MVNOs in Europe: benefits (and risks) of co-opetition - New 2005 ed.

The main objectives of this strategic report are: first to analyse past experiences, second, to forecast impact of new MVNOs on the European mobile Market looking forward … and third, to determine network operators’ attitudes and strategies regarding these MVNOs

An in-depth analysis of a complex and still evolving concept: MVNO.

The report covers 17 european countries with details on:

National legislation and regulation policy regarding MVNOs

Mobile telephony market and MVNOs:

all the MNOs and MVNOs on the market

subscriptions, penetration rates and revenues when available data

Matrix tables presenting:

historical situation of each country

estimated total MVNOs market share and total revenue in 2007

Other topics analysed:

technical definitions

business typology

development environment

state of the art in Europe

business models

key success factors

perspective for 2,5 G – 3 G mobile markets

MVNO: threat or opportunity for MNOs
[Studien Infos ausblenden]

EXECUTIVE SUMMARY

1) INTRODUCTION REMARKS

2) CONTEXT OF THE MVNOS APPEARANCE AND DEVELOPMENT
A) MOBILE MARKET TODAY
i) A less dynamic but enormous market
ii) Spectrum allocation
B) UMTS FEEDING TELECOMMUNICATION DOLDRUMS
C) A BRANDNEW REGULATORY IMPETUS
D) A EUROPEAN PHENOMENON: A BRIEF HISTORICAL OVERVIEW OF MVNOS

3) MVNO: A COMPLEX AND STILL AMBIGUOUS CONCEPT
A) MVNO AND OTHER PLAYERS IN THE MOBILE MARKET
i) Mobile Network Operators
ii) Retailers
iii) Basic Service Provision
iv) Virtual Network Provision
v) Value Added Services Providers
B) DEFINING THE MVNOS?
i) ITU definition
ii) NRAs have also tried to delimit this concept
C) WHERE DO MVNOS COME FROM?
D) MVNO TYPOLOGY AND OPERATING MODELS
E) WAYS OF GAINING NETWORK ACCESS
i) Rent capacity
ii) Work with an MNO for network infrastructure
iii) Build its own network (excluding the radio infrastructure)

4) A CLOSE LOOK AT TODAY’S EUROPEAN MVNOS
A) MARKET OVERVIEW OF EUROPEAN NATIONAL MARKETS
i) Austria
ii) Belgium
iii) Denmark
iv) Finland
v) France
vi) Germany
vii) Greece
viii) Italy
ix) Ireland 77
x) Luxembourg
xi) Netherlands
xii) Norway
xiii) Portugal
xiv) Spain
xv) Sweden
xvi) Switzerland
xvii) United Kingdom
B) MOST SIGNIFICANT BUSINESS CASES: VIRGIN, SENSE, TELE 2, TELMORE
i) TELE2
ii) Telmore
iii) Virgin
iv) Sense
v) MVNE: a new market player to pay attention to

5) KEY SUCCESS FACTORS AND BUSINESS MODELS
A) COST AND REVENUE STRUCTURE AND MVNO VALUE CHAIN
i) MVNO value chain
ii) Source of MVNO Revenue
iii) Source of MVNO costs
B) MVNO KEY SUCCESS FACTORS
i) Negotiating commercial conditions
ii) Path to consumers
C) MAIN BUSINESS MODELS
i) Internet based low-cost and low-fare
ii) “one-stop shopping” business model:
iii) Brand-based business model
iv) MVNE-powered model:

6) STRATEGIES FOR MVNO DEVELOPMENT
A) SWOT ANALYSIS FOR HOSTING AN MVNO
i) Opportunities to host MVNOs
ii) MVNOs as threats to MNOs
iii) MNOs strategies and illustrations.
B) MVNOS IN THE LIGHT OF 3G

7) MVNO: OUTLOOK & FUTURE DEVELOPMENT
A) PERSPECTIVES ON MVNO ENVIRONMENTAL FACTORS:
i) EU regulatory framework:
ii) Several European countries have already taken measures to promote MVNOs in their implementation of the new framework
B) MOBILE MARKET EVOLUTION AND MVNO MARKET SHARE
C) WHO WILL BE TOMORROW’S MVNOS ?
i) Non telecom players
ii) Telecommunication –originated players

8) CONCLUSION

9) REVIEW OF BOTH OPERATIONAL OR SOON TO BE OPERATIONAL MVNOS ACROSS EUROPEAN COUNTRIES

10) ACRONYM & GLOSSARY

11) BIBLIOGRAPHY & WEBOGRAPHY

12) TABLES INDEX

13) FRAMES INDEX

14) CHARTS INDEX
[Inhaltsverzeichnis ausblenden]

