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市場調査レポート

世界の通信事業者に対するOTTの影響と予測

Global Impact of OTTs on Telcos & Forecast: 2010-2017

発行 WiseStrokes - Wireless Industry Research Consulting 商品コード 311925
出版日 ページ情報 英文 99 Pages
納期: 即日から翌営業日
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世界の通信事業者に対するOTTの影響と予測 Global Impact of OTTs on Telcos & Forecast: 2010-2017
出版日: 2014年09月08日 ページ情報: 英文 99 Pages
概要

オーバーザトップ(OTT)サービスの人気の高まりは、スマートデバイスの普及率の増加、手頃な価格のモバイルブロードバンドサービスなどによって後押しされています。比較的安価に(ほぼ無料で)利用できることもあり、今後数年間にわたって、ラテンアメリカやアジア太平洋地域など、新興地域での導入が増加すると見られています。

当レポートでは、OTTサービスプロバイダーについて調査分析し、通信事業者の収益に対するOTTサービスの影響について検証し、通信事業者の戦略、OTTサービスプロバイダーのプロファイル、パートナーシップや提携、主要なOTTメッセージングサービスプロバイダーのケーススタディなどについて、体系的な情報を提供しています。

第1章 OTT - イントロダクションと概要

第2章 OTT企業のカテゴリー

第3章 OTTとIPTV間の違い

第4章 OTTについて、どのように通信に影響を与えるのか

  • 音声OTTの登場と影響
  • OTTサービスプロバイダーの人気の高まりの要因
  • モバイル音声OTTサービスプロバイダーの課題

第5章 イベントの歴史:通信事業者 vs. OTT

  • 将来的な通信事業者とOTTの関係

第6章 通信事業者はOTT企業にどのように対応すべきか

第7章 OTT:オペレーターの機会

第8章 通信事業者がOTT企業に対して取るべき戦略

第9章 主要なOTT企業のプロファイル

  • WhatsApp
  • Netflix
  • WeChat
  • Line
  • Viber
  • Skype
  • Nimbuzz
  • Hike
  • Hulu
  • KakaoTalk

第10章 OTTの主な発展 - パートナーシップ

第11章 製品イニシアチブ

第12章 M&A

第13章 財務の最新動向

第14章 予測

図表

目次

The increasing penetration of the affordable smartphones and popularity of the mobile internet has impacted the modern day communication methodology in a grand manner. The increasing tendency of the people to stay connected with each other was through normal voice calls and SMS a few years ago. But with the advent of instant messaging services such as GTalk, Yahoo Messenger etc, people started using the internet services to stay communicated irrespective of their location. Sooner, with these applications coming to the mobile devices of the users, further added to the delight of the customers, as it enabled them to stay connected anytime, anywhere. Further, OTT services such as WhatsApp, WeChat, Line etc enabled the users to exchange messages to other fellow users using the same service, thereby reducing their dependency on the SMS services. Also, the services such as Skype, Viber etc enabled the users to make relatively cheaper calls/calls free of cost amongst the people using the same services. This has further dented the services of the telcos, who earlier were already facing problem of declining revenues owing to competition. The traditional revenues sources such as SMS and voice services, also seems to be dented owing to these OTT services, which primarily leverages the internet/mobile data network. These OTT services has impacted the network bandwidth of the telcos, owing to huge traffic generated through these services, which has not much impacted the revenue margins of the telcos.

With the advent in technology and ever increasing demand from the users, Over the top (OTT) market and OTT service providers continue to witness new level of innovation from major OTT service providers which includes Netlix, Nimbuzz, Facebook, Google and other OTT messengers such as WhatsApp, WeChat, Line etc. The increasing popularity of these services is driven by factors such as increasing penetration of smart devices and mobile broadband services at affordable pricing. Also, since these services are available at relatively cheaper/almost free of cost as compared to the traditional SMS and voice services offerings has further led to the popularity of these services. Over the coming years, these services are gaining increasing adoption in the emerging regions such as Latin America and Asia-Pacific region. Most of the customers across these regions are driven by the social activity and ability to interact with their peers and these experiences of the users are being translated to various devices including tablets, PCs, smartphones etc.

This report on the OTT service providers provides an insight about the impact of OTT service on the revenues of the telcos. It also provides an overview of the various of the various strategies of the telcos and the various categories of the OTT players. Further, the report provides brief profiles of the OTT service providers including their overview, strategy, partnerships and pricing details, wherever applicable. The report also contains a section of the partnerships & alliances of these OTT service providers with the telcos and product launches. Selective case studies have also been provided for select OTT messaging service providers.

