Operator Revenue Strategies: Business Models, Emerging Technologies & Market Forecasts 2023-2027

• Future Market Outlook: An analysis of the key trends in the market, including the growth of cellular technologies, and total cellular data traffic generated, split by:
  • Mobile Handsets
  • Tablets
  • Cellular IoT Devices
  • Other Connected Devices
• Emerging Telecommunications Service Analysis: A deep dive evaluation of the future of the telecommunications industry; analysing the development and deployment of new areas in the sector, including:
  • 5G Network Monetisation & Preparing for 6G
  • Big Data & Analytics
  • Carrier Billing & Monetisation
  • eSIMs
  • Rich Media Messaging
• Benchmark Industry Forecasts: Provided for sector-based operator-billed revenue in the telecommunications industry for 8 key global regions and 60 select countries including:
  • North America:
    • Canada, US
  • Latin America:
    • Argentina, Brazil, Chile, Colombia, Ecuador, Mexico, Peru, Uruguay
  • West Europe:
    • Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, UK
  • Central & East Europe:
    • Croatia, Czech Republic, Hungary, Poland, Romania, Russia, Turkey, Ukraine
  • Far East & China:
    • China, Hong Kong, Japan, South Korea
  • Indian Subcontinent:
    • Bangladesh, India, Nepal, Pakistan
  • Rest of Asia Pacific:
    • Australia, Indonesia, Malaysia, New Zealand, Philippines, Singapore, Thailand, Vietnam
  • Africa & Middle East:
    • Algeria, Egypt, Israel, Kenya, Kuwait, Nigeria, Qatar, Saudi Arabia, South Africa, United Arab Emirates
• Mobile Operator Juniper Research Competitor Leaderboard: Positioning and strategic evaluation of 19 key global mobile network operators, including:
  • AT&T
  • BT Group
  • China Communications Services
  • China Telecom
  • China Unicom
  • Deutsche Telekom
  • Etisalat
  • KDDI
  • KT Corporation
  • LG Uplus
  • NTT Docomo
  • Ooredoo
  • Orange
  • Saudi Telecom Company
  • SK Telecom
  • Softbank
  • Telefónica
  • Verizon Communications
  • Vodafone

1. What are the revenue opportunities for mobile operators in the telecommunications industry?
2. What emerging telecommunications services will grow the fastest over the next 5 years?
3. Which operators are leading the telecommunications industry?
4. How can operators best leverage 5G technologies to generate new revenue streams?
5. How can operators best leverage 5G service revenue to capitalise on future 6G development?

Included in the Juniper Research Competitor Leaderboard: AT&T, BT Group, China Communications Services, China Telecom, China Unicom, Deutsche Telekom, Etisalat, KDDI, KT Corporation, LG Uplus, NTT Docomo, Ooredoo, Orange, Saudi Telecom, SK Telecom, SoftBank, Telefónica, Telenor, Verizon Communications, Vodafone.
 
Mentioned:
101Voice, ADA, Airtel, Alibaba, Amazon, AOL, APG, Apple, Arcadis, Asia Mobile Holdings, Atos, AUM Cardiovascular, AzerTelecom, BAE Systems, Baidu, beIN Media Group, Berkshire Hathaway , Bill & Melinda Gates Foundation, BlueJeans Network, BMW Group, BuzzFeed, CAF (Charities Aid Foundation) Bank, Cartoon Network, Centrality, Ciena Corporation, Cisco, CJ Hello Ltd, CNN, Credit Suisse, Cubic Telecom, Dacom, Dell Technologies, Deloitte, Discovery Inc, Disney, EE, Epsilon Telecommunications, Ericsson, Etisalat Misr, Extreme Networks, Far EasTone Telecommunications, FiberTower Corporation, FingerMotion, Fortinet, France Télécom, Goingsoft, Google, Greece-based Hellenic Telecommunications Organisation, H3I, HBO, HCF Management Inc, Hitachi Building Technology, Huawei, HuffPost, IBM, IDEMIA, Indosat Ooredoo, Intigral, INWIT, IPT (Innovative Perioperative Technologies), iViva, Jasmin Group, JD, Kenmei, Kloudr, Korea Land & Housing, Kyocera Corporation, Lebara, Liberty Global, Lively! , Maersk, Mannesmann AG, Maroc Telecom, MásMóvil, Master Trust Bank of Japan, Ltd, Mastercard, Mawari, McAfee, MegaFon, Meituan, Microsoft, MobiledgeX, Mojio, MTS, NEC, Net10, Netflix, Neusoft Corporation, Nokia, One Store, Onecom, OneWeb, Ookla, OPPO, Oracle, otter.ai, Page Plus, Palo Alto Networks, Pix Wireless, Plusnet, Powercom, Quectel, Rakuten Mobile, Reach, RealNetworks, RingCentral, RingCentral Inc, Rocket Internet, Romania Communications, Safaricom, SBC Communications, Senion, Shell, Shenington Investments Pte Ltd, Siemens, SK Telecom, Smaato, Smart Africa, SpaceX, SPT (Société de Participation dans les Telecommunication), SSI Group, StarHub Ltd, Starlink, Starz Play, Straight Talk, Sturfee, Symantec, Syniverse, Telekom Srbija, Tencent, Teradata, Three, TikTok, Ting, T-Mobile, Total Wireless, Toyota Motor Corporation, Tracfone, Twigby, Uber, US Mobile, Visible Wireless, Viva Republica Limited, VMware, VR Direct, WarnerMedia, Webcash Group, Xandr, Xfinity Mobile, Xunison, Yahoo, Zain, Zscaler, ZTE.
 