Table 1: features of main MVNO types
Table 2: Monthly Market share of Austrian MNOs in 2003 (number customers)
Table 3: Market share of Belgian MNOs and MVNO in December 2003 (number customers)
Table 4: Belgian MVNOs in operation in January 2004
Table 5: Mobile diffusion in Denmark end Q2 2002 and 2003
Table 6: operating MVNOs in Denmark in Q4 2004
Table 7: Market share of Danish MVNOs and MNOs, (number customers)
Table 8: Finnish MNO market share in Q3 2003 (number of mobile subscribers)
Table 9: MVNOs in Finland
Table 10: Evolution of the French penetration rate and the MNO market shares (number of mobile subscribers)
Table 11: German MNO network market share (in mobile subscribers, included those via (E)SP
Table 12: Greek MNOs market share (in number of mobile subscribers)
Table 13: Italian MNO market share in January 2002 (by subscribers)
Table 14: Irish MNO market share at end Q3 2002 and Q3 2003
Table 15: Dutch MNO market share (number of mobile subscribers)
Table 16: List of operating Norwegian MVNOs
Table 17: Norwegian MNO and MVNO market position at end Q2 2003
Table 18: Evolution of market share of MNO and service providers (including MVNOs)
Table 19: Market share of Chess in end of Q2 2003.
Table 20: Portuguese MNOs’ market share at early Q2 2003
Table 21: Spanish MNO market share at early Q2 2002 and 2003
Table 22: Swedish MNO market share in Q3 2003 (in customers).
Table 23: Swedish MVNOs in 2003.
Table 24: Evolution of mobile penetration rate and mobile/fixes lines ration since 1996
Table 25: Swiss MNO and mobiles services providers market shares since 1996
Table 26: Market share of network operators
Table 27: Main operating MVNOs present in Great-Britain in 2004
Table 28: Onetel’s Arpu and customers in 2002 and 2003
Table 29: Tele 2 mobile and fixed telephony presence in Europe
Table 30: Comparison of Tele 2’s prepaid tariffs with the 5 Dutch MNOs in December 2002.
Table 31: Tele2Mobile and prepaid host equivalent offer (in Swiss francs) in Q1 2004
Table 32: Some mobile voice tariffs of Tele2 and Telenor in Norway
Table 33: Time taken by main British mobile operators to gain 2 millions subscribers
Table 34: Virgin Mobile financial Data
Table 35: Virgin Mobile tariffs (in pences)
Table 36: Sense position in Norway in Q2 2003.
Table 37: Estimated MVNOs market share and total revenue in 2006 (in € million).
Table 38: SWOT analysis for MVNO strategy of retailing industry players
Table 39: SWOT analysis for MVNO strategy of ISP and portals
Table 40: SWOT analysis for MVNO strategy of fixed telephony operators
Table 41: 3G Licences, new entrants and 2G MNO in Europe

Abbildung 1: EU mobile subscriptions and average penetration
Abbildung 2: Mobile European market value versus Telecom market value
Abbildung 3: Evolution of the number of MNOs in OECD countries
Abbildung 4: Business players involved in telecom mobile industry
Abbildung 5: Illustration of the MVNO network stricto sensu
Abbildung 6: MVNOs can not fit exactly in common categories developed up to now
Abbildung 7: MVNOs evolutive contour
Abbildung 8: Traffic from mobile network to fixed,to mobile and international outgoing traffic
Abbildung 9: Sense Customer base evolution in Norway and Sweden between Q1 2000 and Q1 2003
Abbildung 10: Sense ARPU evolution between Q1 2002 and Q1 2003
Abbildung 11: MVNEs: an intermediate position
Abbildung 12: Abbla as an intermediate between MNO and MVNOs
Abbildung 13: Spinbox as an intermediate between MNO and MVNOs
Abbildung 14: MVNOs in Europe in 2004
Abbildung 15: MVNO value chain
Abbildung 16: MVNO value chain
Abbildung 17: Evolution of MVNO cost
Abbildung 18: impact of MVNO growth on MNOs
Abbildung 19: MNO strategies to tackle MVNO issues
Abbildung 20: Instrumentalisation of MVNOs by SMP players to marginalise smaller MNOs
Abbildung 21: Evolution of Debitel and Orange market share
Abbildung 22: Vodafone attitude toward MVNOs
Abbildung 23: Telenor MVNO strategy
Abbildung 24: 2G Market share of leader, main and other competitors in European countries
Abbildung 25: Evolution of mobile data revenue share in total mobile market revenue (in %)
Abbildung 26: MVNO market share in Western European countries in 2006
Abbildung 27: Evolution of mobile service provision in European countries by 2006
Abbildung 28: Where can MVNO come from?
Abbildung 29: Potential actors and strategies on the MVNO market
Abbildung 30: Logos and Screenpapers available in thePSG Mobile offer
Abbildung 31: the Pan European MVNO strategies of ESP
Abbildung 32: Potential MVNO strategies of ISPs and Internet portal companies
Abbildung 33: Potential MVNO strategies of fixed telephony Operators
[Tabellenverzeichnis ausblenden]