REPORT: MVNOs & MVNEs -Analyzing Viability of Virtual Mobile Players

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OVERVIEW

- Are MVNOs profitable?
- Is consolidation inevitable?

The mobile virtual network operator (MVNO) model has gained in popularity over the past two to three years. More ventures have followed in Virgin’s path (the model’s pioneer) with the MVNO model going through a number of iterations. A new category of players, namely MVNEs (mobile virtual network enablers) has emerged, riding on the coattails of strong MVNO growth.

Concerns of overcapacity and potential consolidation are emerging both in the MVNO and MVNE spaces. In a bid to ascertain whether such concerns are justified this report seeks to answer two fundamental questions:

1. Are MVNOs making money?
2 . Are MVNEs here to stay?

In answering the first question the report uncovers an MVNO segment whose margins have more in common with those of retail and media players than it does with traditional mobile margins. A number of players are also turning the traditional MVNO model on its head, from a predominantly cost-based story to a full-fledged revenue story.

The report maps out the MVNE value chain. It identifies key player value propositions and provides an in-depth analysis of factors that will determine the future of the MVNE model. From evolving MVNO demand in a 3G world to emerging competition from traditional telco suppliers.

TARGET AUDIENCE

Mobile operators
- Independent view of long-term potential
- To work with MVNEs / MVNOs or not
- Assess the long-term MVNO threat
- Benchmark profitability against that of MVNOs
MVNOs

Independent view of long-term potential
Benchmark cost indicators
Benchmark profitability
To use MVNEs or not

MVNEs

Independent view of long-term potential
Optimal strategy to MVNO penetration: end-to-end solutions of specific expertise?
MVNO perception of MVNEs
Benchmark positioning
Estimate long term potential
Assess key competitors

Vendors

Assess the potential of the MVNE opportunity
Assess the long-term viability
Are MVNEs competitors or complementary?
Is there an MVNE opportunity beyond applications hosting?
Entry models: partnerships or acquisitions?

Financial institutions

Assess long-term economic viability of MVNOs
Assess long-term viability of MVNEs
Benchmark MVNO cost indicators
Benchmark MVNO profitability indicators
Support decision to finance MVNOs/MVNEs or not

KEY QUESTIONS ANSWERED

What are the key cost and revenue indicators for MVNOs and how do they compare to those of traditional mobile players (CPGA, CCPU, ARPU, Churn, etc.)?
What are the key margin indicators for MVNOs and how do they compare to those of traditional mobile players (EBITDA, Gross margins, etc.)?
What is the profitability potential of cost-heavy MVNOs, such as ESPN, Helio and Amp’d?
Are some markets more profitable than the others (e.g. US vs Europe)?
What is the overall size of the global MVNO opportunity?
What is the MVNO market share distributed by segment (prepaid vs. high-end vs. data-focused players, etc.)?
MVNO profitability: are MVNOs making money?
What have been the key drivers of profitability (or lack thereof)?
What is the profitability potential of high-cost MVNOs? Low-cost MVNOs?
What is an MVNE?
Do MVNOs need MVNEs?
How do the world’s main MVNEs compare to each other (MVNE map)?
What are the economics for MVNEs?
Is the MVNE model here to stay?
Is the MVNE value proposition sustainable in a 3G world?
Are infrastructure manufacturers better positioned for an MVNE play?

For more information contact Matthew Tapson on +44 1494 771 734