Jumping on the MVNO brandwagon: How niche can you get? Australia’s next wave MVNO Op I N F O R M AT I O N , C O M M U N I C AT I O N S & E N T E RTA I N M E N T “The boom in MVNO relationships is the means by which wireless operators can achieve a competitive edge by capitalising on market differentiation and segmentation in the industry rather than competing on price.” www.3G.co.uk Contents Foreword 2 Executive summary 3 What is an MVNO? 8 Why MVNOs make sense 12 What’s going on internationally? 20 What factors will determine the success of the next-wave integrated MVNO? 26 The potential next-wave MVNO opportunities in Australia 30 Conclusion 33 About the authors 34 Glossary of terms 35 2 Jumping on the MVNO brandwagon Foreword Mobile Virtual Network Operators (MVNOs) are suddenly receiving a great deal of focus in the telco world. KPMG defines an MVNO as an enhanced service provider that independently brands and markets its wireless service, usually targeted at specific market niches and supported by an existing customer base holding some affinity with the brand. So therein lies the basic recipe to the MVNO – branding, marketing, customers. Or does it? And the basic MVNO premise is not a new phenomenon so why the renewed focus on it now? In this white paper, KPMG in Australia explores some of the key strategic issues, critical success factors and prospective opportunities for consumer brand and distribution leaders, media and content owners, entrepreneurs and incumbent network operators in the Australian mobile market. The paper is focused on the high-level case and opportunity for the next-wave integrated MVNO, and explores the evolutionary tiering or segmentation of MVNO models which may broadly be termed ‘brand-stamping’, ‘co-hosting’ and ‘integrated MVNO’. KPMG believes that there are latent opportunities in the Australian mobile telecom services market for integrated MVNOs, and that this is the time Australia will see these gain momentum and materialise. Malcolm Alder Head of National ICE Advisory Information, Communications & Entertainment KPMG in Australia Jumping on the MVNO brandwagon 3 Executive summary MVNOs have largely proven to be a successful lean business model for a number of innovative marketeers over the past five years or so around the world. In particular, there has been a surge over the past two years, with the emergence of brand leader, distribution leader and plain cut-price, internetbased ventures. The MVNO segment itself is experiencing an evolutionary tiering or segmentation of business models, which may broadly be termed ‘brand-stamping’, ‘co-hosting’ and ‘integrated MVNO’ as illustrated below. Each of these strategies presents differing opportunities, costs and benefits, not the least of which being the level of customer relationship intimacy (CRI) which may be achieved. Investment $ Customer Relationship Intimacy Ownership Affinity Association Brand-stamping Co-hosting Integrated MVNO business models Source: KPMG Figure 1.1 – MVNO Models vs Customer Relationship Intimacy Nearly every leading mobile market has seen some significant activity in the MVNO space in the past 18 months. Australia is no exception with the realisation of new ‘lite MVNOs’ through the elevation up the value chain of former service providers such as AAPT and Macquarie Telecom. Telstra’s largest independent reseller – Crazy John’s – has also recently announced that it is going down the MVNO path. Despite these developments, Australia is far from having fully capitalised on the MVNO market opportunity. The MVNO business model is a flexible entry point to the mobile sector for established brand leaders. 4 Jumping on the MVNO brandwagon The evolution of the MVNO model has itself spawned a new sub-segment in the industry with the rise of the Mobile Virtual Network Enabler (MVNE). The primary focus of MVNEs to date has essentially been on the supply of the necessary back-office systems, that sit between the host network and an MVNO, to facilitate the launch and operation of the MVNO business. As a result, implementing the core systems to launch an MVNO has never been more attainable for non-telecom businesses. An increasing number of Australian consumers are going purely mobile – attracted by capped and bundled plans, convenient infotainment services, cool multi-functional devices and affinity-group marketing campaigns. So what is an MVNO? To the customer, it’s just another mobile operator; the real difference is that MVNOs do not own telecom network infrastructure and are far leaner. They limit their technology systems to billing and customer care, prepaid IN, SMS-MMS-content delivery management and business support systems. MVNOs own their customers but use the telecom network and radio spectrum of a Host Network Operator (HNO) under a commercial wholesale arrangement. The most often cited example of a successful MVNO is Virgin Mobile (Australia, UK, US, Canada), a company which KPMG directly advised during its pre and immediate post-launch phases. This value chain is summarised in figure 1.2 below. MVNE-MVNO services agreement (optional) Mobile network infrastructure MVNO MVNO/MVNE HNO Radio spectrum MVNO subscriber management, BSS/OSS platforms MVNO customer management, products and services MVNO branding, marketing propositions Brand – stamping Host network (wholesale) agreement Co-hosting Full service, integrated MVNO Source: KPMG Figure 1.2 – MVNO value chain MVNO model complexity Jumping on the MVNO brandwagon 5 The Australian mobile market continues to mature. It has surpassed 90 percent penetration, has increasing take-up of new multi-functional wireless devices facilitating voice, text, pictures, video, music and gaming, all within an infrastructure-rich environment with a choice of three GSM, two CDMA, two 3G commercial mobile network infrastructures, and at least three wireless broadband networks. There is also a recognised migration from fixed (PSTN) to mobile voice services, meaning that the wireless wallet share will continue to increase. All of this points to much change and opportunity for innovation in both retail and wholesale sectors – paving the way for the next-wave integrated MVNO(s), beyond the ‘brand-stamping’ and ‘co-branding’ models which have been predominant so far. Supply drivers Demand drivers • Substantial investments have been made in mobile telecom infrastructure in Australia: • Consumer market is mature and highly segmented; opportunities in niche/segmented markets require unique and integrated offerings. – 3 GSM networks – 2 CDMA networks – 2 3G networks – 3 plus wireless broadband providers. Integrated MVNO opportunity in Australia • Over-capacity in host networks exists: geography, spectrum, time of day, new technologies, slower than expected growth of non-voice on 2.5G. • The Australian mobile market