Communications Service Providers Market Review published by Analysys Mason in October, 2009. This report consists of 208 pages and the price starts from US $ 5577.
Abstract
“The mature markets of North America, Western Europe and Developed
Asia-Pacific accounted for 70% of revenue in 2008, but will have the lowest
growth rates over the forecast period.”Roz Roseboro, Senior
Analyst.
Revenue for communications service providers (CSPs) grew by 5% in 2008, to
reach USD1.8 trillion. Revenue is forecast to grow at a CAGR of 6% from 2008
to 2013, reaching USD2.4 trillion. Mobile data services will be the main
engine of growth. Mobile voice is forecast to grow at a CAGR of 5%, but
non-messaging mobile data will grow at a CAGR of 16% and messaging data at a
CAGR of 12%. Residential broadband and video will continue to grow at
double-digit rates, at 10%. Business services will grow at the same rate as
overall revenue, at 6%. PSTN revenue will decline at a CAGR of -6%.
The mature markets of North America, Western Europe and Developed Asia-Pacific
accounted for 70% of revenue in 2008, but will have the lowest growth rates
over the forecast period, with CAGRs of 4%, 1% and 3%, respectively. Emerging
markets are forecast to grow more quickly, with the highest growth coming in
the Middle East, at a CAGR of 14%, and sub-Saharan Africa at a CAGR of 13%.
The market in Central/Latin America will grow at CAGR of 12% CAGR, that in
Emerging Asia-Pacific at a CAGR of 11% and Central and Eastern Europe at a
CAGR of 5%.
This 208-page report provides a detailed five-year forecast for CSPs in ten
service areas: mobile voice, mobile non-messaging data, mobile messaging data,
residential broadband, video, wholesale, legacy business data services,
next-generation IP/Ethernet services, managed ICT and PSTN, on a global basis,
as well as by region: North America, Central/Latin America, Western Europe,
Central and Eastern Europe, Middle East/North Africa, sub-Saharan Africa,
Developed Asia-Pacific and Emerging Asia-Pacific. The report includes market
shares of the leading CSPs, overall and by region. It includes analysis of the
market drivers and inhibitors for growth in all regions, as well as discussion
of the factors within the business environment that will affect the growth of
CSPs' revenue across all regions.
The report addresses the following important issues:
- The importance of mobile data to the growth of CSPs' revenue
- Challenges facing CSPs operating in emerging markets
- The impact of the global economic slowdown
- The need for CSPs to develop new business models and form partnerships
with third parties
- The role vendors play in enabling CSPs to overcome their challenges.
The report incorporates an appendix that includes financial and operational
data for more than 100 CSPs with revenue of USD1 billion or more. This
information is presented on a global basis and by region. The appendix also
includes market share information by service and subscriber type on a regional
basis.
Overall, this 208-page report is an excellent source of market intelligence
for CSPs, network equipment and software suppliers, systems integrators,
venture capitalists and financial analysts.
Table of Contents
- Overview
- Global market share
- Global forecast
- North America
- Overview
- Market Share
- Forecast
- Western Europe
- Overview
- Market Share
- Forecast
- Developed Asia-Pacific
- Overview
- Market share
- Forecast
- Central/Latin America
- Overview
- Market Share
- Forecast
- Central/Eastern Europe
- Overview
- Market share
- Forecast
- Middle East/ North Africa
- Overview
- Market share
- Forecast
- Sub-Saharan Africa
- Overview
- Market share
- Forecast
- Emerging Asia-Pacific
- Overview
- Market share
- Forecast
- Market drivers and inhibitors
- Drivers
- Inhibitors
- Drivers
- Mergers and acquisitions
- Demand for mobile broadband
- Increased availability of 3G
- Partner enablement and new business models
