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Research Briefings

Mobile Operators’ Strategies for Connected Devices

Summary:

Line losses are now the single greatest threat to the mobile sector’s growth, and major carriers must overcome the ceiling under which they now find themselves and the growth of their business. The solution lies not in voice-centric mobile devices but with new non-phone data-consuming devices like tablets, e-readers and machine-to-machine technology like digital picture frames, personal navigation devices and more. Tier 1 carriers — Verizon, AT&T, Sprint and T-Mobile — face a number of challenges, including a lack of control over distribution, disruptions to traditional pricing models and the unique nature of M2M deployments. For them, success will rely on experimenting with business models and the ability to quickly adjust data plans to drive profitability and growth.

  1. Table of Contents
  2. About Peter Crocker
  3. About Jake Lynch
  4. About TheStreet
  5. About GigaOM Pro
  6. Executive Summary
  7. Telecommunications Sector Overview
    1. The U.S. Sector
      1. AT&T and Verizon Leading U.S. Carriers
    2. The Global Sector
    3. TheStreet Scores and Ratings
  8. Opportunities for Carriers
    1. Mergers and Acquisitions
    2. As 3G Grows, So Do Connected Devices
    3. Consumer-Grade Connected Devices
    4. Enterprise-Grade Connected Devices
    5. Machine-to-Machine (M2M) Communications
  9. Data Business Models
    1. Challenges to Business Models by Segment
  10. Impact on Carriers' Overall Business
    1. Verizon
    2. AT&T
    3. Sprint
    4. T-Mobile
  11. Recommendations
    1. Carriers
    2. M2M players
    3. Consumer Device OEM’s
  12. Further Reading

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