What is TS&T — Telecom Strategies & Trends

Telecoms Strategies & Trends (TS&T) is a highly analytical telecoms publication. It provides in depth articles on a variety of topics such as companies, markets, and trends. Each issue contains up-to date rigorous analysis. TS&T is available as an annual on-line subscription providing 24 issues throughout the whole year.

This strategy report delivers a concise analysis of market development to industry leaders and business strategists of telecoms service, broadcast and IT services providers. Topics are presented in a detailed yet concise format so that the most important issues are easy digested.

A strategic journal worldwide distributed exceptionally different to other many newsletters:

  • Highly analytical content illustrating industry dynamics as well as improving your understanding of market information.
  • Written by analysts not journalists, who can provide in-depth analysis due to InfoCom with almost 20 years of telecom consulting experience.
  • Completely independent from manufacturers or operators.
  • Partly based on our TELESEEQ Database, fundamental market data for the telecoms industry. TS&T topics are related to a wealth of data figures to which we can resort when discussing inquiries over the telephone or email.

As a TS&T subscriber you could suggest topics you would like to see published!

TS&T is insight into your most critical issues and you can suggest which topics you would like to see published

Every edition provides you with an analytical overview on the actual market situation and its future development and company strategies of the most widespread panorama of different topics such as: MVNO, Triple play, FMC products, IP-VPN, Broadband development, VoIP pricing, IPTV, and many more.

Topics are organised in seven main categories: One year TS&T subscription includes:
  • 24 issues, downloadable online
  • Alert service as soon as the new issue is available
  • Access to the complete TS&T archive
Subscription to TS&T provides online access to the complete archive of all articles published since the year 2000

An archive with more than 100 articles


TOPICS ALREADY PUBLISHED IN 2009

Fixed Services

Carrier Ethernet: a bright future with some initial hurdles

  • Introduction
  • Providers and offers overview: EoMPLS most often offered
  • EoSDH v. EoMPLS
  • EoDWDM: for high bandwidth
  • Native Ethernet: no clear definition
  • VPN v. P2MP: P2MP so far most often sold
  • Market drivers and obstacles Drivers: demand and supply meet
  • Obstacles: various obstacles
  • Outlook — Market sizing and forecast: strong growth, gradually increasing

Fixed telephony traffic trends in 2008: continuing decline

  • Fixed telephony distribution per type of call: calls to national fixed lines still dominating
  • Monthly MoU and traffic ARPU trends
  • Outlook

Broadband, Internet & VoiP

Broadband in Latin America: strong growth with DSL dominating

  • Latin America in a global context
  • Zooming into the region
  • DSL as the dominant technology
  • Outlook

Continued growth in the top-10 fixed broadband countries in 2008

  • Fixed broadband in 2008: continued growth, DSL dominant
  • Broadband penetration rates: increasing but with wide differences
  • Outlook: fibre optic to grow over proportionately

2008 fixed broadband in South- East Asia: growth all round

  • Broadband penetration rates: still wide discrepancies between countries
  • Fixed broadband connections: xDSL dominates strongly
  • Outlook: more growth expected also thanks to mobile and wireless technologies

Content & TV

On-going digitisation of the content industry: opportunities and challenges

  • Impact of the on-going digitisation on the different content markets
  • Music: an early digital market
  • TV: the conquest of the next frontier
  • Games: reaching a new audience
  • Publishing: shaking established mindsets
  • New modes of consumption and services driven by innovation in the end-user device
  • Device manufacturers positioning as multimedia brands
  • Telecom operators betting on multi-screen strategies
  • Outlook

IPTV strategies: developing premium content and new features

  • Healthcare and education emerge as new markets
  • Outlook: the business models are still evolving

Top-10 IPTV in 2008: strong growth all-round

  • Top-10 IPTV providers: trends between 2007 and 2008
  • Customer acquisition strategies: Deutsche Telekom and AT&T
  • Outlook: radical changes in 2009 ranking expected

Satellite pay-TV players in Europe: the sky is the limit

  • Western Europe satellite pay-TV market will remain static while Eastern European market will continue to grow

Mobile Services

Mobile software management: A growing trend providing valuable additional benefits to manufacturers and mobile operators