- Ongoing opportunities in residential broadband
- Inhibitors
- Cost pressures in emerging markets
- Saturation in mature markets
- Increased dependence on low ARPU countries
- Lack of business model to gain larger share of content revenue
- Network sharing
- Outsourcing
- Business environment
- Regulatory
- Challenges of emerging markets
- Lack of existing infrastructure
- Lack of established business practices
- Geography
- Economy
- Methodology
- Recommendations
- Appendix
- Top 10 lists
- Regional rankings
List of figures
- Figure 1: 2008-2013 Global CSP revenue forecast
- Figure 2: 2007/2008 Global year over year financials
- Figure 3: Global service revenues 2007 vs. 2008
- Figure 4: Global subscribers 2007 vs. 2008
- Figure 5: 2008 Global CSP revenue market share by region
- Figure 6: 2008 Global CSP revenue market share by service
- Figure 7: 2008 Global CSP revenue market share
- Figure 8: 2008-2013 Global CSP revenue forecast
- Figure 9: 2008-2013 Global CSP service revenue forecast
- Figure 10: 2008-2013 Global business services revenue forecast
- Figure 11: 2008-2013 Global CSP Capex forecast
- Figure 12: 2008-2013 Global CSP subscriber forecast
- Figure 13: Revenue share by region 2008 vs. 2013
- Figure 14: North America financials 2007 vs. 2008
- Figure 15: North America service revenues 2007 vs. 2008
- Figure 16: North America subscribers 2007 vs. 2008
- Figure 17: 2008 North America total revenue market share
- Figure 18: 2008 North America revenue market share by service
- Figure 19: 2008-2013 North America total revenue forecast
- Figure 20: 2008-2013 North America revenue forecast by service
- Figure 21: 2008-2013 North America business services revenue forecast
- Figure 22: 2008-2013 North America total Capex forecast
- Figure 23: 2008-2013 North America subscriber forecast by service
- Figure 24: Western Europe financials 2007 vs. 2008
- Figure 25: Western Europe service revenues 2007 vs. 2008
- Figure 26: Western Europe subscribers 2007 vs. 2008
- Figure 27: 2008 Western Europe total revenue market share
- Figure 28: 2008 Western Europe revenue market share by service
- Figure 29: 2008-2013 Western Europe total revenue forecast
- Figure 30: 2008-2013 Western Europe revenue forecast by service
- Figure 31: 2008-2013 Western Europe business services revenue forecast
- Figure 32: 2008-2013 Western Europe total Capex forecast
- Figure 33: 2008-2013 Western Europe subscriber forecast by service
- Figure 34: Developed Asia-Pacific financials 2007 vs. 2008
- Figure 35: Developed Asia-Pacific service revenues 2007 vs. 2008
- Figure 36: Developed Asia-Pacific subscribers 2007 vs. 2008
- Figure 37: 2008 Developed Asia-Pacific total revenue market share
- Figure 38: 2008 Developed Asia-Pacific revenue market share by service
- Figure 39: 2008-2013 Developed Asia-Pacific total revenue forecast
- Figure 40: 2008-2013 Developed Asia-Pacific revenue forecast by service
- Figure 41: 2008-2013 Developed Asia-Pacific business services revenue
forecast
- Figure 42: 2008-2013 Developed Asia-Pacific total Capex forecast
- Figure 43: 2008-2013 Developed Asia-Pacific subscriber forecast by service
- Figure 44: Central/Latin America financials 2007 vs. 2008
- Figure 45: Central/Latin America service revenues 2007 vs. 2008
- Figure 46: Central/Latin America subscribers 2007 vs. 2008
- Figure 47: 2008 Central/Latin America total revenue market share
- Figure 48: 2008 Central/Latin America revenue market share by service
- Figure 49: 2008-2013 Central/Latin America total revenue forecast
- Figure 50: 2008-2013 Central/Latin America revenue forecast by service
- Figure 51: 2008-2013 Central/Latin America business services revenue
forecast
- Figure 52: 2008-2013 Central/Latin America total Capex forecast
- Figure 53: 2008-2013 Central/Latin America subscriber forecast by service
- Figure 54: Central/Eastern Europe financials 2007 vs. 2008
