Report overview

Our International carrier report provides a unique comprehensive global view of the International carrier and wholesale market including the impact of the pandemic, trends, drivers, future scenarios, 5-year traffic and revenue forecasts for international voice and messaging and voice, messaging and data roaming services. The objectives of this report are to:

• Provide a complete overview of the international telecoms interconnect business
• Discuss the current and potential future impact of the pandemic on the wholesale business
• Identify and discuss the main trends in this area, highlighting the changes in wholesale offerings as many services move to an IP infrastructure
• Present an enlightened view of the potential futures for the international carrier business
• Deliver a comprehensive model that forecasts traffic and revenue for the voice, messaging and roaming segments on a total, wholesale, global and regional basis

Who should purchase this report:

• Carriers and mobile data hubs seeking to understand the current and potential future impact of the pandemic on their business and how the segment is evolving in terms of trends, revenue, services, customers and competitors
• Operators and Cloud Communications providers needing to understand how the voice and data wholesale market is evolving
• Product and Engineering teams planning for the growth and evolution of the international interconnect business
• Vendors looking to understand the needs of wholesalers, mobile data hubs and wholesale customers and where new opportunities will come from
• Investors requiring a view of the opportunities, challenges and potential growth of the wholesale market, this per segment and region

Table of content

Executive Summary

Introduction

The new Normals
     Tackling the revenue challenge
     Tackling the efficiency challenge
     Tackling the digital transformation challenge

The Future of Subscribers
     Fixed and mobile subscribers          
     2G03G, 4G, 5G subscribers    
     Mobile roamers and mobile roaming trips
     2G-3G, 4G and 5G mobile active data roaming trips

The Future of Voice
     International voice traffic and revenue  
     Wholesale voice traffic and revenue   
     International Voice over 4G and Voice over 5G traffic and revenue    
     Fixed, 2G-3G, Vo4G and Vo5G traffic

The Future of Voice Roaming      
     Total Voice roaming traffic and revenue      
     VoLTE roaming traffic and revenue 
     2G-3G, 4G and 5G voice roaming traffic    

  The Future of Data Roaming       
     Total Data roaming traffic and revenue      
     4G Data roaming traffic and revenue
     5G Data roaming traffic and revenue

  The Future of Messaging     
     International wholesale SMS traffic and revenue       
     Roaming SMS traffic and revenue     
     P2P and A2P international SMS messages via hubs     
     

