Click here to close now.


API Journal Authors: David Dodd, Jason Bloomberg, Liz McMillan, Elizabeth White, Carmen Gonzalez

News Feed Item

Future of Communication 2020 - Telco & OTT communication - Market forecasts

NEW YORK, Jan. 16, 2013 /PRNewswire/ -- announces that a new market research report is available in its catalogue:

Future of Communication 2020 - Telco & OTT communication - Market forecasts

Communication being ubiquitious and IP-based solutions taking increasingly a bigger part in it, this market still remains essential despite decreasing revenues.

This report provides analyses on quantitative changes until 2020, in terms of usages and revenues. It also describes the latest trends, the re-positioning of telcos in an OTT world.

Key Questions

• What will be the key trends in communication by 2020? Will the total revenue pie of communication shrink or grow?

• How are telco margins evolving for communication? Simple substitution from fixed to mobile or revenue loss?

• In terms of usages, how will communication services evolve until 2020? What about OTT VoIP & SMS?

• What are the impacts of new technologies such as WebRTC or RCSe?

• Can telcos recover their territory from OTT players? Moreover, how much territory are they really losing, if any?


1. Executive Summary . 7

1.1. The six key trends shaping the market 81.2. Key developments in usage of communication services 91.3. The quantification of the communication market . 10

2. Methodology 12

3. Communication 2020 in figures 14

3.1. Key usage developments by 2020 14

3.1.1. Mobile users still much more dominant than OTT VoIP users 14

3.1.2. Messaging users of both telcos and OTTs expected to grow 15

3.1.3. Number of SMS sent still set to grow, but OTT messages are rapidly catching up16

3.2. The quantification of communication revenue by 2020 . 18

3.2.1. Overall communication services market expected to see very slight decline over

eight years from 2012 to 2020 18

3.2.2. Increase in mobile communication revenues cannot compensate for the decline in

fixed communication revenues . 20

3.2.3. Increase in telco messaging revenues cannot compensate for the decline in telco

voice revenues . 24

3.2.4. OTT communication revenues cannot compensate for decline in telco

communication revenues . 28

4. The six key trends in communication . 32

4.1. The aggregation of communication types 32

4.1.1. Introduction . 32

4.1.2. Facebook . 32

4.1.3. Google 34

4.1.4. WhatsApp 35

4.1.5. Apple . 35

4.1.6. Operators . 36

4.2. Beyond traditional communication for telcos 37

4.2.1. Introduction . 37

4.2.2. Operators providing their own OTT service 37

4.2.3. Partnerships between OTT and operators 39

4.2.4. joyn (RCSe) 40

4.3. Voice and messaging becoming a telco commodity 43

4.3.1. Introduction . 43

4.3.2. Mobile voice and messaging offered in abundance 43

4.3.3. Fixed voice and Internet access also unlimited 44

4.3.4. Bundling it all for an even cheaper experience . 45

4.4. Mobile data and WiFi makes strong case for OTTs 46

4.4.1. Introduction . 46

4.4.2. Unlimited mobile data still rare 46

4.4.3. WiFi over mobile allows unlimited OTT communication including video 47

4.5. The rise of video communication . 48

4.5.1. Introduction . 48

4.5.2. Telco video communications . 48

4.5.3. OTT video communications 48

4.6. Genuinely free OTT offers in exchange of user data . 52

4.6.1. Introduction . 52

4.6.2. Free or low-cost OTT services 52

4.6.3. Advertising and data usage 53


Table 1: Communication providers aggregating communication types . 8

Table 2: Communication providers aggregating communication types 32


Figure 1: Fixed telephony lines, mobile subscriptions and OTT VoIP users forecast, USA, 2012-

2020 . 9

Figure 2: Number of messages sent forecast by type, EU5, 2012-2020 . 10

Figure 3: Total communication revenue forecast by market segment, EU5 2012-2020 10

Figure 4: Telco revenue forecast by market segment, EU5, 2012-2020 . 11

Figure 5: Fixed telephony lines, mobile subscriptions and OTT VoIP users forecast, USA, 2012-

2020 14

Figure 6: Fixed telephony lines, mobile subscriptions and OTT VoIP users forecast, EU5, 2012-

2020 15

Figure 7: Messaging users forecast by type of message, USA, 2012-2020 15

Figure 8: Messaging users forecast by type of message, EU5, 2012-2020 16

Figure 9: Number of messages sent forecast by type, USA, 2012-2020 16

Figure 10: Share of messages sent, USA, 2012 and 2020 17

Figure 11: Number of messages sent forecast by type, EU5, 2012-2020 . 17

Figure 12: Share of messages sent, EU5, 2012 and 2020 18

Figure 13: Total communication revenue forecast by market segment, USA, 2012-2020 19