Juniper Research’s latest Operator Revenue Strategies forecast suite includes:
 

• 5-year benchmark forecasts for key metrics by 8 key regions and 60 country-level splits including:
  • North America:
    • Canada, US
  • Latin America:
    • Argentina, Brazil, Chile, Colombia, Ecuador, Mexico, Peru, Uruguay
  • West Europe:
    • Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, UK
  • Central & East Europe:
    • Croatia, Czech Republic, Hungary, Poland, Romania, Russia, Turkey, Ukraine
  • Far East & China:
    • China, Hong Kong, Japan, South Korea
  • Indian Subcontinent:
    • Bangladesh, India, Nepal, Pakistan
  • Rest of Asia Pacific:
    • Australia, Indonesia, Malaysia, New Zealand, Philippines, Singapore, Thailand, Vietnam
  • Africa & Middle East:
    • Algeria, Egypt, Israel, Kenya, Kuwait, Nigeria, Qatar, Saudi Arabia, South Africa, United Arab Emirates

• Total Mobile SIMs in Service
• Total Operator-billed Revenue, split by
  • Carrier Billing
  • M2M Connectivity Enablement
  • Mobile 5G Services
  • Mobile Business Messaging
  • Mobile Commerce Services
  • Mobile Identity
  • Mobile Voice

Geographical splits: 60 countries
Number of tables: Over 20 tables
Number of datapoints: Over 13,500 datapoints

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Operators are forecast to generate $625 billion from 5G services globally by 2027; rising from $310 billion in 2023. Juniper Research predicts that this growth of 100% over the next four years will be driven by the migration of mobile subscriptions to 5G networks, and the increasing inclusion of eSIMs (embedded Subscriber Identity Modules) in devices such as laptops and Wi-Fi hotspots.

• 80% of global operator-billed service revenue will be attributable to 5G by 2027; allowing operators to secure a return on investment into their 5G networks. However, the increasing implementation of eSIMs into new devices will drive global cellular data traffic to grow by over 180% between 2023 and 2027, as data traffic is offloaded from fixed and Wi-Fi networks to 5G.
• eSIM-capable devices will drive significant growth in cellular data, as consumers leverage cellular networks for use cases that have historically used fixed networks. Operators must ensure that networks, including 5G and upcoming 6G networks, are future-proofed by implementing new technologies across the entirety of networks.
• To prepare for this increasing demand in cellular data, at 6G standards must adopt innovative technologies that are not currently used in 5G standards. NTNs (Non-terrestrial Networks) and sub-1THz frequency bands as key technologies must be at the centre of initial trials and tests of 6G networks, to provide increased data capabilities over existing 5G networks.
• However, Juniper Research cautions that the increased cost generated by the use of satellites for NTNs and the acquisition costs of high-frequency spectrum will create longer timelines for securing return on 6G investment for operators. As a result, we urge the telecommunications industry to form partnerships with specialists in non-terrestrial connectivity; thus benefitting from lower investment costs into 6G networks.