- Figure 55: Central/Eastern Europe service revenues 2007 vs. 2008
- Figure 56: Central/Eastern Europe subscribers 2007 vs. 2008
- Figure 57: 2008 Central/Eastern Europe total revenue market share
- Figure 58: 2008 Central/Eastern Europe revenue market share by service
- Figure 59: 2008-2013 Central/Eastern Europe total revenue forecast
- Figure 60: 2008-2013 Central/Eastern Europe revenue forecast by service
- Figure 61: 2008-2013 Central/Eastern Europe business services revenue
forecast
- Figure 62: 2008-2013 Central/Eastern Europe Capex revenue forecast
- Figure 63: 2008-2013 Central/Eastern Europe subscriber forecast by service
- Figure 64: Middle East financials 2007 vs. 2008
- Figure 65: Middle East/North Africa service revenues 2007 vs. 2008
- Figure 66: Middle East/North Africa subscribers 2007 vs. 2008
- Figure 67: 2008 Middle East/North Africa total revenue market share
- Figure 68: 2008 Middle East/North Africa revenue market share by service
- Figure 69: 2008-2013 Middle East/ North Africa total revenue forecast
- Figure 70: 2008-2013 Middle East/ North Africa revenue forecast by service
- Figure 71: 2008-2013 Middle East/North Africa business services revenue
forecast
- Figure 72: 2008-2013 Middle East/ North Africa total Capex forecast
2008-2013
- Figure 73: 2008-2013 Middle East/ North Africa subscriber forecast by
service
- Figure 74: Sub-Saharan Africa financials 2006 vs. 2007
- Figure 75: Sub-Saharan Africa service revenues 2007 vs. 2008
- Figure 76: Sub-Saharan Africa subscribers 2007 vs. 2008
- Figure 77: 2008 Sub-Saharan Africa total revenue market share
- Figure 78: 2008 Sub-Saharan Africa revenue market share by service
- Figure 79: 2008-2013 Sub-Saharan Africa total revenue forecast
- Figure 80: 2008-2013 Sub-Saharan Africa revenue forecast by service
- Figure 81: 2008-2013 Sub-Saharan Africa business services revenue forecast
- Figure 82: 2008-2013 Sub-Saharan Africa Capex forecast
- Figure 83: 2008-2013 Sub-Saharan Africa subscriber forecast by service
- Figure 84: Emerging Asia-Pacific financials 2007 vs. 2008
- Figure 85: Emerging Asia-Pacific service revenues 2007 vs. 2008
- Figure 86: Emerging Asia-Pacific subscribers 2007 vs. 2008
- Figure 87: 2008 Emerging Asia-Pacific total revenue market share
- Figure 88: 2008 Emerging Asia-Pacific revenue market share by service
- Figure 89: 2008-2013 Emerging Asia-Pacific total revenue forecast
- Figure 90: 2008-2013 Emerging Asia-Pacific revenue forecast by service
- Figure 91: 2008-2013 Emerging Asia-Pacific business services revenue
forecast
- Figure 92: 2008-2013 merging Asia-Pacific total Capex forecast
- Figure 93: 2008-2013 Emerging Asia-Pacific subscriber forecast by service
- Figure 94: 2008 North America mobile revenue share
- Figure 95: 2008 North America BB revenue share
- Figure 96: 2008 North America video revenue share
- Figure 97: 2008 North America business services revenue share
- Figure 98: 2008 North America PSTN revenue share
- Figure 99: 2008 Western Europe mobile revenue share
- Figure 100: 2008 Western Europe BB revenue share
- Figure 101: 2008 Western Europe video revenue share
- Figure 102: 2008 Western Europe business services revenue share
- Figure 103: 2008 Western Europe PSTN revenue share
- Figure 104: 2008 Developed Asia-Pacific mobile revenue share
- Figure 105: 2008 Developed Asia-Pacific BB revenue share
- Figure 106: 2008 Developed Asia-Pacific video revenue share
- Figure 107: 2008 Developed Asia-Pacific business services revenue share
- Figure 108: 2008 Developed Asia-Pacific PSTN revenue share
- Figure 109: 2008 Central/Latin America mobile revenue share
- Figure 110: 2008 Central/Latin America BB revenue share
- Figure 111: 2008 Central/Latin America video revenue share
- Figure 112: 2008 Central/Latin America business services revenue share
- Figure 113: 2008 Central/Latin America PSTN revenue share
- Figure 114: 2008 Central/Eastern Europe mobile revenue share
