Global Telco Value Added Services Outlook 2016 – 2020: Analyzing Changes in the VAS Product and Vendore Cosystem
INTRODUCTION
Summary
The evolution of telco VAS
Strategic shifts in VAS
Telco Troubles: Declining VAS & flat total revenues
The need to push a new VAS frontier
VAS: THEN
Summary
SMS VAS: First VAS Frontier
IVR and Data Light VAS
VAS: THE DIGITAL EVOLUTION
The journey from SMS to streaming
Fundamental changes in Telco VAS
Telco reaction to disruption
CONTENT SERVICES
Growth Verticals in VAS content
Music VAS
Infotainment VAS
Gaming VAS
Video VAS
COMPETITIVE LANDSCAPE
Summary
Drivers for High VAS
Impact of OTT services on telcos
Future Telco Business models for VAS
Telco strategies to renew falling revenue
Subsuming OTT in Telco VAS
OTT – Telco VAS monetization
Telcos must be cautious with OTT VAS
VAS VENDOR LANDSCAPE
Onmobile
One97
Netsize
SAP mobile
ZED
Comviva
HERE
Spice Digital
Hungama
Kirusa
Gupshup
Tanla
ChannelVAS
Spice Africa
IMImobile
Docomo Digital
Altruist Group
Aricent
Velti
Solutions Infini
Mondia Media
COMPARATIVE ANALYSIS: VENDORS
Comparison of vendor initiatives in VAS
Geographical differences
New technologies in VAS
TELCO VAS LANDSCAPE
SK Telecom
KDDI
Singtel
Bharti Airtel
Verizon
Telenor
TIM
KT
AT&T
Viettel
COMPARATIVE ANALYSIS: TELCOS
Comparison of telcos initiatives in VAS
Future Outlook
RECOMMENDATIONS
Summary
The evolution of telco VAS
Strategic shifts in VAS
Telco Troubles: Declining VAS & flat total revenues
The need to push a new VAS frontier
VAS: THEN
Summary
SMS VAS: First VAS Frontier
IVR and Data Light VAS
VAS: THE DIGITAL EVOLUTION
The journey from SMS to streaming
Fundamental changes in Telco VAS
Telco reaction to disruption
CONTENT SERVICES
Growth Verticals in VAS content
Music VAS
Infotainment VAS
Gaming VAS
Video VAS
COMPETITIVE LANDSCAPE
Summary
Drivers for High VAS
Impact of OTT services on telcos
Future Telco Business models for VAS
Telco strategies to renew falling revenue
Subsuming OTT in Telco VAS
OTT – Telco VAS monetization
Telcos must be cautious with OTT VAS
VAS VENDOR LANDSCAPE
Onmobile
One97
Netsize
SAP mobile
ZED
Comviva
HERE
Spice Digital
Hungama
Kirusa
Gupshup
Tanla
ChannelVAS
Spice Africa
IMImobile
Docomo Digital
Altruist Group
Aricent
Velti
Solutions Infini
Mondia Media
COMPARATIVE ANALYSIS: VENDORS
Comparison of vendor initiatives in VAS
Geographical differences
New technologies in VAS
TELCO VAS LANDSCAPE
SK Telecom
KDDI
Singtel
Bharti Airtel
Verizon
Telenor
TIM
KT
AT&T
Viettel
COMPARATIVE ANALYSIS: TELCOS
Comparison of telcos initiatives in VAS
Future Outlook
RECOMMENDATIONS
LIST OF CHARTS
Chart 1: Total Global Telco Revenue: Story so far
Chart 2: Total Global Telco Revenue: Expected Changes
Chart 3: 2015 – 2016 signaled digital transformation
Chart 4: Data revenue boom still in play
Chart 5: The earlier nature of VAS
Chart 6: Three Pillars of Change
Chart 7: Telco VAS by category
Chart 8: Telco OTT Alliances
Chart 9: Vendor Comparison Graph
Chart 10: VAS Geographical differences
Chart 11: Telco Comparison Graph
Chart 1: Total Global Telco Revenue: Story so far
Chart 2: Total Global Telco Revenue: Expected Changes
Chart 3: 2015 – 2016 signaled digital transformation
Chart 4: Data revenue boom still in play
Chart 5: The earlier nature of VAS
Chart 6: Three Pillars of Change
Chart 7: Telco VAS by category
Chart 8: Telco OTT Alliances
Chart 9: Vendor Comparison Graph
Chart 10: VAS Geographical differences
Chart 11: Telco Comparison Graph
LIST OF TABLES
Table 1: OTT – telco partners for VAS
Table 2: Telco VAS Rankings
Table 3: OTT VAS disruptions
Table 4: Telcos play to their strengths
Table 5: Summary of OTT Revenue Models
Table 6: Outlook of OTT VAS Revenue
Table 1: OTT – telco partners for VAS
Table 2: Telco VAS Rankings
Table 3: OTT VAS disruptions
Table 4: Telcos play to their strengths
Table 5: Summary of OTT Revenue Models
Table 6: Outlook of OTT VAS Revenue