Figure 14: Total communication revenue share by market segment, USA, 2012 and 2020 19

Figure 15: Total communication revenue forecast by market segment, EU5, 2012-2020 . 20

Figure 16: Total communication revenue share by market segment, EU5, 2012 and 2020 . 20

Figure 17: Telco fixed and mobile communication revenue forecast, USA, 2012-2020 . 21

Figure 18: Total fixed telco revenue forecast (both communication and Internet & data), USA, 2012-

2020 21

Figure 19: Total mobile telco revenue forecast (both communication and Internet & data), USA,

2012-2020 22

Figure 20: Total telco revenues forecast (fixed and mobile, communication and noncommunication),

USA, 2012-2020 . 22

Figure 21: Telco fixed and mobile communication revenue forecast, EU5, 2012-2020 . 23

Figure 22: Total fixed telco revenue forecast (both communication and Internet & data), EU5, 2012-

2020 23

Figure 23: Total mobile telco revenue forecast (both communication and Internet & data), EU5,

2012-2020 24

Figure 24: Total telco revenues forecast (fixed and mobile, communication and noncommunication),

EU5, 2012-2020 . 24

Figure 25: Telco fixed voice, mobile voice and messaging revenues forecast, USA, 2012-2020 . 25

Figure 26: Share of messaging revenue, USA, 2012 and 2020 . 25

Figure 27: SMS and other messaging services revenues forecast, USA, 2012-2020 . 26

Figure 28: Share of SMS and other messaging services revenues, USA, 2012 and 2020 26

Figure 29: Telco fixed voice, mobile voice and mobile messaging revenue forecast, EU5, 2012-

2020 27

Figure 30: Share of messaging revenue, EU5, 2012 and 2020 . 27

Figure 31: SMS and other messaging services revenues forecast, EU5, 2012-2020 . 28

Figure 32: Share of SMS and other messaging services revenues, EU5, 2012 and 2020 28

Figure 33: OTT communication revenue forecast by segment, USA, 2012-2020 . 29

Figure 34: Share of OTT communication revenue by segment, USA, 2012 and 2020 29

Figure 35: Comparison of telco and OTT communication revenues, USA, 2012-2020 30

Figure 36: OTT communication revenue forecast by segment, EU5, 2012-2020 . 30

Figure 37: Share of OTT communication revenue by segment, EU5, 2012 and 2020 31

Figure 38: Comparison of telco and OTT communication revenues, EU5, 2012-2020 31

Figure 39: The new look of Facebook messages . 33

Figure 40: Bobsled, by T-Mobile, allows voice calls on Facebook chat . 33

Figure 41: Video-calling option within Facebook 34

Figure 42: FaceTime from Apple 36

Figure 43: Media Centre Cloud service by Deutsche Telekom 36

Figure 44: The TU Me app by Telefonica 37

Figure 45: Key features of the Bobsled app by T-Mobile USA 38

Figure 46: International Favourites, by O2 UK 38

Figure 47: The Skype-on-Three offer which incurs no data charges 39

Figure 48: Skype on KDDI 39

Figure 49: WhatsApp offering from Three Hong Kong 40

Figure 50: The 'joyn' service, led by the GSMA . 41

Figure 51: OEM ecosystem for joyn . 42

Figure 52: Orange France mobile plans offer unlimited calls and SMS in their cheapest plans . 44

Figure 53: BT offers unlimited calls (national) and Internet 44

Figure 54: Quadruple bundle from Orange, further commoditising voice and messaging . 45

Figure 55: Penetration of bundled services in European households . 46

Figure 56: A comparison of Sprint, AT&T and Verizon's smartphone data plan, by Sprint 47

Figure 57: Video call tariffs 48

Figure 58: A FaceTime video communication between an iPhone user and an iPad user 49

Figure 59: A Skype video communication using the Skype application . 49

Figure 60: An example of WebRTC integration for video calls on Google Chrome . 50

Figure 61: A GTalk video chat (using the Flash plug-in) 51

Figure 62: A Windows Live Messenger window with an ad at the bottom 52

Figure 63: Falcon Pro for Twitter sold inn the Google Play app store at 0.79 EUR 53

