SERVICE DELIVERY PLATFORMS: WORLDWIDE MARKET SHARES 2015

Transcription

1 RESEARCH MARKET SHARES REPORT SERVICE DELIVERY PLATFORMS: WORLDWIDE MARKET SHARES 2015 GORKEM YIGIT analysysmason.com

2 About this report This report provides market share data for communications service provider (CSP) spending on telecoms-specific service delivery platform (SDP) software systems and related services for It provides details of how the spending varied by delivery model, service type, vendor and region. The report also includes snapshots of information about the leading vendors in the market. It is based on several sources, including: interviews with CSPs and vendors worldwide Analysys Mason s strategy reports and other analysis developed during the past year. GEOGRAPHICAL COVERAGE Worldwide Central and Eastern Europe Developed Asia Pacific Emerging Asia Pacific Latin America Middle East and North Africa North America Sub-Saharan Africa Western Europe SUB-SEGMENT COVERAGE Subscriber data management Content management and delivery: fixed content management and delivery mobile content management and delivery Telecoms application servers KEY QUESTIONS ANSWERED IN THIS REPORT What was the overall size of the telecoms-specific service delivery platform market and what drove this spending among CSPs? How did the spending vary across different sub-segments of the service delivery platform market? Who are the major vendors and what is their share of revenue in the service delivery platforms market? What are the different drivers and growth rates of CSP spending on products, product-related services and professional services? WHO SHOULD READ THIS REPORT Vendor strategy teams that need to understand where growth is slowing and where it is increasing according to different sub-segment categories. Product management teams responsible for feature functionality and geographical focus, and product marketing teams responsible for market-share growth. Market intelligence teams at vendors that want to understand how their competitors compare with each other. CSPs that are planning digital transformation journeys and want to ensure that their current vendors are staying up to date. 2

3 Dashboard: Service delivery platform product-related revenue market shares KEY MARKET DEVELOPMENTS IN 2015 Figure 2: Service delivery platform product-related revenue by type, worldwide, 2015 CSPs in developed markets shifted their focus from infrastructure builds to monetisation and customer retention through IMS-based services (VoLTE, VoWi-Fi), B2B services (unified communications) and multi-screen, 4K video. LTE roll-outs and expansions drove SDP revenue growth in emerging markets. Virtualised SDPs were trialled and there were some commercial deployments. vtas for VoLTE/VoWi-Fi and vcdn for multi-screen video were the leading use cases, followed by vhss. PRODUCT-RELATED SERVICES 44% Total 2015: USD5.4 billion 56% Figure 1: Service delivery platform product-related revenue by vendor, worldwide, Other 42% Ericsson 15% PRODUCT Source: Analysys Mason Figure 3: Service delivery platform product-related revenue by sub-segment, worldwide, 2015 Huawei 14% Subscriber data management 30% Total year-on-year 41% Telecoms application servers Nokia Networks 11% growth: 6.7% Cisco 4% Oracle 6% Alcatel-Lucent 8% Source: Analysys Mason Content management and delivery 29% 1 We will treat Alcatel-Lucent and Nokia Networks as a single entity in next year s report. Source: Analysys Mason 4

4 Dashboard: Service delivery platform professional services revenue market shares KEY MARKET DEVELOPMENTS IN 2015 The SDP professional services market is highly fragmented the top-six vendors accounted for 38% of total revenue in Major NEPs and IT vendors lead the SDP professional services market because they typically deliver their own and ecosystem partners SDP solutions through their professional services organisations. Accenture is the only consulting and systems integration (C&SI) vendor featured in the top six. DELIVERY MODEL DEVELOPMENTS IN 2015 Unified communications, video SDP and identity management are major drivers of SaaS and cloud-based hosted managed services spending. System integration and other professional services (business and design consulting and custom development) account for the major portion of SDP professional services. SDP outsourcing is typically as part of larger outsourcing contracts such as those for core networks/ims and video operations. Figure 4: Service delivery platform professional services revenue by vendor, worldwide, 2015 Ericsson 10% Figure 5: Service delivery platform professional services revenue by sub-segment, worldwide, 2015 Huawei 9% Alcatel-Lucent 6% Subscriber data management 27% Total 2015: 41% Telecoms application servers Other 62% Nokia Networks 6% USD8.8 billion Accenture 4% Hewlett-Packard 3% Content management and delivery 32% Source: Analysys Mason Source: Analysys Mason 5

