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/mobility-reportEricssonMobilit

y

Repor

tBusiness

Review

20242EricssonMobilityReport|BusinessReview2024Letter

fromthe

publisherCreating

new

opportunities

in

challenging

timesWelcome

to

the

latest

business

editionof

the

Ericsson

Mobility

Report.A

very

important

aspect

of

5G

is

that

italso

brings

cost

efficiencies

by

reducingenergy

consumption

and

supportingservice

providers

to

manage

theanticipated

data

traffic.

These

efficienciesare

vital

to

profitable

growth.The

first

step

of

the

5G

value

journeyhas

been

taken,

but

more

needs

to

bedone.

Leveraging

the

evolving

capabilitiesof

5G

networks

to

create

new

value

poolswill

be

essential

for

service

providers.In

this

report

we

share

the

latest

insightsinto

how

service

providers

are

evolvingtheir

service

offerings,

addressing

newrevenue

opportunities,

and

transformingtheir

businesses.The

journey

to

unlock

the

5G

businessopportunity

is

still

in

its

early

stages.Globally,

we

are

seeing

deploymentscontinue

at

pace

–

around

290

serviceproviders

have

launched

commercial5G

services

to

date.

Yet

it

is

estimatedthat

by

the

end

of

2023,

5G

mid-bandwas

deployed

in

only

around

30

percentof

existing

4G

sites

globally.Looking

back,

we

can

see

how

thedeployment

of

4G

–

together

with

a

globaldevice

ecosystem

–

laid

the

foundationfor

the

app

economy,

enabling

today’smobile

broadband

business.

However,due

to

strong

competition

and

limitedopportunities

for

service

providers

todifferentiate,

mobile

service

revenueshave

not

grown

in

line

with

expectations.We

hope

you

find

the

insights

bothengaging

and

valuable.Today,

service

providers

are

exposed

to

a

Fredrik

Jejdlingmarket

reality

of

high

inflation,

contributing

Executive

Vice

President

andto

higher

costs

but

also

increasing

revenues.

Head

of

Business

Area

NetworksContentsWho

we

are03

The

5G

business

horizons04

Key

highlightsExecutive

editor:Project

sponsor:Project

manager:Editor:Forecasts

and

data:

David

von

KochFredrik

FornstadContributors:Mats

ArvedsonGreger

BlennerudVictor

ChenLisa

Elénius

TaylorPer

LindbergPeter

JonssonPatrik

CerwallAnette

LundvallMartin

Ekstrand05

Challenging

market

landscapefor

service

providers08

A

staircase

to

successfulmonetization

of

5G

to

consumers12

How

US

providers

compete

withdual-play

broadband

strategies13

Boosting

value

with

speed-tiered

FWA17

Partnerships

with

content

providerscan

unlock

new

business

models21

How

leveraging

networkAPIs

can

create

value

andPeter

LinderTaimur

Lodhimonetization

opportunitiesJeff

Travers25

5G

private

networks

enhanceindustry

productivityJohn

Yazlle29

Glossary30

Global

and

regional

key

figures3EricssonMobilityReport|BusinessReview2024The

5G

businesshorizonsWhen

examining

the

current

mobileindustry,

four

distinct

business

horizonsare

emerging

in

the

market.

Serviceproviders

worldwide

are

actively

exploringand

experimenting

with

new

offeringsand

go-to-market

models

across

allfour

horizons.The

next

business

horizon,

with

a

thrivingdevice

ecosystem

and

strong

growth

inmany

markets,

focuses

on

Fixed

WirelessAccess

(FWA)

and

wireless

WAN

(WWAN)opportunities.

These

target

the

residentialbroadband

and

enterprise

segments.It

represents

new

value

pools

for

serviceproviders

with

higher

average

revenueper

user

(ARPU)

compared

to

traditionalmobile

broadband

services.mines.

