Friday, October 12, 2012
OTT VoIP will cost telecoms operators $479 billion in lost revenues over the next eight years
Telco voice revenues have been eroded by competition and market saturation. In our report “The Future of Voice” we forecast that overall telco voice revenues (including fixed subscriptions) will decline at a CAGR of 2.4% between 2012 and 2020, falling from $970.4bn in 2012 to $799.6bn in 2020. The impact of OTT VoIP on fixed voice revenues has already been significant, and we expect it will only increase in the years leading up to 2020. Mobile operators will feel this impact even more acutely than fixed telcos. From 2012 to 2020 we expect that OTT VoIP will cost the global telecoms industry $479bn in lost cumulative revenues, which represents 6.9% of cumulative total voice revenues.
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