SMS Firewalls: Market Forecasts, Key Opportunities & Competitor Leaderboard 2021-2026

• Market Outlook: An evaluation of significant market trends driving the adoption of SMS firewalls, alongside strategic recommendations for key roaming stakeholders. These stakeholders include network operators and dedicated SMS firewall vendors. Also included is a case study of Flubot scams.
• Juniper Research Competitor Leaderboard:  Key player capability and capacity assessment for 16 SMS firewall vendors; positioning them as either an established leader, leading challenger, or disruptor and challenger. Our Competitor Leaderboard scores these companies on their size of operations in the SMS firewall space, their extent and breadth of market partnerships, the sophistication of their platforms and Juniper Research’s view on each company’s innovation and future business prospects:
  • AMD Telecom
  • Anam Technologies
  • BICS
  • Cellusys
  • Cloudmark
  • Comviva
  • iBASIS
  • Infobip
  • Mavenir
  • Mitto
  • Mobileum
  • Openmind Networks
  • Route Mobile
  • Sinch
  • Tanla
  • TI Sparkle
• SMS Firewall Analysis: An evaluation of the key factors driving operator adoption of SMS firewall technology, as well as elements that may limit market uptake. 
• Benchmark Industry Forecasts: Five-year forecasts are provided for total SMS traffic, the volume of SMS traffic monitored by firewalls and SMS firewall vendor revenue. Forecast splits are included for A2P SMS traffic and P2A SMS traffic, as well as by our 8 key regions and 45 countries listed below:  
  • Argentina
  • Australia
  • Austria
  • Belgium
  • Brazil
  • Canada
  • China
  • Colombia
  • Croatia
  • Czech Republic
  • Denmark
  • Egypt
  • Finland
  • France
  • Germany
  • India
  • Indonesia
  • Italy
  • Japan
  • Malaysia
  • Mexico
  • Netherlands
  • New Zealand
  • Nigeria
  • Norway
  • Pakistan
  • Philippines
  • Poland
  • Portugal
  • Qatar
  • Romania
  • Russia
  • Saudi Arabia
  • Singapore
  • South Africa
  • South Korea
  • Spain
  • Sweden
  • Thailand
  • Turkey
  • Ukraine
  • United Arab Emirates
  • UK
  • US
  • Vietnam

 

1. How much will the SMS firewalls market be worth by 2026?
2. Which SMS firewall vendors are leading the market in 2021?
3. How much will operators lose to grey route traffic by 2026?
4. How will 5G connectivity impact the SMS firewalls market?
5. Which geographical regions represent the biggest opportunities for SMS firewall vendors?

Included in the Juniper Research Leaderboard: AMD Telecom, Anam, BICS, Cellusys, Cloudmark, Comviva, iBASIS, Infobip, Mavenir, Mitto, Mobileum, Openmind Networks, Route Mobile, Sinch, Tanla, TI Sparkle.
 