In

the

consumer

and

enterprisespaces,

the

capabilities

of

the

publicnetwork,

with

network

slicing,

presentopportunities

for

service

providers

to

targetnew

value

pools,

such

as

offering

tailoredconnectivity

solutions

to

TV

broadcasters,pop-up

stores,

spectators

at

major

eventsand

gamers.The

first

horizon

of

5G

growthemphasizes

a

superior

and

more

efficientversion

of

4G,

known

as

enhanced

mobilebroadband

(eMBB),

which

serves

as

thefoundation

for

all

subsequent

horizons.The

industrialization

of

such

usecases

on

a

global

scale

is

currently

lackingdue

to

the

absence

of

a

strong

deviceecosystem

and

ubiquitous,

reliable

andhigh-performance

networks.

Once

theseelements

are

in

place

and

the

ability

toexpose

and

program

networks

is

available,it

opens

up

the

potential

to

access

newvalue

opportunities,

allowing

applicationdevelopers

to

innovate

on

a

large

scale.This

is

the

fourth

business

horizon.The

third

business

horizon

is

thedifferentiated

connectivity

solutionThis

largely

follows

the

same

monetization

opportunity.

This

could

manifest

asprinciples

as

4G,

while

utilizing

thecapabilities

of

5G

non-standalone

(NSA).It

provides

network

operation

benefitsand

efficiencies,

delivering

up

to

10

timesmore

capacity

and

improving

energyefficiency

by

over

30

percent

comparedto

4G,

essentially

serving

as

a

moreefficient

operations

engine,

deliveringgreater

value

per

invested

dollar.offering

a

private

network

to

enterprisesor

utilizing

the

network

slicing

capabilitiesof

the

public

5G

standalone

(SA)

networkto

offer

a

differentiated

service

toconsumers

or

enterprises.For

industries,

5G

private

networksare

driving

digital

transformation

byenabling

innovation

and

value

creationin

micro-environments

like

factories

orThis

report

includes

the

latest

insightsand

findings

from

different

service

providerscovering

activities

across

all

four

horizons.Figure

1:

5G

business

horizonsDrivinginnovationandecosystemgrowth–programmablenetworksDifferentiatedconnectivitysolutions–privateandpublicnetworksEnterprise

andpublic

sectorConsumerExpandingintoadjacentpro?tpools–FWAandWWANLeveragingexistingusecases–eMBB4EricssonMobilityReport|BusinessReview2024Key

insightsSurging

inflation

has

caused

an

increasein

operational

costs,

but

also

contributedto

revenue

growth.Service

aggregation

andexperience-based

connectivity

arethe

next

steps

to

enabling

effectivedifferentiation

and

monetization

of5G,

following

baseline

connectivity.In

the

US,

5G

mobile

serviceproviders

are

capturingover

90

percent

of

fixedbroadband

net

additionalsubscriptions

with

FWA.FWA

value

creation

is

achievedby

combining

additionalrevenues,

reduced

opexand

optimized

capex

sharedwith

mobile

broadband.Service

providers

are

usingfive

partnership

modelswith

content

providers.The

go-to-market

strategy

forexposing

network

APIs

dependson

segment

type,

use

cases

andgeographical

reach.The

fastest

way

to

improve

businessproductivity

with

5G

private

networksis

to

deploy

it

over

large

coverage

areasand

for

high-mobility

use

cases.5EricssonMobilityReport|BusinessReview2024Challenging

marketlandscape

forservice

providersIn

a

market

challenged

by

inflation,

leveraging

the

capabilities

of5G

will

be

essential

for

service

providers

to

drive

profitable

growth.penetration

of

over

100

percent.In

addition,

the

financial

landscapeis

hardening,

with

surging

inflationand

increasing

costs

of

operating

andmaintaining

networks.

The

economicsituation

is

putting

pressure

on

margins,forcing

service

providers

to

find

newways

to

drive

profitable

growth.On

the

positive

side,

there

are

signsof

service

revenues

growing.

Over

thepast

3

years,

from

2020

to

2023,

globalmobile

service

revenues

increased

byaround

15

percent

in

total,

or

4.6

percentper

year.