is mature: – incumbents realise that they can’t be all things to all people and now see the value of wholesale. • Increased wireless time & wallet share due to Fixed to Mobile (F2M) migration and attractive capped / bundled plans. • With higher bandwidth availability from 2.5G/ 3G networks consumers are seeking convergent lë ifestyle’ applications and content. • Wireless devices are increasingly equipped to accommodate more applications and data usage (eg: MP3, MPEG and gaming). – 90% penetration and each next 1% is harder. • The economics of launching an MVNO is more attractive today than 5 years ago: – technology efficiency – emergence of specialist MVNEs. Source: KPMG Figure 1.3 – MVNO opportunity: supply and demand drivers in Australia KPMG believes that the MVNO business model is one relatively low-risk, low-investment tactic to capitalise directly on the burgeoning mobile sector for: • consumer brand and distribution leaders • media and content owners • incumbent network operators. “There is a recognised migration from fixed (PSTN) to mobile voice services, meaning that the wireless wallet share will continue to increase.” 6 Jumping on the MVNO brandwagon Key benefits for players in the next-wave growth of this industry segment will include: • financial – new revenue, higher margins • strategic – defensive, niche tapping • operational – network utilisation • customer – lower churn, grow market, cross-sell. These benefits are real and quantifiable. Both the HNO and the MVNO will enjoy a mix of these, though the mix will differ for 2G and 3G HNOs and MVNOs depending on the ultimate go-to-market strategy and customer value proposition (CVP). Opportunities exist in the wholesale mobile telecom arena for non-telecom brand leaders and incumbent operators alike. The US, UK, Europe and Asia have already seen the rise of brand-led, niche-focused MVNOs. These include value brand and distribution leaders such as Tesco in the UK and 7-Eleven in the US, media and content owners Disney and ESPN, and ethnic-population-centred Movida Communications in the US and Philippine Long Distance Telephone in Hong Kong – to name just a few. It’s also important to note that the inherent scalability of the MVNO business model means that small players with low up-front capital can be profitable with a low customer base. An investment of less than $25 million for an integrated MVNO can yield profitable returns with the right partner(s) and commercial model. For example, one successful Scandinavian MVNO manages over half a million customers with fewer than 100 employees. KPMG believes that there are latent opportunities in the Australian mobile services market for some of Australia’s leading and aspiring companies with strong brand and distribution, media and content, affinity group associations, or an established, loyal customer (or membership) base. Jumping on the MVNO brandwagon 7 “Pulling together an MVNO and the amount of focus … frankly, it’s just a completely new business opportunity for us.” Larry Shapiro VP, Walt Disney Interactive (Commenting on Disney’s decision to enter the telecom business via an ESPN-branded MVNO) 8 Jumping on the MVNO brandwagon What is an MVNO? To the customer, an MVNO is just another mobile operator. The real difference is that MVNOs do not own any telecom network infrastructure and are far leaner, limiting their technology systems to billing and customer care, prepaid IN, SMS-MMS-content delivery management and business support systems. MVNOs own their customers and brand, but use the telecom network and radio spectrum of an HNO under a commercial wholesale arrangement. Such agreements generally can be modelled on the basis of long range average incremental costs (LRAIC), retail-minus, bulk airtime and so forth. The most often cited example of a successful MVNO is Virgin Mobile (Australia, UK, US, Canada), a company which KPMG directly advised during its pre and immediate post-launch phases. Jumping on the MVNO brandwagon 9 Investment $ Customer Relationship Intimacy Ownership Affinity A.T. Kearney Executive Agenda, Fourth Quarter 2004 Association Brand-stamping Co-hosting “The wireless game isn’t just for cell phone carriers anymore. Companies that deal with everything from convenience to comedy are finding money in mobile.” Integrated MVNO business models Source: KPMG Figure 2.1 – MVNO Models vs Customer Relationship Intimacy As indicated in figure 2.1 above and figure 2.2 following, MVNOs can differ in their degree of control over their products, services and systems. The strategy employed in turn has a direct impact on the level of investment required and the achievable level of CRI. KPMG identifies three models of modern MVNOs. Brand-stamping This tier of MVNO is more like a service provider, where standard services are provided based on an HNO’s or MVNE’s systems and the MVNO itself merely ‘stamps’ their brand on the end product or may also be co-branded with the host operator. Services provided are predominantly prepaid voice and SMS. The ability to achieve personalisation of the customer experience is limited and the value proposition is primarily based on association with the brand. The MVNO is highly coupled to the HNO. Co-hosting This tier of MVNO offers a greater level of customer relationship affinity. The MVNO implements some of its own systems, enabling differentiated products and services rather than relying on a ‘vanilla’ host-enabled offering. The MVNO may provide its own prepaid platform and post-pay billing, as well as non-voice services. The level of up-front investment is greater, however so is the achievable level of customer affinity. 10 Jumping on the MVNO brandwagon Integrated MVNO This is an MVNO in the truest sense. All non-network systems are implemented by the MVNO to de-couple it from the HNO. In doing so, the MVNO is able to offer a far more personalised customer experience, ranging from numbering through to tariffs, services, bundling and devices. The level of CRI is highest and hence the ability to own loyal niches is superior. Virgin Mobile in Australia operates this model with Optus as its HNO. How does an MVNO differ from a ‘real’ telecom operator? To the customer, an MVNO is a ‘real’ telecom operator. Many customers do not, and should not, know or care that their mobile service is being provided by a virtual operator rather than one which owns its own network. The entire premise of an MVNO is that it provides a mobile telecom service to customers completely transparently, so that the customer perceives the service to be equivalent to – or better than – the MVNO’s infrastructure-based peers. Aside: in fact, there have been consumer studies conducted in the past which have produced some interesting results about the improved perception of MVNOs by their customers. One such study conducted