Global Operator Revenue Strategies: 2024-2028

Description

KEY STATISTICS
Global number of mobile subscriptions in 2027:	10bn
Global number of mobile subscriptions in 2024:	9.3bn
2024 to 2027 market growth:	7%
Forecast period:	2024-2028

Overview

Our latest "Operator Revenue Strategies" research provides industry executives with key insights in, and thorough assessment of, threats to existing business models, new and emerging business models shaping the operator revenue strategies market, and new revenue opportunities expected to disrupt the market for the next five years.

The study quantifies the nature and scale of the threats and opportunities in the network operator market; ranging from declining ARPUs (Average Revenue per User) and margins, to evolving data usage and various new revenue opportunities, such as eSIMs/iSIMs and non-terrestrial networks. The report identifies key new opportunities for network operators, including IoT connectivity and enablement, business messaging, and Big Data and analytics.

SAMPLE VIEW

Market Trends & Forecasts

A comprehensive analysis of the current market landscape, alongside strategic recommendations and a walk-through of the forecasts.

This research suite includes:

Strategy & Forecasts (PDF)
5-year Market Sizing & Forecast Spreadsheet (Excel)
12 Months' Access to harvest Online Data Platform

Key Features

Future Market Outlook: An analysis of the key trends in the market, including the growth of cellular technologies, total cellular data traffic generated, and operator-billed revenue.
Emerging Telecommunications Service Analysis: A deep dive evaluation of the future of the telecommunications industry; analysing the development and deployment of new areas in the sector, such as non-terrestrial networks, eSIMs/iSIMs, and network APIs.
Country Readiness Index: Comprehensive coverage featuring country-level analysis on the future of 60 markets split by 8 key regions; thoroughly evaluating each country's future success across emerging telecommunications technologies, such as eSIMs, APIs and AI in operator networks. It categorises these 60 countries into 4 distinct classifications: Focus Markets, Growth Markets, Saturated Markets, and Developing Markets.
Benchmark Industry Forecasts: Provided for sector-based operator-billed revenue in the telecommunications industry for 8 key global regions and 60 select countries.

Data & Interactive Forecast

The market-leading research suite for the "Operator Revenue Strategies" market includes access to the full set of forecast data of 20 tables and over 13,500 datapoints. Metrics in the research suite include:

Total Mobile SIMs in Service

Total Operator-billed Revenue, split by
- Carrier Billing
- M2M (Machine-to-Machine) Connectivity Enablement
- Mobile 5G Services
- Mobile Business Messaging
- Mobile Commerce Services
- Mobile Identity
- Mobile Voice

Juniper Research Interactive Forecast Excel contains the following functionality:

Statistics Analysis: Users benefit from the ability to search for specific metrics, displayed in for all regions and countries across the data period. Graphs are easily modified and can be exported to the clipboard.
Country Data Tool: This tool lets users look at metrics for all regions and countries in the forecast period. Users can refine the metrics displayed via a search bar.
Country Comparison Tool: Users can select countries and compare each of them for specific countries. The ability to export graphs is included in this tool.
What-if Analysis: Here, users can compare forecast metrics against their own assumptions, via 5 interactive scenarios.

1. Key Takeaways and Strategic Recommendations

1.1. Key Takeaways for Network Operators
1.2. Strategic Recommendations for Network Operators

2. Future Market Outlook for Telecommunications

2.1. Introduction to Operator Revenue Strategies
- 2.1.1. Carrier Billing
  - Figure 2.1: Total End-user Carrier Billing Spend Attributable to Smartphones ($m), Split by 8 Key Regions, 2023-2027
- 2.1.2. Cellular IoT
  - Figure 2.2: Cellular IoT Use Cases
  - Figure 2.3: Total Number of Cellular IoT Connections (m), Split by 8 Key Regions 2023-2028
  - i. Growth in Cellular IoT Data
    - Figure 2.4: Total Cellular Data Generated (PB), Split by 3 Key Device Categories, 2020-2028
- 2.1.3. Mobile Voice
  - Figure 2.5: Average Voice Minutes per Mobile Subscriber per Month, Split by 8 Key Regions, 2023-2028
- 2.1.4. Mobile Roaming
  - Figure 2.6: Total Inbound Roaming Revenue ($m), Split by 8 Key Regions 2023-2028
  - i. Cruise Roaming
    - Figure 2.7: Satellite Roaming Infographic
- 2.1.5. Business Messaging
  - Figure 2.8: Total Operator Revenue from A2P Messaging Traffic ($m), Split by Key Regions, 2023-2028

