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시장보고서
Mobile Messaging & IP Evolution Players, Strategies & Forecasts 2009-2014
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Abstract
This sizeable report investigates the future for the mobile messaging market,
providing forecasting and analysis for both networkbased services (SMS, MMS)
and IP-based services (Mobile Email & Instant Messaging). The report includes
a vital discussion about the shift in the mobile messaging dynamic, looking at
how the social Web will drive evolution in the messaging world in combination
with the emerging model brought about by IP-based messaging services.
Key projections within a substantial forecasting suite include; total global
revenues forecast by region and product sector: SMS, MMS, mobile email &
mobile IM. Other forecasts include; mobile messaging user numbers and annual
volumes of messaging by product, volumes of paid-for messages and total
operator-billed revenues, and total mobile messaging advertising revenues.
This comprehensive strategic report explores a number of business models such
as value-chain disruption, evolution of mobile networks and the emergence of
mobile ad-funded tariffs, plus the various types of value-added services being
developed to compliment the growing number of messaging services available.
Key Questions Addressed by this Report:
- What is the market opportunity for mobile messaging services?
- What are the factors driving market demand and evolution, and where are
the various services being adopted?
- How are services delivered and revenues derived?
- Who comprises the value chain & what strategies are they adopting?
- How do next-generation mobile messaging services, convergence and VAS
impact current offerings?
- Who uses mobile messaging services, and what are the various user case
scenarios?
Key Benefits:
- A unique source of combined research & analysis for the mobile messaging
marketplace including technologies, market characteristics and forecasts.
- Practical analysis of the emerging opportunities for vendors and
operators; with interviews from leading players in the mobile messaging
market.
- This report is endorsed by: Mobile Data Association
Table of Contents
Glossary
Executive Summary
- Types of Mobile Messaging
- VAS & Voice, Video and Other Services
- Market Evolution & Convergence
- Mobile Messaging Market Opportunity
- Mobile Messaging Challenges
- Future Mobile Awards 2009
1. Challenges, Conclusions & Recommendations
- 1.1 Introduction
- 1.2 Challenges
- 1.3 Conclusions & Recommendations
2. Commercial Landscape for Mobile Messaging
- 2.1 Introduction
- 2.2 Mobile Messaging Market Overview
- 2.2.1 Mobile Messaging Market Definitions
- i. Mobile Messaging Categories
- ii. Mobile Messaging Experiences
- Table 2.1: Synchronous and Asynchronous Messaging Types
- iii. Motivation and Usage Scenarios
- iv. Mobile Messaging Mechanisms
- a. Conversation Thread
- b. Converged Inbox
- c. Emoticons
- Figure 2.1: Examples of Emoticons
- d. Predictive Text
- e. Presence
- f. Text Speak
- 2.2.2 Market Drivers
- i. Bundled/Unlimited Tariffs
- ii. Cultural Influences
- iii. Prosumer
- iv. Youth Market and Online Communities
- Table 2.2: US Teens Communications Habits
- 2.3 Messaging Service Development
- 2.3.1 SMS
- i. Background
- ii. Adoption
- iii. Commercial Options
- a. Mobile-originated SMS
- Table 2.3: Retail Cost per SMS (by Region) 2008-2013
- b. Mobile-terminated SMS
- c. Premium-Rate SMS (PRSMS)
- d. Expanding SMS Services
- Figure 2.2: The SMS/MMS Market
- i. Company Profile: Anam Mobile
- a. Company Background
- b. Products and Services
- c. Strategy
- ii. Company Profile: TeleMessage
- a. Company Background
- b. Products and Services
- Figure 2.3: The TeleMessage Architecture
- c. Case Study: AIS (Thailand)
- 2.3.2 MMS
- i. Background
- ii. Adoption
- a. MDA (Mobile Data Association)
- Table 2.4: Growth Of UK SMS and MMS Volumes, 2007-2008
- iii. Commercial Options
- Table 2.5: Retail Cost Per MMS ($), Forecast 2009-2014
- a. MMS Postcard Service
- i. Company Profile: Acision
- a. Company Background
- b. Products and Services
- Messaging
- Mobile Marketing
- Figure 2.4: Acision' s Mobile Marketing Architecture
- Charging Solutions
- 2.3.3 Mobile Email
- i. Background
- Table 2.6: Mobile Email Challenges
- ii. Adoption
- iii. Commercial Options
- Table 2.7: Cost Per Email Monthly Subscription ($), Forecasts
2009-2014
- Figure 2.5: The Mobile Email Market
- a. ASP/NOC
- b. Behind the Firewall
- c. Webmail
- iv. Company Profile: SEVEN
- a. Company Background
- b. Products and Services
- c. 3 UK
- d. Telefonica
- v. Company Profile: Visto
- a. Company Background
