Mobile Network Outsourcing & Sharing

• Temporary hype or the end of the era of integrated network
operators/service providers?
• Are network operations still part of MNOs' core competencies?
• How much can MNOs realistically expect to save?
• How relevant are non-cost related drivers to network outsourcing and sharing?
• Is regulation a major obstacle?
• What are the major outsourcing and sharing deals?
• What are the trends of the mobile network outsourcing market?
• Which strategic position to adopt for equipment vendors?

1. Executive Summary

2. Methodology

3. Network outsourcing market overview

3.1. Defining network outsourcing

3.2. Network outsourcing agreements

3.3. Case studies

3.4. Market trends

4. Network sharing Market Overview

4.1. Defining network sharing

4.2. Network sharing agreements

4.3. Case studies

4.4. Market trends

5. Does a Network that is both shared and outsourced represent a new business model?

6. Why do Mobile Operators think "network outsourcing" and "network sharing"?

6.1. Key market adoption drivers

6.2. Financial performance

6.3. Cost saving, not the only driver…

6.3.1. Focus on marketing

6.3.2. Network performance

6.3.3. Environmental considerations

6.3.4. Regulatory issues affecting the market’s development

7. Positioning of equipment vendors on outsourcing and on sharing

7.1. Industry overview

7.2. Strategy of major equipment vendors

7.2.1. Ericsson

7.2.2. Nokia Siemens Networks

7.2.3. Alcatel-Lucent

7.2.4. Huawei

7.2.5. Other players

7.3. Factors influencing operator decision-making

8. Outlook

8.1. Market size

8.2. The current economic downturn: an accelerator for operators to re-think business

models

8.3. From niche to mainstream to ServCo (?)

8.4. MNOs joining forces to deploy LTE

8.5. A word on equipment vendors

8.6. Summing it up

Tables & Figures

Table 1: Potential gains and risks of network outsourcing

Table 2: Contractual arrangement types and characteristics

Table 3: Major outsourcing deals

Table 4: Benefits and risks of passive mobile sharing

Table 5: Benefits and risks of active mobile sharing

Table 6: Details on Vodafone European sharing deals

Table 7: Major network sharing agreements

Table 8: "Generic" cell site cost breakdown

Table 9: Full network outsourcing cost saving potential

Table 10: Network sharing scenarios' savings potentials

Table 11: Equipment vendors' strengths and weaknesses

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Figure 1 : Network outsourcing deals worldwide

Figure 2: Telecom Equipment Vendors' mobile network outsourcing market share, cumulative deals' number 2004-2008

Figure 3: Comparative network outsourcing scope

Figure 4: Outsourcing contract levels

Figure 5: Cumulative worldwide outsourcing deals by year

Figure 6: Number of network outsourcing deals in proportion, by region and period

Figure 7: Number of outsourcing deals by operator type

Figure 8: Passive sharing

Figure 9: Active sharing

Figure 10: Vodafone different models of network sharing

Figure 11: Mobile penetration, 2008

Figure 12: 2008 ARPU growth

Figure 13: Drivers of sharing and outsourcing

Figure 14: "Generic" MNO cost split

Figure 15: Benefits vs. competitive concerns

Figure 16: Global Infrastructure services market trends, 2004-2009

Figure 17: Telecom equipment market segments growth comparative, 2007-2008

Figure 18: Telecom Equipment segments breakdown, 2008

Figure 19: Infrastructure equipment and service segment market size

Figure 20: Telecom Equipment Vendors' Infrastructure service market share, 2008

Figure 21: Telecom Equipment Vendors revenues breakdown, 2008

Figure 22: Network outsourcing maturity cycle

Figure 23: Telecom Equipment Vendors' mobile network outsourcing market share, cumulative deals' number,2004-2008

Figure 24: Industrialization of Managed Services

Figure 25: Ericsson portfolio

Figure 26: Ericsson view of Infrastructure services addressable market

Figure 27: Ericsson Global Service Delivery centres (11 out of the 22)

Figure 28: Global service delivery model

Figure 29: ZTE Regional Services Platforms

Figure 30: Network outsourcing addressable opportunity and market size, 2008-2012