following the launch of Virgin Mobile in one of its markets indicated that some customers actually perceived the quality of the telecom service provided by Virgin to be superior to that of the HNO – even though they shared the same physical network. Such improved perception is due to the increased affinity customers share with a niche focused brand, resulting in less customer churn. The reality is that an MVNO shares the same core telecom infrastructure of the HNO – and the customers’ calls travel over the HNO’s infrastructure. Put simply, transport or carriage is provided by the HNO but under the MVNO’s brand. It is similar in principle to staying in a boutique hotel where the customer is attracted to and buys a branded, personalised experience yet the building is actually owned by someone else. The key point of differentiation between an MVNO and HNO is generally in the products and services offered by the MVNO, whereby its content, customer management and billing systems will be packaged for a targeted niche customer segment. Jumping on the MVNO brandwagon 11 MVNE-MVNO services agreement (optional) MVNO MVNO/MVNE HNO Mobile network infrastructure MVNO subscriber management, BSS/OSS platforms Radio spectrum MVNO customer management, products and services MVNO branding, marketing propositions Brand – stamping Host network (wholesale) agreement MVNO model complexity Co-hosting Full service, integrated MVNO Source: KPMG Figure 2.2 – MVNO value chain Model of a typical MVNO The essential difference between an MVNO and HNO is that the MVNO does not have radio network infrastructure, transmission networks or radio frequency spectrum licences. The core elements associated with network operation are also not required. Those elements – including business functions and staff – that are required, are not of the same scale of investment as their infrastructure-based peers. Below is a simplified representation of the difference between an infrastructure-based mobile operator and a typical integrated MVNO. VMS/UMS MSC SMSC/MMSC BSC GPRS/data P&S/content management Customer care and billing IN OSS BSS Business functions and staff HLR/VLR HLR/ VLR VMS/UMS Gateway MSC SMSC/MMSC GPRS/data getaway P&S/content management Customer care and billing IN OSS BSS Radio network RF spectrum Transmission network * MVNOs differ in desired degree of systems control; some elements may be further outsourced to an MVNE Source: KPMG Figure 2.3 – Simplified typical integrated MVNO model vs HNO Business functions and staff MVNO HNO 12 Jumping on the MVNO brandwagon Why MVNOs make sense Niche MVNOs are not new, but the opportunity for the next-wave of MVNOs has never been greater. Why? Jumping on the MVNO brandwagon 13 The reasons lie on both the supply and demand sides of the mobile market. The key drivers are increased technology efficiency through to network capacity on the supply side, and market maturity giving clearer understanding/formation of customer niches and convergence on the demand side. Incumbent operators will never be able to efficiently penetrate all market niches. Being the pioneers who have been required to sink massive investments into spectrum, network infrastructure and site acquisition – and to subsidise the market to spur the initial growth cycle – their business models necessitate casting their marketing net wide in order to reach mass consumer adoption to earn the necessary return on their capital, i.e. the antithesis of a niche. From the demand side, faster data speeds for multimedia content delivery and lower costs are spurring consumer demand and hence interest from non-telecom businesses who previously may have considered the venture beyond their capability or inclination. Critically also, the convergence and integration of devices now offering voice, video, music and gaming are changing the playing field for consumer mobile services. They are truly making mobile a viable media content channel. Add to these factors the commoditisation of mobile voice, migration from fixed to mobile services (F2M), greater customer segmentation and affinity group associations and the stage is set for the next-wave of innovative and integrated-media MVNOs. “Device and service integration will provide the opportunity to drive incremental revenue” IDC 14 Jumping on the MVNO brandwagon Figure 3.1 below summarises both supply and demand drivers for further MVNOs in Australia. Supply drivers Demand drivers • Substantial investments have been made in mobile telecom infrastructure in Australia: • Consumer market is mature and highly segmented; opportunities in niche/segmented markets require unique and integrated offerings. – 3 GSM networks – 2 CDMA networks – 2 3G networks – 3 plus wireless broadband providers. • Over-capacity in host networks exists: geography, spectrum, time of day, new technologies, slower than expected growth of non-voice on 2.5G. • The Australian mobile market is mature: – incumbents realise that they can’t be all things to all people and now see the value of wholesale. Integrated MVNO opportunity in Australia • Increased wireless time & wallet share due to Fixed to Mobile (F2M) migration and attractive capped / bundled plans. • With higher bandwidth availability from 2.5G/ 3G networks consumers are seeking convergent ‘lifestyle’ applications and content. • Wireless devices are increasingly equipped to accommodate more applications and data usage (eg: MP3, MPEG and gaming). – 90% penetration and each next 1% is harder. • The economics of launching an MVNO is more attractive today than 5 years ago: – technology efficiency – emergence of specialist MVNEs. Source: KPMG Whether the number is three, seven or 10 plus niche sustainable MVNOs in Australia over the coming two-to-five year period is open to conjecture, however the fact that the supply and demand side factors in the domestic mobile market have evolved to the point they are now at, is not. Figure 3.1 – Supply and demand factors driving MVNO opportunities Simple examples of leveraging overcapacity into a business opportunity. • Let’s say operator A is an HNO targeting business users, and brand owner B is a potential MVNO trying to target the youth market. Operator A’s traffic will be very heavy 9am to 5pm, and B’s target market traffic will be heavy 5pm to 10pm and on the weekends. That takes advantage of the over-capacity on the host network. or • Let’s say operator C is an HNO with a strong presence in the cities but under-utilised infrastructure in regional Australia, and brand owner D is a potential MVNO with a strong regional affinity group/brand name. D can market its service as an independent business and generate traffic on C’s network in its region. Operator C wins by gaining new (wholesale) customers and earning additional revenue with no extra customer acquisition costs, and