The Telco Organisational Structure beyond Tim Hills with Rupert Wood Edited by Catherine Viola

Transcription

1 The Telco Organisational Structure beyond 2010 Tim Hills with Rupert Wood Edited by Catherine Viola

2 Analysys Research Fixed Networks and Services Analysys Research Fixed Networks and Services online market intelligence service World Telecoms Marketplace online market intelligence service The Telco Product Portfolio beyond 2010 The Business Case for Carrier Migration to VoIP Viable Business Models Point to Big Opportunities for Public WLAN Emerging Business Models in Voice: the impact of Skype and other private VoIP applications The Business Case for Broadband Entertainment Western European Fixed Telecoms Markets: forecasts VoIP in the US Market: services, business models and regulation Business Data Services: growth opportunities and forecasts The Impact of Voice over Broadband: forecasts for Western Europe Delivering the Broadband Home. New fixed and mobile services and devices: forecasts Mobile Networks and Services Analysys Research Mobile Networks and Services online market intelligence service The Western European Mobile Market: trends and forecasts Wireless Voice over IP: technical and commercial prospects The World s Top Ten Wireless Services Retaining Customers and Minimising Churn: strategies for mobile markets Pushing Beyond the Limits of 3G with HSDPA and Other Enhancements The Role and Impact of WiMAX and Proprietary BWA Making a Success of the Mobile Content Value Chain Viable Business Models Point to Big Opportunities for Public WLAN TV and Video Services on a Mobile Phone: the killer application for 3G? Delivering High-speed Mobile Internet/Intranet Services: the role for 3G and public WLAN 3G Launch Strategies: critical decisions on technology and services Spectrum Trading and Liberalisation: new threats and opportunities for telecoms business models The Road to Fixed Mobile Substitution Starts with 3G Vodafone live! versus i-mode: lessons and prospects for the rise of global wireless services Billing and OSS Analysys Research Billing and OSS Markets online market intelligence service Billing for Mobility: strategies for convergent charging Emerging Charging Architectures for New Mobile Services: understanding and evaluating the available technical solutions Published by Analysys Research Limited St Giles Court 24 Castle Street Cambridge CB3 0AJ UK Tel: +44 (0) Fax: +44 (0) research@analysys.com Analysys Research Limited 2005 Printed in the UK by Victoire Press. 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. ISBN

3 Contents 0 Summary vii 1 Incumbents must resolve growing internal structural tensions 1 2 Current incumbent structures inevitably create tensions Tensions between the end-user-driven and network-driven models pose a major dilemma for national wireline incumbents Alternative technology and service approaches exacerbate incumbent internal tensions 6 3 Incumbent structures must respond to changes in telecoms value Broadband and mobility create a new environment for incumbents Incumbents must respond to new values constructively Composition of incumbent revenue streams will change Incumbents face inevitable structural questions 13 4 Incumbents structures are diverse and only starting to change Current incumbents display a range of structures Progress in adapting to IP and the mobility broadband model varies 22 5 Incumbents must address basic structural tasks Integrate Internet and fixed-line businesses successfully Develop an appropriate service/applications structure Develop an appropriate network service structure 27 6 Incumbents can reform as communications retailers and/or enterprise ITT providers Impediments to creating a communications-retailer structure must be overcome Mobile value chains can help incumbents change The incumbent s business must be refocused 37 7 Regulation and industry structure will change Pressures will mount for new regulatory approaches The telecoms industry will become more diverse and complex 44 Analysys Research Limited 2005 Contents

4 iv The Telco Organisational Structure beyond 2010 Actions 46 Market intelligence services from Analysys Research 48 Reports from Analysys Research 49 Custom Research: meeting your information needs 50 Analysys Consulting: advising on policy and regulation 51 List of Figures and Tables Figure 1.1: Centres of value for network-oriented and end-user-oriented strategies 2 Figure 2.1: Typical traditional incumbent structure, essentially network driven and aimed at maximising network revenues 5 Figure 3.1: The potential impact of broadband on sources of value in telecoms and industry structure 10 Figure 3.2: Evolution of types of incumbent telco revenue stream 12 Table 4.1: Assessment of current structural organisation of selected European incumbent telcos in terms of orientation towards network and mobility broadband models 15 6 Figure 4.1: Selected European incumbent telcos and their adoption of network and mobility broadband models 22 Figure 6.1: Incumbent as communications retailer, with fully separated networks and services 32 Figure 6.2: Incumbent as communications retailer, with open integrated network and services 33 Table 6.1: Examples of recent incumbent moves to merge fixed and mobile businesses 35 Contents Analysys Research Limited 2005