  • Embedded software (firmware): pre-loaded on mobile phones
  • The rise of application stores to customise mobile phones
  • Mobile software management to help customer care
  • Regional differences
    • Japan: advanced mobile market also for mobile software management
    • The USA: Apple has been a game-changer
    • Western Europe: less widespread mobile software management
    • Africa: mobile software for more basic phone models
  • Outlook

Mobile Western Europe: slow but steady trend towards postpaid

  • Total and postpaid penetration
  • Increasing share of postpaid
  • Postpaid subscribers generate more revenues
  • It’s not all about the revenues
  • Outlook: proportion of postpaid subscribers will continue to rise

3G users: strong growth at last

  • The early struggles and the take-off of the total 3G market
  • 3G population penetration at the different stages of growth
  • Outlook

3Q08 mobile overview for the top-5 Western European countries, the US and Japan

  • Market leaders still dominate but lose share
  • Mobile penetration still increasing
  • Prepaid penetration still increasing and breadth of prepaid offers a driver for overall penetration
  • Mobile operators market share: market leaders losing some share but remaining very dominant
  • Outlook: penetration to slow down with market leaders continuing on losing somewhat to competitors

China: the mobile sector’s sleeping giant awakens

  • Largest market worldwide but still potential growth
  • Main players and market shares: China Mobile dominates
  • The evolution of mobile technology in China
  • Recent developments and outlook: entry of a new mobile operator and attribution of 3G licenses should drive growth

Mobile music downloads — Still need some fine tuning

  • Mobile music services — Usage-based pricing still prevailing
  • DRM or not DRM
  • Additional service features: music is not only songs buta complete experience
  • New partnerships and new entrants changing the landscape
  • Mobile music markets: Japan leading
  • Conclusion: mobile music has potential but is still in its infancy

Mobile TV: reception still not good enough

  • Mobile TV broadcast standards Countries with the largest broadcast-based mobile TV users
  • Major mobile TV services in Japan, South Korea and Italy
  • Failed mobile TV services
  • Key factors for mobile TV adoption
  • Conclusion: increasing users is one thing, increasing
  • ARPU and achieving profitability another

Mobile highlights: growth at last in India

  • India’s mobile industry: its beginnings and regulatory framework
  • Prepaid vs. postpaid subscriptions: overwhelming prepaid domination
  • Market landscape
  • Outlook

Services: Cross Segment

Bundling strategies marketed to create value for customers in Spain and Sweden

  • The market for triple or quadruple play is still in an early stage
  • Residential offers in Spain
  • Residential offers in Sweden
  • Outlook

E-health: potential but searching for a mass-market driving application

  • Introduction
  • E-health potential: benefits and challenges
  • Mobile carriers main providers of e-health solutions
  • Applications: tele-monitoring most successful
  • Outlook

Telecom Innovations: mobile experience to become richer

  • Mobile remains the most innovative sector of the telecom industry
  • Rich Communication Suite: mobile experience becomes even richer
  • Outlook

Financial results of key European incumbents: 3Q08 update

  • Revenues: by and large stable overall, international sales increasing
  • EBITDA and EBITDA margin on the whole stable
  • Conclusion and outlook: innovations and international expansion to sustain growth

3Q08 fixed and mobile UMTS broadband penetration grow in the EU-25

  • Continued increase in broadband penetration
  • Fixed broadband slowing down
  • Mobile broadband growing very fast but not catching up with fixed broadband
  • Outlook

Equipment & Infrastructure

Contact centre markets in EEMEA: strong growth driven by offshoring

  • Relative market size and growth: strong growth recent years, Russia by far largest market in EEMEA
  • Market shares: Avaya by far the largest vendor but Genesys growing strongly and narrowing the gap with Avaya
  • Pros and cons of offshoring: lower costs yes but
  • Conclusion: more moderate growth ahead

Company & Country Profiles.

Country snapshot: Brazil
An emerging giant in the global telecom industry

  • Telecom market milestones (1940 to present)
  • Fixed telephony penetration decline
  • Mobile telephony, main driver of the telecom market
  • Broadband Internet spreads but quality of service is an issue
  • Outlook: Mobile and broadband main drivers

 


  

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