Figure 64: WhatsApp Messenger price information before downloading the app . 53

Figure 65: Facebook targeted advertising on the user's wall . 54

To order this report:: Future of Communication 2020 - Telco & OTT communication - Market forecasts

Nicolas Bombourg
Email: [email protected]
US: (805) 652-2626
Intl: +1 805-652-2626

SOURCE Reportlinker

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

@ThingsExpo Stories
Growth hacking is common for startups to make unheard-of progress in building their business. Career Hacks can help Geek Girls and those who support them (yes, that's you too, Dad!) to excel in this typically male-dominated world. Get ready to learn the facts: Is there a bias against women in the tech / developer communities? Why are women 50% of the workforce, but hold only 24% of the STEM or IT positions? Some beginnings of what to do about it! In her Day 2 Keynote at 17th Cloud Expo, Sandy Carter, IBM General Manager Cloud Ecosystem and Developers, and a Social Business Evangelist, wil...
PubNub has announced the release of BLOCKS, a set of customizable microservices that give developers a simple way to add code and deploy features for realtime apps.PubNub BLOCKS executes business logic directly on the data streaming through PubNub’s network without splitting it off to an intermediary server controlled by the customer. This revolutionary approach streamlines app development, reduces endpoint-to-endpoint latency, and allows apps to better leverage the enormous scalability of PubNub’s Data Stream Network.
Apps and devices shouldn't stop working when there's limited or no network connectivity. Learn how to bring data stored in a cloud database to the edge of the network (and back again) whenever an Internet connection is available. In his session at 17th Cloud Expo, Ben Perlmutter, a Sales Engineer with IBM Cloudant, demonstrated techniques for replicating cloud databases with devices in order to build offline-first mobile or Internet of Things (IoT) apps that can provide a better, faster user experience, both offline and online. The focus of this talk was on IBM Cloudant, Apache CouchDB, and ...
I recently attended and was a speaker at the 4th International Internet of @ThingsExpo at the Santa Clara Convention Center. I also had the opportunity to attend this event last year and I wrote a blog from that show talking about how the “Enterprise Impact of IoT” was a key theme of last year’s show. I was curious to see if the same theme would still resonate 365 days later and what, if any, changes I would see in the content presented.
Cloud computing delivers on-demand resources that provide businesses with flexibility and cost-savings. The challenge in moving workloads to the cloud has been the cost and complexity of ensuring the initial and ongoing security and regulatory (PCI, HIPAA, FFIEC) compliance across private and public clouds. Manual security compliance is slow, prone to human error, and represents over 50% of the cost of managing cloud applications. Determining how to automate cloud security compliance is critical to maintaining positive ROI. Raxak Protect is an automated security compliance SaaS platform and ma...
Most of the IoT Gateway scenarios involve collecting data from machines/processing and pushing data upstream to cloud for further analytics. The gateway hardware varies from Raspberry Pi to Industrial PCs. The document states the process of allowing deploying polyglot data pipelining software with the clear notion of supporting immutability. In his session at @ThingsExpo, Shashank Jain, a development architect for SAP Labs, discussed the objective, which is to automate the IoT deployment process from development to production scenarios using Docker containers.
Countless business models have spawned from the IaaS industry – resell Web hosting, blogs, public cloud, and on and on. With the overwhelming amount of tools available to us, it's sometimes easy to overlook that many of them are just new skins of resources we've had for a long time. In his general session at 17th Cloud Expo, Harold Hannon, Sr. Software Architect at SoftLayer, an IBM Company, broke down what we have to work with, discussed the benefits and pitfalls and how we can best use them to design hosted applications.
We all know that data growth is exploding and storage budgets are shrinking. Instead of showing you charts on about how much data there is, in his General Session at 17th Cloud Expo, Scott Cleland, Senior Director of Product Marketing at HGST, showed how to capture all of your data in one place. After you have your data under control, you can then analyze it in one place, saving time and resources.
The Internet of Things (IoT) is growing rapidly by extending current technologies, products and networks. By 2020, Cisco estimates there will be 50 billion connected devices. Gartner has forecast revenues of over $300 billion, just to IoT suppliers. Now is the time to figure out how you’ll make money – not just create innovative products. With hundreds of new products and companies jumping into the IoT fray every month, there’s no shortage of innovation. Despite this, McKinsey/VisionMobile data shows "less than 10 percent of IoT developers are making enough to support a reasonably sized team....
Just over a week ago I received a long and loud sustained applause for a presentation I delivered at this year’s Cloud Expo in Santa Clara. I was extremely pleased with the turnout and had some very good conversations with many of the attendees. Over the next few days I had many more meaningful conversations and was not only happy with the results but also learned a few new things. Here is everything I learned in those three days distilled into three short points.
