Rethinking growth: operator revenue diversification is real and global
Digital industries
Access this insight with a Premium plan. Contact our sales team to get started.
Revenue diversification is not a completely new trend for operators. However, recent developments show that it has become more important than ever. First, major operators are intensifying their efforts to capture incremental value from the new areas of growth: digital services, platforms and applications. Second, services beyond core are starting to generate significant revenues, making them a key component of the new operator growth story.
Our research, which is based on a rigorous and consistent analysis of the financial results of major operator groups, shows that operator revenue diversification is real and global. The average contribution of services beyond core to total revenues reached 22% in 2019 for the major operators we analysed, up from 17% in 2017. The US leads on size, China leads on growth, and Japan and South Korea lead on share. Services beyond core includes a range of B2C and B2B services, such as pay TV (traditional and over the top (OTT)), media and advertising, IoT, cloud, security, financial and lifestyle services, and solutions for vertical industries.
This report analyses how far major operators have gone beyond core telecoms, the speed of growth, and the key trends by region and service. It also provides a range of case studies (Orange, KDDI, Turkcell and Telefónica) and recommendations for operators.
Report details
Rethinking growth: operator revenue diversification is real and global
Report details
Rethinking growth: operator revenue diversification is real and global
Related research
India enterprise survey snapshot: charting the digital transformation of enterprises and vertical sectors
B2B has emerged as a strategic growth area for operators and the wider tech/digital ecosystem. As the digital transformation of vertical sectors accelerates, gaining insights directly from enterprises is key. GSMA Intelligence surveyed more than 250 enterprises in India from 10 vertical sectors to gain insight into their digital transformation. The research focused on strategic objectives, investment plans, use of technology, deployment challenges, supplier decisions, tech sovereignty, and policy and regulation.
Asia Pacific enterprise survey: navigating the digital transformation of industries and the B2B opportunity
B2B has emerged as a strategic growth area for operators and the wider tech/digital ecosystem. As the digital transformation of vertical sectors accelerates, gaining insights directly from enterprises is key. GSMA Intelligence surveyed almost 1,500 enterprises from 10 vertical sectors across Asia Pacific to gain insight into their digital transformation. The research focused on strategic objectives, investment plans, use of technology, deployment challenges, supplier decisions, tech sovereignty, and policy and regulation
North America enterprise survey: navigating the digital transformation of industries and the B2B opportunity
B2B has emerged as a strategic growth area for operators and the wider tech/digital ecosystem. As the digital transformation of vertical sectors accelerates, gaining insights directly from enterprises is key. GSMA Intelligence surveyed more than 500 enterprises from 10 vertical sectors across the US and Canada to gain insight into their digital transformation. The research focused on strategic objectives, investment plans, use of technology, deployment challenges, supplier decisions, tech sovereignty, and policy and regulation.
Authors
How to access this report
Annual subscription: Subscribe to our research modules for comprehensive access to more than 200 reports per year.
Enquire about subscriptionContact our research team
Get in touch with us to find out more about our research topics and analysis.
Contact our research teamMedia
To cite our research, please see our citation policy in our Terms of Use, or contact our Media team for more information.
Learn more- 200 reports a year
- 50 million data points
- Over 350 metrics
How can we support you?
Get in touch
Contact the GSMA Intelligence support team for help with your account, subscriptions, or access to reports and insights.
Newsletter
Subscribe to the GSMA Intelligence newsletter for the latest industry news and insights, delivered to your inbox.