Consumer MVNOs Current Status, Future Markets & Strategies 2006-2012

Glossary

Executive Summary

Introduction and Definitions

The Current MVNO Market

Key Findings - Market Developments

Technology

End-User Demand

Voice

Data

Purchasing Experience

The Supply Environment

Competitive Import

Attitudes of MNOs to MVNOs

Strategic Options

The Value Proposition

Segmentation Approaches

Forecasts

Table ES1: MVNO Subscribers by Region, (m) 2006-2012

Table ES2: MVNO Total Revenue, (m) 2006-2012

Figure ES1: MVNO Voice vs. Data Revenue, (m) 2006-2012

Table ES3: MVNO Revenue Sources, (m) 2006-2012

Report Structure

Current Market Overview

1.1 Definitions

1.1.1 MVNO

Table 1.1: Comparison of Mobile Providers

Figure 1.1: MNO and MVNO Boundaries

1.1.2 MVNE

1.2 Current MVNOs

1.2.1 Backgrounds of MVNO Players

Figure 1.2: Current MVNOs’ Relative Positioning

1.2.2 Current MVNO Strategies

i. Generic Strategies

Table 1.2: MVNOs’ generic strategies by category

ii. Fixed Network Operators

iii. Mobile Network Operators

iv. Cable TV Operators

v. Utility Companies

vi. Discounters

vii. Supermarkets and Large Retail Chains

viii. Loyalty Card

ix. Consumer Brands

x. Community Services Operators

xi. Infotainment Content Owners

xii. IT Services Companies

1.3 Current Impact of MVNOs

1.3.1 Impact on End-Users..

1.3.2 Impact on MNOs

Key MVNO Market Developments, 2007-1212

2.1 Technological Factors

2.1.1 Mobile Network

i. 2G

ii. 2.5G

iii. 3G

iv. 3.5G

v. 4G

2.1.2 Mobile IP Standards

i. DMB/DVB-H

Figure 2.1: DVB-H Architecture

ii. IMS

iii. VoWiFi/Mobile VoIP

2.1.3 Implications for M

i. Mobile Network Standards Favour MNOs

ii. Content Owners will Bring Value to the MNOs

iii. Mobile IP Provides Opportunities for MVNOs

2.2 End-User Demand Trends

Table 2.1: End-User Demand Trends and Implications for MVNOs

2.2.1 Voice

i. Demand in Undeveloped Voice Markets Remains Unfulfilled - Implications for MVNOs

ii. Demand for No-Frills Voice is Falling in Mature Markets - Implications for MVNOs

iii. Substitution of Fixed Voice by Mobile will Accelerate - Implications for MVNOs

2.2.2 Data

i. Poor Uptake of Existing Mobile Data Services is Unsurprising - Implications for MVNOs

ii. Users’ Expectations of Mobile Entertainment are Changing - Implications for MVNOs

iii. Peer-to-peer Communications will Increase with the Rise of Mobile Data Communities - Implications for MVNOs

2.2.3 Purchase Experience

i. Pre-paid vs Post-paid. - Implications for MVNOs

ii. Online vs In-Store Purchasing - Implications for MVNOs

iii. Users Will Pay For ‘Pulled’ Content - Implications for MVNOs

iv. Charging Mechanis - Implications for MVNOs

2.3 The Supply Environment

Table 2.2: Supply Trends and Implications for MVNOs

2.3.1 Competitive Environment

i. Deregulation Will Continue to Expand MVNO Opportunities - Implications for MVNOs

ii. Consolidation Will Take Place in Mature MVNO Markets - Implications for MVNOs

iii. Competition Will Shift From Networks to Services - Implications for MVNOs

iv. New Entrant MVNOs Will Emerge from Other Industries - Implications for MVNOs

v. Enterprise MVNOs will Increase

2.3.2 Attitudes of MNOs

i. The Regulator Says we Must but we Won’t - Implications for MVNOs

ii. The regulator says we must therefore we will - if we feel like it - Implications for MVNOs

iii. MVNOs can be a real asset to our business - Implications for MVNOs Strategic Options

