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Ovum » New Revenue Opportunities in Telecoms: 2013-16

New Revenue Opportunities in Telecoms: 2013-16

02nd October 2012

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?

For more information about this research piece, please contact us.