- b. Products and Services
- Figure 2.6: Visto Mobile Platform Options
- c. Strategy
- 2.3.4 Mobile IM
- i. Background
- a. AIM (AOL Instant Messenger)
- b. Google Talk
- c. Yahoo! Messenger
- d. Windows Live Messenger
- ii. Adoption
- iii. Commercial Options
- Figure 2.7: Mobile IM Market
- Table 2.8: Cost per Monthly IM Subscription, Forecasts 2009-2014
- iv. Company Profile: Orange France
- a. Company Background
- Table 2.9: Orange France KPIs Q4 2007 to Q4 2008
- b. Strategy
- v. Company Profile: eBuddy
- a. Company Background
- b. Products and Services
- c. Strategy
- Table 2.10: eBuddy Users & Revenues by Region
3. Enterprise Mobile Messaging
- 3.1 Introduction
- 3.2 Market Overview
- 3.2.1 Background
- 3.2.2 Adoption
- 3.2.3 Commercial Options
- i. Company Profile: iAnywhere (Sybase)
- a. Company Background
- b. Products and Services
- Afaria Mobile Management and Security Software
- iAnywhere Mobile Office
- Figure 3.1: Mobile Inbox of the Future
- c. Strategy
- 3.3 SMS & MMS
- i. PageOne
- a. Company Background
- Table 3.1: Revenue and Net Income Growth ($m) 2004-2008
- b. Products and Services
- Figure 3.2: PageOne' s Network-Independent Messaging Architecture
- ii. Clickatell
- a. Company Background
- b. Products and Services
- Table 3.2: Clickatell Messaging Pricing SMS-MT & SMS-MO - Germany
- Figure 3.3: The Enterprise Messaging Gateway Value Chain
- c. Strategy
- 3.4 Mobile Email
- i. Company Profile: Isode
- a. Company Background
- b. Products and Services
- Figure 3.4: Mobile Email Via IMAP-IDLE
- c. Strategy
- ii. Microsoft Windows Mobile
- Table 3.3: Microsoft KPIs 2004-2008
- a. Products and Services
- b. Strategy
- Figure 3.5: Exchange 2007 SP1 DM (Device Management)
- c. Mobile Messaging with Exchange ActiveSync
- Exchange ActiveSync Protocol
- Direct Push
- iii. Motorola Good
- a. Company Background
- b. Products and Services
- Figure 3.6: Good Mobile Connection Overview
- c. Strategy
- iv. RIM (Research In Motion)
- a. Company Background
- Table 3.4: RIM KPIs Q3 2008 to Q3 2009
- b. Products and Services
- NOC (Network Operations Centre)
- BlackBerry MDS (Mobile Data Service)
- Figure 3.7: BlackBerry Mobile Data Service Architecture
- BES (BlackBerry Enterprise Server)
- BIS (BlackBerry Internet Service)
- BlackBerry Devices
- BlackBerry Connect
- BlackBerry Built-In
- BlackBerry Alliance Program
- BlackBerry Support Services
- c. Strategy
- Figure 3.8: RIM/BlackBerry Value Chain
- Bridging the Enterprise/Consumer Divide
- 3.5 Mobile IM
- Figure 3.9: Mobile IM Enterprise Architecture
- i. Company Profile: CallWave
- a. Company Background
- b. Products and Services
4. Business Models
- 4.1 Introduction
- Figure 4.1: P2P Mobile Messaging Commercial Evolution
- 4.2 Mobile Messaging Value Chain
- Figure 4.2: The Mobile Messaging Value Chain
- 4.2.1 Value Chain Members
- i. Agency/SI
- ii. Aggregators/Hubbing Providers
- iii. ASP/ISV
- iv. Brands
- v. End User
- vi. MNOs
- vii. Vendors
- 4.2.2 Messaging Category Variations
- 4.2.3 Disruptive Models
- i. On Portal vs Off Portal/Direct-to-Consumer (D2C)
- a. On-Net Portal & ODP
- b. Off-Portal
- c. Traffic Trends
- d. The Messaging‘Longtail'
- Figure 4.3: Operator Approaches To The Value Chain
- ii. Mobile Email
- a. Emerging Business Model Options
- iii. Mobile IM
- iv. Personal Instant Messaging Initiative (GSMA)
- a. Strategy
- b. Challenges
- 4.2.4 Messaging Billing Evolution
- i. Company Profile: Patni Telecom Consulting
- a. Company Background
- b. Products and Services
- 4.3 Messaging Service Interconnection
- 4.3.1 Hubbing .
- Table 4.1: The Hubbing & Bi-Lateral Messaging Market by Region
(Approx.)
- i. Aggregators
- ii. IPX
- Figure 4.4: Cascading Interconnect Payments
- Figure 4.5: The IPX Model
- iii. Company Profile: mBlox
- a. Company Background
- b. Products and Services
- c. Strategy
- Figure 4.6: The mBlox Value Chain
- d. Sender Pays Data Trial
- 4.4 Advertising and Mobile Messaging
- Figure 4.7: Mobile Advertising Mediums
- 4.4.1 Mobile Advertising Market
- 4.4.2 Mobile Advertising Cost Models
- i. CPC (Cost-per-Click)
- ii. CPM (Cost-per-Mille)
- iii. CPA (Cost-per-Action/Acquisition)
- iv. CPL (Cost-per-Call)
- 4.4.3 Mobile Advertising Inventory
- i. Text Messaging (SMS)
- a. SMS Advertising Creative Technical Specifications
- b. SMS Ad Units
- ii. SMS Ad Functionality
- iii. MMS
- a. MMS Advertising Creative Technical Specifications
- b. MMS Ad Units
- iv. Mobile Web
- a. Mobile Web Advertising Creative Technical Specifications
- b. Mobile Web Ad Units
- 4.4.4 Delivery Mediums
- i. CSC (Common Short Code)
- ii. MMS
- iii. SMS
- iv. Viral Marketing
- v. Profile: Mobile Marketing Association (MAA)
- a. Mobile Marketing
- b. Adoption .