3.1 The Value Proposition

3.1.1 Defining Value

Figure 3.1: The Reduced-Value Chain

3.1.2 MNOs and MVNOs Seek to Control the Mobile Data Value Chain

Figure 3.2 - Mobile Data Value Chain

3.1.3 Adopting a User-Centric View of Value Can Increase Revenue for Both MNOs and MVNOs.

Figure 3.3: ‘Push’ vs ‘Pull’ Value Proposition

3.1.4 Strategic Implications for MVNOs

i. No-Frills Voice M

ii. Data MVNOs

3.2 Approaching Consumer Markets

3.2.1 Develop an Intimate Knowledge of Customer Behaviour

3.2.2 Identify Profitable Customer Segments - Geo-demographic and applications-based segmentation can be expanded

Table 3.1 - Summary of Current MVNO Segmentation Techniques by Key Country - Micro-segmentation will deliver sustainable lifetime value

Table 3.2: Sample Micro-Segmentation Approaches

3.2.3. Implications for MVNOs

3.2.4. Implications for MN Forecasts

4.1Introduction and Methodology

4.1.1 MVNO Subscriber Forecasts

Table 4.1: MVNO Subscribers by Region, (m) 2006-2012

4.1.2 MVNO Revenue Fo

Figure 4.2: Worldwide MVNO Revenue Forecasts Voice/Data Split, (m) 2006-2012

Table 4.2: Worldwide MVNO Revenue Forecasts, (m) 2006-2012

Figure 4.3: MVNO Revenue Forecasts by Region, (m) 2006-2012

Table 4.3: MVNO Revenue Forecasts, (m) 2006-2012

Figure 4.4: MVNO Revenue Forecasts Voice Services by Region, (m) 2006-2012

Table 4.4: MVNO Revenue Forecasts Voice Services by Region, (m) 2006-2012

Figure 4.5: MVNO Revenue Forecasts Data Services by Region, (m) 2006-2012

Table 4.5: MVNO Data Revenues, (m) 2006-2012

Figure 4.6: MVNO Revenue Forecasts Entertainment Services by Region, (m) 2006-2012

Table 4.6: MVNO Revenue Forecasts Entertainment Services by Region, (m) 2006-2012

