The same old story, mobile operators are seeing that their revenue is not growing, even though they are upgrading their networks and introducing new features / technologies. The following is from
Total Telecom:
The global telecom services market generated revenue of €1.12 trillion in 2012, although at 2.7% growth was slower than in the previous year, according to the 2013 DigiWorld Yearbook published by IDATE on Thursday.
The "DigiWorld" as a whole - which also includes telecoms hardware, software and computer services, computer hardware, TV services, consumer electronics and Internet services – recorded revenues of €3.17 trillion last year, up 2.8% on 2011. By 2016 that figure will have risen to €3.66 trillion, IDATE predicts, with telecoms services contributing €1.25 trillion (see chart).
Telecoms operators are experiencing flat growth, while over-the-top (OTT) providers are seeing revenues increase by 15% a year, Vincent Bonneau, head of IDATE's Internet business unit, told attendees at the DigiWorld Yearbook launch in London earlier this month.
Another interesting piece of news was that
Viber has launched a
desktop application which means it can now rival Skype fully.
Guess what, I would think that operators have more to worry from this news than Skype. I have stopped using Skype for some time now due to many issues I have with it and have moved to Viber for a few months. If you are a regular reader to this blog then you would have read my
recent post complaining about the global roaming rates. When I am travelling abroad, I make sure there is WiFi and use Viber as a substitute for Voice and SMS. In fact I can send MMS and emoticons using Viber which would cost a fortune over cellular otherwise.
Sometimes it feels like the operators are sleepwalking into their own destruction by not innovating enough and fast to be a challenge for these
OTT services. Not entirely sure what the solutions are but there are quite a few ideas around to start thinking in that direction. An interesting presentation by Dean Bubley I posted
here is a good starting point. Another one from him and Martin Geddes is embedded below, which is quite interesting and intutive.
Enough of my rants, what do you think about this?