- 4.4.5 Mobile Ad-Funded Messaging Tariffs
- i. Adoption
- Figure 4.8: Out There Media - Number of Mobile Ad Campaigns
- ii. Challenges & Drivers
- Figure 4.9: Most Active Mobile Advertisers
- iii. Company Profile: Amobee
- a. Company Background
- b. Products and Services
- Table 4.2: Amobee Ad Pricing (West Europe & North America)
- Figure 4.10: Amobee' s Unified Platform For Ad Management
- c. Case Study: Orange Pilots In-SMS Ads Concept
- Figure 4.11: P2P SMS On-Net Traffic Interception
- d. Case Study: Frog2Frog Partnership for Mobile Messaging Advertising
- e. Case Study: Vodafone Czech Republic Launches Mobile Advertising
- Figure 4.12: SMS Gratis Message Flow & Ad Insertion
- iv. Company Profile: Blyk
- a. Company Background
- b. Products and Services
- Mobile Messaging Forecasts
- 5.1 Forecast Definitions & Methodology
- 5.1.1 Forecast Definitions
- 5.1.2 Forecast Methodology
- Figure 5.1: Forecast Methodology
- 5.2 The Global Market for Mobile Messaging
- 5.2.1 Total Global Revenues For Mobile Messaging
- Figure 5.2: Total Global Revenues for Mobile Messaging ($m), Split by
8 Key Regions 2007-2014
- Table 5.1: Total Global Revenues for Mobile Messaging ($m), Split by 8
Key Regions 2009-2014
- Figure 5.3: Total Global Revenues for Mobile Messaging, Split by
Product (SMS, MMS, IM, Email) ($m) 2007-2014
- Table 5.2: Total Global Revenues for Mobile Messaging, Split by
Product (SMS, MMS, IM, Email) ($m) 2009-2014
- 5.3 SMS
- 5.3.1 SMS Subscribers
- Figure 5.4: Number of Mobile Subscribers Using SMS (m), Split by 8 Key
Regions 2009-2014
- Table 5.3: Number of Mobile Subscribers Using SMS (m), Split by 8 Key
Regions 2009-2014
- 5.3.2 SMS Volumes
- Figure 5.5: Total Annual SMS Volume (m), Split by 8 Key Regions
2007-2014
- Table 5.4: Total Annual SMS Volume (m), Split by 8 Key Regions
2009-2014
- 5.3.3 Volume of Paid-for SMS Messages
- Figure 5.6: Total Volume of Paid-for SMS Messages (m), Split by 8 Key
Regions 2007-2014
- Table 5.5: Total Volume of Paid-for SMS Messages (m), Split by 8 Key
Regions 2009-2014
- 5.3.4 Operator Billed SMS Revenues
- Figure 5.7: Total Operator Billed SMS Revenues ($m), Split by 8 Key
Regions 2007-2014
- Table 5.6: Total Operator Billed SMS Revenues ($m), Split by 8 Key
Regions 2009-2014
- 5.3.5 SMS Based Advertising Revenues
- Figure 5.8: SMS Based Advertising Revenues ($m), Split by 8 Key
Regions 2007-2014
- Table 5.7: SMS Based Advertising Revenues ($m), Split by 8 Key Regions
2009-2014
- 5.4 MMS
- 5.4.1. MMS Subscribers
- Figure 5.9: Number of Mobile Subscribers Using MMS (m), Split by 8 Key
Regions 2007-2014
- Table 5.8: Number of Mobile Subscribers Using MMS (m), Split by 8 Key
Regions 2009-2014
- 5.4.2. Volumes of Paid-for MMS Messages
- Figure 5.10: Total Volume of Paid-for MMS (bn), Split by 8 Key Regions
2007-2014
- Table 5.9: Total Volume of Paid-for MMS (bn), Split by 8 Key Regions
2009-2014
- 5.4.3. Operator-billed MMs Revenues
- Figure 5.11: Total Operator-Billed MMS Revenues ($m), Split by 8 Key
Regions 2007-2014
- Table 5.10: Total Operator-Billed MMS Revenues ($m), Split by 8 Key
Regions 2009-2014
- 5.4.4 Total Ad-funded MMS Volumes
- Figure 5.12: Total Ad-funded MMS Traffic (m), Split by 8 Key Regions
2007-2014
- Table 5.11: Total Ad-funded MMS Traffic (m), Split by 8 Key Regions
