Telecom Operator Analysis
Telecom Operator Analysis
June 2019
Source : DRAUP 1
AGENDA
01 Overview ➢ Future trends overview
➢ Intensity split of Telecom operators by revenue
➢ Talent split by experience
➢ Major Job Roles
02 Disruption & Trends ➢ No.of operators share by region
➢ Major players, Key Startups & Service Providers
Source : DRAUP 2
Telecom Operators Overview: Most of the telecom operators planned to expand their sphere of influence on
initiatives such as mobile media delivery, edge computing, the Internet of Things and connected devices
Future Trends ➢ Network sharing has become a standard part of the operating model for mobile operators, and the trend is accelerating.
➢ Operators have been able to reduce the total cost of ownership by up to 30 percent while improving network quality through sharing a variety ~800
In Telecom of both active and passive equipment. Total number of
Operators ➢ 5G will be no exception, with operators eyeing new ways of accelerating the deployment of an otherwise daunting investment. Telecom Operators [5]
~1.5 Trillion
Overall Telecom Market
Size[1]
17%
13%
Major Job Roles in
Telecom[3] Key Service Providers[6]
>30% 20% - 30% 10% - 30%
IT Network Design Engineer
VoIP Engineer
No. of Telecom Operators by Region[4]
Network Security Engineer
24% 33% 20% 23%
IT Cloud DevOps Engineer
(1) The Telecom Market size is based on the cost estimation module of DRAUP’s internal data team for past year. (2) The talents were analyzed based on the experience are represented. (3) The above
mentioned job roles are very high demanded roles across Telecom industry. (4) Color differentiation represents the overall revenue of telecom operators by region. (5) Number of Telecom Players were
curated from the news, journals and other similar sources. (6) The companies represented are considered as the top telecom players, telecom startups and telecom service providers. Source : DRAUP 3
AGENDA
01 Overview
Source : DRAUP 4
5G Mobile Operators Overview: Across the globe ~200 operators investing in 5G
(1) Use cases, Key Investments, skills associated and key talent demand with the Telecom operators are curated from the journals, news and other similar sources based on 5G technology. (2) The above
identified focus areas is based on the DRAUP’s proprietary services module. Source : DRAUP 5
AGENDA
01 Overview
Source : DRAUP 6
IoT Operators Overview: IoT sector leverages by the development of NB-IoT
(1) Use cases, Key Investments, skills associated and key talent demand with the Telecom operators are curated from the journals, news and other similar sources based on IoT. (2) The above identified
focus areas is based on the DRAUP’s proprietary services module. Source : DRAUP 7
AGENDA
01 Overview
Source : DRAUP 8
Big Data Operators Overview: Big data analytics allow telecom operators to optimise call routing and quality
of service by analysing their network traffic with Real- Time CDR Analysis
Clickstream Analysis • Big Data keens on the development of a demographic movement analysis and forecasting technology that
Fraud Detection
• Communications service providers can
• CSPs need to protect their customers and enables near real-time estimates and forecasting of population movement within arbitrarily selected areas.
generate more revenue and create better
their bottom line by proactively detecting
customer experiences by tracking and
• Big Data and Real-time analytics enhance capabilities are the future emerging facts that helps CSPs deal much
fraudulent activities. They can analyze
analyzing customer clickstreams to more quickly and effectively with network and customer issues.
usage data, location-specific data and
customer account data in real time.
understand their preferences and • Big Data analytics focuses to increase profitability by helping optimize network usage and services, enhance
propensity to buy.
customer experience, and improve security.
Network Management/Optimization
Product Development • Communications service providers can
• CSP product managers can gain valuable optimize quality of service and routing by
Investments[1]
insights by collecting and analyzing the being able to analyze network traffic in real
diverse and rich data generated from their
• Companies using Big Data will invests that mainly to promote its business through the Supership DataMarketing
time. This enables them to respond to
customers’ mobile devices. fluctuations in traffic and reallocate Fund Program.
bandwidth as needed. 9
(1) Use cases, Key Investments, skills associated and key talent demand with the Telecom operators are curated from the journals, news and other similar sources based on Big Data technology. (2) The
above identified focus areas is based on the DRAUP’s proprietary services module. Source : DRAUP 9
AGENDA
01 Overview
Source : DRAUP 10
Security Operators Overview: Recently, Vodafone deployed heavy R&D resources to build new IoT security
capabilities
(1) Use cases, Key Investments, skills associated and key talent demand with the Telecom operators are curated from the journals, news and other similar sources based on Security. (2) The above identified
focus areas is based on the DRAUP’s proprietary services module. Source : DRAUP 11
AGENDA
01 Overview
Source : DRAUP 12
NFV/SDN Operators Overview: AT&T planned to virtualize 75 percent of their network using new Software
Defined Architecture and Network Functions Virtualization by 2020
(1) Use cases, Key Investments, skills associated and key talent demand with the Telecom operators are curated from the journals, news and other similar sources based on NFV/SDN technology. (2) The
above identified focus areas is based on the DRAUP’s proprietary services module. Source : DRAUP 13
AGENDA
01 Overview
Source : DRAUP 14
Americas: Verizon planned to shut down CDMA 1xRTT network by the end of 2019 and operates on CDMA EV-DO
until 2021
Key Players[1]
➢ The United States is betting big on 5G. According to research there will be 1.3 billion global 5G connections by 2025
including 203 million in North America and three of four US operators have already announced plans to launch in
select cities by the end of 2019.
