Analysys Mason DataHub: Introduction to key features and content overview

Transcription

1 Analysys Mason DataHub: Introduction to key features and content overview Hilary Bailey Head of Data December 2017

2 The DataHub, our database tool, enables clients to access our Core data products from a single online portal ACTUALS AND FORECASTS PORTALS metrics in total On-screen definitions and update dates 80+ countries, 8 regions, worldwide forecasts On-screen currency conversion FORECASTS: Core, IoT, Enterprise and Pay-TV metric sets, more to come Save and reload searches ACTUALS updated quarterly, FORECASTS twice a year ACTUALS: operator and country, quarterly and annual data (250+ metrics) ACTUALS: 500+ operators, normalised and as-reported, data, including financial KPIs Export to Excel for further analysis On-screen charts, easy comparisons Analysys Mason analysysmason.com

3 Geographical coverage: more than 80 countries in 8 regions, regional totals and worldwide results Geographical coverage of Analysys Mason Core Data, December 2017 North America Canada USA Austria Belgium Denmark Finland Western Europe France Germany Greece Ireland Italy Netherlands Norway Portugal Spain Sweden Switzerland UK Latin America Argentina Brazil Chile Colombia Mexico Peru Venezuela 3 Bulgaria Croatia Czech Republic Estonia Central and Eastern Europe Hungary Latvia Lithuania Montenegro Poland Romania Russia Serbia Slovakia Slovenia Turkey Ukraine Middle East and North Africa Algeria Egypt Iraq Iran Israel Jordan Lebanon Morocco Oman Qatar Saudi Arabia Tunisia UAE Cameroon Côte d Ivoire Ghana Kenya Sub-Saharan Africa Nigeria Rwanda South Africa Sudan Tanzania Uganda Zambia Zimbabwe 2 Developed Asia Pacific Australia Hong Kong Japan New Zealand 1 Singapore South Korea Taiwan Bangladesh Cambodia China India Indonesia Emerging Asia Pacific Malaysia Myanmar Nepal Pakistan Philippines Sri Lanka Thailand Vietnam 1 Historical data; forecast to be added soon 2 Historical data only 3 IoT forecast only (Italics indicate possible further additions) Analysys Mason analysysmason.com

4 Research from Analysys Mason: datasets in DataHub Clients across the TMT sector rely on our research and analysis to inform business-critical decisions. Consumer services programmes Mobile Services Mobile Devices Fixed Broadband Services Convergence Strategies Video Strategies Network investment programmes Network Investment Strategies Network Traffic Spectrum Telecoms software and networks programmes Software Forecast and Strategy Telecoms Software Market Shares Network-focused Next-Generation Wireless Networks Service Delivery Platforms Service Fulfilment Service Assurance Network Orchestration Software-Controlled Networking Customer-focused Digital Experience Customer Care Revenue Management Analytics CONSUMER SERVICES NETWORK INVESTMENT TELECOMS SOFTWARE NETWORK- FOCUSED KEY: Datasets in DataHub DIGITAL ECONOMY RESEARCH PORTFOLIO SOFTWARE FORECASTS AND MARKET SHARES ENTERPRISE AND IOT REGIONAL MARKETS TELECOMS SOFTWARE CUSTOMER- FOCUSED analysysmason.com/research Core Data Digital economy programmes Digital Economy Strategies Future Comms Regional markets programmes Global Core Data Analysys Mason analysysmason.com Topic Data Enterprise and IoT programmes Large Enterprise Voice and Data Connectivity Large Enterprise Emerging Service Opportunities SME Strategies IoT and M2M Services IoT Platforms and Technology Americas Asia Pacific Middle East and Africa European Core Forecasts European Telecoms Market Matrix European Country Reports DataHub Data covering +80 countries and +500 operators forecast and +250 historical metrics Regional results and worldwide totals Operator historical data Compare markets and operators Financial values in USD, EUR or local currency Export data to Excel and save searches

5 Analysys Mason DataHub contains Core data plus extended topic datasets Core data: All metrics from the regional markets programme which describe the total telecoms market at country level for forecasts and country and operator level for actuals KEY Forecasts Actuals Both Enterprise IoT APAC Americas Pay TV MEA Core Data Global Financial KPIs Communications Services EUROPE Global forecast More to come More to come Topic datasets: Typically forecasts, which expand on the Core metrics with much greater granularity. Data supplied from other programmes in the Analysys Mason Research portfolio, eg Enterprise, IoT, Video Strategies 5