D wins by operating a viable niche business in its core customer segment for modest capital outlay. Jumping on the MVNO brandwagon 15 Despite the Australian mobile market being at over 90 percent penetration, integrated MVNOs do have the potential to penetrate further niches and increase customer growth beyond the natural threshold level which has already been reached. Figure 3.2 below illustrates the potential effect of introducing new integrated MVNOs on penetration in the Australian mobile market. Max Market size/(customer penetration) Threshold% Niche market growth through integrated MVNOs / affinity services In some markets up to 20% of the customer base is with a MVNO Positive ‘hockey-stick’ effect of competition on market development 0 2+ 1 (Mass market/infrastructure) (MVNO) Number of operators Source: KPMG Not to scale Figure 3.2 – Integrated MVNOs driving new market growth The benefits for HNOs and MVNOs alike will include: • financial – new revenue, higher margins from lower costs and higher network ROI (return on investment) • strategic – defensive, niche tapping • operational – network utilisation • customer – lower churn, grow market, cross-sell. These benefits are real and quantifiable for both the HNO and the MVNO. They will differ for 2G and 3G HNOs and MVNOs depending on the go-to-market strategy and market proposition. In the following section these benefits are explored in further detail from the perspective of MVNO investors, customers and HNOs. 16 Jumping on the MVNO brandwagon Benefits – dollars and sense For the MVNO investor(s) Scalability – start small, think big One of the attractions of the MVNO model for aspiring businesses is the inherent scalability of the MVNO business model. Small players, or those only wanting to commit low up-front capital, can be profitable even with a low customer base, but also grow the business more rapidly than their infrastructure peers in line with customer growth and revenue. The positive ‘hockey-stick effect’ of competition on provoking customer adoption of mobile has been well documented over the past decade; 3G operators have an opportunity to leverage these learnings to accelerate 3G take-up through MVNOs. Low capital outlay Launching a national MVNO business can be achieved for less than A$25M*, whereas one would need to add another zero for a similar infrastructure-based venture. Launching a more targeted regional or affinity group MVNO could be even less capital intensive. Lower operating costs With minimal Capex and an order of magnitude relative lower operating expenditure, an MVNO can achieve sustainable margins with genuinely lower retail tariffs and far fewer customers. However, developing the appropriate business model really is paramount, particularly negotiating a favourable HNO agreement. Focussed marketing The MVNO can focus more narrowly and differentiate via affinity marketing and other integrated services (content, customer management, devices), leveraging their pre-existing brand/customer base. In return, the MVNO should enjoy lower customer churn through service personalisation/affinity and greater/more certain Customer Lifetime Value (CLTV) on which to plan business expansion. The table below summarises some of the high-level benefits of pursuing an MVNO venture, to investors with a pre-existing brand and distribution. Brand stamping Co-hosting Integrated MVNO Further leverage the strength of the brand into an integrated mobile experience ¸ ¸ ¸ Create a new revenue stream and channel from existing brand, content and services ¸ Benefits to the investor(s) ¸ ¸ Own the new customers and the intimate customer relationship with them Dependent upon MVNE agreement ¸ Realise the full potential of mobility by controlling the development and proposition of new integrated products and services Dependent upon MVNE agreement ¸ Provide a low cost model of direct entry into the branded mobility services space ¸ ¸ ¸ Leverage existing distribution channels to lower costs and create cross-promotion and bundling opportunities ¸ ¸ ¸ Figure 3.3 – Benefits of becoming an MVNO * KPMG estimate depending on business model and go to market strategy. Jumping on the MVNO brandwagon 17 For consumers Customers most certainly benefit from the entry into the market of an MVNO. To the consumer, as mentioned previously, the quality of service offered by an MVNO is generally perceived to be at least equal to, or better than, that of the HNO telco. As well as stronger brand affinity, increased personalisation of services which are offered by integrated MVNOs also helps. Further, MVNOs generally offer lower prices for equivalent services to the incumbents, enabled by their lower operating cost base. They may offer further value to consumers by bundling and cross-selling products within their existing brand portfolio and distribution channels. For the HNO For current infrastructure owners, attracting MVNOs to their network will accrue substantial benefits, as long as the HNO attracts a complementary MVNO partner: • For 2G (GSM, CDMA) operators, it will bring a new, guaranteed wholesale revenue stream and hence lower their unit cost of carriage. Furthermore, it will deliver revenue from excess capacity or under-employed assets such as regional networks and data infrastructure which has seen slower than anticipated growth. • For 3G operators, it will provide all of the above benefits plus act to stimulate the 3G retail market much faster than otherwise would likely be the case to attain critical mass – this should in turn benefit the HNO’s primary (retail) business which will grow more rapidly in line with the HNO’s retail strategy. Example: Unison Mobile Unison Mobile is an MVNO start-up in Australia which over the past year has been working to cultivate its target market and exclusive distribution channels under-the-radar. With moderate investment it has now established itself as the exclusive co-branded MVNO partner to some of the largest trade unions in Australia, and has successfully begun to tap this particularly strong affinity group which numbers over 2.5 million Australian workers. “Adding MVNOs to the network makes sense for operators because it allows a wireless carrier to load its network with customers while keeping its acquisition costs to a minimum.” Wireless Week, MVNOs: Master Stroke Or Menace? Sue Marek, 1 August 2004 18 Jumping on the MVNO brandwagon Benefits – self defence Adding the right MVNO to a host network is an effective defensive strategy and a near certainty for reducing net customer churn (when considered from a retained revenue flow standpoint). Today’s mobile market – particularly in highly developed markets like Australia – is a churn market, costing operators millions of dollars per month in customer acquisition and retention activities. By adding the right