3. Future Market Outlook for Mobile Operators

3.1. Introduction to Emerging Operator Technologies
- 3.1.1. eSIMs & iSIMs
  - Figure 3.1: eSIM Ecosystem Actors & the RSP Process
  - Figure 3.2: Evolution of Traditional SIMs to eSIMs and iSIMs (Not to Scale)
3.2. Outlook for 5G Satellite Networks
- Table 3.3: 3GPP Roadmap for Satellite Services
3.3. The Role of Satellite Technologies in 5G
- Figure 3.5: Total Operator-billed Revenue from 5G Satellite Connectivity ($m), Split by 3 Key Use Cases, 2030
3.1. AI-native Networks
- 3.1.1. Growth in Cellular Data
  - Figure 3.4: Total Cellular Data Usage per Month (PB), Split by 8 Key Regions, 2023-2028
- 3.1.2. Adoption of 5G Networks & the Potential for 6G Networks
  - Figure 3.5: Global Mobile 5G Active Connections (m), Split by 8 Key Regions, 2023-2028
- 3.1.3. Increased Adoption of Edge Computing
- 3.1.4. Increased Affordability of AI Solutions
- 3.1.5. Cloud Services in Network Operations

4. Country Readiness Index

4.1. Introduction to the Country Readiness Index
- Figure 4.1: CPaaS Disruption Country Readiness Index Regional Definitions
- Table 4.2: Juniper Research Country Readiness Index Scoring Criteria
- Figure 4.3: Country Readiness Index, Emerging Telecommunications Services - Market Status 2024
- 4.1.1. Country Readiness Index Overview
- 4.1.2. Focus Markets and Growth Markets
  - i. Competitiveness and Capitalising on Focus Markets
    - Table 4.4: Emerging Telecommunications Technology Juniper Research Competitor Leaderboard Heatmap - North America
    - Table 4.5: Emerging Telecommunications Technology Juniper Research Competitor Leaderboard Heatmap - Latin America
    - Table 4.6: Emerging Telecommunications Technology Juniper Research Competitor Leaderboard Heatmap - West Europe
    - Table 4.7: Emerging Telecommunications Technology Juniper Research Competitor Leaderboard Heatmap - Central & East Europe
    - Table 4.8: Emerging Telecommunications Technology Juniper Research Competitor Leaderboard Heatmap - Far East & China
    - Table 4.9: Emerging Telecommunications Technology Juniper Research Competitor Leaderboard Heatmap - Indian Subcontinent
    - Table 4.10: Emerging Telecommunications Technology Juniper Research Competitor Leaderboard Heatmap - Rest of Asia Pacific
    - Table 4.11: Emerging Telecommunications Technology Juniper Research Competitor Leaderboard Heatmap - Africa & Middle East

5. Market Forecasts & Key Takeaways

5.1. Introduction to Operator Revenue Forecasts
- 5.1.1. Forecast Methodology
  - Figure 5.1: Operator Revenue Strategies Forecast Methodology
- 5.1.2. Total Mobile Subscriptions
  - Figure & Table 5.2: Global Installed Base of SIMs (m), Split by 8 Key Regions 2023-2028
- 5.1.3. Average Revenue per Connection
  - Figure & Table 5.3: Global Operator ARPU ($), Split by 8 Key Regions, 2023-2028
- 5.1.4. Total Operator-billed Revenue
  - Figure & Table 5.4: Total Operator-billed Revenue ($m), Split by 8 Key Regions, 2023-2028
- 5.1.5. 5G Revenue
  - Figure & Table 5.4: Total Global 5G Operator-billed Revenue ($m), Split by 8 Key Regions, 2023-2028
- 5.1.6. Total Operator Voice Revenue
  - Figure & Table 5.6: Total Operator-billed Voice Revenue ($m), Split by 8 Key Regions, 2023-2028
- 5.1.7. Total Operators Roaming Revenue
  - Figure & Table 5.7: Total Inbound Roaming Revenue ($m), Split by 8 Key Regions, 2023-2028