This

is

a

significant

change

oftrajectory,

following

years

of

decliningservice

revenue.Inflation

contributes

to

both

higher

costsKey

insightsand

growing

revenues.

Some

serviceproviders

have

started

to

adjust

prices

inrelation

to

changes

in

the

Consumer

PriceIndex

(CPI),

but

they

have

also

managedto

upsell

to

more

expensive

packages,

withlarger

data

buckets,

higher

speeds,

anddigital

content.

Another

growth

factor

hasbeen

the

expansion

into

Fixed

WirelessAccess

(FWA),

representing

an

estimated20–25

percent

of

recent

revenue

growth.In

addition,

5G

brings

cost

efficienciesby

reducing

energy

consumption

andsupporting

service

providers

to

manageincreasing

data

traffic

volumes,

whichwill

be

vital

to

profitable

growth.?

Surging

inflation

has

causedan

increase

in

operationalcosts,

but

also

contributed1to

revenue

growth.?

Over

the

last

3

years,

globalmobile

service

revenue

hasgrown

at

an

annual

rateof

4.6

percent,

or

around15

percent

in

total.?

Service

innovation

and2ecosystem

collaboration

will

bekey

to

driving

profitable

growth.Over

the

past

few

years,

service

providershave

put

significant

efforts

into

deploying5G

networks,

as

well

as

promoting5G

data

plans.

To

date,

aroundFigure

2:

Mobile

service

revenue

growth

and

global

in?ation

rateService

revenue10In?ation290

5G

networks

have

been

launchedcommercially,

of

which

more

than40

service

providers

are

offering386420services

based

on

the

more

advanced5G

standalone

(SA)

technology.

At

thesame

time,

global

5G

subscription

uptakehas

reached

1.6

billion,

correspondingto

18

percent

of

all

mobile

subscriptions.A

complex

marketThere

is

a

positive

momentum

with

thedeployment

and

uptake

of

5G

aroundthe

world,

including

the

exploration

ofnew

services

and

business

opportunities.However,

the

telecom

market

ischaracterized

by

fierce

competitionand

a

global

mobile

subscription-22014201520162017201820192020202120222023Source

(revenue):Ericsson

analysisofpublic?nancialstatements.Source

(in?ation):Ericsson

analysisofConsumerPriceIndex(CPI)developmentbased

oninputfrom

Deutsche

BankandGoldmanSachs.

The

dotted

linere?ects

estimates.123Servicerevenuereferencesthroughoutthisarticlearebasedonconstantforeignexchangerates(FX),toeliminatetheeffectsofcurrency?uctuations.DatafromDeutscheBankandGoldmanSachs.GSA,December

2023.6EricssonMobilityReport|BusinessReview2024Since

2020,

global

ARPUhas

grown

over

5

percent.5%7EricssonMobilityReport|BusinessReview2024Increasing

ARPU

indicates

solid

demandIn

conjunction

with

growing

servicerevenue,

the

global

trend

also

showsan

increasing

average

revenue

per

user(ARPU),

pointing

to

a

solid

demand

fortelecom

services.Since

2020,

global

ARPU

has

grownat

a

CAGR

of

1.7

percent

per

year,

or

over5

percent

in

total.

One

explanation

forthis

is

the

shifting

mix

of

prepaid

andpostpaid

subscriptions,

with

the

shareof

high-value

postpaid

subscriptionsincreasing

from

33

to

36

percent

overthe

period.

5G

subscriptions

typicallybelong

to

the

postpaid

category.Additional

subscriptions

and

fees

fordevices

such

as

smartwatches,

alarmsand

other

consumer

IoT

devices

contributeto

increasing

service

revenues,

but

thatgrowth

is

not

necessarily

reflected

in

ARPUfigures

reported

by

service

providers,

asthese

typically

lower-ARPU

subscriptionshave

a

diluting

impact

on

blended

ARPU.Service

innovation

keyto

profitable

growthChallenges

and

opportunities

in

themarket

may

shift

over

time.