4.2 North America

4.2.1 MVNO Subscribers - Market Share By Volume

Table 4.7: North American MVNO Subscribers (m) 2006-2012

Figure 4.7: North America: MVNO Subscribers, (m) 2006-2012

Figure 4.8: North America: MVNO Market Share by Volume (%) 2006-2012

4.2.2 MVNO Revenue - Market Share by Value

Table 4.8: North America MVNO Voice and Data Revenues, (m) 2006-2012

Figure 4.9: North America MVNO Voice and Data Revenues, ($m) 2006-2012

Table 4.9: North America MVNO Mobile Entertainment Revenues, (m) 2006-2012

Table 4.10: North America MVNO Voice and Data ARPU, ($) 2006-2012

Figure 4.10: North America MVNO Voice and Data ARPU, ($) 2006-2012

4.3 South America

4.3.1 MVNO Subscribers - Market Share by Volume

Table 4.11: South American MVNO Subscribers (m) 2006-2012

Figure 4.11: South America: MVNO Subscribers (m) 2006-2012

Figure 4.12: South America: Market Share by Volume, (%) 2006-2012

4.3.2 MVNO Revenue - Market Share by Value

Table 4.12: South America: MVNO Voice and Data Revenues, (m) 2006-2012

Figure 4.13: South America: MVNO Voice and Data Revenues, (m) 2006-2012

Table 4.13: South America: MVNO Mobile Entertainment Revenues, (m) 2006-2012

Table 4.14: South America: MVNO Voice and Data ARPU, ($) 2006-2012

Figure 4.14: South America: MVNO Voice and Data ARPU, ($) 2006-2012

4.4 Western Europe

4.4.1 MVNO Subscribers - Market Share by Volume

Table 4.15: Western European MVNO Subscribers (m) 2006-2012

Figure 4.15: West Europe: MVNO Subscribers (m) 2006-2012

Figure 4.16: West Europe: MVNO Market Share by Volume (%) 2006-2012

4.4.2 MVNO Revenue - Market Share by Value

Table 4.16: West Europe: MVNO Voice and Data Revenues, (m) 2006-2012

Figure 4.17: West Europe: MVNO Voice and Data Revenues, ($m) 2006-2012

Table 4.17: West Europe: MVNO Mobile Entertainment Revenues, (m) 2006-2012

Table 4.18: West Europe: MVNO Voice and Data ARPU, ($) 2006-2012

Figure 4.18: West Europe: MVNO Voice and Data ARPU, ($) 2006-2012

4.5 Eastern Europe

4.5.1 MVNO Subscribers - Market Share by Volume

Table 4.19: Eastern European MVNO Subscribers (m) 2006-2012

Figure 4.19: East Europe: MVNO Subscribers, (m) 2006-2012

Figure 4.20: East Europe: MVNO Market Share by Volume, (%) 2006-2012

4.5.2 MVNO Revenue - Market Share by Value

Table 4.20: East Europe: MVNO Voice and Data Revenues, (m) 2006-2012

Figure 4.21: East Europe: MVNO Voice and Data Revenues ($m) 2006-2012

Table 4.21: East Europe: MVNO Mobile Entertainment Revenues, (m) 2006-2012

Table 4.22: East Europe: MVNO Voice and Data ARPU, ($) 2006-2012

Figure 4.22: East Europe: MVNO Voice and Data ARPU, ($) 2006-2012

4.6 Far East and China

4.6.1 MVNO Subscribers - Market Share by Volume

Table 4.23: Far East and China MVNO Subscribers (m) 2006-2012

Figure 4.23: Far East and China: MVNO Subscribers (m) 2006-2012

Figure 4.24: Far East and China: MVNO Market Share by Volume (%) 2006-2012

4.6.2 MVNO Revenue - Market Share by Value

Table 4.24: Far East and China: MVNO Voice and Data Revenues, (m) 2006-2012

Figure 4.25: Far East and China: MVNO Voice and Data Revenues, ($m) 2006-2012

Table 4.25: Far East and China: MVNO Mobile Entertainment Revenues, (m) 2006-2012....

Table 4.26: Far East and China: MVNO Voice and Data ARPU, ($) 2006-2012

Figure 4.26: Far East and China: MVNO Voice and Data ARPU, ($) 2006-2012

4.7 Indian Sub-Continent

4.7.1 MVNO Subscribers - Market Share by Volume

Table 4.27: Indian Sub-Continent MVNO Subscribers (m) 2006-2012

Figure 4.27: Indian Sub-Continent: MVNO Subscribers, (m) 2006-2012

Figure 4.28: Indian Sub-Continent: MVNO Market Share by Volume, (%) 2006-2012

4.7.2 MVNO Revenue - Market Share by Value

Table 4.28: Indian Sub-Continent: MVNO Voice and Data Revenues, (m) 2006-2012

Figure 4.29: Indian Sub-Continent: MVNO Voice and Data Revenues 2006-2012, $ millions

Table 4.29: Indian Sub-Continent: MVNO Mobile Entertainment Revenues, (m) 2006-2012

Table 4.30: Indian Sub-Continent: MVNO Voice and Data ARPU, ($) 2006-2012

Figure 4.30: Indian Sub-Continent: MVNO Voice and Data ARPU, ($) 2006-2012

4.8 Rest of Asia Pacific

4.8.1 MVNO Subscribers - Market Share by Volume

Table 4.31: Rest of Asia Pacific MVNO Subscribers (m) 2006-2012

Figure 4.31: Rest of Asia Pacific: MVNO Subscribers, (m) 2006-2012

Figure 4.32: Rest of Asia Pacific: MVNO Market Share by Volume (%) 2006-2012

4.8.2 MVNO Revenue - Market Share by Value

Table 4.32: Rest of Asia Pacific: MVNO Voice and Data Revenues (m) 2006-2012

Figure 4.33: Rest of Asia Pacific: MVNO Voice and Data Revenues, ($m) 2006-2012

Table 4.33: Rest of Asia-Pacific: MVNO Mobile Entertainment Revenues, (m) 2006-2012..

