Report Overview

Juniper Research’s latest Operator Revenue Strategies research provides industry executives with key insights in, and thorough assessment of, threats to existing business models, new and emerging business models shaping the market, and new revenue opportunities expected to disrupt the market for the next five years.

The study quantifies the nature and scale of the threats and opportunities in the network operator market; ranging from declining ARPUs (Average Revenue per User) and margins to evolving data usage and various new revenue opportunities. The report identifies key new opportunities for network operators, including IoT connectivity and enablement, business messaging, and Big Data and analytics.

This research suite includes:
  • Strategy & Forecasts (PDF)
  • 5-year Market Sizing & Forecast Spreadsheet (Excel)
  • 12 months' access to harvest Online Data Platform
Key Market Statistics
Market size in 2021: $862.2bn
Market size in 2026: $787.0bn
2021 to 2026 CAGR: -1.81%

  Buy Full Research Suite - Immediate access to all the above only £2990.


Key Features

  • 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
  • Key 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:
    • Big Data & Analytics
    • Carrier Billing
    • Consumer 5G Services
    • Embedded SIMs
    • Low-power IoT
    • M2M Connectivity Enablement
    • Mobile Messaging (SMS and RCS)
    • Mobile Business Messaging
    • Mobile Commerce Services
    • Mobile Identity
    • Mobile Voice
  • Benchmark Industry Forecasts: Provided for sector-based operator-billed revenue in the telecommunications industry for 8 key global regions and 53 select countries including:
    • Argentina
    • Australia
    • Austria
    • Bangladesh
    • Belgium
    • Brazil
    • Canada
    • Chile
    • China
    • Colombia
    • Croatia
    • Czech Republic
    • Denmark
    • Egypt
    • Finland
    • France
    • Germany
    • Hong Kong
    • Hungary
    • India
    • Indonesia
    • Israel
    • Italy
    • Japan
    • Kenya
    • Malaysia
    • Mexico
    • Nepal
    • Netherlands
    • New Zealand
    • Nigeria
    • Norway
    • Pakistan
    • Peru
    • Philippines
    • Poland
    • Portugal
    • Qatar
    • Romania
    • Russia
    • Saudi Arabia
    • Singapore
    • South Africa
    • South Korea
    • Spain
    • Sweden
    • Thailand
    • Turkey
    • UK
    • Ukraine
    • United Arab Emirates
    • US
    • Vietnam
  • Mobile Operator Juniper Research Competitor Leaderboard: Positioning and strategic evaluation of 19 key global mobile network operators, including:
    • AT&T
    • Deutsche Telekom
    • Verizon Communications
    • Vodafone
    • NTT Docomo
    • Etisalat
    • KT Corporation
    • SK Telecom
    • Telefónica
    • KDDI
    • Orange
    • Softbank
    • China Communications Services
    • BT Group
    • LG Uplus
    • Ooredoo
    • Saudi Telecom
    • China Telecom
    • China Unicom

Key Questions Answered

  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 will operators’ mobile roaming revenue recover amidst the COVID-19 pandemic?

Companies Referenced

Included in the Juniper Research 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, Verizon Communications, Vodafone.
Mentioned: Abu Dhabi Securities Exchange, ADA, ADIA (Abu Dhabi Investment Authority), Alibaba, Alien Vault, Alphabet, AltNets , Amazon Web Services, Amena, American Bell Telephone Company, American Midwest Per Mar Security Services, AOL, AOTS (Association for Overseas Technical Cooperation and Sustainable Partnerships), APG , Apollo Global Management, AppNexus, Arm, Asia Mobile Holdings, Atlas V, Atos, Axiata Digital Advertising, AzerTelecom, BAE Systems, BBC, Bell Canada, Berkshire Hathaway, Beyond 5G Promotion Consortium, Bill & Melinda Gates Foundation, Binariang GSM Holdings, BlueJeans Network, BMW, BNetzA (Bundesnetzagentur), British Telecommunications, BuzzFeed, CAF (Charities Aid Foundation) Bank, Cancom Group, Cartoon Network, CDPQ (Caisse Depôt et Placement du Québec), China Telecommunications Corporation, Ciena, Cisco, CK Hutchison Holdings, CNN, Credit Suisse Group, Dacom, Daishin Private Equity , Dell, Discovery Inc, Disney, e5 Lab Inc, EE, Electric Telegraph Company, Emaar Properties, Epsilon, Ericsson, FarEase Tone , Felix & Paul Studios, FiberTower Corporation, FiBrasil FTTH, FIFA, FingerMotion, Fortinet, France Télécom, FreeBit Co, Goingsoft, Google, GPO (General Post Office), Gruppo TIM, GSMA , H3I, HBO, Healthcare (Korea), Hellenic Telecommunications Organisation, Hewlett Packard, Hitachi Building Technology, Hong Kong Stock Exchange, Hrvatski Telekom, Huawei, HuffPost, ifland, Ikea Place, Indosat Ooredoo , Intigral, iViva, Jasmin Group, Jawwy TV , Kabel Deutschland, Kakao Corp, Khalifa University, Kloudr, Korea Land & Housing, Korean Overseas Infrastructure & Urban Development Corp, KT Telecom, Kyocera Corporation, Lively!, London Stock Exchange, Magyar Telekom Nyrt, Mannesmann AG, Maroc Telecom, Master Trust Bank of Japan, Mawari, Maxis, McAfee, MegaFon, Meituan, Microsoft, MobiledgeX, Mojio, MoneyGram, Movistar, MTS (Mobile TeleServices), NASDAQ, National Database and Registration Authority, NCAI (National Centre for Artificial Intelligence), NEC Corporation, Net10, NetAct, Netflix, Neuro Sigma, Nokia, NYSE (New York Stock Exchange), Oger Telecom Limited, One Store, Onecom, OneWeb, Ookla, Oracle, Page Plus, Palo Alto Networks, PayPay, Pix Wireless, Plusnet, Powercom, Qatar Friendship Fund, Qatar Stock Exchange, Qatari beIN Media Group, Qualcomm Technologies, Quectel, Rakuten Mobile, Reach, RealNetworks, Red Pocket, RingCentral, Rocket Internet, Safaricom, Samsung, SBC Communications, SDAIA (Saudi Data and Artificial Intelligence Authority), SecurityScorecard, Senion, Seoul National University College of Medicine, Shell, Shenington Investments Pte Ltd, SKT Investment Corp, Sky, Smaato, Smart Africa, SpaceX, Spotify, SPT (Société de Participation dans les Telecommunication), SRTA (Sharjah Roads & Transport Authority), Starbucks, StarHub Ltd, Starz Play, Straight Talk, Sturfee, Symantec, Syniverse, Telekom Romania Communications, Telekom Srbija, Telstra, Teradata, TfWN (Transport for West Midlands), Three Mobile, TikTok, Time Warner, Ting, T-Mobile, Tokyo MOL, Total Wireless, Toyota Motor Corporation, Tracfone, TradeLens, True Corp, Twigby, University of Oulu, University of Stamford, University of Tokyo, US Mobile, Virgin Media O2, Visible Wireless, Vision Fund, VMware, Vodacom, VR Direct, WarnerMedia, Webcash Group, WM5G (West Midlands 5G), Xandr, Xfinity Mobile, Xunison, Yahoo, YouTube, Zain, Zscaler.

