Telcos and Digital Services Strategies
This report analyses the key opportunities in digital services for telcos, with a focus on 5 major sub-segments (M2M, cloud, video/digital content, financial services and advertising/analytics).
For each key digital market, the report identifies the market dynamics, the telco initiatives through an extensive benchmark provided as an appendix of 80 pages and the main opportunities for telcos.
The report also provides quantitative estimates and forecasts of revenues for telcos on those 5 markets and on a few other additional markets.
For each key digital market, the report identifies the market dynamics, the telco initiatives through an extensive benchmark provided as an appendix of 80 pages and the main opportunities for telcos.
The report also provides quantitative estimates and forecasts of revenues for telcos on those 5 markets and on a few other additional markets.
1. EXECUTIVE SUMMARY
1.1. IoT and OTT becoming priorities
1.2. Telco initiatives in digital services
1.3. Opportunities for telcos
2. METHODOLOGY
3. INTRODUCTION
4. KEY DIGITAL MARKETS
4.1. Introduction
4.1.1. OTT markets
4.1.2. IOT markets
4.1.3. Top markets
4.2. Cellular M2M
4.2.1. Market description
4.2.2. Market structure
4.2.3. Market size
4.3. Cloud computing
4.3.1. Market description
4.3.2. Market structure
4.4. Market size
4.5. Financial services
4.5.1. Market description
4.5.2. Market structure
4.5.3. Market size
4.6. Video services and content delivery
4.6.1. Market description
4.6.2. Market structure
4.6.3. Market size
4.7. Advertising & Analytics
4.7.1. Market description
4.7.2. Market structure
4.7.3. Market size
4.8. Other markets
4.8.1. Smart grid/utilities
4.8.2. Healthcare/Wellness
4.8.3. Smart Home
4.8.4. Connected Objects
5. MARKET POTENTIAL FOR TELCOS AROUND DIGITAL SERVICES
5.1. Current positioning of telcos around digital services
5.2. Telco against OTT
5.2.1. OTT as intermediary between ‘users’ and ‘others’
5.2.2. Cooperation between telcos and large OTTs
5.2.3. Transformation of telcos into OTTs
5.2.4. Telco as intermediary between ‘users’ and large OTTs
5.2.5. Telco as intermediate between ‘users’ and ‘others’
5.3. Main opportunities for telcos
5.3.1. Cellular M2M
5.3.2. Cloud computing
5.3.3. Video
5.3.4. Financial services
5.3.5. Advertising & Analytics
5.4. Market sizing of the opportunities for telcos around digital services
5.4.1. Telco as competitors on digital markets?
5.4.2. Opportunities for telcos on digital markets
1.1. IoT and OTT becoming priorities
1.2. Telco initiatives in digital services
1.3. Opportunities for telcos
2. METHODOLOGY
3. INTRODUCTION
4. KEY DIGITAL MARKETS
4.1. Introduction
4.1.1. OTT markets
4.1.2. IOT markets
4.1.3. Top markets
4.2. Cellular M2M
4.2.1. Market description
4.2.2. Market structure
4.2.3. Market size
4.3. Cloud computing
4.3.1. Market description
4.3.2. Market structure
4.4. Market size
4.5. Financial services
4.5.1. Market description
4.5.2. Market structure
4.5.3. Market size
4.6. Video services and content delivery
4.6.1. Market description
4.6.2. Market structure
4.6.3. Market size
4.7. Advertising & Analytics
4.7.1. Market description
4.7.2. Market structure
4.7.3. Market size
4.8. Other markets
4.8.1. Smart grid/utilities
4.8.2. Healthcare/Wellness
4.8.3. Smart Home
4.8.4. Connected Objects
5. MARKET POTENTIAL FOR TELCOS AROUND DIGITAL SERVICES
5.1. Current positioning of telcos around digital services
5.2. Telco against OTT
5.2.1. OTT as intermediary between ‘users’ and ‘others’
5.2.2. Cooperation between telcos and large OTTs
5.2.3. Transformation of telcos into OTTs
5.2.4. Telco as intermediary between ‘users’ and large OTTs
5.2.5. Telco as intermediate between ‘users’ and ‘others’
5.3. Main opportunities for telcos
5.3.1. Cellular M2M
5.3.2. Cloud computing
5.3.3. Video
5.3.4. Financial services
5.3.5. Advertising & Analytics
5.4. Market sizing of the opportunities for telcos around digital services
5.4.1. Telco as competitors on digital markets?
5.4.2. Opportunities for telcos on digital markets
LIST OF TABLES
Table 1: Key digital markets 2014-2018, by sector
Table 2: Total size of the five emerging markets, plus others (digital content/apps)
Table 3: Carrier positioning in the M2M space
Table 4: Types of cloud services sold by different players in the marketplace
Table 5: Payment services provided by OTT and telcos
Table 6: Key players in the video market
Table 7: Summary of smart meter rollout targets for select countries
Table 8: Technologies used for smart metering in France, UK and Germany
Table 9: Main applications in the healthcare industry
Table 10: Telco positioning in digital services
Table 11: Telco digital services revenues and target
Table 12: Opportunities for telcos, by service, by sector
Table 13: Overview of telco cloud strategies
Table 14: Telco involvement in TV and video
Table 15: Telco approaches with CDN
Table 16: Positioning of some telcos on main payment services
Table 17: Main uses of big data by telcos, by type of players involved and type of target
Table 18: Estimated market shares of telcos on the top markets
Table 19: Total market opportunities for telcos
Table 1: Key digital markets 2014-2018, by sector
Table 2: Total size of the five emerging markets, plus others (digital content/apps)