kind of MVNO (i.e. it does not directly cannibalise core customers) there will be another operator in the market for customers to churn to, boosting inbound gains to the HNO. Consider a theoretical example in a market of three incumbent mobile operators 1, 2 and 3 who are experiencing customer churn between them. • In the current market, if a customer, (Customer A), churns from 1, he will only go to 2 or 3. However, if operator 1 introduces an MVNO – called 1a – now Customer A has an extra choice. If he chooses 1a, then operator 1 keeps Customer A as a wholesale revenue generating customer. • Conversely, a customer of operator 2 who is thinking of churning, Customer B, now has a choice of 1, 3 or 1a – i.e. operator 1 has greatly enhanced prospects of winning Customer B revenue. Such defensive strategic benefits from opening a host network to an MVNO will be realised and optimised only by selecting the right MVNO and HNO pairing. Some ill-conceived MVNO marriages end in divorce when either the HNO begins to see core customer cannibalisation (and starts to go sour on the relationship) or the MVNO begins to feel its host is lacking in operational support. Example: MVNO boosting Optus numbers An example of the benefit of having an MVNO on your host network is seen in the recent customer figures released in the Australian market by SingTel Optus for the full financial year 2004-5. • As reported in its full financial year results, Optus’ subscriber numbers rose by 6.6 percent, or 370,000. • At least 30,000 – approximately 10 percent – of Optus’ new customers are reported to have come from its Virgin Mobile MVNO venture. The reason this is possible is that Optus counts Virgin’s 500,000 customers as contract customers – even though they are primarily prepaid customers – due to the nature of the MVNO contract and model in place. Source: The Australian, Optus Clears Out Customers, Michael Sainsbury, 4 May 2005 Jumping on the MVNO brandwagon 19 20 Jumping on the MVNO brandwagon What’s going on internationally? Internationally, there has been significant movement and growth in the MVNO arena over the past five years. This is accelerating and there are numerous new and impending MVNO launches around the globe at the time of writing. MVNOs are on the rise across almost all categories, from value brand and distribution leaders, such as Tesco in the UK and 7-Eleven in the US, to media and content owners Disney and ESPN, to niche and ethnic-population-centred Movida Communications in the US and PLDT in Hong Kong. Even the US, a market which traditionally has lagged in mobile development, now enjoys around 20 MVNOs in various forms, with varying strategic focuses, including: • MVNOs targeting ethnic groups • retailers looking to extend their existing core brands • incumbent telecom operators extending their service offering by creating their own MVNOs • low-cost international long- distance provision and • customer profile, eg. low credit or youth. Jumping on the MVNO brandwagon 21 One of the attractions of the MVNO model for non-telecom businesses is the inherent scalability of the business model. Small players or those only wanting to commit low up-front capital can be profitable with a low base and subsequently upscale the business in line with customer growth more rapidly than their infrastructure-based peers. In fact, investments of less than $25 million can yield profitable returns with the right partner(s) and commercial model. For example, a successful Scandinavian MVNO, Telmore, manages over half a million customers with less than 100 employees. Telmore and CBB Mobil of Denmark both launched in the second half of 2000. Between then and 2003 they collectively acquired 43.7 percent of all new mobile customers in Denmark. Today, around 20 percent of the total mobile customer base in Denmark is with an MVNO.1 In its quest for rapid low cost customer growth in the fiercely competitive Danish market, Telmore pursued an internet-based channel model and acquired over half a million customers (12 percent market share). They now have a reputation for having the best customer care in Denmark.2 In the UK, there has been much publicity around the success of Virgin Mobile, one of the most successful global MVNOs. They have gained an eight percent plus share of the market (>4M customers) in five years by leveraging their youth-oriented brand to target customers who already purchased entertainment from Virgin Megastores and associate with the trendiness and strong affinity of ‘being a Virgin’. Virgin’s expertise is in developing propositions specifically to attract and retain youth segment customers. However, whilst this was the beginning of the previous MVNO wave and a proven pioneering success story in its own right there are new developments deserving of attention. This ‘next-wave’ aims to create a lifestyle experience for affinity customers, and in doing so increase CLTV. 1Source: 2Source: Strand Consult. Noble House Media Ltd. “You have a change in the industry right now.” Paul O’Sullivan, SingTel Optus CEO, The Australian, 16 May 2005 22 Jumping on the MVNO brandwagon Below are a series of mini case studies exploring these MVNOs leading the drive into the next-wave. Mini case study – Movida (US) Movida is a local MVNO targeting the Hispanic ethnic population in the US. This ethnic group numbers in excess of 40 million and has been found to generate 10 percent higher Average Revenue Per Unit (ARPU) than other groups and use more data/content services. Movida is an MVNO operating off the Sprint network. Movida operates its mobile business and services in Spanish as the primary language and programs the handsets it sells to operate in Spanish as the default. Movida’s value proposition is providing personalised language and value-added services to Hispanics including: • low-cost flat fees of 20 cents per minute • calls to Mexico at only five cents per minute and attractive fees to other Latin American countries • outgoing SMS at only 10 cents per message • prepaid offerings for customers who cannot obtain credit approval • distribution channels convenient for Hispanic communities. Jumping on the MVNO brandwagon 23 Mini case study – Tesco Mobile Tesco Mobile is the MVNO of the dominant UK retail chain, targeting their loyal and price conscious customers. It leverages its competitive advantage of distribution and strong brand associations to create affinity through a strong family value proposition. Therefore, Tesco is positioning itself to capitalise on its ‘value’ and ‘trusted’ brand associations, which has made it a success to date. It gained 500,000 customers in its first year of operation. Regarding its distribution efficiencies, Tesco has the potential to tie mobile spend with rebates and discounts on other products within their stores to create value