오퍼레이터의 수익 전략(2025-2029년)

'Mobile Network Operators' Enterprise Revenue to Reach $348bn by 2029'

Overview

Discover invaluable insights into trends and strategies for network operator revenue in our latest report, Operator Revenue Strategies. With data split across 60 countries, this extensive forecast analyses the dynamic and competitive network operator market and the current market challenges posed by slowing revenue, high market saturation in the consumer market, rising network ownership costs, and challenges in 5G monetisation. The report is a critical tool for understanding the industry environment; helping network operators, technical solutions providers for those operators, and regulatory bodies and policy makers to shape their future strategy.

The suite includes both a data deliverable, sizing the market and providing key forecast data for over 60 countries and several different segments, as well as a strategy and trends document which gives a complete assessment of the key trends, challenges and key recommendations for stakeholders. Collectively, they provide a critical tool for understanding this rapidly emerging market; allowing network operators and technology vendors to shape their future strategy.

All report content is delivered in the English language.

Key Features

• Key Takeaways & Strategic Recommendations: Key summarised findings from in-depth analysis into the network operators' market, accompanied by key strategic recommendations for operators to navigate the market at the present time and in the near future.
• Future Market Outlooks: Includes insights into the future market prospects, including the growth in mobile subscriptions and revenue, with splits for eight key world regions, by cellular technology, and by consumer and enterprise sectors. There are also insights into areas of network operator revenue including:
  • AI Deployment
  • Mobile Messaging
  • Mobile Roaming
• Emerging Opportunities for Operators: The study assesses three key technical areas of network service provision which operators must be looking to as part of their revenue strategies going into the near future. These include:
  • Managed & Consulting Services
  • Network APIs
  • Travel eSIM Solutions
• Market Forecasts & Key Takeaways: A selection of key forecasted statistics from the report's accompanying dataset, broken down by 8 key regions, with some accompanying analysis of key takeaways, as well as how network operators should act upon them.

Data & Interactive Forecast

Extensive historical and 5-year forecasted data on a wide array of metrics including subscriber penetration, network operator revenue, as well as breakdowns by different network technologies, sectors, and by our 8 key regions and 61 countries. Metrics include:

• Total Mobile Subscriptions
• Total Global Network Operator-billed Revenue
• Total Global Network Operator ARPU
• Total Cellular IoT Connections
• Total Cellular IoT Revenue

With market breakdowns for Enterprise, Consumer, 2G/3G, 4G, 5G, LPWA and 6G.

• Total SMS Traffic
• Average Revenue per SMS
• Total SMS Revenue
• Total RCS-capable Mobile Subscribers
• Total RCS Traffic
• Total RCS Revenue

With sector breakdowns for P2P and A2P.

SAMPLE VIEW

Market Trends & Forecasts

A comprehensive analysis of the current market landscape, alongside strategic recommendations and a walk-through of the forecasts.

Table of Contents

1. Key Takeaways & Strategic Recommendations

• 1.1. Key Takeaways and Strategic Recommendations
  • 1.1.2. Strategic Recommendations

