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通信サービスオペレーターの投資パターンとビジネス上の野心:業績停滞に対応するための4つのアプローチ

Operator Investment Patterns and Business Ambitions: Four Approaches for Responding to Revenue Stagnation

発行 Analysys Mason 商品コード 916613
出版日 ページ情報 英文 20 Slides
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=107.57円で換算しております。
通信サービスオペレーターの投資パターンとビジネス上の野心:業績停滞に対応するための4つのアプローチ Operator Investment Patterns and Business Ambitions: Four Approaches for Responding to Revenue Stagnation
出版日: 2019年11月15日 ページ情報: 英文 20 Slides
概要

当レポートでは、世界の通信サービスオペレーターの投資パターンと戦略展開の方向性について分析し、業界が目下直面している課題やリスク、各企業が抱いている長期的な成長戦略や野心、今後の投資額の予測やROCE (投下資本利益率) の見通し、投資拡大/技術開発の主な方向性 (計4種類)、といった情報を取りまとめてお届けいたします。

目次

  • エグゼクティブサマリー
  • 分析概要
  • 通信オペレーターは「不良資産」を抱え込んでいるのか?
  • タイプ1:インフラ中心型アプローチ
  • タイプ2:モバイル中心型アプローチ
  • タイプ3:デジタル提携
  • タイプ4:多様化
  • 著者およびAnalysys Masonについて
目次

"Operators should be more discriminating about the assets that they really need to own and those that are more sensible for others to own."

This report provides a view of investment trends that have been distilled from a representative sample of telecoms operators worldwide and provides an analysis of the different levels of investment in digital and traditional core telecoms spheres.

Analysys Mason has identified four main approaches to investment, and the report establishes a framework by which operators, vendors and investors can evaluate these proposed approaches in order to understand what business/financial outcomes those approaches might enable.

It serves as a complement to several of our reports, especially our capex forecasts, to give a picture of the possible evolution of investment and, therefore, asset bases of different types of operator. Many Analysys Mason reports focus on efficiency and revenue optimisation; this report focuses on the denominator side of the ROCE (return on capital employed) equation, the asset base.

In this report, we answer the following questions.

  • How do operators think they will recover from stagnation, and what are they investing in to make this happen?
  • What is the perceived balance of risks and rewards associated with a focus on intensification of network compared with a focus on diversification of assets?
  • What does this suggest about long-term ambitions?
  • How far into the digital world are operators investing?

Four basic approaches to operator investment

Author

Rupert Wood Research Director

Rupert is the lead analyst for our Operator Investment Strategies, Network Traffic and Spectrum research programmes. His research covers the following areas: the evolution of operators' investment priorities; operator business structures; business models for FTTx and convergence; fixed broadband technology; the economic impact of digital transformation; capex forecasting; and network traffic forecasting. He has extensive experience of advising senior management on strategic issues. Rupert has a PhD from the University of Cambridge, where he was a Lecturer before joining Analysys Mason.

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Table of Contents

  • Executive summary
  • Research overview
  • Do operators have the wrong assets?
  • Type 1: the infrastructure
  • centric approach
  • Type 2: the mobile
  • centric approach
  • Type 3: digital partnering
  • Type 4: diversification
  • About the author and Analysys Mason