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Mobile data to drive profitability for Telcos; SMS (移动数据推动电信公司的盈利能力,短信)
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o
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l
e
T
n
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i Mobile data to drive profitability for Telcos;
d
n SMS RIP: CARE Ratings
I
-
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v With increasing penetration and a gradual fall in price, mobile data will drive up the share of the non-
i
t
c voice revenue for the telecom operators (Telcos); online video consumption is the likely key driver. CARE
e
p
s Ratings expects share of revenue from non-voice usage to increase to 25-30 % over the next couple of
r
e
P years from the current levels of around 20%. In CARE Ratings’ opinion, the increasing data revenue is
t
i critical to supplement the traditional voice revenue; this shall provide telecom operators with diversity in
d
e
r growth avenues and better profitability.
C
The increasing adoption of mobile internet, the role of internet-based applications and social media
4
1 platforms like whatsapp facebook have been long awaited by the telecom industry to justify the
0
2 introduction of 3Gs 4Gs. The proliferation of affordable smart phones and lucrative data plan offers have
y
l fuelled the growth of the mobile data segment; mobile data now contributes around 50% of the total non-
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J
voice mobile revenue of telecom operators. On the flip side, higher usage of internet-based mobile apps
has killed the prospects for Short Messaging Services (SMS).
Falling share of messaging; end of the road for SMS
SMS which was the major contributor to the non-voice revenue segment of the telecom service providers
is gradually losing its significance in the wake of increasing adoption of internet-based cross-platform
messaging applications. The impact is evident from the decl
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