2009-2014
- 5.4.5 MMS Based Advertising Revenues
- Figure 5.13: MMS Based Advertising Revenues ($m), Split by 8 Key
Regions 2007-2014
- Table 5.12: MMS Based Advertising Revenues ($m), Split by 8 Key
Regions 2009-2014
- 5.5 Mobile Email
- 5.5.1 Subscribers Using Mobile Email
- Figure 5.14: Number of Mobile Subscribers Using Email (m), Split by 8
Key Regions 2007-2014
- Table 5.13: Number of Mobile Subscribers Using Email (m), Split by 8
Key Regions 2009-2014
- 5.5.2 Total Operator-billed Email Revenues
- Figure 5.15: Total Operator-Billed Email Revenues ($m), Split by 8 Key
Regions 2007-2014
- Table 5.14: Total Operator-Billed Email Revenues ($m), Split by 8 Key
Regions 2009-2014
- 5.6 Mobile IM
- 5.6.1 Subscribers Using Mobile IM
- Figure 5.16: Number of Mobile IM Users (m), Split by 8 Key Regions
2007-2014
- Table 5.15: Number of Mobile IM Users (m), Split by 8 Key Regions
2009-2014
- 5.6.2 Users Paying for Mobile IM
- Figure 5.17: Number of Users Paying for Mobile IM (m), Split by 8 Key
Regions 2007-2014
- Table 5.16: Number of Users Paying for Mobile IM (m), Split by 8 Key
Regions 2009-2014
- 5.6.3 Operator-billed IM Revenues
- Figure 5.18: Total Operator-Billed IM Revenues ($m), Split by 8 Key
Regions 2007-2014
- Table 5.17: Total Operator-Billed IM Revenues ($m), Split by 8 Key
Regions 2009-2014
- 5.6.4 Number of Ad-funded Mobile IM Subscribers
- Figure 5.19: Total Number of Ad-funded Mobile IM Subscribers (m),
Split by 8 Key Regions 2007-2014
- Table 5.18: Total Number of Ad-funded Mobile IM Subscribers (m), Split
by 8 Key Regions 2009-2014
- Figure 5.20: Total Value of Mobile IM Ad-Spend ($m), Split by 8 Key
Regions 2007-2014
- Table 5.19: Total Value of Mobile IM Ad-Spend ($m), Split by 8 Key
Regions 2009-2014
6. Strategies
- 6.1 Introduction
- 6.2 Aggregators & Hubs
- i. NeuStar
- a. Company Background
- Table 6.1: NeuStar Revenue and Net Income Growth 2003-2008 ($m)
- b. Products and Services
- Figure 6.1: NeuStar ICP Overview
- c. Strategy
- a. Company Background
- Table 6.2: Sybase KPIs 2004-2008
- b. Products and Services
- Table 6.3: Sybase Messaging KPIs 2008 vs. 2007
- c. Strategy
- iii. Syniverse Technologies
- a. Company Background
- b. Products and Services
- Figure 6.2: The NEXT Advanced Messaging Hub
- Figure 6.3: Syniverse Revenue Growth 2003-2007 ($m)
- iv. VeriSign
- a. Company Background
- b. Products and Services
- c. Strategy
- Table 6.4: VeriSign Estimated Revenues Generated for Customers
in Q1 2007-Q4 2008
- 6.3 ASP/ISV
- i. Danger
- a. Company Background
- b. Products and Services
- Figure 6.4: T-Mobile' s Sidekick Slide
- ii. MSN & Windows Live for Windows Mobile
- a. Company Background
- b. Products and Services
- c. Strategy
- iii. MXit
- a. Company Background
- b. Products and Services
- c. Strategy
- iv. IXI Mobile & Ogo
- a. Company Backgroun
- b. Products and Services
- Figure 6.5: Ogo Devices for Messaging and Web 2.0
- c. Strategy
- v. Tencent QQ
- a. Company Background
- b. Strategy
- 6.4 Brands & Ad Networks
- i. Fox Mobile Group
- a. Company Background
- b. Products and Services
- ii. Out There Media
- a. Company Background
- b. Products and Services
- Figure 6.6: Mobucks Mobile Advertising Marketplace Value Chain
- c. Case Study: Tomato Plus!