However,the

key

for

service

providers

to

driveprofitable

growth

is

to

keep

exploringinnovative

ways

to

sell

mobile

dataservices,

together

with

the

widerecosystem

of

application

developers,device

manufacturers

and

systemintegrators.

In

this

context,

the

earlydeployment

of

5G

networks,

theincreasing

uptake

of

5G

subscriptions,and

the

growth

of

mobile

servicerevenue

are

only

the

beginning

of

alonger

journey,

where

service

providerswill

play

a

vital

role

in

delivering

valuefor

consumers,

enterprises

and

society.Figure

3:

ARPU

and

5G

subscription

penetrationARPU1005G

penetration1008060402008060402002014

2015

2016

2017

2018

2019

2020

2021

2022

2023Source:

Ericsson

analysisofpublic?nancialstatements.MethodologyThis

article

is

based

on

Ericsson's

analysis

of

financial

data

from

several

sourcesincluding

public

financial

statements

and

industry

analyst

reporting.

The

dataused

covers

the

financial

records

of

service

providers

in

around

230

markets(official

countries

and

other

regions),

representing

around

95

percent

of

totalglobal

mobile

service

revenue.

Annual

service

revenue

is

presented

on

anaggregate

level,

representing

all

service

providers,

without

filtering.

Revenueand

ARPU

are

presented

in

USD,

using

fixed

exchange

rates

to

disregard

effectsof

currency

fluctuations.8EricssonMobilityReport|BusinessReview2024A

staircase

tosuccessful

monetizationof

5G

to

consumersThe

move

into

5G

standalone

(SA)

provides

valuable

new

tools

suchas

network

slicing,

creating

new

opportunities

for

service

providersto

reinvent

offerings

and

deliver

additional

value

to

customers.When

5G

was

introduced

commerciallyin

2019,

it

was

anticipated

that

it

wouldherald

far-reaching

changes

in

perceptionsof

networks,

apps

and

services,

whichwould

mean

service

providers

couldposition

5G

as

something

new,

innovativeand

different

–

not

just

“another

G”.Yet

today,

most

service

providers

arepromoting

5G

with

statements

claimingto

offer

the

best,

fastest

and

most

reliablenetwork

on

the

market.

This

lack

ofdifferentiation

is

confirmed

in

researchon

service

packaging

across

more

than300

service

providers

worldwide,

revealinglittle

to

no

differentiation

between

serviceprovider

offerings

of

subscriber

packagesin

any

given

market.mobile

data

plans

include

100,

500,

orKey

insightseven

1,000

GB

of

data

per

month.

Yet

theglobal

average

monthly

data

usage

persmartphone

is

around

20

GB,

and

even

themarkets

with

the

highest

data

consumptionin

the

world

still

average

below

50

GB.With

killer

apps

unlikely

to

emergeand

the

old

ways

of

marketing

beinginsufficient

to

showcase

the

value

of5G,

there

is

a

pressing

need

to

recalibratethe

fundamentals

and

look

for

more

waysto

achieve

growth.

Fortunately,

suitabletools

are

emerging

that

make

this

shiftpossible,

thanks

to

the

availability

of

5G

SA.To

navigate

this

landscape,

service?

As

most

service

providerspromote

5G

today

in

a

similarway

to

how

they

promoted4G,

there

is

a

pressing

needto

look

for

more

ways

togrow

revenues.?

Baseline

connectivity,service

aggregation

andexperience-based

connectivityare

the

steps

to

enableeffective

differentiationand

monetization

of

5G.?

By

using

key

aspects

of

the5G

toolbox,

service

providerscan

start

addressing

qualityof

experience

(QoE)

for

users.providers

will

have

to

address

their

entireofferings,

starting

at

the

foundation

andbuilding

up

toward

utilizing

all

the

newtools

that

are

becoming

available

andmaximizing

the

opportunities

they

bring.Meanwhile,

the

majority

of

consumersare

ending

the

month

with

significantamounts

of

unused

data.

