2013 00:00:00 GMT

Worldwide Cellular User Forecasts and Outlook