5 Market intelligence services from Analysys Research Analysys Research s online market intelligence services help you keep track of the latest developments in major telecoms markets worldwide. All our services are regularly updated and include a sophisticated range of interactive search, benchmarking and download tools. Analysys Research Fixed Networks and Services provides detailed analysis of all the major fixed network operators and ISPs in Europe, country reports for 30 European markets, detailed forecasts for key country markets, expert commentary on industry trends, and a dedicated broadband area covering penetration and market share of operators and technologies and broadband pricing. Analysys Research Mobile Networks and Services provides insight into the strategies and activities of key players worldwide, detailed country reports for leading mobile markets, 3G status reports, country market forecasts and analysis of industry trends. Analysys Research Billing and OSS Markets includes a searchable contracts database, trends papers providing insight into the latest issues in billing and OSS, and profiles of both leading and up-and-coming vendors worldwide. World Telecoms Marketplace is a leading source of company and contact information, covering all major sectors of the telecoms industry worldwide. Its thousands of records show data on company activities and products, key financial and operating data, and contact details for senior staff. Our Analyst Support package, which allows you direct consultation with our telecoms experts, is an ideal complement to your chosen market intelligence service. For more information on our services or a guided demonstration, please contact our Sales and Customer Service team on +44 (0) , us on research@analysys.com or visit our Web site at Market intelligence services from Analysys Research Analysys Research Limited 2005

6 Reports from Analysys Research Analysys Research s reports are designed to keep you up to date with industry developments and how they affect players in the telecoms value chain from fixed and mobile network operators, to software and equipment vendors, and content providers and distributors. Our reports will help you: explore the factors that are driving market evolution understand how industry trends will affect your business define and evaluate your strategic options using decision frameworks and scenarios identify where opportunities lie for future growth find out which players are being successful and why. Our publication programme offers over 20 reports a year, covering all the key issues affecting the telecoms industry and the latest hot topics. Recent reports have provided expert analysis of topics such as telcos future product portfolios and organisational structures, VoIP, fixed mobile substitution, broadband home entertainment, emerging wireless technologies, 3G launch strategies, the mobile content value chain, mobile TV and video, and the world s top ten wireless services. Each report is accompanied by an Excel spreadsheet containing forecasts and other key data discussed in the report, presented in an easy-to-use format. All reports are offered with Analyst Support, allowing you direct consultation with the author. Shop online at or, for information about our report subscription packages, contact our Sales and Customer Service team on +44 (0) or by on research@analysys.com. Analysys Research Limited 2005 Reports from Analysys Research

7 Custom Research: meeting your information needs When you cannot track down the specific information you need, a call to Analysys s Custom Research team should be your next step. We provide research and analysis that complements and builds on our published reports and online database services, covering the entire information value chain. Insight. Our Analyst Support service offers you the answers that you need, in the timescales you need them in. Whether through a contract for access to authors of Analysys Research s reports and online products, or via monthly retainer contracts, Analyst Support allows you to draw on the expertise of our wide range of in-house telecoms specialists. Analysis. Base your business plan on robust, credible figures. Our market sizing and forecasting work uses proven methodologies to provide you with reliable estimates of current and forecast equipment and service market values. Customised white papers and presentations can help you understand where the opportunities are and how your portfolio might need to evolve to address those opportunities. Structured commentary. We can provide a range of structured information in the form of bespoke company and country profiles, as well as analysis of breaking news from our industry experts. Structured information in this form helps you to base your strategy on a detailed understanding of what your competitors are doing, and of which are the key companies to watch. Data and information collection. Kick-start your marketing and sales campaigns or refresh your business intelligence. Our telecoms expertise gives us the edge in constructing, managing and delivering results from large-scale data collection and primary research programmes, whether you need to gather contact details for individuals with specialised job functions, or explore SMEs perception of mobile data services in the UK, for example. We can provide insight to support marketing and business decisions through customised interview surveys, carried out by people who understand the market and the issues, and who can engage in real discussion with interviewees. For more information on Custom Research services from Analysys Research, or to discuss how we could help you meet your specific information needs, please contact our Custom Research team on +44 (0) , or by on custom@analysys.com. Custom Research: meeting your information needs Analysys Research Limited 2005

8 Analysys Consulting: advising on policy and regulation Analysys plays a leading role in the formulation of telecoms policy and regulation in Europe and beyond, supporting governments, regulators and operators worldwide. We provide independent advice to stakeholders and policymakers as they seek to develop and refine fair and equitable regulation that offers appropriate protection to users and provides the best possible platform for economic growth. We work with our clients to maximise their competitive advantage and develop a strong future position in the sector through an understanding of the threats and opportunities afforded by current and future regulation. We help them to understand the benefits that can be achieved through regulatory change, and assist them to lobby regulators and other policymakers for action that will strengthen the market. Some of the most recent and important regulatory projects we have undertaken include: an analysis of relevant markets for regulators and operators implementing the new EU framework an analysis of risk sharing and buy or build decisions in the fixed market of a major European country a study looking at regulation of VoIP for DG Information Society, EC a review of alternative approaches to wholesale price regulation for an incumbent assisting a European incumbent operator in launching new service tariffs price squeeze modelling for a European regulator reviewing a reference interconnect offer with special reference to reciprocity for a regulator, examining the case for local loop unbundling and whether the obligation to provide it could be removed LRIC modelling of fixed narrowband and broadband networks and mobile networks, for both regulators and operators review of the regulatory accounts produced by SMP operators for the regulator regulatory strategic workshops for senior staff in both regulators and operators. study for Ofcom on the liberalisation of spectrum in relation to the mobile sector. For more information about these services from Analysys Consulting, please contact James Allen on , or james.allen@analysys.com, or visit our Web site at Analysys Research Limited 2005 Analysys Consulting: advising on policy and regulation