5 CONTENTS EXECUTIVE SUMMARY BUSINESS ENVIRONMENT MARKET SHARES PRODUCT REVENUE PROFESSIONAL SERVICES REVENUE VENDOR ANALYSIS MARKET DEFINITION ABOUT THE AUTHOR AND ANALYSYS MASON 63

6 About the author Gorkem Yigit (Analyst) is the lead analyst for the Service Delivery Platforms programme and a contributor to the Software-Controlled Networking and Network Orchestration programmes, focusing on producing market share, forecast and research collateral. He started his career in the telecoms industry with a graduate role at a leading telecoms operator, before joining Analysys Mason in late He has published research on NFV/SDN services business cases, identity management in the digital economy, and has been a key part of major consulting projects including Telco Cloud Index and IPTV/OTT procurement. He holds a cum laude MSc degree in Economics and Management of Innovation and Technology from Bocconi University (Milan, Italy). 64

7 Analysys Mason s consulting and research are uniquely positioned Analysys Mason s consulting services and research portfolio Digital economy Regional markets Consumer and SME services Telecoms software and networks Regulation and policy Transaction support Strategy and planning CONSULTING We deliver tangible benefits to clients across the telecoms industry: communications and digital service providers, vendors, financial and strategic investors, private equity and infrastructure funds, governments, regulators, broadcasters, and service and content providers Our sector specialists understand the distinct local challenges facing clients, in addition to the wider effects of global forces. We are future-focused and help clients understand the challenges and opportunities that new technology brings. RESEARCH Our dedicated team of analysts track and forecast the different services accessed by consumers and enterprises. We offer detailed insight into the software, infrastructure and technology delivering those services. Clients benefit from regular and timely intelligence, and direct access to analysts. 65

8 Research from Analysys Mason We provide dedicated coverage of developments in the telecoms, media and technology (TMT) sectors, through a range of research programmes that focus on different services and regions of the world. Research portfolio PROGRAMMES Next-Generation Wireless Networks Service Assurance Customer Experience Management Customer Care Revenue Management Analytics Network Orchestration Software-Controlled Networking Service Delivery Platforms Service Fulfilment Telecoms Software Market Shares Telecoms Software Forecasts PROGRAMMES Convergence Strategies Fixed Networks Wireless Networks Spectrum Network technologies Telecoms software and networks Consumer and SME services Regional markets PROGRAMMES Mobile Services Mobile Devices Fixed Broadband and Video SME Strategies Digital economy PROGRAMMES PROGRAMMES Global Telecoms Forecasts Asia Pacific The Middle East and Africa European Country Reports European Core Forecasts European Telecoms Market Matrix Digital Economy Strategies Digital Economy Platforms Future Comms and Media IoT and M2M Solutions To find out more, please visit 66

9 Consulting from Analysys Mason For 30 years, our consultants have been bringing the benefits of applied intelligence to enable clients around the world to make the most of their opportunities. Consulting portfolio EXPERTISE Performance analysis Technology optimisation Commercial excellence Transformation services Performance improvement EXPERTISE Radio spectrum auction support Radio spectrum management EXPERTISE Policy development and response Margin squeeze tests Analysing regulatory accounts Expert legal support Media regulation Postal sector costing, pricing and regulation Regulatory economic costing Net cost of universal service Regulation EXPERTISE Transaction support Commercial due diligence Regulatory due diligence Technical due diligence Spectrum policy and auction support Strategy and planning EXPERTISE Market research Market analysis Business strategy and planning Market sizing and forecasting Benchmarking and best practice National and regional broadband strategy and implementation To find out more, please visit 67

10 PUBLISHED BY ANALYSYS MASON LIMITED IN SEPTEMBER 2016 Bush House North West Wing Aldwych London WC2B 4PJ UK Tel: +44 (0) Registered in England No All rights reserved. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means electronic, mechanical, photocopying, recording or otherwise without the prior written permission of the publisher. Figures and projections contained in this report are based on publicly available information only and are produced by the Research Division of Analysys Mason Limited independently of any client-specific work within Analysys Mason Limited. The opinions expressed are those of the stated authors only. Analysys Mason Limited recognises that many terms appearing in this report are proprietary; all such trademarks are acknowledged and every effort has been made to indicate them by the normal UK publishing practice of capitalisation. However, the presence of a term, in whatever form, does not affect its legal status as a trademark. Analysys Mason Limited maintains that all reasonable care and skill have been used in the compilation of this publication. However, Analysys Mason Limited shall not be under any liability for loss or damage (including consequential loss) whatsoever or howsoever arising as a result of the use of this publication by the customer, his servants, agents or any third party.