List of tables

TABLE 1: DIGITAL WHOLESALE MANTRAS     
TABLE 2: FIXED AND MOBILE SUBSCRIBERS (MILLION)        
TABLE 3: FIXED SUBSCRIBERS BY REGION (MILLION)
TABLE 4: MOBILE SUBSCRIBERS BY REGION (MILLION)        
TABLE 5: MOBILE SUBSCRIBERS BY TECHNOLOGY (MILLION)          
TABLE 6: 2G-3G SUBSCRIBERS BY REGION (MILLION)           
TABLE 7: 4G SUBSCRIBERS BY REGION (MILLION)    
TABLE 8: 5G SUBSCRIBERS BY REGION (MILLION)    
TABLE 9: SMARTPHONE SUBSCRIBERS BY REGION (MILLION)          
TABLE 10: VO4G SUBSCRIBERS BY REGION (MILLION)          
TABLE 11: VO5G SUBSCRIBERS BY REGION (MILLION)          
TABLE 12: TOTAL TRIPS MADE BY MOBILE SUBSCRIBER BY REGION (MILLION/YEAR)         
TABLE 13: ACTIVE DATA ROAMING TRIPS MADE BY ROAMERS REGION (MILLION/YEAR)  
TABLE 14: ACTIVE VOICE ROAMING TRIPS MADE BY ROAMERS REGION (MILLION/YEAR) 
TABLE 15: ACTIVE DATA ROAMING TRIPS BY TECHNOLOGY (MILLION)       
TABLE 16: ACTIVE 2G-3G ACTIVE DATA ROAMING TRIPS MADE BY REGION (MILLION/YEAR)        
TABLE 17: ACTIVE 4G DATA ACTIVE ROAMING TRIPS MADE BY REGION (MILLION/YEAR)  
TABLE 18: ACTIVE 5G ACTIVE DATA ROAMING TRIPS MADE BY REGION (MILLION/YEAR)  
TABLE 19: INTERNATIONAL VOICE TRAFFIC AND REVENUE (BILLION MINUTES, US$ BILLION)       
TABLE 20: INTERNATIONAL VOICE TRAFFIC BY TERMINATING REGION (BILLION MINUTES)           
TABLE 21: INTERNATIONAL VOICE REVENUE BY TERMINATING REGION (US$ BILLION)     
TABLE 22: INTERNATIONAL VOICE TRAFFIC BY ORIGINATING REGION (BILLION MINUTES)
TABLE 23: INTERNATIONAL VOICE INBOUND/OUTBOUND TRAFFIC RATIOS
TABLE 24: INTERNATIONAL WHOLESALE VOICE TRAFFIC AND REVENUE (BILLION MINUTES, US$ BILLION)          
TABLE 25: INTERNATIONAL WHOLESALE VOICE TRAFFIC BY TERMINATING REGION (BILLION MINUTES)  
TABLE 26: INTERNATIONAL WHOLESALE VOICE REVENUE BY TERMINATING REGION (US$ BILLION) 
TABLE 27: INTERNATIONAL WHOLESALE VOICE TRAFFIC BY ORIGINATING REGION (BILLION MINUTES)   
TABLE 28: INTERNATIONAL WHOLESALE VOICE INBOUND/OUTBOUND TRAFFIC RATIOS  
TABLE 29: INTERNATIONAL VO4G/VO5G TRAFFIC & REVENUE (BILLION MINUTES, US$ BILLION) 
TABLE 30: INTERNATIONAL VO4G/VO5G TRAFFIC BY ORIGINATING REGION (BILLION MINUTES) 
TABLE 31: INTERNATIONAL VO4G/VO5G TRAFFIC BY TERMINATING REGION (BILLION MINUTES)
TABLE 32: END-TO-END INTERNATIONAL VO4G AND VO5G TRAFFIC (BILLION MINUTES)  
TABLE 33: INTERNATIONAL VOICE TRAFFIC BY ORIGINATING TECHNOLOGY (BILLION MINUTES)
TABLE 34: INTERNATIONAL VOICE TRAFFIC RATIO BY ORIGINATING TECHNOLOGY (%)     
TABLE 35: ROAMING VOICE TRAFFIC AND REVENUE (BILLION MINUTES, US$ BILLION)     
TABLE 36: ROAMING VOICE TRAFFIC BY TERMINATING REGION (MILLION MINUTES)       
TABLE 37: ROAMING VOICE REVENUE BY TERMINATING REGION (US$ BILLION)   
TABLE 38: ROAMING VOLTE TRAFFIC AND REVENUE (BILLION MINUTES, US$ MILLION)    
TABLE 39: ROAMING VOLTE TRAFFIC BY TERMINATING REGION (MILLION MINUTES)       
TABLE 40: ROAMING VOLTE REVENUE BY TERMINATING REGION (US$ MILLION)  
TABLE 41: VOICE ROAMING  TRAFFIC BY TECHNOLOGY (BILLION MINUTES)          
TABLE 42: VOICE ROAMING TRAFFIC RATIO BY TECHNOLOGY (%)   
TABLE 43: TOTAL DATA ROAMING TRAFFIC AND REVENUE (PB/YEAR, US$ MILLION)        
TABLE 44: TOTAL DATA ROAMING TRAFFIC BY ROAMER REGION (PB/YEAR)          
TABLE 45: TOTAL DATA ROAMING REVENUE BY ROAMER REGION (US$ MILLION)
TABLE 46: DATA ROAMING TRAFFIC BY TECHNOLOGY (PB/YEAR)   
TABLE 47: DATA ROAMING TRAFFIC RATIO BY TECHNOLOGY (%)    
TABLE 48: 4G DATA ROAMING TRAFFIC AND REVENUE (PB/YEAR, US$ MILLION)  
TABLE 49: 4G DATA ROAMING TRAFFIC BY ROAMER REGION (PB/YEAR)    
TABLE 50: 4G DATA ROAMING REVENUE BY ROAMER REGION (US$ MILLION)      
TABLE 51: 5G DATA ROAMING TRAFFIC AND REVENUE (PB/YEAR, US$ MILLION)  
TABLE 52: 5G DATA ROAMING TRAFFIC BY ROAMER REGION (PB/YEAR)    
TABLE 53: 5G DATA ROAMING REVENUE BY ROAMER REGION (US$ MILLION)      
TABLE 54: INT’L SMS TRAFFIC AND REVENUE ROUTED OVER SMS HUBS (BILLION SMS, US$ MILLION)     
TABLE 55: INT’L SMS TRAFFIC ROUTED OVER SMS HUBS BY ORIGINATING REGION (BILLION SMS)           
TABLE 56: INT’L SMS REVENUE ROUTED OVER SMS HUBS BY ORIGINATING REGION (US$ MILLION)        
TABLE 57: ROAMING SMS TRAFFIC AND REVENUE (BILLION SMS, US$ MILLION)   
TABLE 58: ROAMING SMS TRAFFIC BY ROAMER REGION (BILLION SMS)     
TABLE 59: ROAMING SMS REVENUE BY ROAMER REGION (US$ MILLION)  
TABLE 60: INT’L A2P AND P2P SMS TRAFFIC ROUTED OVER SMS HUBS (BILLION SMS)      
TABLE 61: RATIO OF INT’L A2P AND P2P SMS TRAFFIC ROUTED OVER SMS HUBS (BILLION SMS)