Professional Documents
Culture Documents
BT53S
BT53S
James Eibisch
© IDC
Copyright IDC. Reproduction is forbidden unless authorized. All rights reserved. 10/13/2010
Agenda
Introduction
© IDC 10/13/2010 2
Introduction
Wholesale is an increasingly important
wholesale segment
IDC analyzed three key segments, worth
Total = $75.5 B
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Agenda
Introduction
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Wholesale Versus Retail
Naked DSL
Subloop Unbundling
Data services (e.g. IP
Fiber Unbundling VPN, ethernet services)
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Regulation and Broadband Have
Driven the Wholesale Access Market
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Wholesale Access — Status by
Country, 2009
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Access — Essential Guidance
§Next generation access will drive wholesale broadband access
§LLU operators need to develop long term strategies
§For owners of access infrastructure, wholesale should be more
than just regulatory obligation
§ Strong wholesale portfolio can improve position against other
infrastructures
§ Wholesale services can improve business case for next generation
access
§ Cost based, regulated prices improve predictability of revenue
streams
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Agenda
Introduction
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Wholesale Voice Markets and
Associated Retail Markets
Wholesale Voice Markets Retail Voice Markets
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New Wholesale Business Models
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SWOT Analysis — European
Incumbents
STRENGTHS WEAKNESSES
Extensive local network and Pressure on profitability: capex for the
interconnection services build out of new networks vs
State-of-the-art network and ability to maintenance costs for legacy networks
introduce innovative services Large legacy customer base and
Extensive global on-net and off-net revenues to protect
coverage Wholesale services are heavily
regulated in some instances
OPPORTUNITIES THREATS
Partnership, alliances for economies of Emerging players competing in price
scale and improvement in cost structures and creating disruptive business
models
IPX platform, interconnectivity services
Negative impact on wholesale tariffs
Development of bundles, value added
services and voice managed services Consolidation and aggressive
competitive environment
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Wholesale Voice — Market Outlook
§Wholesale voice traffic volumes will remain barely flat in 2009–2014
National voice traffic volume is expected to be well sustained despite the threat of alternative
technologies (SMS, email, IM): new opportunities in remote and flexible working
Healthy growth in international wholesale voice traffic from wireless operators and voice over
broadband (VoBB) players
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Agenda
Introduction
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Data — Scope of Coverage
§Excluded:
§ Non-wireline services — e.g., microwave backhaul
§ Infrastructure — e.g., dark fiber/ducts
§ Network outsourcing, transformation
§ Pure play CDN — e.g., Akamai
§ Standard reseller channel
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Data — Trends
§Supplier landscape
§ Scale will dominate mass market but niche players will remain.
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Data — Market Outlook
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Suggested Reading
§ EMEA Wholesale Access Services 2010–2014 Forecast and
Analysis (IDC #BT03S)
§ Western European Wholesale Voice Market Analysis (IDC #HP02S)
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Questions?
Angela Salmeron
asalmeron@idc.com
James Eibisch
jeibisch@idc.com
© IDC 10/13/2010