driven bundles for their customers across groceries and mobile. Tesco Mobile is now being treated essentially like another commodity grocery item: ‘Pick up a top up card whilst doing the grocery shopping’. Aside: In Australia, Coles and Woolworths have already successfully bundled another commodity item – petrol – with their brand and offer rebates on fuel purchases from purchase receipts made by customers in-store. Translating this into mobile – say with a commodity voice/text 2G offering – would be a similar proposition. Mini case study - Mobile ESPN Disney’s ‘Mobile ESPN’ is an example of the emerging next-wave MVNO to which this paper refers. It is a brand, and distribution-led model similar to others, however, it adds another two key dimensions to the mix: content and a custom device. US-based ESPN (owned by Disney) is set to launch its MVNO in February 2006. It will build on ESPN’s television channels, websites and the ESPN magazine, to offer sports news, highlights and scores to customers, in addition to voice and basic text services. Hosted on the Sprint network, the MVNO will offer a unique, custom ‘Sanyo MVP’ device complete with brand compliant ‘ESPN red buttons’, i.e. one-touch content access (which shows sports facts while applications are loading), an MP3 player, 1.3 mega pixel camera, miniSD memory slot and a stereo headset. (Total Telecom, 28/9/05) 24 Jumping on the MVNO brandwagon This proposition is particularly compelling as the affinity group associated with sports fans is one of the strongest known. ESPN will seek to tap its existing loyal following - predominantly male and reportedly 97 million in size – to rapidly ramp up its customer base. Once this segment is tapped, its retention prospects are very high, as long as the MVNO can successfully bundle and cross-promote exclusive offerings not available through other channels. This exclusivity issue in content owners entering the MVNO space does, however, raise a potential point of conflict. If they are perceived to be hoarding valuable content for their own MVNO customers whilst supplying content of lesser value through their wholesale content channels to other mobile operators, major issues could arise. This is one area yet to be strongly tested. “Never underestimate the power of a passionate sports fan.” George W. Bodenheimer, Co-Chairman Disney Media Networks, President ESPN, Inc. Mini case study – PLDT ‘1528 Smart’ Smart, the mobile subsidiary of The Philippine Long Distance Telephone Company (PLDT), launched an MVNO in Hong Kong in August 2004 to specifically target the ethnic/affinity group that is the overseas Filipino worker. The service is operating on the TelstraCSL GSM network in Hong Kong. Smart and PLDT Global’s MVNO is called ‘1528 Smart’, and provides Filipinos in Hong Kong with access to the same Smart mobile services and content they can use in the Philippines. The suite of services offered to customers of 1528 Smart include: • Smart Money, Smart Load, Smart Pasaload, Smart Padala (the world’s first text-based money remittance service) and Bible verses • 24-hour customer service from fellow Filipinos • Filipino customers in Hong Kong can also make long-distance calls to the Philippines and send text messages for around 50 percent less than they would otherwise pay on a local Hong Kong network. Jumping on the MVNO brandwagon 25 The Filipino ethnic group living and working in Hong Kong reportedly numbers around 180,000 people. In a span of six months since launching ‘1528 Smart’, they captured 14 percent of the target market. By the end of 2005, they expect to attract 50 percent of the target market, or around 90,000 customers. It is estimated that 87 percent of Filipinos in Hong Kong own a mobile phone and a large proportion of them send prepaid recharges to family back in the Philippines. In this type of next-wave MVNO venture PLDT is a true pioneer. Building upon this initial success it plans to launch similar services in Singapore and the US by the end of 2005. "It effectively establishes a virtual presence for Smart and PLDT Global in Hong Kong, a historic OFW (overseas Filipino worker) bastion." PLDT and Smart Chairman Manuel Pangilinan Potential market entrants The following organisations are also reportedly considering launching MVNOs in the US: • Disney Mobile • Wal-Mart • Target • Exxon • American Association for Retired People. 26 Jumping on the MVNO brandwagon What factors will determine the success of the next-wave integrated MVNO? Jumping on the MVNO brandwagon 27 Brand? Distribution? Content? Affinity Group? What factors will make some MVNOs more successful than others and what combination will provide sustainable competitive advantage? The ‘ideal MVNO’ – the focus here being on the next-wave integrated MVNO – consists of a number of core elements, which interdependently provide a sound foundation upon which to build a sustainable business. MVNOs that enter the market on price competition alone will likely have little sustainable advantage. That’s not to say that MVNOs without all of these ingredients – see Figure 4.1 below – are slated to endure a bleak future, but the chance of success is substantially increased through a core subset of the following elements, thereby creating an integrated MVNO. Below is an illustration of the key strategic considerations for any company considering entering the MVNO business. 4. Technology strategy: devices & network 5. Business model /structure 3. Market/affinity group proposition 6. Financier Integrated MVNO 7. Host network operator 1. Brand/affinity owner 1.1. Customer base 2. Distribution channels 1.2 Content supply Source: KPMG Figure 4.1 – Strategic composition of the next-wave integrated MVNO 28 Jumping on the MVNO brandwagon “Successful large MVNO players… will continue to experience growth and fuel the industry by segmenting the … target subscriber base and distribution channels.” Checklist for the aspiring MVNO Some of the more relevant upfront focusing questions aspiring MVNO proponents may consider: 1 Do we have a recognised and trusted brand, and can it be leveraged into selling mobile services? 2 What is the unique market proposition and what would be the marketing strategy, brand positioning and target customer segment(s)? 3 Do we have existing loyal customers and distribution to leverage for rapid take-up, and can we achieve channel efficiency, complementarity and cross-sell economies through the new venture? 4 Where will the revenue streams, both direct (call charges, data usage) and indirect (interconnect, advertising, bundling and cross-promotion across other groups), come from? 5 Do we have the capability to do this alone or should we engage partners? 6 Should we approach a GSM, CDMA, 3G or Mobile/Wireless Broadband operator as the HNO? 7 Who is the right HNO to approach to ensure the strategy, marketing, customer base and technology is complementary to the MVNO plans? 