Next Gen Telcos

List of tables and figures

Tables
Table 1: Typical European telco cost breakdown
Table 2: Cost model: network costs
Table 3: Cost model: general and administrative costs
Table 4: Overview of key digital markets
Table 5: Telco potential assets to develop in the digital markets
Table 6: M2M market segmentation
Table 7: Telcos’ positioning on cellular M2M technologies
Table 8: Carrier positioning out of connectivity
Table 9: Application features including usage and ARPU
Table 10: Main applications in the automotive industry
Table 11: Connected car strategy regarding module implementation (except for electric cars)
Table 12: Summary of key elements for telematics development
Table 13: Main mobile payment services by telcos
Table 14: Types of cloud services sold by different players
Table 16: Key players in the video market
Table 17 : Telcos portfolio of services by 2025
Table 18: Orange network sharing deals
Table 19: Types of digital identity services offered by telecom operators
Table 20: Ranking of total market size and telco market size for the four scenarios
Table 21: Ranking of total digital market size and of that generated by telcos, for the four scenarios
Table 22: % of EBITDA, CAPEX and FCF to revenues, compared to 2016 for the four scenarios

Figures
Figure 1: Cost model framework (CAPEX vs OPEX)
Figure 2: Telecom revenues in EU28, USA, Japan, 2010-2020
Figure 3: Mobile ARPU in EU28, USA, Japan, 2010-2020
Figure 4: Telecom revenues as share of GDP in EU-5, 2001-2015
Figure 5: Revenues by service in EU28, 2010-2020
Figure 6: Share of mobile voice and data revenues in EU28, 2010-2020
Figure 7: Change in the top European telcos’ EBITDA to revenue ratio, 2010-2015
Figure 8: CAPEX/sales ratio in EU5, 2010-2015
Figure 9: Access lines in EU28, 2010-2020
Figure 10: NGA penetration by technology in EU28, 2015-2020-2025
Figure 11: Level-playing field concerns in the draft ECC
Figure 12: The IDATE framework for digital transformation
Figure 13: Global fixed and mobile CAPEX
Figure 14: Significant capacity promises of fibre
Figure 15: Performance objectives for 5G and associated use cases
Figure 16: Role of SDN and NFV in the future carrier network
Figure 17: Regression of mobile revenues and GDP
Figure 18: Summary of the OECD communication price benchmarking baskets
Figure 19: Top mobile apps worldwide
Figure 20: Industry offering the best customer service according to consumers
Figure 21: Comparison of Net Promoter Scores for Netflix, Comcast and Time Warner Cable, 2013-2015
Figure 22: Personal data hierarchy
Figure 23: Integration of innovative technologies in customer relationship channels
Figure 24: Changes in the number of points of sale of several operators between 2013 and 2015
Figure 25: Telcos strategy plan names and priorities
Figure 26: Domain 2.0 key principles
Figure 27: Cloud networking architecture
Figure 28: AT&T strategy
Figure 29: AT&T’s approach to IoT
Figure 30: AT&T end-to-end M2M offering
Figure 31: AT&T US connected cars projection
Figure 32: An AT&T store designed like a home
Figure 33: BT’s strategy
Figure 34: Evolution of BT’s CAPEX (year ended 31 March)
Figure 35: Products and services offered by BT within BT Global Services
Figure 36: BT’s Cloud of Clouds vision
Figure 37: Creating synergies between fixed and mobile, a part of BT’s strategy to grow in the UK
Figure 38: BT customer interaction through “My App”
Figure 39: DT’s superior production model
Figure 40: OPEX savings for the early 2020s
Figure 41: Deutsche Telekom’s ambitious goal for LTE and fibre by 2018
Figure 42: Key elements for the transformation
Figure 43: Pannet objective
Figure 44: Magenta One for consumers
Figure 45: Growth in Pay-TV market
Figure 46: B2B revenue transformation
Figure 47: Business customers activities
Figure 48: Customer experience evolution
Figure 49: Digitalisation of customer experience
Figure 50 : Orange transformation in line with new customer expectations
Figure 51 : Orange CAPEX breakdown
Figure 52 : Orange effort in CAPEX
Figure 53 : Orange 5 pillars to deliver agile networks
Figure 54: Orange strategy around connected objects
Figure 55: Orange’s Polaris interface and multiscreen offering
Figure 56: Smart Store concept
Figure 57 : The six foundations of Telefónica’s Telco Onlife programme
Figure 58: Telefónica’s mobile network ambitions
Figure 59: Telefónica’s roadmap
Figure 60: Vision on IoT
Figure 61: Telefónica’s position on smart cities
Figure 62: Video platform
Figure 63: Monitoring of the Customer Experience Index
Figure 64: Verizon’s three-tier strategy
Figure 65: LTE coverage comparison in the US
Figure 66: Go90 offering
Figure 67: The ThingSpace IoT platform
Figure 68: Key areas covered in IoT