- Figure 115: 2008 Central/Eastern Europe BB revenue share
- Figure 116: 2008 Central/Eastern Europe video revenue share
- Figure 117: 2008 Central/Eastern Europe business services revenue share
- Figure 118: 2008 Central/Eastern Europe PSTN revenue share
- Figure 119: 2008 Middle East/North Africa mobile revenue share
- Figure 120: 2008 Middle East/North Africa BB revenue share
- Figure 121: 2008 Middle East/North Africa video revenue share
- Figure 122: 2008 Middle East/North Africa business services revenue share
- Figure 123: 2008 Middle East/North Africa PSTN revenue share
- Figure 124: 2008 Sub-Saharan Africa mobile revenue share
- Figure 125: 2008 Sub-Saharan Africa BB revenue share
- Figure 126: 2008 Sub-Saharan Africa video revenue share
- Figure 127: 2008 Sub-Saharan Africa business services revenue share
- Figure 128: 2008 Sub-Saharan Africa PSTN revenue share
- Figure 129: 2008 Emerging Asia-Pacific mobile revenue share
- Figure 130: 2008 Emerging Asia-Pacific BB revenue share
- Figure 131: 2008 Emerging Asia-Pacific video revenue share
- Figure 132: 2008 Emerging Asia-Pacific business services revenue share
- Figure 133: 2008 Emerging Asia-Pacific PSTN revenue share
List of tables
- Table 1: Global financials 2007 vs. 2008 (US$ billions)
- Table 2: Currency conversion rate change 2008 vs. 2007
- Table 3: Global service revenues 2007 vs. 2008 (US$ billions)
- Table 4: Global subscribers 2007 vs. 2008 (millions)
- Table 5: Revenue share by region 2008 vs. 2013
- Table 6: North America financials 2007 vs. 2008
- Table 7: North America service revenues 2007 vs. 2008
- Table 8: North America subscribers 2007 vs. 2008
- Table 9: Western Europe financials 2007 vs. 2008
- Table 10: Western Europe service revenues 2007 vs. 2008
- Table 11: Western Europe subscribers 2006 vs. 2007
- Table 12: Developed Asia-Pacific financials 2007 vs. 2008
- Table 13: Developed Asia-Pacific service revenues 2007 vs. 2008
- Table 14: Developed Asia-Pacific subscribers 2007 vs. 2008
- Table 15: Central/Latin America financials 2007 vs. 2008
- Table 16: Central/Latin America service revenues 2007 vs. 2008
- Table 17: Central/Latin America subscribers 2007 vs. 2008
- Table 18: Central/Eastern Europe financials 2007 vs. 2008
- Table 19: Central/Eastern Europe service revenues 2007 vs. 2008
- Table 20: Central/Eastern Europe subscribers 2007 vs. 2008
- Table 21: Middle East/North Africa financials 2007 vs. 2008
- Table 22: Middle East/North Africa service revenues 2007 vs. 2008
- Table 23: Middle East/North Africa subscribers 2007 vs. 2008
- Table 24: Sub-Saharan Africa financials 2007 vs. 2008 (US$ billions)
- Table 25: Sub-Saharan Africa service revenues 2007 vs. 2008
- Table 26: Sub-Saharan Africa subscribers 2007 vs. 2008
- Table 27: Emerging Asia-Pacific financials 2007 vs. 2008
- Table 28: Emerging Asia-Pacific service revenues 2007 vs. 2008
- Table 29: Emerging Asia-Pacific subscribers 2007 vs. 2008
- Table 30: CSP announcements regarding LTE
- Table 31: 3G related announcements
- Table 32: IMF Projections for World Output, July 2009
- Table 33: Definitions used in analysis of service provider data
- Table 34: 2008 Global tier-1 and tier-2 CSP financials (US$ millions)
- Table 35: Currency conversion rates
- Table 36: Top 10 CSP in revenue growth 2008 over 2007
- Table 37: Top 10 CSPs in Capex growth 2008 over 2007
- Table 38: Top 10 CSPs in EBITDA growth 2008 over 2007
- Table 39: Top 10 Capex as a percent of revenue
- Table 40: Top 10 EBITDA as a percent of revenue
- Table 41: Top 10 CSPs with highest mobile non-messaging data revenue as a
percent of total mobile revenue
- Table 42: Top 10 CSPs for mobile subscriber growth 2008 over 2007
- Table 43: Top 10 CSPs for residential broadband subscriber growth 2008
over 2007
- Table 44: Regions by Capex as a percent of revenue
- Table 45: Regions by EBITDA as a percent of revenue
- Table 46: Regions by non-messaging mobile data as a percent of total
mobile revenue