Data & Interactive Forecast

Juniper Research’s latest Operator Revenue Strategies forecast suite includes:
  • Total Mobile SIMs in Service
  • Total Operator-billed Revenue, split by
    • Big Data & Analytics
    • Carrier Billing
    • Consumer 5G Services
    • M2M Connectivity Enablement
    • Mobile Business Messaging
    • Mobile Commerce Services
    • Mobile Identity
    • Mobile Voice
  • Access to the full set of forecast data of 23 tables and over 9,500 datapoints.
  • Interactive Excel Scenario tool allowing users the ability to manipulate Juniper Research’s data for different metrics.

Geographical splits: 53 countries

Harvest: Our online data platform, harvest, contains the very latest market data and is updated throughout the year. This is a fully featured platform enabling clients to better understand key data trends and manipulate charts and tables, overlaying different forecasts within the one chart - using the comparison tool. Empower your business with our market intelligence centre, and get alerted whenever your data is updated.

Interactive Excels (IFxl): Our IFxl tool enables clients to manipulate both forecast data and charts, within an Excel environment, to test their own assumptions using the Interactive Scenario Tool and compare selected markets side by side in customised charts and tables. IFxls greatly increase a clients’ ability to both understand a particular market and to integrate their own views into the model.

Forecast Summary

Revenue generated from 5G services will reach $600 billion by 2026; representing 77% of global operator-billed revenue. Adoption of 5G services across consumer and IoT sectors has been driven by a strong uptake of 5G-capable devices, coupled with attractive 5G subscription pricing models, despite the semiconductor crisis caused by the COVID-19 pandemic.
  • Operators must leverage their 5G networks and high levels of virtualisation to develop new IP-based services that generate additional revenue streams. Emerging 5G-based consumer devices, such as laptops and mobile routers, are a key area of focus for operators over the next few years.
  • As geographical 5G coverage expands, operators will capitalise on revenue streams beyond smartphones. They must bundle multiple device subscriptions under a single recurring payment to benefit from connectivity revenue from other consumer devices.
  • We forecast that the amount of cellular data generated will reach 2,900 exabytes by 2026; rising from 720 exabytes in 2021. This represents a growth of 300% over the next five years. This growth will be driven by an increasing demand for data over 5G connections and a substantial growth in cellular IoT devices.
  • Cellular IoT devices, including smart city devices, smart home sensors and connected agriculture, will grow substantially over the next five years. By 2026, the number of cellular IoT devices will reach 6 billion; exceeding the global number of smartphones for the first time.

Operator Revenue Strategies Reports


Full Research Suite

  • Market trends, strategies and forecasts report (pdf)
  • Market data & forecasts - All topic data and interactivity (xls)
  • harvest market data platform (12 months’ online access)  - find out more

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Nov 2021




Research Details

Juniper Research
Sam Barker, Charles Bowman
Operators & Providers
8 Key Regions - includes North America, Latin America, West Europe, Central & East Europe, Far East & China, Indian Subcontinent, Rest of Asia Pacific and Africa & Middle East
Argentina, Australia, Bangladesh, Belgium, Brazil, Canada, Chile, China, Colombia, Croatia, Czech Republic, Denmark, Egypt, Finland, France, Germany, Hong Kong, Hungary, India, Indonesia, Israel, Italy, Japan, Kenya, South Korea, Malaysia, Mexico, Nepal, Netherlands, New Zealand, Nigeria, Norway, Pakistan, Peru, Philippines, Poland, Portugal, Qatar, Romania, Russian Federation, Saudi Arabia, Singapore, South Africa, Spain, Sweden, Thailand, Turkey, Ukraine, United Arab Emirates, UK, USA, Vietnam