6 Core v Topic: adding granular topic forecasts to the DataHub the example of IoT Core forecasts contain top level data CORE FORECAST DATA (~380 metrics) Mobile connections Handset MBB IoT Penetration Mobile service revenue Voice Data Handset data MBB IoT Mobile ARPU/ASPU Mobile traffic Fixed connections Fixed revenue Fixed ARPU/ASPU Fixed traffic Fixed + Mobile Pay-TV we add this granular dataset to give more detail IoT FORECAST (~1000 metrics) Top level results: IoT connx/rev Granular data: Automotive Fleet tracking HGV Fleet tracking LCV Connected cars Finance Health Industry Public sector Retail Security Utilities Top level results correspond to the IoT results in the core dataset. The IoT dataset expands on these to provide high level of detail 6

7 Analysys Mason DataHub key concepts Choose between ACTUALS and FORECASTS: Actuals: The most recent country and operator data, including quarterly and asreported data (where available). Forecasts: A coherent set of country forecasts based on a timestamped set of historical data.they run for at least five years into the future, in the context of historical data from 2008 or earlier LOAD A SEARCH: Re-use a saved search (countries, operators, metrics, years) ABOUT THE DATAHUB: Key information about your subscription, recent updates and how to use the DataHub The new data icon shows when data has recently been refreshed 7

8 Analysys Mason DataHub main features On-screen help gives definitions, update dates and details of our taxonomy See Version log (details of latest updates), subscription details, full metrics list and other useful information here Dynamic filtering: Find the metrics you need by filtering on key identifiers Forecast views: See themed data sets: filters rearranged and checked to select relevant metrics Tiered metric names make our taxonomy clear Levels: Pick out top-level metrics, or a greater degree of granularity Saved searches: Repeat regular searches Country count: Easy to see how much data is available 8

9 Analysys Mason DataHub results features (FORECASTS) On-screen charting for easy comparisons Instant currency conversion Export to Excel for further analysis View data rounded or unrounded On-screen help gives definitions, update dates View a single row with this quick chart Colours distinguish between historical data and forecasts 9

10 Analysys Mason DataHub operator search features (ACTUALS) Select operators by geography Select operators by network fixed or mobile Select operators by type Mobile entrant order Fixed - technology Free-text search helps you to find all instances of an operator name 10

11 Analysys Mason DataHub results features (ACTUALS) Select country, operator data, or both Select Annual, quarterly, halfyearly data, or all On-screen charting for easy comparisons Instant currency conversion Export to Excel for further analysis View data rounded or unrounded On-screen help gives definitions, update dates View a single row with this quick chart 11

12 OPERATOR RESULTS COUNTRY RESULTS Core data: all metrics are standardised to common definitions for valid comparisons Actuals and Forecasts: scope of Analysys Mason Core Data, October 2017 Metrics, timespan and Geography ACTUALS (updated quarterly) 80+ countries, ~500 operators Annuals: Quarters/Half years: 3Q 2004 latest quarter (eg 3Q 2017) 150+ metrics (plus 75+ more for Europe only) FORECASTS ( updated twice yearly) 80+ countries, 8 regions, worldwide totals Annuals: ~200 core metrics (plus ~200 more for Europe only) (Common to both portals) Values Revenue (total/ voice/data) Socioeconomic data ( EIU) Connections (split by technology, devices, payment plan) Traffic (voice, data, SMS) Comparative metrics ARPU (total/ voice/data) Revenue per minute or MB, per capita, as share of GDP Penetration, share by technology/device Traffic per connection Values Revenue Connections Churn Traffic Financial KPIs Comparative metrics ARPU (total/ voice/data) Market shares of revenue Prepaid share Market shares of connections Traffic per connx Market shares of traffic EBITDA margin, CAPEX/ Revenue We provide both normalised and as-reported operator data for key metrics 12

13 Core data: historical data and forecasts for over 200 metrics in all 80+ markets, with extra detail for Europe MOBILE FIXED Connections Mobile connections and penetration: Prepaid/contract 2G/3G/4G/5G Mobile handsets: Prepaid/contract 2G/3G/4G/5G Total fixed voice connections: narrowband VoIP Fixed broadband connections: DSL, VDSL, FTTH/B Cable modem Handset/mobile broadband/m2m Smartphone/nonsmartphone IPTV subscribers Dial-up connections BFWA, 5G/sub-5G Other fixed broadband Revenue Service revenue: Wholesale/retail Prepaid/contract Handset/mobile broadband/m2m 2G/3G/4G/5G Voice/messaging/data Revenue per capita, % of GDP Retail revenue: Handset/mobile broadband/m2m Voice/messaging/data Revenue per GB ARPU: Overall Excluding M2M Handset: Prepaid/contract Service revenue Retail revenue: Fixed voice Fixed broadband IPTV Business services Dial-up internet Revenue per capital, % of GDP Fixed broadband retail revenue: DSL revenue FTTH/B revenue Cable modem revenue BFWA revenue (5G/sub-5G) Other fixed broadband revenue Voice/non-voice Traffic Outgoing voice traffic and MoU, data traffic Outgoing voice traffic and MoU Analysys Mason analysysmason.com