In

some

markets,Figure

4:

Service

providers‘

role

as

content

aggregatorsCustomerBundlesavingsContentprovidersubscriptions9EricssonMobilityReport|BusinessReview2024Figure

5:

Astaircase

approach

to

differentiationExperience-based

connectivityUpsell

services

based

on5G

capabilitiesService

aggregation

and

bundlingLeveragea

marketplace

structureBaseline

connectivityEvolve

existing

businessProvides

the

foundation

and

includesexisting

packaging

and

businessFeatures

an

extensive

ecosystemfrom

which

service

providers

canextract

smaller

streams

of

revenue.This

is

typically

through

simpleagreements

with

individualthird-party

service

providers,

suchas

tying

connectivity

to

the

usage

ofspecific

service

categories.

Offeringand

positioning

a

large

amount

ofservices

typically

benefits

from

astructure

and

marketplace,

creatingan

effective

base

for

third-partyservices

and

unique

future

servicesand

packaging.Focuses

on

addressing

theopportunities

enabled

via

the

newcapabilities

provided

by

5G.

Theseposition

QoE

as

a

key

focus

in

newofferings

and

make

it

possible

to

addpackages

to

already

existing

services.This

gives

users

greater

variationand

access

to

more

personalizedand

differentiated

services.models,

such

as

data

buckets

(withor

without

speed

tiers),

device-basedofferings,

as

well

as

family

and

datashare

plans.

Also

included

are

unlimiteddata

plans,

with

all

the

associatedrisks,

and

basic

home

broadbandthrough

Fixed

Wireless

Access

(FWA).Baseline

connectivityremains

the

foundationservice

providers

are

placing

themselvesat

risk

by

effectively

capping

their

abilityto

grow

revenue

when

usage

increases.Data

usage

is

growing

among

existingsmartphone

users

at

around

20

percentannually

on

a

global

basis

and

couldpotentially

expand

even

more

withthese

packaging

principles

have

existed

foryears.

But

it

could

be

highly

rewarding

forservice

providers

–

maybe

even

a

necessityto

fully

utilize

the

toolbox

and

capabilitiesprovided

by

5G.One

of

the

capabilities

made

availableby

5G

is

very

high

throughput.

As5G

networks

have

launched

worldwide,speed

tier

offerings

for

smartphones

havebecome

increasingly

popular

and

arecurrently

used

by

around

27

percentof

service

providers.Baseline

connectivity

represents

thefoundation

for

service

revenue

generationthat

all

service

providers

rely

on

today.Therefore,

there

are

good

reasons

to

putefforts

into

maintaining

and

developingbaseline

connectivity

offerings

to

havesound

and

profitable

long-term

growth.An

Ericsson

study

of

retail

packagesacross

more

than

300

service

providershigher

data

usage

generated

by

someservices,

such

as

XR

and

cloud

gaming.If

subscribers

do

not

reach

their

quotas1despite

increasing

their

data

consumption,worldwide

shows

that

nearly

all

offer

some

then

there

will

be

little

reason

for

them

tocombination

of

data

buckets

as

their

basepackaging.

However,

there

has

been

atrend

toward

rapid

expansion

of

dataplans

and

a

broader

use

of

unlimiteddata

plans,

especially

when

providing5G.

Globally,

42

percent

of

serviceproviders

have

introduced

unlimited

plans.In

Western

Europe,

as

many

as

89

percentof

service

providers

have

unlimited

dataplans,

and

many

have

deployed

themacross

their

entire

postpaid

structure,or

just

for

5G.

With

unlimited

offerings,engage

with

their

service

provider,

exceptperhaps

to

upgrade

their

device.Consumers

tend

to

equate

speedwith

quality,

making

this

an

excellentmotivator

to

pay

more,

which

is

a

vital

steptoward

providing

quality

of

service

(QoS)oriented

offerings.A

solution

is

to

actively

adjust

planstructures

and

realign

packages

to

matchthe

actual

usage

of

different

subscribersegments.