Table 4.34: Rest of Asia-Pacific: MVNO Voice and Data ARPU, ($)2006-2012

Figure 4.34: Rest of Asia-Pacific: MVNO Voice and Data ARPU, ($) 2006-2012

4.9 Africa and the Middle East

4.9.1 MVNO Subscribers - Market Share by Volume

Table 4.35: Africa and the Middle East MVNO Subscribers (m) 2006-2012

Figure 4.35: Africa and the Middle East: MVNO Subscribers, (m) 2006-2012

Figure 4.36: Africa and the Middle East: MVNO Market Share by Volume, (%) 2006-2012..

4.9.2 MVNO Revenue - Market Share by Value

Table 4.36: Africa and the Middle East: MVNO Voice and Data Revenues, (m) 2006-2012

Figure 4.37: Africa and the Middle East: MVNO Voice and Data Revenues, ($m) 2006-2012

Table 4.37: Africa and the Middle East: MVNO Mobile Entertainment Revenues, (m) 2006-2012

Table 4.38: Africa and the Middle East: MVNO Voice and Data ARPU, ($) 2006-2012

Figure 4.38: Africa and the Middle East: MVNO Voice and Data ARPU, ($) 2006-2012 Case studies

5.1 Aina Group Finland

5.1.1 Background

5.1.2 MVNO Strategy

5.1.3 Revenue Model

5.1.4 Customer Segmentation

5.1.5 Market Share

5.2 MTV Central

5.2.1 Background

5.2.2 MVNO Strategy

5.2.3 Revenue Models

i. Licensing revenues

ii. WAP portal reve

iii. Pre-paid mobile revenues

5.2.4 Customer Segmentation

5.2.5 Market Share

5.3 Transatel

5.3.1 Background

5.3.2 MVNO Strategy

5.3.3 Value-added Services

5.3.4 MVNE Strategy

5.3.5 Revenue Models

5.3.6 Customer Segmentation

5.3.7 Market Share

5.4 Mobile ESPN

5.4.1 Background

5.4.2 MVNO Strategy

5.4.3 Partnerships

5.4.4 Revenue Models

5.4.5 Customer Segmen

5.4.6Market Share

5.5 Orange France

5.5.1 Background

5.5.2 MVNO Strategy

i. No-frills MVNOs

ii. ‘Deep’ MVNOs

iii. MVNEs

5.5.3 Revenue Models

5.6 E-Plus

5.6.1 Background

5.6.2 MVNO Strategy

5.6.3 MVNE Strategy

5.6.4 Partnerships

5.6.5 Revenue Models

5.6.6 Market Share

Detailed Market Status: Selected Countries

6.1 Australia

6.1.1 Mobile Market Overview

i. Mobile Penetration Levels

Table 6.1: Australia: Mobile Overview 2003-2006

ii. Regulatory Environment

iii. Mobile Network Operators

iv. Mobile Usage Tre

6.1.2 MVNO Environment

i. Current MVNOs

ii. MVNO Relative Positioning

Table 6.2: Australia: Positioning of 18 MVNOs

Figure 6.1: Australia MVNO Map: Mass Market, Niche, Value Added & No Frills

6.2 Belgium

6.2.1 Mobile Market Overview

i. Mobile Penetration Levels

Table 6.3: Belgium: Mobile Overview 2003-2006

ii. Regulatory Environment

iii. Mobile Network Operators

iv. Mobile Usage Tre

6.2.2 MVNO Overview

i. Current MVNOs

ii. MVNO Relative Positioning

Table 6.4: Belgium: Positioning of 28 MVNOs

Figure 6.2: Belgium: MVNO Map: Mass Market, Niche, Value Added & No Frills

6.3 Denmark

6.3.1 Mobile Market Overview

i. Mobile Penetration Levels

Table 6.5: Denmark: Mobile Overview 2003-2005

ii. Regulatory Environment

iii. Mobile Network Operators

iv. Mobile Usage Tre

6.3.2 MVNO Overview

i. Current MVNOs

ii. MVNO Relative Positioning

Table 6.6: Denmark: Positioning of 12 MVNOs

Figure 6.3: Denmark: MVNO Map: Mass Market, Niche, Value Added & No Frills

6.4 Finland

6.4.1 Mobile Market

Table 6.7: Finland : Mobile Communications 2003-2005

i. Mobile Penetration Levels