Table 3: Carrier positioning in the M2M space
Table 4: Types of cloud services sold by different players in the marketplace
Table 5: Payment services provided by OTT and telcos
Table 6: Key players in the video market
Table 7: Summary of smart meter rollout targets for select countries
Table 8: Technologies used for smart metering in France, UK and Germany
Table 9: Main applications in the healthcare industry
Table 10: Telco positioning in digital services
Table 11: Telco digital services revenues and target
Table 12: Opportunities for telcos, by service, by sector
Table 13: Overview of telco cloud strategies
Table 14: Telco involvement in TV and video
Table 15: Telco approaches with CDN
Table 16: Positioning of some telcos on main payment services
Table 17: Main uses of big data by telcos, by type of players involved and type of target
Table 18: Estimated market shares of telcos on the top markets
Table 19: Total market opportunities for telcos
LIST OF FIGURES
Figure 1: Annual regional traffic, 2014-2018
Figure 2: EBITDA growth and margin levels
Figure 3: Two-sided model
Figure 4: Comparison of global telco and OTT service market revenues
Figure 5: OTT market dynamics
Figure 6: Major IoT markets
Figure 7: Different dynamics for sub-markets of Internet of Things
Figure 8: M2M architecture
Figure 9: M2M value chain
Figure 10: World cellular M2M markets
Figure 11: M2M development by vertical industry
Figure 12: The three types of cloud
Figure 13: Cloud computing industry structure
Figure 14: Growth of the global enterprise cloud computing market, by segment, 2013-2018
Figure 15: Business, financial and environmental factors influencing cloud decisions
Figure 16: Changing challenges as cloud evolves
Figure 17: Examples of possible usage with an NFC mobile wallet application
Figure 18: Evolution of worldwide e-commerce and m-commerce market
Figure 19: Evolution of direct carrier-billing market, worldwide, 2012-2018
Figure 20: Principle of CDN
Figure 21: Video market
Figure 22: CDN market: by video and non-video, 2013-2018
Figure 23: The Real-Time Bidding process
Figure 24: The online advertising ecosystem
Figure 25: Player shares of online advertising revenue, in 2013
Figure 26: Player shares of mobile advertising revenue, in 2013
Figure 27: Global mobile advertising revenues (billion EUR) and their share (%) of total online advertising revenues, 2010-2018
Figure 28: Verizon: energy and utilities enterprise solutions
Figure 29: Smart metering cellular connectivity revenue forecast (electricity, gas and water) 2012-2018
Figure 30: Connected health, as part of healthcare
Figure 31: Main expertise areas for Orange Healthcare
Figure 32: Concept of the smart home
Figure 33: Broad landscape
Figure 34: European smart home
Figure 35: Qivicon concept by Deutsche Telekom
Figure 36: Annual sales of wearables
Figure 37: RunKeeper Health Graph business model
Figure 38: Telco arbitrages for digital services
Figure 39: Telco vs OTT markets for video, 2013 and 2018
Figure 40: CDN and telco CDN market, 2013-2018
Figure 41: Telcos big data initiatives
Figure 42: Examples of analyses by Verizon Precision Marketing Insights
Figure 1: Annual regional traffic, 2014-2018
Figure 2: EBITDA growth and margin levels
Figure 3: Two-sided model
Figure 4: Comparison of global telco and OTT service market revenues
Figure 5: OTT market dynamics
Figure 6: Major IoT markets
Figure 7: Different dynamics for sub-markets of Internet of Things
Figure 8: M2M architecture
Figure 9: M2M value chain
Figure 10: World cellular M2M markets
Figure 11: M2M development by vertical industry
Figure 12: The three types of cloud
Figure 13: Cloud computing industry structure
Figure 14: Growth of the global enterprise cloud computing market, by segment, 2013-2018
Figure 15: Business, financial and environmental factors influencing cloud decisions
Figure 16: Changing challenges as cloud evolves
Figure 17: Examples of possible usage with an NFC mobile wallet application
Figure 18: Evolution of worldwide e-commerce and m-commerce market
Figure 19: Evolution of direct carrier-billing market, worldwide, 2012-2018
Figure 20: Principle of CDN
Figure 21: Video market
Figure 22: CDN market: by video and non-video, 2013-2018
Figure 23: The Real-Time Bidding process
Figure 24: The online advertising ecosystem
Figure 25: Player shares of online advertising revenue, in 2013
Figure 26: Player shares of mobile advertising revenue, in 2013
Figure 27: Global mobile advertising revenues (billion EUR) and their share (%) of total online advertising revenues, 2010-2018
Figure 28: Verizon: energy and utilities enterprise solutions
Figure 29: Smart metering cellular connectivity revenue forecast (electricity, gas and water) 2012-2018
Figure 30: Connected health, as part of healthcare
Figure 31: Main expertise areas for Orange Healthcare
Figure 32: Concept of the smart home
Figure 33: Broad landscape
Figure 34: European smart home
Figure 35: Qivicon concept by Deutsche Telekom
Figure 36: Annual sales of wearables
Figure 37: RunKeeper Health Graph business model
Figure 38: Telco arbitrages for digital services
Figure 39: Telco vs OTT markets for video, 2013 and 2018
Figure 40: CDN and telco CDN market, 2013-2018
Figure 41: Telcos big data initiatives
Figure 42: Examples of analyses by Verizon Precision Marketing Insights