- Figure 6.7: Tomato Plus!/Blyk Subscriber Growth
- 6.5 MNOs
- i. MTN (South Africa) & noknok
- a. Company Background
- b. Strategy
- ii. O2 UK & Bluebook
- a. Company Background
- b. Strategy
- Table 6.5: O2 UK - Typical Messaging Costs
- Table 6.6: O2 UK KPIs Q1 2008 to Q4 2008
- 6.6 Vendors
- i. Miyowa
- a. Company Background
- b. Products and Services
- Figure 6.8: Miyowa Move Multimedia Platform Architecture
- c. Strategy
- ii. Nokia
- a. Company Background
- Table 6.7: Nokia KPIs - 2008 versus 2007
- b. Products and Services
- c. Strategy
- e. Devices & Services
- iii. Cloudmark
- a. Company Background
- b. Products and Services
- Figure 6.10: Cloudmark Technology and Global Threat Network
7. American & European Markets
- 7.1 North America
- 7.1.1 AT&T (US)
- Table 7.1: AT&T KPIs (Revenues, Subscriptions & ARPU) Q4 2007 to Q4
2008
- Table 7.2: AT&T - Typical Messaging Costs per Message (SMS, MMS,
Email, IM & Voicemail)
- 7.1.2 Helio (US)
- Figure 7.1: Helio' s Ocean Device
- Table 7.3: Helio ‘A La Carte' - Typical Messaging Costs per
Message (SMS, MMS, Email, IM & VVO)
- 7.1.3 Rogers Wireless (Canada)
- Table 7.4: Rogers Wireless Text Messaging Bundles
- Table 7.5: Rogers Wireless KPIs (Revenues, Subscriptions & ARPU) Q4
2007 to Q4 2008
- 7.1.4 Virgin Mobile USA
- Table 7.6: Virgin Mobile USA KPIs (Revenues, Subscriptions & ARPU) Q4
2007 to Q4 2008
- Table 7.7: Virgin Mobile USA - Typical Messaging Costs per Message
(SMS, MMS, Email, IM & Video)
- 7.2 South America
- 7.2.1 America Movil
- Table 7.8: America Movil KPIs (Revenues & Subscriptions) Q4 2007 to Q4
2008
- i. Mexico (Telcel)
- Table 7.9: Telcel KPIs (Revenues, Subscriptions & ARPU) Q4 2007 to
Q4 2008
- Table 7.10: Telcel - Typical Messaging Costs per Message (SMS, MMS,
Web to SMS, Mobile, IM, Data & Voicemail)
- ii. Argentina, Paraguay and Uruguay (Claro)
- Table 7.11: Claro (Argentina, Paraguay & Uruguay) KPIs (Revenues,
Subscriptions & ARPU) Q4, 2007 to Q4 2008
- Table 7.12: Claro (Argentina) - Typical Messaging Costs per Message
(SMS, MMS, Email, IM & Voice Messaging)
- iii. Brazil (Claro)
- iv. Chile (Claro)
- v. Colombia (CoMCEL)
- vi. Ecuador (Porta)
- vii. Peru (Claro)
- viii. Central America (Claro)
- ix. Caribbean (Claro)
- x. United States (TRACFONE)
- 7.2.2 ENTEL (Chile)
- Table 7.13: Entel PCS KPIs (Revenues, Subscriptions & ARPU) Q4 2007 to
Q4 2008
- Table 7.14: ENTEL - Typical Messaging Costs per Message (SMS, MMS,
Email, Mobile Data, IM & SMS Messenger)
- 7.2.3 Telefonica LatinoAmerica
- Table 7.15: Telefonica LatinoAmerica KPIs (Revenues & Subscriptions)
Q4 2007 to Q4 2008
- i. Telefonica Moviles Chile (Movistar)
- Table 7.16: Telefonica Moviles Chile KPIs (Revenues & Subscriptions)
Q4 2007 to Q4 2008
- Table 7.17: Telefonica Chile - Typical Messaging Costs per Message
(SMS, MMS, Email, IM, Mobile Data, Voicemail & Voice Messaging)
- ii. Vivo (Brazil)
- Table 7.18: Vivo KPIs (Revenues, Subscriptions, ARPU & Market Share)
Q4 2007 to Q4 2008
- Table 7.19: Vivo - Typical Messaging Costs per Message (SMS, MMS,
Email, IM & Data)
- 7.3 Western Europe
- 7.3.1 Vodafone
- Table 7.20: Vodafone Group KPIs (Revenues & Subscriptions) for Six
Months Ended September 30, 2008
- Table 7.21: Vodafone Group (Europe) KPIs (Revenues & Subscriptions)
for Six Months Ended September 30, 2008
- Table 7.22: Vodafone Group (Rest of World) KPIs (Revenues &
Subscriptions) for Six Months Ended September 30, 2008
- i. Vodafone Germany
- Table 7.23: Vodafone Germany - Typical Messaging Costs per Message
(SMS, MMS, Email, IM & Visual Mailbox)
- ii. Portugal
- Table 7.24: Vodafone Portugal - Typical Messaging Costs per Message
(SMS, MMS, Email & IM)
- iii. Spain
- iv. UK
- 7.3.2 Telefonica Moviles Espana SA (Telefonica Movistar - Spain)
- Table 7.25: Telefonica Moviles Espana KPIs (Revenues & Subscriptions)
Q4 2007 to Q4 2008
- Figure 7.2: Telefonica Moviles Espana Mobile IM Screenshot
- Table 7.26: Telefonica Movistar (Spain) - Typical Messaging Costs per
Message (SMS, MMS, Email, & IM)
- 7.3.3 Telefonica Europe
- i. Telefonica O2 UK
- Table 7.27: Telefonica UK KPIs (Revenues, Subscriptions & ARPU) Q4
2007 to Q4 2008
- Table 7.28: O2 UK - Typical Messaging Costs per Message (SMS, MMS,
Email, IM & Voicemail)
- ii. Telefonica O2 Germany
- Table 7.29: Telefonica O2 Germany KPIs (Revenues, Subscriptions &
ARPU) Q4 2007 to Q4, 2008
- iii. Telefonica O2 Ireland
- Table 7.30: Telefonica O2 Ireland KPIs (Revenues, Subscriptions &
ARPU) Q4 2007 to Q4, 2008
- iv. Telefonica O2 Czech Republic
- Table 7.31: Telefonica O2 Czech Republic KPIs (Revenues,
Subscriptions & ARPU) Q4, 2007, Q4 2008
- Table 7.32: Telefonica O2 Czech Republic - Typical Messaging Costs
per Message (SMS, MMS, Email, IM & Voicemail)
- 7.4 Eastern Europe
- 7.4.1 mobilkom austria group
- Table 7.33: mobilkom austria group KPIs (Revenues, Operating Income &
Subscriptions) Q4 2008 and Q4 2007 y-o-y Comparison .
