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세계의 통신사업자에 대한 OTT의 영향과 예측

Global Impact of OTTs on Telcos & Forecast: 2010-2017

리서치사 WiseStrokes - Wireless Industry Research Consulting
발행일 2014년 09월 상품 코드 311925
페이지 정보 영문 99 Pages
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세계의 통신사업자에 대한 OTT의 영향과 예측 Global Impact of OTTs on Telcos & Forecast: 2010-2017
발행일 : 2014년 09월 페이지 정보 : 영문 99 Pages

오버더톱(OTT) 서비스의 인기 고조는 스마트 디바이스의 보급률 증가, 적정 가격의 모바일 브로드밴드 서비스 등에 의해 지지되고 있습니다. 비교적 저가로(거의 무료로) 이용할 수 있기 때문에 향후 몇 년간 라틴아메리카와 아시아태평양 지역 등 신흥 지역에서의 도입이 증가할 것으로 전망됩니다.

OTT 서비스 프로바이더에 대해 조사 분석하고, 통신사업자의 매출에 대한 OTT 서비스의 영향, 통신사업자의 전략, OTT 서비스 프로바이더의 개요, 파트너십과 제휴, 주요 OTT 메시징 서비스 프로바이더 사례 연구 등의 정보를 전해드립니다.

제1장 OTT - 서론과 개요

제2장 OTT 기업의 카테고리

제3장 OTT와 IPTV간 차이

제4장 OTT는 어떻게 통신에 영향을 주는가?

  • 음성 OTT의 등장과 영향
  • OTT 서비스 프로바이더의 인기 고조 요인
  • 모바일 음성 OTT 서비스 프로바이더의 과제

제5장 이벤트의 역사 : 통신사업자 vs. OTT

  • 향후 통신사업자와 OTT의 관계

제6장 통신사업자는 OTT 기업에 어떻게 대응해야 하는가?

제7장 OTT : 오퍼레이터의 기회

제8장 통신사업자가 OTT 기업에 대항해 취해야 하는 전략

제9장 주요 OTT 기업 개요

  • WhatsApp
  • Netflix
  • WeChat
  • Line
  • Viber
  • Skype
  • Nimbuzz
  • Hike
  • Hulu
  • KakaoTalk

제10장 OTT의 주요 발전 - 파트너십

제11장 제품 계획

제12장 M&A

제13장 재무의 최신 동향

제14장 예측


KSM 14.09.29

The increasing penetration of the affordable smartphones and popularity of the mobile internet has impacted the modern day communication methodology in a grand manner. The increasing tendency of the people to stay connected with each other was through normal voice calls and SMS a few years ago. But with the advent of instant messaging services such as GTalk, Yahoo Messenger etc, people started using the internet services to stay communicated irrespective of their location. Sooner, with these applications coming to the mobile devices of the users, further added to the delight of the customers, as it enabled them to stay connected anytime, anywhere. Further, OTT services such as WhatsApp, WeChat, Line etc enabled the users to exchange messages to other fellow users using the same service, thereby reducing their dependency on the SMS services. Also, the services such as Skype, Viber etc enabled the users to make relatively cheaper calls/calls free of cost amongst the people using the same services. This has further dented the services of the telcos, who earlier were already facing problem of declining revenues owing to competition. The traditional revenues sources such as SMS and voice services, also seems to be dented owing to these OTT services, which primarily leverages the internet/mobile data network. These OTT services has impacted the network bandwidth of the telcos, owing to huge traffic generated through these services, which has not much impacted the revenue margins of the telcos.

With the advent in technology and ever increasing demand from the users, Over the top (OTT) market and OTT service providers continue to witness new level of innovation from major OTT service providers which includes Netlix, Nimbuzz, Facebook, Google and other OTT messengers such as WhatsApp, WeChat, Line etc. The increasing popularity of these services is driven by factors such as increasing penetration of smart devices and mobile broadband services at affordable pricing. Also, since these services are available at relatively cheaper/almost free of cost as compared to the traditional SMS and voice services offerings has further led to the popularity of these services. Over the coming years, these services are gaining increasing adoption in the emerging regions such as Latin America and Asia-Pacific region. Most of the customers across these regions are driven by the social activity and ability to interact with their peers and these experiences of the users are being translated to various devices including tablets, PCs, smartphones etc.