Vendor Engagements
• Development of Technical • Implementation of Oracle • Involved in configuring the • Involved in deployment and • Involved in managing IoT
exposure to SDN, OSS, Routing, database or python to conduct Hadoop properties to achieve configuration of new solutions and deliver value by
Switching, Automation in depth, complex data analysis the high performance. environments for the SoftTest monetizing the vast amount of
framework design for converged on national Verizon 5G sites • Responsible for research and carrier testing across Volte, data generated by connected
OSS & Network QA.OS. built progress. Development on the various Big CVOIP, BVOIP ,legacy VOIP and devices and making it available
• Involved in leading and building • Involved in WCDMA and 5G Data emerging technologies. PSTN solutions. to enterprise-specific
the Software Defined Networks Multi Carriers RF Specialist for • Involved in the integration of • Installation, Configuration & applications.
(SDN) Network Functions NPM Project at Claro operator the backend API s.Involved in Security Hardening of Red Hat • Development of a tool that pull
Virtualization and (NFV) test. (Rio de Janeiro region network storing and fetching the data Enterprise Linux Server and request comes to code cloud
• Management of experience in planning and optimization, required from the MongoDb MySQL database. and image will be stored in
Offshore Delivery Center (ODC) capacity audit, allocated at the server using NodeJs. • Development of Portal and docker repo and will be running
management, relationship and customer office to ensure NQI • Implementation of Database Portlets with Liferay or the application using that image
delivery management, project and RADAR targets focused on Connection classes using WebCenter Portal 11g, in nexus repo.
management, solution architect, customer experience. Hibernate Webcenter UCM 11g and
customer management. Webcenter Sites 11g.
(1) Key Telecom operators and major SPs are curated from the journals, news and other similar sources based on The Americas region. (2) The above
mentioned areas provides major workloads across telecom operators in the Americas region. Source : DRAUP 15
Asia: Telecom operators in the Asia region are ready to deploy 5G in the next few years
Key Players[1]
➢ 5G is the technology that can deliver all of these demands via its new network capabilities, providing a more reliable experience and
ultra-low latency service through edge cloud technology.
➢ Regions with closely a number of global operators including China Mobile, China Telecom, China Unicom, Deutsche Telekom & KDDI etc.
➢ All parties will collaborate on a common approach that focuses on avoiding market fragmentation.
Vendor Engagements
(1) Key Telecom operators and major SPs are curated from the journals, news and other similar sources based on The Asia region. (2) The above
mentioned areas provides major workloads across telecom operators in the Asia region. Source : DRAUP 16
Europe: Telecom operator companies in the Asia region mainly focus on the development of a telecom IoT
platform. Also Europe needs ~ $500 billion investment in the coming years
Key Players[1]
➢ Europe telecom providers focuses to take advantage on voice-assisted technologies and IoT technologies to expand
their market and increasing their subscribers by offering the solutions with easy UI.
