Resume

This report provides an assessment of the potential futures for telcos by 2025, taking into account expected evolutions in the digital economy, with a focus on connectivity, IoT, OTT and IT markets.

It first puts in perspective the key stakes that telcos have to tackle. It then looks at how major telcos are indeed trying to address with transformation plans for 2020 through an in-depth benchmark.

A very large focus on 13 digital markets is then conducted to determine the major opportunities for telcos leveraging some of their genuine assets.

The report finally draws 4 disruptive scenarios for 2025 and assesses for each of them the likely portfolio of services, the organisation and processes, the potential revenues (with a breakdown per type of revenue) but also the EBITDA and FCF margins, showing how telco economics could be radically transformed

Table des matières

1. Executive Summary
2. Methodology & definition
3. Context and stakes
4. Telcos plans for 2020
5. Focus on digital markets and telcos
6. Scenarios for 2025
7. Impacts of scenarios for telcos

La table des matières détaillée n'est accessible qu'aux utilisateurs inscrits et connectés

Connectez vous pour accéder à toutes les informations disponibles

Afin de commander ce produit :

Secteur géographique et acteurs

Amérique du Nord
  • États-Unis
Asie-Pacifique
  • Japon
Europe Monde UE28

Acteurs

  • AT&T
  • BT
  • Deutsche Telekom
  • Orange
  • Telefónica
  • Verizon
  • Vodafone

Slideshow

Context and stakes
• Current telco economics
• Telco assets to expand in digital technologies & services
• Stakes for telcos
• First reactions of telcos with 2020 plans

Digital markets
• A large addressable market
• Different options for telcos
• Telcos assets to expand on digital markets
• Telcos trailing behind currently on most markets

2025 scenarios
• Major uncertainties
• Four scenarios for 2025
• Scenario characteristics

Impacts for telcos
• Telcos’ activities in 2025 – Digital products and services
• Telcos’ activities in 2025 – Traditional products and services
• Digital markets in 2025
• Telco economics in 2025
• Telco economics in 2025

Autres détails

  • Référence : M16538MRA
  • Livraison : on the DigiWorld Interactive platform
  • Langues disponibles : Anglais
  • Tags : Advertising, broadband, CapEx, cloud, Communication Platform as a Service, Connected Cars, Connected healthcare, connectivity, content delivery, cost model, Cost-centric, CPaaS, Customer experience, customer-centric, data analytics, digital economy, Digital identity, EBITDA, FCF, Infrastructure, iot, linear TV, M2M, messaging, Mobile financial services, Mobile security, New telco economics, Next Gen Telcos, OTT, privacy-centric, Products, Profitability, Regulatory (a)symmetry, Roaming, scenarios, security, services, Smart Home, Social media, Technology-centric, telco economics, Telco revenues, Telcos, telecom regulatory context, Trust, UC, Unified Communications, vertical players, Video services, voice, Wearables

Intéressé par ce rapport ?

Afin de commander ce produit : Se connecter ou Créer un compte

Pourquoi choisir l'IDATE ?

  • Leader d’opinion : des d’experts reconnus aux compétences pluridisciplinaires
  • Support analystes : un support illimité dans le cadre de nos abonnements et des services sur-mesure
  • Plateforme interactive de dernière génération : un accès très simple, rapide et efficace à nos rapports