- i. mobilkom austria
- Table 7.34: mobilkom austria KPIs (Revenues, Subscriptions & ARPU)
Q4 2008 and Q4 2007 y-o-y Comparison
- Table 7.35: mobilkom austria - Typical Messaging Costs per Message
(SMS, MMS, Email & IM)
- ii. Vipnet
- Table 7.36: Vipnet KPIs (Revenues, Operating Income, Subscriptions,
ARPU & Market Share) Q4 2008 and y-o-y Comparison
- Table 7.37: Vipnet - Typical Messaging Costs per Message (SMS, MMS,
Email, Data & Voicemail)
- 7.4.2 VimpelCom Group - Beeline (Russia & CIS)
- Table 7.38: VimpelCom Mobile KPIs (Revenues, Subscriptions, ARPU &
Market Share) (Russia) Q3 2007 to Q3 2008
- Table 7.39: VimpelCom (Russia - Moscow) - Typical Messaging Costs
per Message (SMS, MMS, IM & Voice Messaging)
- 7.4.3 Turkcell
- Table 7.40: Turkcell KPIs (Revenues, Subscriptions & ARPU) Q3 2007, Q2
2008, Q3 2008, Q4 2008
- Table 7.41: Turkcell - Typical Messaging Costs per Message (SMS, MMS,
Email, IM & Voice SMS)
8. Asian & African Markets
- 8.1 China & Far East
- 8.1.1 China Mobile
- Table 8.1: China Mobile KPIs (Revenues, Subscriptions, ARPU &
Traffic), 2007-2008
- Table 8.2: China Mobile - Typical Messaging Costs per Message (SMS,
MMS, GPRS, Email, IM, Voice & PIM)
- 8.1.2 China Unicom
- Table 8.3: China Unicom (GSM) KPIs (Revenues, Subscriptions & ARPU),
2007-2008
- Table 8.4: China Unicom - Typical Messaging Costs per Message (SMS &
MMS)
- 8.1.3 NTT DoCoMo (Japan)
- Figure 8.1: Aggregate ARPU by Japanese Operator
- Figure 8.2: Packet ARPU by Japanese Operator
- Table 8.5: NTT DoCoMo Wireless KPIs (Revenues, Subscriptions, ARPU &
Market Share) 2007 (December 2007) to Q3 2008 (December 2008)
- Table 8.6: NTT DoCoMo - Typical Messaging Costs per Message (SMS,
Email, Mobile Data & Chaku-moji)
- 8.1.4 KTF (South Korea)
- Table 8.7: KTF KPIs (Revenues, Subscriptions, ARPU, Data Usage
&Messaging) Q4 2007 to Q4 2008
- Table 8.8: KTF - Typical Messaging Costs per Message (SMS, MMS,
Email, & Mobile Data)
- 8.2 Indian Sub Continent
- 8.2.1 Bharti Airtel
- Table 8.9: Bharti Airtel KPIs (Revenues, Subscriptions, ARPU & Market
Share) Q4 2007 to Q4 2008
- Table 8.10: Bharti Airtel - Typical Messaging Costs per Message (SMS,
MMS, Email, IM, & Voice)
- 8.2.2 Reliance Mobile
- Table 8.11: Reliance Mobile KPIs (Revenues, Subscriptions, ARPU &
Market Share) December 2007 to December 2008
- Table 8.12: Reliance Mobile - Typical Messaging Costs per Message
(SMS, MMS, Email, Alerts, IM, Talking Message & Voicemail)
- 8.2.3 Telenor Pakistan
- Table 8.13: Telenor Pakistan KPIs (Revenues, Subscriptions & ARPU) Q4
2007 to Q4 2008
- Table 8.14: Telenor Pakistan Data Packages
- Table 8.15: ‘SMS fulltime' Tariffs
- Table 8.16: Telenor Pakistan - Typical Messaging Costs per Message
(SMS, MMS, Alerts, Email, Bubble Message & Backup)
- 8.3 Rest of Asia
- 8.3.1 3 (Australia)
- Table 8.17: 3 (Australia) KPIs (Revenues, Subscriptions & ARPU) Half
Year and y-o-y Comparison
- Table 8.18: 3 (Australia) - Typical Messaging Costs per Message (SMS,
Email, Mobile Data, & IM, Video & Voicemail)
- 8.3.2 DiGi (Malaysia)
- Table 8.19: DiGi KPIs (Revenues, Subscriptions, Mobile Data & ARPU) Q4
2007 to Q4 2008
- Table 8.20: DiGi - Typical Messaging Costs per Message (SMS, MMS,
Email, IM, BubbleTalk & Mobile Data)
- 8.3.3 Globe Telecom (Philippines)
- Table 8.21: Globe KPIs (Revenues, Subscriptions, Mobile Data & ARPU),
2007-2008
- Table 8.22: Globe - Typical Messaging Costs per Message (SMS, MMS,
Email, Mobile Data IM)
- 8.3.4 Telstra Mobile (Australia)
- Table 8.23: Telstra (Australia) KPIs ((Revenues, Subscribers & ARPU)
Full Year Results and yo-y Comparison
- Table 8.24: Telstra - Typical Messaging Costs per Message (SMS, MMS,
Email, & IM)
- 8.4 Africa & Middle East
- 8.4.1 etisalat
- Table 8.25: Etisalat - Typical Messaging Costs per Message (SMS, MMS,
Email & Data)
- 8.4.2 Vodacom (South Africa)
- Table 8.26: Vodacom KPIs (Revenues, Subscriptions, ARPU & Market
Share) Six Months Ended September 30 2008 and y-o-y Comparison
- i. Mobile Email
- ii. SVS (Short Voice Service)
- iii. Voicemail2SMS
- Table 8.27: Vodacom South Africa - Typical Messaging Costs per
Message (SMS, MMS, Email, IM, Voicemail & SVS)
- 8.4.3 Zain
- Table 8.28: Zain Group KPIs (Revenues & Subscriptions), 2007-2008
- i. Jordan .