Vendor Engagements
(1) Key Telecom operators and major SPs are curated from the journals, news and other similar sources based on Europe region. (2) The above
mentioned areas provides major workloads across telecom operators in the Europe region. Source : DRAUP 17
Pacific, EMEA (excluding Europe): Most of the telecom operators focus on the development and implementation
of 5G
➢ In these regions which contributes two key revenue by generating opportunities for telecom providers will be Key Players[1]
Pacific EMEA
Major SPs[1] Key Provider Areas[2] Major SPs[1] Key Provider Areas[2]
• Bengaluru Area, India • Greater St. Louis Area, United States
• Pune Area, India • Mumbai Area, India
• National Capital Region, India • Dallas/Fort Worth Area, United States
• Chennai Area, India • Peru 18
(1) Key Telecom operators and major SPs are curated from the journals, news and other similar sources based on Pacific, EMEA (excluding Europe)
region. (2) The above mentioned areas provides major workloads across telecom operators in the Pacific, EMEA (excluding Europe) region. Source : DRAUP 18
www.draup.com
19
Source : DRAUP 19
Appendix
20
Source : DRAUP 20
List of Telecom Operators across the globe (1/4)
S.NO Name Revenue in USD Billion S.NO Name Revenue in USD Billion
1 AT&T Inc. 170.7 26 CK Hutchison Holdings 12
2 Verizon Communications 131 27 Liberty Global 11.95
3 China Mobile 109 28 Rogers Communications 11.5
4 Deutsche Telekom 85.5 29 Swisscom 11.5
5 Telefónica 55.01 30 Telus 11.4
6 América Móvil 53 31 Gibtelecom 11
7 Vodafone 52.6 32 SFR 10
8 KDDI 47.4 33 VimpelCom Ltd 10
9 Orange S.A. 46.75 34 Bezeq 9.9
10 NTT DoCoMo 43.4 35 Telia Company 9.7
11 BT Group 32 36 MTN Group 9.3
12 Telecom Italia 21.2 37 Veon 9.08
38 ALBtelecom 9
13 Bell Canada 20
39 Chunghwa Telecom 7.7
14 KT Corporation 20
15 Telstra 18.9 40 Mobile TeleSystems 7.7
16 SK Telecom 18 41 Ooredoo 7.7
17 Etisalat 14.26 42 MTS 7.3
18 Emirates Telecommunications Corporation 14.2 43 Cablevisión 6.5
19 Saudi Telecom Company 13.5 44 Proximus Group 6.4
20 SoftBank Corporation 13 45 Vodacom 6.4
21 Singtel 12.88 46 KPN 6.3
22 Bharti Airtel 12.87 47 Iliad 6
23 Telenor ASA 12.84 48 Keppel Corporation SPH 6
24 Telenor 12.8 49 Axiata Group Berhad 5.78
25 ZTE 12.69 50 CANTV 5.5
21
Source : DRAUP 21
List of Telecom Operators across the globe (2/4)
S.No Name Revenue in USD Billion S.No Name Revenue in USD Billion
51 A1 Telekom Austria Group 5 76 Telkom 2.8
52 Rostelecom 4.899 77 Magyar Telekom 2.7
53 MegaFon 4.8 78 TDC 2.6
54 Türk Telekom 4.8 79 Tele2 2.49
55 Altice International 4.6 80 Quebecor 2.34
56 Shaw Communications 4.5 81 Telekom Srbija 2.27
57 True Corporation China Mobile 4.5 82 Polkomtel 2
58 OTE 4.4 83 TPG Telecom 2
59 HKT 4.3 84 Entel 1.9
60 Millicom 4.074 85 Grupo MÁSMÓVIL 1.9
61 Digicel 4 86 Omantel 1.9
62 Nextel Communications 4 87 Sunrise Telecom 1.9
88 Viettel Mobile 1.7
63 Telephone and Data Systems 4
89 Berjaya Corporation Berhad 1.6
64 Taiwan Mobile 3.8
65 Global Telecom Holding 3.5 90 Telephone Systems International 1.6
66 WIND 3.5 91 Ethio Telecom 1.5
67 Reliance Industries Limited 3.45 92 Ethiopian Telecommunications Corporation 1.5
68 Zain Group 3.4 93 Globacom 1.5
69 Philippine Long Distance Telephone Company 3.3 94 CITIC Telecom International 1.21
70 Telecom Argentina 3.2 95 SaskTel 1.2
71 FarEasTone 3 96 Hrvatski Telekom 1.17
72 Nepal Doorsanchar Company Ltd 3 97 Batelco 1.07
73 Telekom Malaysia 2.9 98 Warid Telecom (licence revoqued) 0.9
74 Telenet 2.9 99 RCS&RDS 0.85
75 Maroc Telecom 2.8 100 Econet Wireless (Private) Limited 0.8
22
Source : DRAUP 22
List of Telecom Operators across the globe (3/4)
S.No Name Revenue in USD Million S.No Name Revenue in USD Million
101 Telekom Slovenije 800 141 Yemen Mobile 150
102 Trilogy International Partners 800 142 Somtel 120
103 Sky Brasil 700 143 Bakcell 100
104 Sonatel 700 144 Shunkhlai Group 100