Target Audience

  • Telecom Service Providers
  • Value Added Service Providers
  • Technology Vendors
  • OTT service providers

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Table of Contents

1. OTT- Introduction & Overview

2. Categories of OTT players

3. Difference between OTT and IPTV

4. What is OTT & how is it affecting Communication

  • 4.1. Emergence and Impact of Voice OTT
  • 4.2. Factors for increased popularity of OTT service providers
  • 4.3. Challenges for the Mobile Voice OTTs service providers

5. History of Events: Telcos v/s OTTs

  • 5.1. How would the Future Telco-OTT relationship look like

6. How should telcos respond to the OTT players

7. OTT as an opportunity for Operators

8. Strategies to be adopted by Telcos against the OTT players

9. Profile of Leading OTT players

  • 9.1. WhatsApp
  • 9.2. Netflix
  • 9.3. WeChat
  • 9.4. Line
  • 9.5. Viber
  • 9.6. Skype
  • 9.7. Nimbuzz
  • 9.8. Hike
  • 9.9. Hulu
  • 9.10. KakaoTalk

10. Key Development in OTT - Partnerships

11. Product Initiatives

12. Mergers & Acquisitions

13. Financial Updates

14. Forecasts

List of Figures

  • Figure 1: Global Voice and SMS revenues lost to OTT Applications, 2012-2016
  • Figure 2: Various Categories of OTT players
  • Figure 3: Impact of OTT on Telecom revenues - SMS, Data, Interconnect
  • Figure 4: Mobile Voice OTT forecast by scenario
  • Figure 5: How Telcos have responded to the threat from OTTs
  • Figure 6: Major strategies to be adopted by the Telcos against the OTTs
  • Figure 7: Monthly Active Users (in million) of select services, after 4 years of launch
  • Figure 8: Reasons for UK WhatsApp users preferring instant messaging over SMS, 3Q2013
  • Figure 9: Monthly active user count of WeChat, 2Q2011-2Q2014
  • Figure 10: Lionel Messi promoting WeChat services
  • Figure 11: Brand Ambassadors promoting the WeChat messaging
  • Figure 12: WhatsApp active user base in India, Aug2013-Apr2014
  • Figure 13: Line Users count globally, 2012-2014
  • Figure 14: Number of registered LINE app users in selected countries, February 2014
  • Figure 15: Line promotions in Spain
  • Figure 16: Viber and Globe Telecom promotions partnership
  • Figure 17: Comparison of International Phone Traffic and International Skype Traffic, 2005-2012
  • Figure 18: Impact of Skype on Carrier Traffic
  • Figure 19: Growth of Nimbuzz user base, 2008-2013
  • Figure 20: KakaoTalk registered users, 2011-2014
  • Figure 21: 100 improvement projects of KakaoTalk
  • Figure 22: SMS and OTT traffic trend, 2010-2016
  • Figure 23: Global Messages sent via mobile handsets by Service Type, 2010-2018
  • Figure 24: Over-the-top (OTT) content revenue trend, 2008-2017
  • Figure 25: Global Pay TV Revenues Trend, 2011-2017
  • Figure 26: North America Pay TV Revenues Trend, 2011-2017
  • Figure 27: Over-the-top (OTT) share of total Pay TV revenue worldwide, 2012-2017
  • Figure 28: OTT TV Revenue growth (Traditional v/s Online/interactive) trend, 2008-2014
  • Figure 29: Share of Video on Demand (VoD) users in select countries, 2010-2013
  • Figure 30: Global Online Television and Video Revenue (in $ million) trend, 2010-2018

List of Tables

  • Table 1: Difference between OTT and IPTV
  • Table 2: Select Operator partnerships of WhatsApp
  • Table 3: Netflix: Financial Information, 2011-2013
  • Table 4: Netflix: Operational Information, 2011-2013

List of Case Studies

  • Case Study 1: WhatsApp Partners with E-Plus in Germany to sell SIM worth €10 to become a partial MVNO
  • Case Study 2: WeChat increases its user base in India through celebrity endorsements
  • Case Study 3: Line increases its user count to 18 million in Spain
  • Case Study 4: Viber Partners with Globe Telecom to increase its users count
  • Case Study 5: KakaoTalk emerges as the most popular instant messaging service provider in South Korea
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