- Table 8.29: Zain (Jordan) KPIs (Revenues, Subscriptions, ARPU &
Market Share), 2007-2008
- Table 8.30: Zain (Jordan) - Typical Messaging Costs per Message
(SMS, MMS, Email & Mobile Data)
- ii. Kenya
- Table 8.31: Zain (Kenya) KPIs (Revenues, Subscriptions, ARPU &
Market Share), 2007-2008
- Table 8.32: Zain (Kenya) - Typical Messaging Costs per Message
(SMS, MMS, Email & Mobile Data)
- iii. Nigeria
- Table 8.33: Zain (Nigeria) KPIs (Revenues, Subscriptions, ARPU &
Market Share), 2007-2008
- Table 8.34: Zain (Nigeria) - Typical Messaging Costs per Message
(SMS, MMS, Email & Mobile Data)
- iv. Uganda
- Table 8.35: Zain (Uganda) - KPIs (Revenues, Subscriptions, ARPU &
Market Share), 2007-2008
- Table 8.36: Zain (Uganda) - Typical Messaging Costs per Message
(SMS & Voicemail)
9. Mobile Messaging Value Added Services
- 9.1 Introduction
- 9.2 Voice
- 9.2.1 Voice Messaging/Voice SMS
- i. Background
- ii. Adoption
- iii. Commercial Options
- 9.2.2 Voice Messaging Providers
- i. Bubble Motion
- a. Company Background
- b. Products and Services .
- c. Strategy
- Figure 9.1: BubbleTALK Deployment Options
- ii. Kirusa
- a. Company Background
- b. Products and Services
- iii. SpinVox
- a. Company Background
- b. Products and Services
- c. Strategy
- 9.2.3 Visual Voicemail
- i. Background
- Figure 9.2: Visual Voicemail User Interface
- ii. Adoption
- Figure 9.3: Visual Voicemail Delivered to TV Screen .
- iii. Company Profile: Comverse
- a. Company Background
- b. Products and Services
- 9.3 Video
- 9.3.1 Videomail
- i. Background
- ii. Adoption
- iii. Commercial Options
- a. Video Colour Ring Back Tones
- b. Video Caller ID
- iv. Company Profile: Dialogic
- a. Company Background
- b. Products and Services
- Figure 9.4: Dialogic' s Portflio
- 9.4 Other
- 9.4.1 Address Book
- i. Address Book & Presence
- ii. Address Book ‘Favourites' List
- Figure 9.5: On-Device Client Providing Converged Favourites List
- iii. Network Backup & Storage
- iv. Company Profile: NewBay Software
- a. Company Background
- b. Products and Services
- Figure 9.6: NewBay' s LifeCache ‘Model for Innovation and
Delivery'
- 9.4.2 Media Translation
- 9.4.3 PIM
10. Mobile Messaging, Convergence & IP
- 10.1 Introduction
- 10.2 Convergence and IP
- 10.2.1 Legacy Mobile Infrastructures
- i. Circuit-Switching vs. Packet Switching
- ii. SS7 Signalling
- iii. IN (Intelligent Network)
- 10.2.2 Paths to IP
- i. Migration Drivers
- Figure 10.1: An IP-Based Messaging Architecture
- ii. IP Efficiencies
- iii. Messaging 2.0
- iv. IMS & SDP
- 10.2.3 Vendor Profiles
- i. Airwide Solutions
- a. Company Background
- b. Products and Services
- Figure 10.2: Airwide Solutions' Fusion - A Next-Generation
Messaging Architecture
- ii. Bharti Telesoft
- a. Company Background
- b. Products and Services
- c. Strategy
- iii. Ericsson
- a. Company Background
- b. Products and Services
- iv. Nokia Siemens Networks
- a. Company Background
- Table 10.1: Nokia Siemens Networks - Revenue and Net Income
Growth 2007-2008($m)
- b. Products and Services
- c. Strategy
- 10.3 Converging Communities
- 10.3.1 Social Media & Web 2.0
- Figure 10.3: Social Networking On Mobile
- i. In Mail & Public Messaging
- ii. Facebook
- a. Company Background
- b. Services and Products - Fixed Internet
- c. Mobile Services
- iii. MySpace
- a. Company Background
- b. Products and Services
- iv. Twitter
- 10.3.2 IM and the Interactive Communication Landscape
- Figure 10.4: The Interactive Communication Market
- i. Bots
- ii. Company Profile: Colibria
- a. Company Background
- b. Products and Services
- Figure 10.5: The Colibria Elevate Platform
- c. Strategy
- 10.3.3 Messaging to Blend Fixed & Mobile Web?