105 Tunisie Télécom Group 700 145 Telesur 100
106 Cellcom Israel 660 146 Telikom (PNG) LTD 97
107 Net 1 600 147 Zambia Telecommunications Company Ltd 97
148 Andorra Telecom 95
108 SmarTone Telecommunications Holdings Limited 600
149 Grupo Algar 84
109 Atlantic Tele-Network 500
150 Kosovo Telecom 84
110 Bulgarian Telecommunications Company EAD 500
151 Korek Telecom Ltd 81
111 Elisa 500
152 Bermuda Digital Communications Ltd 80
112 NOS 470
153 Divona 80
113 MCS Group 400
154 Bulsatcom 77
114 T-Mais 400
155 Econet Ezi Cel Lesotho (Pty) 75
115 Uganda Telecom Limited 400
156 Econet Telecom Lesotho (Pty) Ltd. 75
116 STKL 370
157 Beltelecom 70
117 Weblinks 350
158 Office des Postes et Telecommunications 70
118 Africell 340
159 Tashi Group 70
119 Smartfren 320
160 Telecom Namibia Ltd 70
120 BH Telecom 300
161 PrimeTel PLC 66
121 JT Global 300
162 MCIT 60
122 Mauritius Telecom group 284
163 Zanzibar Telecom Ltd 58
123 Síminn 260
164 Benin Telecom 57
124 Bouygues Group 230
165 Perfectum 50
125 Libyana Mobile Phone 230
166 Algérie Télécom 45
126 Aircomm 200
167 Apax France 42
127 Almadar Aljadid 200
168 Telvenco 41
128 Amalgamated Telecom Holdings 200
169 Ucom 41
129 Bahrain Telecommunications Company 200
170 Intelfon 40
130 POST Luxembourg 200
171 LG Corporation 40
131 Telecom Niue 200
172 The United Group 40
132 GO + Malta 190
133 Dhiraagu 170 173 United Telecommunications Services 40
134 Hayo Telecom 170 174 Turkcell 35
175 Mascom Wireless (Pty) Limited 33
135 Monaco Telecom International (MTI) 170
176 Visafone 32
136 TeleGuam Holdings LLC 167
177 NetOne Cellular (Pvt) Ltd (government) 30
137 ST Telemedia 152
178 Vivacell 30
138 Azerfon LLC 150
179 Tonga communications 28
139 Belize Telemedia Limited 150
180 Ukrtelecom 28
140 BTC Botswana Telecommunications Corporation 150 23
Source : DRAUP 23
List of Telecom Operators across the globe (4/4)
S.No Name Revenue in USD Million S.No Name Revenue in USD Million
181 Moldtelecom 24 221 Ozone Wireless (Barbados) Ltd 6
182 CAT Telecom 23 222 Rain 6
183 Telecommunication Company of Iran 23 223 STC 6
184 Londrina city, Copel 21 224 Timor Telecom 6
185 Bank of Khartoum 20 225 MegaFon 6
186 Camtel (government) 20 226 Wasel Telecom Afghanistan 6
187 ETECSA 20 227 FSMTC 5
188 Expresso Telecom Group Limited 20 228 GPC 5
189 Orascom Telecom 20 229 Hanoi Telecom 5
190 Sunbeach Communications 19 230 JSC Alpha Telecom 5
191 Moldcell 17 231 Luxembourg Online 5
192 Silknet 17 232 Paltel 5
193 Telecom Vanuatu Ltd 17 233 Caricel 5
194 Darussalam Assets Sdn Bhd 16 234 Bluesky Telecom 5
195 Pacific Mobile Communications 15 235 TTC 5
196 Sumitomo Corporation 14 236 Wave Runner LLC 5
197 Taiwan Star Telecom 14 237 HOT 4
198 VMS 13 238 The Royal Group 4
199 TOT Public Company Limited 12 239 ООО Universal Mobile Systems 4
200 Liberia Telecommunications Corporation 11 240 GTEL Mobile Joint Stock Company 3
201 Tcell 11 241 Haatif Telecom Somalia 3
202 ALTEL 10 242 LAP Oricel (licence revoqued) 3
203 Avantel 10 243 Lintel Limited 3
204 Telekomunikasi Indonesia International (TL) S.A. 10 244 Sky Mobile Ltd. 3
205 YooMee 10 245 SoTeL 3
206 IT&E 9 246 Speednet 3
207 South East Asia Telecom Group 9 247 Tikiphone SA 3
208 TM CELL 9 248 Uzbektelecom 3
209 Itisaluna 8.2 249 Aztrank 2
210 GRID Communications 8 250 Mahanagar Telephone Mauritius Limited 2
211 Palau National Communications Corporation (PNCC) 8 251 PTI Pacifica Inc. 2
212 Hormuud Telecom Somalia Inc 7 252 Salt Mobile AG 2
213 LaoTelecom 7 253 Smile Communications 2
214 Qcell 7 254 Sri Lanka Telecom PLC 2
215 SetarNV 7 255 Telecel Guinee SARL 2
216 TNW Wireless Inc. 7 256 Jamii Telecommunications Limited 1.6
217 bluesky Samoa 6 257 MagtiCom 1.5
218 Distacom Group 6 258 La Cell Private Limited 1
219 Faroese Telecom 6 259 Mercury (Sonangol group) 1
220 HONDUTEL 6 260 Telecom Egypt 1 24
Source : DRAUP 24