This report on the OTT service providers provides an insight about the impact of OTT service on the revenues of the telcos. It also provides an overview of the various of the various strategies of the telcos and the various categories of the OTT players. Further, the report provides brief profiles of the OTT service providers including their overview, strategy, partnerships and pricing details, wherever applicable. The report also contains a section of the partnerships & alliances of these OTT service providers with the telcos and product launches. Selective case studies have also been provided for select OTT messaging service providers.

Target Audience

  • Telecom Service Providers
  • Value Added Service Providers
  • Technology Vendors
  • OTT service providers


Table of Contents

1. OTT- Introduction & Overview

2. Categories of OTT players

3. Difference between OTT and IPTV

4. What is OTT & how is it affecting Communication

  • 4.1. Emergence and Impact of Voice OTT
  • 4.2. Factors for increased popularity of OTT service providers
  • 4.3. Challenges for the Mobile Voice OTTs service providers

5. History of Events: Telcos v/s OTTs

  • 5.1. How would the Future Telco-OTT relationship look like

6. How should telcos respond to the OTT players

7. OTT as an opportunity for Operators

8. Strategies to be adopted by Telcos against the OTT players

9. Profile of Leading OTT players

  • 9.1. WhatsApp
  • 9.2. Netflix
  • 9.3. WeChat
  • 9.4. Line
  • 9.5. Viber
  • 9.6. Skype
  • 9.7. Nimbuzz
  • 9.8. Hike
  • 9.9. Hulu
  • 9.10. KakaoTalk

10. Key Development in OTT - Partnerships

11. Product Initiatives

12. Mergers & Acquisitions

13. Financial Updates

14. Forecasts

List of Figures

  • Figure 1: Global Voice and SMS revenues lost to OTT Applications, 2012-2016
  • Figure 2: Various Categories of OTT players
  • Figure 3: Impact of OTT on Telecom revenues - SMS, Data, Interconnect
  • Figure 4: Mobile Voice OTT forecast by scenario
  • Figure 5: How Telcos have responded to the threat from OTTs
  • Figure 6: Major strategies to be adopted by the Telcos against the OTTs
  • Figure 7: Monthly Active Users (in million) of select services, after 4 years of launch
  • Figure 8: Reasons for UK WhatsApp users preferring instant messaging over SMS, 3Q2013
  • Figure 9: Monthly active user count of WeChat, 2Q2011-2Q2014
  • Figure 10: Lionel Messi promoting WeChat services
  • Figure 11: Brand Ambassadors promoting the WeChat messaging
  • Figure 12: WhatsApp active user base in India, Aug2013-Apr2014
  • Figure 13: Line Users count globally, 2012-2014
  • Figure 14: Number of registered LINE app users in selected countries, February 2014
  • Figure 15: Line promotions in Spain
  • Figure 16: Viber and Globe Telecom promotions partnership
  • Figure 17: Comparison of International Phone Traffic and International Skype Traffic, 2005-2012
  • Figure 18: Impact of Skype on Carrier Traffic
  • Figure 19: Growth of Nimbuzz user base, 2008-2013
  • Figure 20: KakaoTalk registered users, 2011-2014
  • Figure 21: 100 improvement projects of KakaoTalk
  • Figure 22: SMS and OTT traffic trend, 2010-2016
  • Figure 23: Global Messages sent via mobile handsets by Service Type, 2010-2018
  • Figure 24: Over-the-top (OTT) content revenue trend, 2008-2017
  • Figure 25: Global Pay TV Revenues Trend, 2011-2017
  • Figure 26: North America Pay TV Revenues Trend, 2011-2017
  • Figure 27: Over-the-top (OTT) share of total Pay TV revenue worldwide, 2012-2017
  • Figure 28: OTT TV Revenue growth (Traditional v/s Online/interactive) trend, 2008-2014
  • Figure 29: Share of Video on Demand (VoD) users in select countries, 2010-2013
  • Figure 30: Global Online Television and Video Revenue (in $ million) trend, 2010-2018

List of Tables

  • Table 1: Difference between OTT and IPTV
  • Table 2: Select Operator partnerships of WhatsApp
  • Table 3: Netflix: Financial Information, 2011-2013
  • Table 4: Netflix: Operational Information, 2011-2013

List of Case Studies

  • Case Study 1: WhatsApp Partners with E-Plus in Germany to sell SIM worth €10 to become a partial MVNO
  • Case Study 2: WeChat increases its user base in India through celebrity endorsements
  • Case Study 3: Line increases its user count to 18 million in Spain
  • Case Study 4: Viber Partners with Globe Telecom to increase its users count
  • Case Study 5: KakaoTalk emerges as the most popular instant messaging service provider in South Korea
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