DevOps is about increasing efficiency, but nothing is more inefficient than building the same application twice. However, this is a routine occurrence with enterprise applications that need both a rich desktop web interface and strong mobile support. With recent technological advances from Isomorphic Software and others, rich desktop and tuned mobile experiences can now be created with a single codebase – without compromising functionality, performance or usability. In his session at DevOps Summit, Charles Kendrick, CTO and Chief Architect at Isomorphic Software, demonstrated examples of com...
As organizations realize the scope of the Internet of Things, gaining key insights from Big Data, through the use of advanced analytics, becomes crucial. However, IoT also creates the need for petabyte scale storage of data from millions of devices. A new type of Storage is required which seamlessly integrates robust data analytics with massive scale. These storage systems will act as “smart systems” provide in-place analytics that speed discovery and enable businesses to quickly derive meaningful and actionable insights. In his session at @ThingsExpo, Paul Turner, Chief Marketing Officer at...
In his keynote at @ThingsExpo, Chris Matthieu, Director of IoT Engineering at Citrix and co-founder and CTO of Octoblu, focused on building an IoT platform and company. He provided a behind-the-scenes look at Octoblu’s platform, business, and pivots along the way (including the Citrix acquisition of Octoblu).
In his General Session at 17th Cloud Expo, Bruce Swann, Senior Product Marketing Manager for Adobe Campaign, explored the key ingredients of cross-channel marketing in a digital world. Learn how the Adobe Marketing Cloud can help marketers embrace opportunities for personalized, relevant and real-time customer engagement across offline (direct mail, point of sale, call center) and digital (email, website, SMS, mobile apps, social networks, connected objects).
The Internet of Everything is re-shaping technology trends–moving away from “request/response” architecture to an “always-on” Streaming Web where data is in constant motion and secure, reliable communication is an absolute necessity. As more and more THINGS go online, the challenges that developers will need to address will only increase exponentially. In his session at @ThingsExpo, Todd Greene, Founder & CEO of PubNub, exploreed the current state of IoT connectivity and review key trends and technology requirements that will drive the Internet of Things from hype to reality.
Two weeks ago (November 3-5), I attended the Cloud Expo Silicon Valley as a speaker, where I presented on the security and privacy due diligence requirements for cloud solutions. Cloud security is a topical issue for every CIO, CISO, and technology buyer. Decision-makers are always looking for insights on how to mitigate the security risks of implementing and using cloud solutions. Based on the presentation topics covered at the conference, as well as the general discussions heard between sessions, I wanted to share some of my observations on emerging trends. As cyber security serves as a fou...
With all the incredible momentum behind the Internet of Things (IoT) industry, it is easy to forget that not a single CEO wakes up and wonders if “my IoT is broken.” What they wonder is if they are making the right decisions to do all they can to increase revenue, decrease costs, and improve customer experience – effectively the same challenges they have always had in growing their business. The exciting thing about the IoT industry is now these decisions can be better, faster, and smarter. Now all corporate assets – people, objects, and spaces – can share information about themselves and thei...
The cloud. Like a comic book superhero, there seems to be no problem it can’t fix or cost it can’t slash. Yet making the transition is not always easy and production environments are still largely on premise. Taking some practical and sensible steps to reduce risk can also help provide a basis for a successful cloud transition. A plethora of surveys from the likes of IDG and Gartner show that more than 70 percent of enterprises have deployed at least one or more cloud application or workload. Yet a closer inspection at the data reveals less than half of these cloud projects involve production...
Discussions of cloud computing have evolved in recent years from a focus on specific types of cloud, to a world of hybrid cloud, and to a world dominated by the APIs that make today's multi-cloud environments and hybrid clouds possible. In this Power Panel at 17th Cloud Expo, moderated by Conference Chair Roger Strukhoff, panelists addressed the importance of customers being able to use the specific technologies they need, through environments and ecosystems that expose their APIs to make true change and transformation possible.
Microservices are a very exciting architectural approach that many organizations are looking to as a way to accelerate innovation. Microservices promise to allow teams to move away from monolithic "ball of mud" systems, but the reality is that, in the vast majority of organizations, different projects and technologies will continue to be developed at different speeds. How to handle the dependencies between these disparate systems with different iteration cycles? Consider the "canoncial problem" in this scenario: microservice A (releases daily) depends on a couple of additions to backend B (re...