Telecom and Media – how to ride the OTT wave

The telecom and media space is going through significant changes as the way we consume media evolves. In 2014, the move to content digitalization accelerated and we received confirmation  of the emergence of key players in the video and music distribution industry.

These new players include Internet giants such as Google, as well as YouTube, Amazon, Apple and Netflix.

Traditional TV and radio players are facing this rising competition on multiple content segments, mainly on price. Also, with the rise of on-demand programs, there is less value in aggregating a large number of channels. Additionally, this new competition increases the prices of premium content.

Leading traditional audio-visual media groups should be able to adapt, fending off pure OTT competition by launching their own OTT services and leveraging their key assets, such as brand, relationships with content providers, technical skills, and last but not least, intimate and long-established relationships with their customer bases. Telecom operators can also create value, monetizing their network by benefiting from the rise in online video usage in two core ways:

  • Charging customers for faster speeds and/or data traffic.
  • Monetizing their network assets with global OTTs.

In this report, which draws from more than 110 interviews with executives from the telecom, media and Internet sector, we focus on the evolution of audio and video content delivery, and on the relationships between the major players in this ecosystem.

If you would like your own full copy of the 14th edition of the joint annual report by Exane BNP Paribas-Arthur D. Little, please contact Isabelle Tisserant.

Ongoing revenue decline and hike on planned Capex requires smart investment strategies and consolidation moves

The 13th edition of the joint annual report by Arthur D. Little and Exane BNP Paribas focuses on the investment in the telecoms industry. We held 118 meetings in the telecom-media-technology arena, across 24 countries.

We foresee revenue decline for European telecoms operators (-1.6% 2013-2016e CAGR), with a contraction in mobile and growth in fixed broadband.

We believe that despite the planned decline in revenue, telecom capex will continue to rise, driven by new network deployments and fostered by increased competition by cable and mobile leaders. This will drive consolidation of the market.

If you would like your own full copy of the report, please contact Isabelle Tisserant (tisserant.isabelle(at)

An interview with Karim Taga, global practice leader TIME at Arthur D. Little

With the „Digital Agenda“ the European Commission is trying to set new standards for the digital future of Europe. In our interview Karim Taga discusses the findings of this year’s Exane report and what the Digital Agenda means for incumbents as well as for telcos. [...]

Arthur D. Little – Exane BNP Paribas Event on May 19th, 2014

Arthur D. Little hosted an exclusive event in its Vienna office to launch Arthur D. Little – Exane BNP Paribas’ 13th annual Telecom Operators Report with an impressive attendance of CEOs and investors from across the telecom industry.

This year’s edition of the report focuses on the industry’s hottest topic, “Capex: the long march?”, and addresses some critical questions: What are the investment prospects in the telecom sector? Will mobile leaders manage to ward off the challengers? Is consolidation the only option open to the latter? In the fixed line arena, will incumbents catch-up with cable and if so, at what cost? Find enclosed our wrap up of the Exane Event.

For more Information download: ADL_2014_TIME_Top-excutive-event_Telco_and_Private-Equity_Vienna.pdf

European telecoms investments are rising to new peaks

Planned revenue decline of -1.6% per year through to 2016 will lead to further consolidation

Strategy consultants Arthur D. Little in joint cooperation with Exane BNP Paribas have published the report „Capex – the long march“, the 13th version of their annual report on the European telecoms industry.

The report is based on 118 executive interviews across 24 countries, Exane’s analyst perspective and Arthur D. Little’s strategy consulting expertise. [...]


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