This

can

include

removingunlimited

data

plans

or

restricting

themto

a

small,

top-tier

market

segment,

orreplacing

substantial

or

unlimited

dataplans

with

service

plans

better

suitedfor

long-term

growth.

This

represents

achallenge,

especially

in

markets

whereSpeed

tiers,

in

combination

withexisting

models

with

buckets

and

unlimiteddata,

also

represent

a

tool

to

guide

userstoward

a

desired

package

or

proposition.This

may

be

a

way

to

exit

from

unlimitedpropositions

and

to

adjust

bucket

plans

toappropriate

sizes.1EricssonMobilityReport,"5G

set

to

account

for

25

percent

of

mobile

data

traf?c

this

year"

(November

2023).10EricssonMobilityReport|BusinessReview2024Examples

of

this

can

be

seen

in

selectmarkets,

where

unlimited

data

plans

areoffered

with

lower,

less

attractive

speedsthan

those

for

data

buckets.

Similarly,speed

tiers

are

used

to

support

a

reducedset

of

data

buckets

that

are

better

alignedwith

usage

than

existing

plans

that

havegrown

too

big,

too

quickly.

There

are

alsoexamples

of

service

providers

using

AI

toadapt

the

data

bucket,

and

the

relatedprice,

to

the

usage

pattern

of

each

user.Zero

rating

doesn’t

necessarily

meanthe

service

can

be

used

indefinitely.There

are

versions

where

the

packagehas

a

limited

amount

of

data,

or

time(bucket

of

hours),

that

can

be

used

onlyfor

the

services

it

targets.

However,

themost

important

aspect

of

this

is

theability

to

grow

revenue

with

increasedusage,

while

providing

customerswith

affordable

pricing

and

packaging.Service

aggregation

lays

thegroundwork

for

the

next

step.

Serviceproviders

that

do

this

today

haveService

aggregationgrows

revenues

furtherspent

considerable

effort

in

buildingmarketplaces

through

which

they

positionand

sell

services.

Such

marketplaces,

iffound

and

accessed

by

subscribers,

are

agreat

tool

for

selling

any

add-on

services.Traditionally,

service

providers

havebundled

media

content

and

other

servicesinto

what

could

be

called

hard

bundles,meaning

some

subscriptions,

typicallytop-tier

packages,

include

some

added

value

Yet

these

marketplaces

need

to

be

efficientor

bundled

service.

It

may

simply

be

24-hour

and

part

of

a

wider

digital

integrationphone

support

or

virus

protection

softwarefor

the

device.

But

the

most

attractiveand

transformation,

in

order

to

handlea

multitude

of

services

from

a

varietybundles

are

those

leveraging

video

or

music

of

ecosystems

in

a

cost-effective

way.streaming

services

provided

by

third

parties.

Optimally,

the

marketplace

becomesService

aggregation

means

offering

both

a

highly

productive

machine

anda

large

number

and

a

variety

of

services,typically

to

all

subscribers,

regardless

ofwhich

tier

they

are

on.

The

content

offeredgenerally

goes

beyond

streaming

servicesinto

areas

such

as

lifestyle

or

well-being.Among

the

first

mobile

service

providersto

do

this

was

a

service

provider

in

theOceania

region.

On

their

website,

a

usercan

find

more

than

15

different

servicesto

which

they

can

subscribe.

As

applied

inother

markets,

a

service

that

a

subscriberadds

to

their

bill

also

generates

somerevenue

for

the

service

provider,

based

onretail

agreements

made

with

individualcontent

owners.

Besides

the

direct

revenuegenerated,

subscribers

who

add

one

ormore

of

these

services

are

less

prone

tochurn,

especially

if

there

is

a

discountincentive

for

adding

two

or

more

servicesto

the

monthly

plan.a

platform

for

any

future

offeringsand

packages

that

a

service

providerwould

like

to

monetize.Experience-based

connectivityaddresses

user

experienceThe

third

step

uses

the

5G

toolbox

fullyand

starts

addressing

user

experience.Service

providers

can

now

offer

newand

differentiated

levels

of

performancefor

specifi