2. Future Market Outlooks

• 2.1. Future Market Outlooks
  • Figure 2.1: Total Mobile Subscriptions, Split by 8 Key Regions, 2024-2029
  • Figure 2.2: Total Mobile Subscriptions, 2025, Split by Cellular Technology
• 2.2. The Future of Network Monetisation
  • Figure 2.3: Consumer Operator-billed Monthly ARPU ($), Split by 8 Key Regions, 2021-2029
• 2.3. Monetising Enterprise Services
  • Figure 2.4: Global Operator Revenue ($m), Split by Consumer & Enterprise, 2025-2029
  • Figure 2.5: MVNO Revenue as a Proportion of Total Network Operator Revenue (%), 2020-2029, Split by 8 Key Regions
• 2.4. AI Deployment
• 2.5. Mobile Messaging
  • Figure 2.6: Total Mobile Messaging Traffic (m), 2025, Split by Service
  • Figure 2.7: Total Mobile Messaging Traffic in 2025 (m), Split by 8 Key Regions
• 2.6. SMS
  • Figure 2.8: Total SMS Traffic (m), Split by 8 Key Regions, 2024-2029
  • 2.6.1. The Cost of SMS
    • Figure 2.9: Average Revenue per A2P SMS ($), Split by 8 Key Regions, 2021-2029
  • 2.6.2. Conversational Commerce
  • 2.6.3. SMS Fraud
    • Figure 2.10: Infographic with SMS Fraud Types
    • i. AIT Fraud
      • Figure 2.11: AIT Fraud Infographic
    • ii. Tighter Global Restrictions
  • 2.6.4. Two-way SMS for Businesses
    • Figure 2.12: One-way vs Two-way Business SMS Infographic
• 2.7. Mobile Roaming
  • Figure 2.13: Mobile Roaming Structure
  • Figure 2.14: Total Wholesale Roaming Revenue ($m), Split by 8 Key Regions, 2024-2029

3. Emerging Opportunities for Operators

• 3.1. Emerging Opportunities for Operators
  • 3.1.1. Managed & Consulting Services
    • i. Managed Network Services
    • ii. Network Consulting Services
  • 3.1.2. Network APIs
    • Figure 3.1: Enterprise Adoption of APIs Without Standardised APIs
    • Figure 3.2: Revenue Flow Without Telco APIs vs With
  • 3.1.3. Travel eSIM Solutions
    • Figure 3.3: Revenue From Travel SIMs & eSIMs ($m), Split by 8 Key Regions, 2024-2028
      • Travel SIMs
    • Figure 3.4: Travel SIM Packages Acquired Globally by Users (m) 2024-2028
    • Figure 3.5: Proportion of Consumer Connected Devices Leveraging eSIMs for Connectivity in 2024 (%), Split by 8 Key Regions

4. Market Forecasts & Key Takeaways

• 4.1. Introduction to Operator Revenue Forecasts
  • 4.1.1. Forecast Methodology
    • Figure 4.1: Operator Revenue Strategies Forecast Methodology
  • 4.1.2. Global Network Operator ARPU
    • Figure and Table 4.2: Global Network Operator ARPU ($), Split by 8 Key Regions, 2025-2029
  • 4.1.3. Global Network Operator-billed Revenue
    • Figure and Table 4.3: Global Network Operator-billed Revenue ($m), Split by 8 Key Regions, 2025-2029
  • 4.1.4. Total Network Operator Consumer Revenue
    • Figure and Table 4.4: Total Network Operator Consumer Revenue ($m), Split by 8 Key Regions, 2025-2029
  • 4.1.5. Total Network Operator Enterprise Revenue
    • Figure and Table 4.5: Total Network Operator Enterprise Revenue ($m), Split by 8 Key Regions, 2025-2029
  • 4.1.6. Total 4G Network Operator-billed Revenue
    • Figure and Table 4.6: Total Operator-billed Revenue ($m), Split by 8 Key Regions, 2025-2029
  • 4.1.7. Total Consumer 4G Network Operator Revenue
    • Figure and Table 4.7: Total Consumer 4G Network Operator Revenue ($m), Split by 8 Key Regions, 2025-2029
  • 4.1.8. Total Enterprise 4G Network Operator Revenue
    • Figure and Table 4.8: Total Enterprise 4G Network Operator Revenue ($m), Split by 8 Key Regions, 2025-2029
  • 4.1.9. Total 5G Network Operator-billed Revenue
    • Figure and Table 4.9: Total 5G Network Operator Revenue ($m), Split by 8 Key Regions, 2025-2029
  • 4.1.10. Total Consumer 5G Network Operator Revenue
    • Figure and Table 4.10: Total 5G Consumer Network Operator Revenue ($m), Split by 8 Key Regions, 2025-2029
  • 4.1.11. Total Enterprise 5G Network Operator Revenue
    • Figure and Table 4.11: Total 5G Enterprise Network Operator Revenue ($m), Split by 8 Key Regions, 2025-2029