Cover Image
Market Research Report

Global Telco Response to OTT Disruption 2016-2020

Published by WiseStrokes - Wireless Industry Research Consulting Product code 372011
Published Content info 131 Pages
Delivery time: 1-2 business days
Back to Top
Global Telco Response to OTT Disruption 2016-2020
Published: October 1, 2016 Content info: 131 Pages


The report provides an overview of the various services and strategies being pursued by carriers globally to fight off further disruption from OTT players on telco services. The report looks at a series of case studies of carriers that have effectively staved off the OTT issue in their markets and provides insights into how other carriers can benefit from their experiences.

It also throws light on the major OTT players and their service portfolio and also provides analysis on how the OTT players are set to evolve over a range of telco services. There is a section dedicated on business models implemented by OTT players and which business models are most popular when telcos and OTT players partner up.

Key Features:

  • Overview of the OTT market - Highlights the key trends in OTT services and user base growth across different verticals such as voice, messaging and video services. Also provides forecasts for the user base growth of key players like Facebook Messenger and WhatsApp.
  • Business models and revenue generation- Analyzes successful business models implemented by both carriers and OTT players especially for internet based services.
  • Making the most of the carrier advantage- Provides insights into key areas where carriers have an advantage and recommendations on how to make best use of the carrier advantage.
  • OTT - Carrier alliances- Looks at different carrier- OTT player alliances and highlights the various lessons from each case study.
  • Evolution of OTT services- Details the manner in which OTT services have evolved, especially in the communications industry and maps out the road map for the future evolution of the services.
  • Carriers service portfolio evolution- Looks at how carriers have evolved in response to the OTT disruption right from pricing experiments to creating their own products.
  • Role of the MVNO- Throws light on MVNOs in particular and how they can make the most of the OTT popularity.
  • Learning from disrupted carriers - Provides details on carriers that have faced OTT disruption and the steps taken to reduce impact on carrier revenues.
  • Threats when working with OTT players - Discusses key issues that carriers must keep in mind whilst partnering with OTT players.
  • Disruption on communications services- Focuses particularly on the communications sector whilst forecasting the growth of OTT communications users and the steps to ensure carriers remain competitive in the space.

Executive Summary

  • The report aims at providing the reader with an overview of the OTT industry, these include internet players like Facebook and Google. It looks at the current scenario and highlights the current size and strength of the market, and also maps out its growth till 2020. Not only that, the report looks at various sub-segments within the OTT industry and highlights why OTT players have been able to cannibalize carrier business so quickly and on such a large scale.
  • The report includes over 20 case studies that look at key OTT Players as well as carriers that have faced direct impact from these services and detailed case studies of partnerships that carriers and OTT players have forged. The report looks at the world view and also steps into certain markets to explain the local impact that an OTT player can have.
  • Perhaps an important part of the report is providing insight into how this OTT industry is set to evolve and who the key players will be. The report highlights the services that are set to be absorbed by larger OTT players and provides strategic advice in order to enable carriers to effectively strategize to ensure their revenue is unhampered in their home market.
  • Revenue generation is a key aspect of this report, and it has a dedicated section on business models to help carriers understand OTT business models and also business models adopted by fellow carriers to combat this disruption and as well as the customized solutions and subsequent business models adopted when partnering with an OTT player.
  • In a world increasingly dominated by WhatsApp and similar players, it is imperative that carriers know the best ways to work with OTT players.
Table of Contents

Table of Contents


  • Summary
  • Global Snapshot of Disruption on Telcos
  • Carriers that have been impacted by OTT services
  • Overview of OTT eco-system and segments
  • Drivers of growth for OTT
  • OTT Sub-segments and scale in 2016
  • OTT Sub-segment and selling points
  • Impact on wireless industry till date
  • Geographical spread of disruption by OTT

Competitive Landscape

  • Verticals already impacted by OTT services
  • The next wave of OTT services and their impact on carriers
  • Upcoming OTT players and expected disruption
  • Evolution of mobile carrier offered services
  • Carriers rapidly grow service portfolio
  • OTT Players evolve beyond apps

Business Models

  • Popular business models by OTT player
  • Comparative analysis of business models
  • Monetization potential of OTT business models in the future
  • Carrier strategies to remain profitable in OTT impacted verticals
  • Next step in OTT monetization