8 What are the key strategic, commercial and operational issues to be addressed in the Host Network Agreement (HNA), and how do we know we are getting a good deal? 9 Does our strategy and business model leverage the available capabilities (e.g. 2G/3G, Devices and Content, existing Media technologies)? www.3G.co.uk 10 Who could be the Partners for content, distribution, devices, applications? 11 What benefits will the MVNO create in the existing business and are there any negatives? 12 How much funding will the venture require, who should we approach, and how should it be structured? 13 Have we considered how to inter-weave a unique self-branded device into the integrated target segment proposition? Leveraging the technology A holistic MVNO strategy will incorporate a technology strategy aimed at appropriately selecting and leveraging available devices and network technologies. With regard to devices, the market is only now starting to see the true realisation of Personal Mobile Gateway (PMG) and low cost dedicated segment devices from companies such as IXI Mobile (the inventor of PMG technology) and Sanyo, which are set to revolutionise the way the market perceives a mobile phone. Jumping on the MVNO brandwagon 29 Imagine being able to go in and buy a basic PMG node (say, a matchbox size ‘black box’ which you may keep in your pocket) and then customise it as desired with various wireless (Bluetooth) credit card size ‘lite attachments’ such as: • voice phone • messaging pad • MP3 player • wireless headset • game console • camera. This is now a reality, with an example of some innovative devices featuring applications including IM, SMS, and Email illustrated below: Source: www.IXI.com (IXI Mobile) Figure 4.2 – MVNO propositions enabled by innovative devices With regard to networks, as outlined in the checklist, an aspiring MVNO’s strategy should consider the appropriate host network in line with its intended customer value proposition. A summary of such technology and associated value proposition options is illustrated in the figure below. 3G • Integrated entertainment proposition – voice and rich multimedia content • Brand-led niche segments, verticals • Music, video, gaming, info • E.g. Media company with content through CD’s, DVD’s, movies, radio, magazine, TV, internet leverages an MVNO business as new channel to market – with huge cross-sell opportunities 2G • Low cost value proposition – voice and simple data • Regional/community focus • Niche/minority segments Figure 4.3 – MVNO Proposition by Technology 30 Jumping on the MVNO brandwagon The potential next-wave MVNO opportunities in Australia There is most certainly scope for increased activity in the wholesale and retail mobile telecom market in Australia. There is money to be made, and it’s not restricted to flowing to the incumbent operators. Incumbent operators now accept that there are niches which they are not best suited to tap, and that there are real financial, strategic, operational and customer benefits to be had in setting up new wholesale revenue streams. Some pioneering operators in the Australian mobile market are actively pursuing more wholesale and MVNO opportunities. This is particularly relevant in the emerging 3G arena where there are two competing 3G network infrastructures. Rapid customer take-up will be realised only as more customers are convinced of the incremental benefits of moving to a 3G service. By encouraging smaller businesses whose specialty is not building networks but creating innovative multimedia experiences in their niches, 3G infrastructure owners can only stand to benefit from attracting niche MVNOs to their networks. The positive ‘hockey-stick effect’ of competition on customer interest and adoption in the mobile market has been well documented over the past decade in all 2G mobile markets; 3G operators know this and should now build upon these learnings to accelerate 3G take-up through MVNOs. Jumping on the MVNO brandwagon 31 “There is now universal agreement that wireless has evolved dramatically from a generic voice market to one that is highly segmented. Every single carrier is strong in certain segments and weak in others. That’s taken some carriers a lot of time to come to terms with and to agree with.” Andrew Cole, A.T. Kearney US communications and media practice leader However, even in the 2G mobile segment genuine opportunities remain open for MVNOs to compete and be successful with lower cost value propositions and bundled offerings to niche segments including the corporate market and ethnic or affinity groups. The following are some of the categories of next-wave MVNO opportunity which are evident today. 1 Brand and distribution leaders, including consumer brand leaders, retailers and existing telecom service resellers with a loyal customer base. 2 Media and content owners, such as internet companies, broadcasters, publishers and entertainment providers. 3 Affinity groups – for example, ethnic, geographic/demographic, religious and social. Recently Australia has seen some former service providers such as AAPT and Macquarie Telecom move up the value chain into MVNOs under a brand-stamping or co-branding model – in the GSM space this has equated to providing SIM cards with their own brand to their customers. By moving up the value chain these providers are seeking to ‘own’ their own customers and provide more flexibility to bundle other offered products and services to increase wallet share and customer stickiness. This is most definitely a step in the right direction for existing telecom players, but substantial scope exists for even more innovation to be realised through the true integration of telecom, media and technology – the ‘next-wave integrated MVNO’. 