Consumer strategy: What should telcos do?

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Consumer strategy: What should telcos do? quantity

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Description

Format: PDF file
Pages: 59 pages
Charts: 37
Author: David Pringle
Publication Date: November 2020

Table of Contents

• Executive Summary
• Introduction
  • The UK market: Convergence is king
  • BT: Trying to be broad and deep
  • Virgin Media: An aggregation play
  • O2 UK: Changing course again
  • Vodafone: A belated convergence play
  • Three UK: Small and focused
  • Takeaways from the UK market: Triple play gridlock
• Brazil: Land of new opportunities
  • The Brazilian mobile market
  • The Brazilian fixed-line market
  • The Brazilian pay TV market
  • The travails of Oi
  • Vivo: Playing catch-up in fibre
  • Telefónica’s financial performance
  • América Móvil goes broad in Brazil
  • TIM: Small, but perfectly formed?
  • Takeaways from the Brazilian market: A potentially treacherous transition
• Index

Table of Figures

• Figure 1: Most UK telcos have focused on the provision of connectivity
• Figure 2: The markets being pursued by the UK’s network operators
• Figure 3: The UK consumer market has seen only small changes in market share
• Figure 4: Virgin Media has outperformed its rivals in 2018 and 2019
• Figure 5: UK telcos’ contrasting connectivity and entertainment strategies
• Figure 6: BT’s connectivity proposition is both broad and deep
• Figure 7: BT’s online shop sells consumer electronics from the major Internet players
• Figure 8: BT offers some home electronics under its own brand
• Figure 9: BT Sport may have helped BT drive demand for fibre
• Figure 10: BT’s broadband market share has risen significantly over the past decade
• Figure 11: BT’s share of fixed-line telephony revenues has been shrinking
• Figure 12: BT’s Consumer division is no longer a growth engine
• Figure 13: Virgin Media’s connectivity proposition leans on partners
• Figure 14: Virgin Media is gaining in mobile, but losing in video
• Figure 15: O2’s consumer proposition is narrower than that of rivals
• Figure 16: O2 has been struggling to grow in the UK market
• Figure 17: The Mobile IoT has been the main growth engine for O2 UK
• Figure 18: Vodafone goes broad in connectivity and light in entertainment
• Figure 19: Vodafone UK is dabbling in consumer IoT devices
• Figure 20: Vodafone UK – losing in mobile, gaining in fixed
• Figure 21: Three UK concentrates mostly on connectivity
• Figure 22: Three UK’s top line is under pressure
• Figure 23: The markets being pursued by Brazil’s network operators
• Figure 24: Oi has been losing market share to rivals in Brazil
• Figure 25: All of Brazil’s major telcos are building a broad consumer play
• Figure 26: Vivo has overtaken rivals to become the leading telco brand in Brazil
• Figure 27: Vivo is consolidating its lead in the Brazilian mobile market
• Figure 28: The Brazilian broadband market is very fragmented
• Figure 29: The pay TV market is under pressure from video-on-demand
• Figure 30: Satellite and cable TV cede ground to fibre
• Figure 31: Vivo continues to lean heavily on its mobile business
• Figure 32: Vivo is gradually expanding beyond connectivity
• Figure 33: Vivo is seeing growth in mobile service and fibre revenues
• Figure 34: América Móvil is pushing well beyond connectivity
• Figure 35: Claro has its own music streaming service
• Figure 36: Mobile and broadband shore up América Móvil’s revenues in Brazil
• Figure 37: TIM looks to broaden its offering through partnerships

Technologies and industry terms referenced include: 5G, Advertising, Amazon, america movil, B2C, brand, BT, Coordination age, entertainment, fibre, Financial Services, gaming, google, handsets, Innovation, Netflix, O2 UK, retail stores, security, Sky, Telefonica, TIM, triple play, video-on-demand, virgin media, Vivo, Vodafone