- 10.3.4 VoIP Communities
- i. Company Profile: fring
- a. Company Background
- b. Products and Services
- Figure 10.6: The fring Value Chain
- c. Strategy
- d. Case Study: mobilkom' s A1 & fring
- Figure 10.7: The fring Mobile Client
- ii. Company Profile: Skype
- a. Company Background
- b. Products and Services
- iii. Company Profile: Vyke
- a. Company Background
- b. Products and Services
- c. Strategy
11. Industry Bodies and Developments
- 11.1 Introduction
- 11.2 Industry Bodies
- 11.2.1 3GPP
- i. IP-Multimedia Subsystem (IMS)
- Figure 11.1: IMS Architecture Overview
- ii. MMTel
- Figure 11.2: MMTEL Interworking Overview
- 11.2.2 Fixed-Mobile Convergence Alliance
- Figure 11.3: FMCA Objectives
- 11.2.3 GSM Association (GSMA)
- i. IP Interworking
- a. GRX
- Figure 11.4: The GRX Architecture
- b. IPX
- Figure 11.5: The IPX Architecture
- ii. Open Connectivity Programme
- iii. PathFinder
- iv. Voice Messaging Service Definition
- Table 11.1: Voice Messaging Functions
- Figure 11.6: Distributed Interworking Method for Voice Messaging
Service
- 10.2.4 Open Mobile Terminal Platform (OMTP)
- Figure 11.7: OMTP Focus
- i. BONDI Initiative
- 11.2.5 RTT Alliance
- 11.3 Wireless Web Developments
- 11.3.1 IETF (Internet Engineering Task Force)
- i. ENUM
- ii. LEMONADE (licence to enhanced mobile oriented and diverse
endpoints)
- iii. Real-Time Text over IP (ToIP)
- iv. SIP (Session Initiation Protocol)
- v. SIP-SIMPLE (SIP for Instant Messaging and Presence Leveraging
Extensions)
- a. Optimisations
- b. Instant Messaging
- c. IM Chat Rooms
- d. IM Features
- vi. XMPP (Extensible Messaging and Presence Protocol)
- 11.3.2 XMPP Standards Foundation (XSF)
- 11.3.3 OMA (WAP 2.0 & IMPS v.1.3)
- i. Converged IP Messaging (CPM)
- Figure 11.8: Converged IP Messaging
- ii. OMA Browsing
- iii. OMA-CP (Client Provisioning)
- iv. OMA-EMN (Email Notification)
- v. OMA MEM (Mobile E-Mail)
- vi. OMA MMS 1.3
- vii. OMA Presence SIMPLE V2.0
- viii. OMA Push V2.2
- ix. OMA SIMPLE IM V1.0
- x. WAP 2.0
- a. WAE (Wireless Application Environment)
- b. Introduction of Internet Protocols
- c. WAP Programming Model
- d. Enhanced Services
- xi. IMPS V.1.3 (Instant Messaging and Presence Service)
- Figure 11.9: OMA' s IMPS Architecture
- xii. OMA DS (Data Synchronization)
- xiii. XDM
- 11.3.4 Web Services
- i. REST (REpresentational State Transfer)
- ii. SOAP (Simple Object Access Protocol)
- 11.3.5 W3C and the Mobile Web Initiative (MWI)
Appendix: Mobile Messaging Technologies
- 1. Introduction
- 2. Core P2P Mobile Messaging Services
- 2.1 SMS (Short Message Service)
- i. SMS Architecture
- Figure A1: SMS Architecture
- ii. SMS Standards & Protocols
- iii. SMS Interworking
- 2.2 Enhanced Messaging - EMS & RCS
- i. Rich Communication Suite (RCS) Initiative
- Figure A2: The Objectives of RCS
- 2.3 MMS
- i. MMS Architecture
- Figure A3: MMS Architecture
- Table A1: Supporting non-MMS Phone Access
- ii. MMS Standards & Protocols
- iii. MMS Interworking
- Figure A4: The SMTP Design Structure
- 2.4 Mobile Email
- Figure A5: Email Architecture
- Table A2: Common Email Approaches
- i. Mobile Email Architectures
- Figure A6: Pull and Push Technology
- ii. Mobile Email Standards
- 2.5 Mobile IM & Presence
- i. Mobile IM (Web-Based)
- ii. SMS+/SMS 2.0/Super SMS (On-Net)
- 2.6 Messaging Gateway and Routers
- i. Messaging Gateways
- Figure A7: Messaging Gateway Architecture
- ii. SMS Router
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