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Feb 1

Generation of $20 Billion Seen By Mobile Operators from the Maturity of Internet Voice as "Carrier OTT"

There is a new report out today from Juniper Research. The report is entitled “Future Voice Strategies: mVoIP, Carrier OTT and Mobile Video Calling 2014-2018.” This report finds that by the year 2018 mobile network operators will generate revenues that could go as high as $20 billion.

This expected revenue will come through Internet based voice, or “carrier OTT” (Over The Top) strategies. We can expect to see this Internet voice revenue coming from new service propositions and bundles. They will be delivered through partnerships with stand-alone OTT service providers.

The Juniper report is a 93 page document and covers eight key global regions. The current version is the fourth edition of Juniper’s mobile voice report. It delivers benchmark forecasts and an assessment of the mobile voice, Voice over IP (VoIP) and video calling industry.

One of the key findings of the report is that OTT service providers have been successful in creating impressive user bases of mobile VoIP customers. However, the expectation is that many future revenue generating strategies are likely to involve traditional carriers that have a billing relationship with the end-user and guaranteed Quality of Service (QoS).

Some of the other key findings that are included in the report are as follows:

  • Standard Circuit switched revenues will decline overall though this will be partially offset by new OTT revenues

  • A clear winner, Tango, has emerged in the market for OTT mobile video calling though as a sector mobile video calling is still on the starting blocks

  • Systems Integrators and software specialists such as Kineto and Amdocs will become increasingly important in creating OTT monetization strategies for multinational operators

    The Future Voice Strategies: mVoIP, Carrier OTT and Mobile Video Calling 2014-2018 report was authored by Anthony Cox. He said, "OTT providers are turning to traditional carriers and vice versa. Together they are forming partnerships to create genuinely new service propositions, such as the ability to port a number across several devices."

    An observation that can be taken from the report is that stand-alone mobile VoIP players are becoming increasingly sophisticated in their service offerings and are developing more ways to monetize services. 

    In addition, Voice over LTE (VoLTE) is expected to see widespread adoption among mobile network operators for the increased network efficiency it affords the operator, even though direct revenue from this will most likely be low.

    In the report, Juniper Research provides an exhaustive set of forecasts on the mobile VoIP and video calling sectors. These 5 year forecasts are divided into 8 key regions and contain project key metrics such as:

  • MNO legacy voice revenues

  • Third Party and MNO 3G handset mVoIP users and revenues

  • 4G handset mVoIP users and revenues

  • Tablet mVoIP users and revenues

  • Mobile video calling users and revenues

    The report provides an in-depth analysis of the hurdles for these players to overcome and the associated strategic opportunities, particularly of the role of voice within the MNOs’ portfolio transitions.