Mentioned: A1 Telekom, ACL Mobile, Adobe, Aldea Solutions Inc, Alfa-Bank Kazakhstan, Allianz, Allied Bank, Altice DR, Amartus, América Móvil, Apigate, Apple, Arbor, Asia Insurance 1950, Asiacell, AT&T, AVON, Aydinli Group, Bhutan Telecom, BlaBlaCar, Bouygues Telecom, BSNL (Bharti Sanchar Nigam Limited), Bukalapak, CarDekho, Celcom, Cell C South Africa, Chatlayer.ai, China Mobile International, Ciena, Citrus, Clarins, Claro, Comfone, Convene Networks, Dahmakan, Daikin Applied Europe, Daraz, Delta Solutions, Deutsche Telekom, Developing Solutions, Digicel, DinarPAY, Domino’s, du, EaseMyTrip.com, Elisa Finland, Enimbos, Ericsson, Eseye, Estée Lauder, Etisalat, Facebook, FirstBank, France-IX, Gamigo, Gamooga, Glo, GMS (Global Message Services), Google, GSMA, GTBank, Healthcare at Home, HF Group, Impact Mobile, Indosat Ooerdoo, Inteliquent, Interteleco International , Jazz, Jio, Kakao, Karix Mobile, Koch Strategic Platforms, KPN, Leanpay, LINE, LinkedIn, MAC, Macy’s, MADA, Marham, Mascom Botswana, Maxis, medGo, MEO, MessageMedia, MessengerPeople, Mobey Forum, MobiFone Vietnam, Mobile Marketing Association, Mobius Wireless Solutions, MTN, Mukuru, myElefant, Nationwide, NEC, Nespresso, Neurosoft, Nickel, Niometrics, Nissan, NLB Banka, Nordic, NOS, OEP (One Equity Partners), OpenMarket, OpenSooq, Orange, Papa John’s Pizza, Pathwire, PayPal, PCCW, Peerless Network, Plume, Positive Technologies, Proximus, QRoam, Raiffeisen Bank, Ranzure, Rapido, Ribbon, RoamsysNext, Safeway, Salesforce , SAMA, SAP, Sberbank, Senati, SFR, ShoeBeDo, Sigos, Sippio, SmarTone, Squire, SRR Outremer, Stoke, Swisscom, Syniverse, Tango, Tata Communications, TDC, Tele2, TeleDNA, Telefónica, Telegram, Telekom Slovenije, Telenor Global, Telia, Thales, TIM, Tinder, TIS, T-Mobile, Toyota, Trans Ocean Network, Truecaller, TTN, TUI, Tunisie Telecom, TWW, Uber, Ulticom, Unilever, Veon, Verizon, Viber, Virgin Mobile, Visa, Vodafone, Volpy, VTB Bank, Wavy, WeDo Technologies, WeFarm, Wells Fargo, Welthungerhilfe, WhatsApp, Wurth, XL Telecom, Xura, Yousign.
 

Juniper Research’s SMS Firewalls forecast suite includes:

• Market Summary, including:
  • Total Number of Mobile Subscribers
  • Total Number of SMS Messages Sent
  • Total SMS Traffic Monitored by Firewalls
  • Total SMS Firewall Vendor Revenue
  • Data splits are provided for A2P SMS traffic and P2A SMS traffic. For total SMS traffic monitored by firewalls, data splits are also provided for Diameter, SIGTRAN and SS7 firewalls.
• Access to the full set of forecast data of 50 tables and more than 18,500 datapoints.
• Interactive Excel scenario tool allowing users to manipulate Juniper Research’s data for five different metrics.

Geographical splits: 45 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.

Total SMS firewall revenue will increase from $911 million in 2021 to $4.1 billion in 2026; representing an absolute growth of 346%. SMS firewalls are third-party solutions that sit within operator networks, enabling the real-time monitoring of network traffic, enhancing operator capabilities to block fraudulent traffic and minimising revenue loss to fraudulent traffic.

• Operators must implement advanced SMS filtering solutions, with artificial intelligence and machine learning capabilities to mitigate the constantly evolving tactics of fraudulent players. A failure to adopt firewalls with these capabilities will leave operators open to diminished revenue from business messaging, as fraudsters mask business messaging traffic to avoid termination fees.
• The volume of business messaging traffic monitored by SMS firewalls will increase from 3.1 trillion in 2021 to 4.4 trillion in 2026; representing an absolute growth of 45%, as operators increase their investment in advanced analytics, such as natural language processing abilities, that enable the efficient identification of business use cases in the content of the message.
• SMS firewalls will reduce operator losses to grey route traffic [the concealment of lucrative business messaging traffic within the less profitable channel of P2P messages]. By minimising the profit to be made from the successful transmission of grey route traffic, SMS firewall implementation will reduce operator losses to fraud from $5.6 billion in 2021 to $922 million by 2026.
• SMS firewall solutions will limit the possibilities of grey routes by elevating the prices associated with concealing fraudulent traffic in order to avoid network detection. This will make paying for traffic termination via legitimate routes a more cost-effective option, as fraudulent players will struggle to justify the increased costs associated with grey route transmission.