14 Adding granular topic forecasts to the DataHub: next candidates for inclusion + technology splits early COMMS SVCS Operator Voice/SMS traffic IoT (1000+ metrics) Operator + more markets 2018 CORE CS IoT connx/rev IP ENTERPRISE FORECAST DATA Non-operator/OTT 10 sectors (800+ metrics) (~400 metrics) TABLET By device 45 solutions Core revenues, Mobile connected 8 revenue streams connections, ARPU Mobile connections tablets Handset SME 2018 MBB Installed base Micro IoT FTTx Sales WIRELESS DATA Small Penetration Mobile/Wi-Fi TRAFFIC Medium Mobile service revenue Total NGA connx Shipments Large corporation Voice Coverage Selling price Total cellular data traffic Data Conversion Handset data CAPEX Cellular/Wi-Fi 2018 MBB Splits by By device type technologies FIXED DATA Public/private IoT TRAFFIC PAY-TV Mobile ARPU/ASPU (50+metrics) Mobile traffic Total fixed data traffic Fixed connections Total/IPTV MULTIPLAY SMARTPHONE metrics) connx/revenue Fixed revenue Internet Total converged Managed IP Fixed ARPU/ASPU Total active smartphones By platform subscriptions Multicast IPTV Fixed traffic Cable Wi-Fi offload Fixed + Mobile Connections DTT Unit Sales DTH Pay-TV OTT + EMAP/MENA Early 2018 New functionality to support developments: FORECAST VIEWS and enhanced access rights system. By bundle type 2-play 3-play 4-play Top level results KEY (Common to Core and Topic datasets)

15 Analysys Mason DataHub: access combines a metric set and a geographical scope you can choose the elements Global Core Forecasts Actuals Forecasts METRICS GEOGRAPHIES EXAMPLES Standard core Extended core (more metrics just for Europe) Financial KPIs IoT dataset Enterprise/SME forecasts Pay TV dataset Communications forecast or a custom selection EXAMPLES Europe [WE / CEE] Asia Pacific [DVAP and/or EMAP] Middle East and Africa [MENA / SSA] Americas [NA / LATAM] Worldwide [forecasts only] Custom clusters [operator footprints, developed/developing markets, country] 15

16 Research from Analysys Mason Clients across the TMT sector rely on our research and analysis to inform business-critical decisions. Consumer services programmes Mobile Services Mobile Devices Fixed Broadband Services Convergence Strategies Video Strategies Network investment programmes Network Investment Strategies Network Traffic Spectrum Telecoms software and networks programmes Software Forecast and Strategy Telecoms Software Market Shares Network-focused Next-Generation Wireless Networks Service Delivery Platforms Service Fulfilment Service Assurance Network Orchestration Software-Controlled Networking Customer-focused Digital Experience Customer Care Revenue Management Analytics CONSUMER SERVICES NETWORK INVESTMENT TELECOMS SOFTWARE NETWORK- FOCUSED DIGITAL ECONOMY RESEARCH PORTFOLIO SOFTWARE FORECASTS AND MARKET SHARES ENTERPRISE AND IOT REGIONAL MARKETS TELECOMS SOFTWARE CUSTOMER- FOCUSED analysysmason.com/research Digital economy programmes Digital Economy Strategies Future Comms Enterprise and IoT programmes Large Enterprise Voice and Data Connectivity Large Enterprise Emerging Service Opportunities SME Strategies IoT and M2M Services IoT Platforms and Technology Regional markets programmes Global Core Data Americas Asia Pacific Middle East and Africa European Core Forecasts European Telecoms Market Matrix European Country Reports DataHub Data covering +80 countries and +500 operators forecast and +250 historical metrics Regional results and worldwide totals Operator historical data Compare markets and operators Financial values in USD, EUR or local currency Export data to Excel and save searches Analysys Mason analysysmason.com

17 Contact details Hilary Bailey Head of Data Boston Tel: Cambridge Tel: +44 (0) Dubai Tel: +971 (0) Dublin Tel: +353 (0) Hong Kong Tel: London Tel: +44 (0) Madrid Tel: Manchester Tel: +44 (0) Milan Tel: New Delhi Tel: Oslo Tel: Paris Tel: +33 (0) Singapore Tel: Stockholm Tel: linkedin.com/company/analysys-mason youtube.com/analysysmason analysysmason.com/rss 17