ii. Regulatory Env

iii. Mobile Network Operators

iv. Mobile Usage Trends

6.4.2 MVNO Overview

i. Current MVNOs

ii. MVNO Relative Positioning

Table 6.8: Finland: Positioning of 5 MVNOs

Figure 6.4: Finland: MVNO Map: Mass Market, Niche, Value Added & No Frills

6.5 France

6.5.1 Mobile Market

i. Mobile Penetration Levels

Table 4.9: France - Mobile Overview 2003-2006

ii. Regulatory Env

iii. Mobile Network Operators

iv. Mobile Usage Trends

6.5.2 MVNO Overview

i. Current MVNOs

ii. MVNO Relative Positioning

Table 6.10: France: Positioning of 13 MVNOs

Figure 6.5: France: MVNO Map: Mass Market, Niche, Value Added & No Frills

6.6 Germany

6.6.1 Mobile Market

i. Mobile Penetration Levels

Table 6.11: Germany: Mobile Overview 2003-2005

ii. Regulatory Env

iii. Mobile Network Operators

iv. Mobile Usage Trends

6.6.2 MVNO Overview

i. Current MVNOs

ii. MVNO Relative Positioning

Table 6.12: Germany: Positioning of 37 MVNOs

Figure 6.6: Germany: MVNO Map Mass Market, Niche, Value Added & No Frills

6.7 The Netherlands

6.7.1 Mobile Market

i. Mobile Penetration Levels

Table 6.13: The Netherlands: Mobile Overview 2003-2005

ii. Regulatory Env

iii. Mobile Network Operators

iv. Mobile Usage Trends

6.7.2 MVNO Overview

i. Current MVNOs

ii. MVNO Relative Positioning

Table 6.14: The Netherlands: Positioning of 28 MVNOs

Figure 6.7: The Netherlands: MVNO Map Mass Market, Niche, Value Added & No Frills

6.8 Norway

6.8.1 Mobile Market

i. Mobile Penetration Levels

Table 6.15: Norway: Mobile Overview 2003-2005

ii. Regulatory Env

iii. Mobile Network Operators

iv. Mobile Usage Trends

6.8.2 MVNO Overview

i. Current MVNOs

ii. MVNO Relative Positioning

Table 6.16: Norway: Positioning of 15 MVNOs

Figure 6.8:Norway: MVNO Map: Mass Market, Niche, Value Added & No Frills

6.9 Sweden

6.9.1 Mobile Market Overview

i. Mobile Penetration Levels

Table 6.17: Sweden Mobile Overview 2003-2005

ii. Regulatory Environment

iii. Mobile Network Operators

iv. Mobile Usage Tre

6.9.2 MVNO Overview

i. Current MVNOs

ii. MVNO Relative Positioning

Table 6.18: Sweden: Positioning of 11 MVNOs

Figure 6.9: Swedish MVNO Map Mass Market, Niche, Value Added & No Frills

6.10 United Kingdom

6.10.1 Mobile Market Overview

i. Mobile Penetration Levels

Table 6.19: United Kingdom: Mobile overview - 2003-2005

ii. Regulatory Environment

iii. Mobile Network Operators

iv. Mobile Usage Tre

6.10.2 MVNO Overview

i. Current MVNOs

ii. MVNO Relative Positioning

Table 6.20: UK: Positioning of 12 MVNOs

Figure 6.10: UK: MVNO Map: Mass Market, Niche, Value Added & No Frills

6.11 United States

6.11.1 Mobile Market Overview

i. Mobile Penetration Levels

Table 6.21: United States: Mobile Overview 2003-2005

ii. Regulatory Environment

iii. Mobile Network Operators

iv. Mobile Usage Tre

6.11.2 MVNO Overview

i. Current MVNOs

ii. MVNO Relative Positioning

Table 6.22: US: Positioning of 40 Consumer MVNOs

Figure 6.11: US MVNO Map: Mass Market, Niche, Value Added & No Frills

6.12 Japan

i. Mobile Market Structure

ii. Mobile Data Revenue and ARPU

iii. Mobile Data Usage.

Table 6.23:

iv. 3G Value Chain

v. Handset proximity payments

Appendix 1

MVNOs and other companies