32 Jumping on the MVNO brandwagon Consider the compelling nature of an existing company, with interests in some or all of the following, leveraging its current strengths and assets into an MVNO business model: • broadcasting and media content • internet portal(s), email and IM • newspaper and magazine publishing • movie distribution and content (cinema, DVD) • music and recording artists (CD, DVD) • gaming and entertainment. By leveraging existing brand, media content, distribution channels and targeted propositions with, say, a lifestyle device, organisations can produce a compelling and low-risk investment proposition that will take advantage of the continuing high growth in the mobile arena as an effective channel to reach high-value customer segments. On the supply side, in terms of host network sentiment and innovation in Australia, the wholesale/MVNO mobile market segment is active and willing to support and/or partner on innovative initiatives. Example: opportunity for ethnic/affinity group MVNO There are an estimated 300,000 Muslims in Australia according to the 2001 census (plus an estimated one million Australians of Arabic descent). Being a particularly strong affinity group and also having specific opportunities for tailoring customer care and content/application services makes this one opportunity which may constitute a compelling business case. Entrepreneurs might wish to consider the fact that a target 40 percent penetration of this affinity group would represent a potential investment cost of under $175 per customer. (Based on a potential investment of $20 million; business plan dependent.) Jumping on the MVNO brandwagon 33 Conclusion KPMG believes that the MVNO business model is one key, and relatively low investment, strategy by which to capitalise directly on the innovative opportunities and supply side factors coming into play in the Australian mobile telecom market. There are real prospects for consumer brand and distribution leaders, media and content owners, and incumbent network operators. Benefits ranging from financial (new revenue, higher margins) and strategic (defensive, niche tapping), to operational (network utilisation) and customer (lower churn, grow market, cross-sell) are real and quantifiable for both the HNO and the MVNO. They will differ for 2G and 3G HNOs and MVNOs depending on the go-to-market strategy and market proposition. There are numerous successful examples from around the world that can be learnt from. We believe the Australian wireless telecommunications landscape could look quite different in a relatively short period of time with the advent of new niche-focused integrated MVNOs. Aside: As one popular culture entertainer – rap artist Shaun “P. Diddy” Coombs, who is himself jumping on the MVNO brandwagon – puts it: “I don’t have the spectrum, I don’t own the network infrastructure, I don’t make customer service calls, but I do have subscribers. I have tens of millions of … subscribers, who spent billions of dollars every year on music, on fast foods, on cosmetics, on soda, and yes, on consumer electronics and wireless communications technology. I know where they live, what they like, what they eat and what they drink, I know what they wear, and more importantly for you, I know how to communicate to them, I know how to talk to them. The reason why they’re mine, … my subscribers, is because I know how to listen to them… (and will)… take advantage of the power of the latest 3G technologies that allow customers to easily use and virally spread the content.” Now how can you argue with that! 34 Jumping on the MVNO Bandwagon About the authors Malcolm Alder +61 2 9335 8041 malcolmalder@kpmg.com.au Malcolm Alder is the national head of KPMG’s Information, Communications & Entertainment advisory practice in Australia. For the past 14 years Malcolm has focused on the information, communications and entertainment industries, working with operators, regulators, investors and customers in Australasia, North America and Asia. He has previously managed engagements for MVNO launches in Australia and Asia and has been instrumental in the successful creation of new ventures in both the telecom and media segments. Dominic P Arena +61 2 9335 8220 dominicarena@kpmg.com.au Dominic Arena is an Associate Director with KPMG’s Information, Communications & Entertainment advisory practice in Australia. Over the past 10 years he has focused on the telecom and technology industries, primarily in the wireless segment, working across Australia, Europe and Asia. Dominic has held local and international appointments with global telecom operators and professional services firms, particularly in strategy and new markets, commercial and regulatory, operations improvement and technology innovation. Jumping on the MVNO Bandwagon 35 Glossary of terms BSS Business Support Sub-Systems The systems responsible for managing business support functions and front-of-house enterprise operations. CLTV Customer Lifetime Value The dollar value/contribution of a customer over the life of their retention. Enables quantification of the value of a customer or segment for analytical retention initiatives. CRI Customer Relationship Intimacy The degree to which a service provider is engaged with its customers through its brand, from the lowest level of ‘Association’, through to ‘Affinity’ and the most intimate state of ‘Ownership’. HNO Host Network Operator The incumbent operator owning the physical network infrastructure and radio spectrum. HLR Home Location Register The telecom network element responsible for storing registered customer and numbering information. IN Intelligent Network/Node Prepaid subscriber management platforms responsible for real-time debiting of customer balances and other customer account management functions. MMS Multimedia Messaging Service Enhanced messaging service enabling pictures, audio and video to be transmitted between mobile customers. MMSC Multimedia Messaging Service Centre The store and forward system enabling the transmission of MMS in the network. MVNE Mobile Virtual Network Enabler Companies that provide infrastructure and related services to MVNOs to enable their business to operate. MVNO Mobile Virtual Network Operator A telecom service provider which owns the customer relationship, provides its own services, billing and customer care, but does not own its own telecom network infrastructure or radio spectrum. OSS Operational Support Sub-Systems The systems responsible for managing networks, customers, products/services and billing operations. PMG Personal Mobile Gateway Personal Mobile Gateway technology (PMG®) combines cellular and short distance wireless (e.g. Bluetooth or WiFi), with micro-router and micro-server functionalities. The PMG can be a stand-alone device the size of a small mint box, or integrated into a cellular phone, and can be remotely managed by the mobile operator. (Source: IXI Mobile, www.ixi.com) Contact us For further information about the services offered by KPMG’s Information, Communication & Entertainment practice, please contact us on: Adelaide Perth + 61 8 8236 3111 + 61 8 9263 7171 Brisbane Sydney + 61 7 3233 3111 + 61 2 9335 7000 Canberra National toll free number + 61 2 6249 1877 1800 500 376 Melbourne Alternatively, visit our website at + 61 3 9288 5555 kpmg.com.au kpmg.com.au The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavour to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act on such information without appropriate professional advice after a thorough examination of the particular situation. © 2006 KPMG, an Australian partnership, is part of the KPMG International network. KPMG International is a Swiss cooperative. All rights reserved. Printed in Australia. The KPMG logo and name are trademarks of KPMG. January 2006. NSW9266ICE.