Figure 69: Lifestyle zones in Verizon superstores
Figure 70: Vodafone’s strategy vision by 2020
Figure 71: Efficiency improvements
Figure 72: Project Spring started in 2013
Figure 73: Vodafone’s infrastructure goals
Figure 74: Vodafone realisations
Figure 75: Network and IT efficiency-cost control
Figure 76 : Vodafone’s options for growth
Figure 77: Acquisition of Cobra by Vodafone
Figure 78: Vodafone’s position in communications
Figure 79: Vodafone CARE internal project
Figure 80: Current positioning of telcos on digital products (2016)
Figure 81 : Telco assets per type of activity
Figure 82: M2M value chain
Figure 83: Connected health, as part of healthcare
Figure 84: Healthcare value chain
Figure 85: Key positioning differentiation among carriers in the healthcare market
Figure 86: Global installed base of connected healthcare devices 2014-2020
Figure 87: Worldwide revenue of connected healthcare services, 2014-2020
Figure 88: Value chain of the connected car market
Figure 89: Key positioning differentiation among carriers in the automotive market
Figure 90: Business model of connected cars
Figure 91: Concept of Smart Home
Figure 92: Broad landscape of the smart home market
Figure 93: Key positioning differentiation among carriers in the smart home market
Figure 94: Common architecture for most wearable devices
Figure 95: Value chain of wearables
Figure 96: Key positioning differentiation among carriers in the wearable market
Figure 98: Mobile payment segmentation
Figure 99: Value chain of the mobile financial services market
Figure 100: The HCE NFC architecture
Figure 101: Monthly active users of the most popular social platforms (social networks and messaging apps)
Figure 102: Social networks and messaging services as part of a broader platform strategy
Figure 103: The value flow with and without OTT communication providers
Figure 104: TU Go for Web interface, by Telefónica
Figure 105: OTT IP messaging market worldwide, 2012-2020
Figure 106: OTT VoIP market worldwide, 2012-2020
Figure 107: Overview of players on the professional unified communications market
Figure 108: The CPaaS market structure; increasing involvement of major traditional communication players
Figure 109: Unified communications market size 2014-2020
Figure 110: CPaaS market size 2014-2018
Figure 111: UCaaS (Unified Communications as a Service) market and leading companies
Figure 112: The three types of clouds (IaaS, PaaS, SaaS)
Figure 113: Cloud computing industry structure
Figure 114: Growth potential for telcos in the SaaS and IaaS markets
Figure 115: Growth of the global enterprise cloud computing market, by segment, 2015-2020
Figure 116: The technologies within programmatic advertising
Figure 117: Expected market size and growth to 2020 for online ad sub-markets and competition levels
Figure 118: Player shares of online advertising revenue, in 2015
Figure 119: Player shares of mobile advertising revenues, in 2015
Figure 120: Share of Facebook’s advertising revenues between fixed and mobile, 2012-2015
Figure 121: Types of data gathered by telcos
Figure 122: Online advertising revenues worldwide and regional breakdown, 2010-2020 (Billion EUR)
Figure 123: Facebook’s announcement on ad control tools and overriding ad block
Figure 124: Overview of mobile security solutions
Figure 125: Security in the mobile value chain
Figure 126: Global mobile security market (2015 – 2020)
Figure 127: Overview of digital identity technologies and solutions
Figure 128: Digital identity value chain
Figure 129: Types of digital identity services offered by telecom operators.
Figure 130: Global digital identity market (2016 – 2021)
Figure 131: Principle of a CDN
Figure 132: The video market
Figure 133 : Key uncertainties for 2025 scenarios
Figure 134: Examples of dominant Internet companies under each scenario
Figure 135: Key characteristics of the various scenarios
Figure 136: Google Fiber coverage
Figure 137: Orange store in Poland
Figure 138: Telcos’ SDN/NFV deployments (as of August 2016)
Figure 139 : Role of OpenStack in telcos’ projects
Figure 140: Advertising to share data with third parties
Figure 141: Ibbu platform
Figure 142: The DT Cloud VPN concept
Figure 143: Customer care portal
Figure 144: Example of online help for iPhone 6
Figure 145: Swisscom security offering
Figure 146: Swisscom customised advice in shop
Figure 147: Total digital and telco market forecast in 2016, and for the four scenarios in 2025
Figure 148: Share of telco revenues within total digital and telco markets in the four scenarios
Figure 149: Top 5 digital markets for telcos for the four scenarios
Figure 150: Revenues, EBITDA and FCF for the four scenarios in 2025 and for 2016