New Revenue Opportunities in Telecoms: 2013-16

Introduction

Operators around the world face a common challenge: maintaining a positive revenue trend in the face of the commoditization of voice services and the maturation of legacy data services. The key to successfully managing this transition is identifying and then successfully capturing a part of the higher-growth segments of the next five years. The purpose of this report is to identify and discuss the most attractive near-term opportunities at each level of the telecom value chain. (This report is not intended to be a comprehensive review of all industry segments.)

Highlights

For retail operators, some key growth opportunities are mobile broadband, managed and hosted IP voice, enterprise Ethernet services, music subscriptions, public cloud services, digital games, and IPTV. Wholesalers face a low-growth environment generally, although wholesale managed services offer above-average gains.

Infrastructure vendors face a business environment in which increases in overall capital expenditures will be limited by low-single-digit gains in service provider revenues. Mobile spending will grow somewhat faster than fixed due to the rollout of mobile broadband and resultant mobile traffic increases. Among the infrastructure segments, optical networking and packet switching maintain decent prospects, whereas fixed broadband equipment revenues will stagnate. Key growth product categories for infrastructure vendors are converged packet optical, ROADMs, 40G/100G networking gear, carrier Wi-Fi, and network-related services.

Demand for optical components will continue to be more volatile than in other segments. 40G/100G components represent a key opportunity here as well.

Features and Benefits

  • Summarizes the entire Ovum forecast portfolio in one easy-to-read document.

  • Identifies the fastest-growing and highest revenue-generating services and products in telecoms over the next 5 years.

  • Includes an updated discussion of the macroeconomic risks to the telecoms recovery.

  • Discusses new segments of opportunity, such as public cloud services, digital games, and over-the-top services.

Key Questions Answered

  • What is the outlook for the telecoms industry overall over the next three years?

  • What segments, services, and products are expected to have above-average growth?

  • How much new revenue will these fast-growing segments generate?

  • Is the industry headed for another recession?

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