Understanding the major players in the eco-system

  • OTT in Focus: Case Studies
  • Carriers hit by OTT: Case Studies
  • Carrier-OTT Alliance: Case Studies
  • Vendors re-positioning: Case Studies

Impact on Communications Services

  • Key OTT communications players
  • Forecasted growth of OTT user base
  • Facebook Messenger 2014 - 2020
  • WhatsApp 2014 - 2020
  • Skype 2014 - 2020
  • WeChat 2014 - 2020
  • Consumption barriers
  • The carrier advantage and its implementation
  • Growth of new age carriers

Strategies to work in an internet dominated world

  • Carrier reactions to OTT services
  • Life span of carrier voice and SMS services
  • Growth pockets for carrier services
  • Carriers go the OTT way
  • RCS Deployments

Revenue generation in WhatsApp times

  • Create assets that can be monetized
  • Evolving the carrier advantage
  • The MVNO Perspective
  • Work with OTT players to grow revenue

Working with OTT players

  • Forms of Carrier OTT alliances
  • Monetizing the OTT popularity
  • Business models for OTT carrier alliances
  • Cautionary warning when working with OTT
  • Emerging opportunities for carriers and MVNOs for OTT alliances


List of Charts

  • Chart 1: Carrier segments impacted by OTT
  • Chart 2: Linkages between OTT sub-segments
  • Chart 3: Four waves of disruption on carriers
  • Chart 4: Geographical spread of disruption by OTT
  • Chart 5: Vertical based segmentation of OTT players
  • Chart 6: OTT Players evolve beyond apps
  • Chart 7: Comparative analysis of business models
  • Chart 8: Evolution of business models
  • Chart 9: Facebook at a glance
  • Chart 10: WhatsApp at a glance
  • Chart 11: Instagram at a glance
  • Chart 12: Google at a glance
  • Chart 13: Tencent at a glance
  • Chart 14: Forecasted growth of OTT user base
  • Chart 15: Facebook Messenger 2014 - 2020
  • Chart 16: WhatsApp 2014 - 2020
  • Chart 17: Skype 2014 - 2020
  • Chart 18: WeChat 2014 - 2020
  • Chart 19: OTT Sub-segments covered by player
  • Chart 20: Early Reactors, Followers, Laggards
  • Chart 21: Markets with the carrier advantage
  • Chart 22: Forms of Carrier OTT alliances
  • Chart 23: Threats for carriers when working with OTT Players

List of Tables

  • Table 1: Carriers that have been impacted by OTT services
  • Table 2: OTT Sub-segments and scale in 2016
  • Table 3: OTT Sub-segment and selling points
  • Table 4:Upcoming OTT players and expected disruption
  • Table 5: Types of business models by OTT player
  • Table 6: Examples of the Carrier Advantage
  • Table 7 - 9: RCS Deployments

Players mentioned in the Report:

  • 3
  • AT&T
  • Airtel Nigeria
  • Bharti Airtel
  • China Mobile
  • China Unicom
  • Claro
  • Deutsche Telecom
  • E-Plus
  • FreedomPOP
  • Globe Telecom
  • KPN
  • KT
  • MetroPCS
  • NTT Docomo
  • O2
  • Ooredoo
  • Orange
  • Republic Wireless
  • Singtel
  • Singtel
  • SK Telecom
  • Starhub
  • Telcel
  • Telefonica
  • Telia
  • T-Mobile
  • Verizon
  • Vimpelcom
  • Vodafone
  • Vodafone UK
  • Amazon
  • Apple
  • BBM
  • Didi
  • Facebook
  • Facebook Messenger
  • Glu Mobile
  • Google
  • Instagram
  • Kakao Talk
  • Line
  • LinkedIn
  • Netflix
  • Nintendo
  • PayPal
  • Peach
  • Periscope
  • Pinterest
  • Rakuten
  • Skype
  • SnapChat
  • Spotify
  • Telegram
  • Tencent
  • Twitter
  • Uber
  • Viber
  • WeChat
  • WhatsApp
  • YouTube
  • Convergys
  • Genband
  • Nexmo
  • Twilio
Back to Top