Telco vs OTT - Communication Services

  • October 2013
  • -
  • IDATE
  • -
  • 50 pages

Description:

This insight looks into the developments of communication services, from various angles such as voice, video, messaging and social networks. It includes market figures and forecasts for the US and EU5, assessing the real impacts (or lack of it) of OTTs on what is predominantly a telco market. The opportunities for telcos and their relationships with the OTTs are examined and analysed.

Region:

EU5, USA

This deliverable is part of the Telco vs OTT watch which covers:

- Half-yearly updated datasets- Half-yearly updated status reports
- A Net Neutrality benchmark on 15 countries and 3-sided business models report
- Quarterly market insights
- Direct access to lead OTT analysts

Table Of Contents

Contents

1. Key findings 6

2. Main concepts of communication services 7
2.1. Communication service segments 7
2.1.1. Voice (including video) 7
2.1.2. Messaging 8
2.1.3. Social networks 8
2.2. Communication services pricing models 9

3. Communication Markets 10
3.1. Voice 10
3.1.1. Market size 10
3.1.2. Market structure and ecosystem 10
3.2. Messaging 11
3.2.1. Market size 11
3.2.2. Market structure and ecosystem 11
3.3. Social networks 12
3.3.1. Market size 12
3.3.2. Market structure and ecosystem 13

4. Telcos and OTT strategies 15
4.1. Overview 15
4.2. OTT players 16
4.2.1. Facebook 17
4.2.2. Google 19
4.2.3. Apple 20
4.2.4. Microsoft (Skype) 22
4.2.5. WhatsApp 24
4.2.6. LINE 25
4.3. Telcos 26
4.3.1. Orange 27
4.3.2. Telefónica 29
4.3.3. BT 30
4.3.4. T-Mobile 31
4.3.5. Verizon 33
4.3.6. Joyn (by the GSMA) 33

5. Communication services and three-sided business models 35
5.1. Direct Competition 35
5.2. OTT as intermediary between users and others 36
5.3. Cooperation between telcos and large OTTs 37
5.4. Transformation of telcos into OTTs 38
5.5. Telcos as intermediary between users and large OTTs 39
5.6. Telcos as intermediary between users and others 39
5.7. Conclusions 41

6. Appendix 43
6.1. Beyond two-sided models: three-sided models! 43
6.1.1. OTT as intermediate between ‘users’ and ‘others’ 44
6.1.2. Cooperation between telcos and large OTTs 45
6.1.3. Transformation of telcos into OTTs 46
6.1.4. Telco as intermediary between ‘users’ and large OTTs 46
6.1.5. Telco as intermediary between ‘users’ and ‘others’ 47



Tables

Table 1: Payment services provided by OTT and telcos 15
Table 2: Monthly active users of OTT communication services 16
Table 3: Telco positioning on offering beyond traditional communication 27



Figures

Figure 1: Comparison of voice revenue between OTT, telco (fixed) and telco (mobile), 2012 and
2016 10
Figure 2: Comparison of messaging revenue between OTT and telco, 2012 and 2016 11
Figure 3: Worldwide email ranking, October 2012 12
Figure 4: Social network penetration in 2012, for fixed (% of Internet users) and mobile (% mobile subscribers) 12
Figure 5: Social network communication revenue for EU5 and the US, 2012 and 2016 13
Figure 6: Evolution of Facebook monthly active users 14
Figure 7: Positioning of OTTs regarding communication services and their core activities 16
Figure 8: Video calling option within Facebook 17
Figure 9: VoIP available through Facebook Messenger app 18
Figure 10: The WebRTC site, maintained by Google's chrome team 20
Figure 11: Voice calling features for the iPhone 21
Figure 12: Message displayed by Windows Live Messenger on download page 22
Figure 13: The Skype-on-Three offer which incurs no data charges 23
Figure 14: Skype on KDDI 23
Figure 15: The WhatsApp application 24
Figure 16: Stickers available in the LINE app 25
Figure 17 LINE Corporation 2013 second quarter earnings results 26
Figure 18: Orange's "Livebox Zen" STB offer, including fixed VoIP 28
Figure 19: Orange's Libon communication app 28
Figure 20: TU Go, by Telefonica 29
Figure 21: International Favourites, by O2 UK 30
Figure 22: BT SmartTalk app 31
Figure 23: Key features of the Bobsled app by T-Mobile USA 32
Figure 24: Verizon Messages app 33
Figure 25 The Joyn service led by the GSMA 34
Figure 26: Comparison of telco and OTT communication revenue, 2012 and 2016, for EU5 and US combined 36
Figure 27: American Idol in the virtual World of Habbo 37
Figure 28: WhatsApp offering from Three Hong Kong 38
Figure 29: Examples of analyses by Verizon Precision Marketing Insights 40
Figure 30: Globe Telecom has partnered with multiple OTTs for a bundled messaging offer 41
Figure 31: The five parts of the Telco vs OTT equation 44
Figure 32: OTT as intermediate between ‘users’ and ‘others’ 44
Figure 33: Partnerships between OTTs and telcos 45
Figure 34: Telco OTT initiatives in communications 46
Figure 35: Telco as intermediary between ‘users’ and large OTTs 46
Figure 36 Telco as intermediary between ‘users’ and ‘others’ 47
Figure 37: Operating profile of a telco 48

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