J'son & Partners Consulting As crisis understands a situation of the financial
The instability conducting to a considerable negative consequence for a number of players
Telecommunication community. At the same time, there is an opinion to believe that
Crisis positively will affect branch as a whole, having forced players
to optimise management , to overestimate a subject of investment and to turn
Attention to the adjacent, potentially underestimated segments.
Crisis factors
According to J’ son & Partners Consulting, for the market of telecommunications the greatest value will be had by following factors:
Inaccessibility of credits,
Decrease in solvent demand,
Strengthening of a competition,
Deterioration of mutual relations with suppliers of the equipment.
Methodology J& P
In the researches J’ son & Partners Consulting uses the following methodology:
market Modelling (data of the given various sources in the uniform model considering factors of an environment, the historical trends, natural restrictions, estimations of experts, logic of behaviour of the market and its segments)
Expert interviews with representatives of operators WiMAX / cellular communication / broadband access and expert network J& P (independent experts in investigated areas),
Processing of results field researches (finding-out of shares of the market of providers, average volume of the traffic, drawing up of portraits of users)
Search opened the public information about the market (the publication in a press, Internet resources of the companies, annual reports, etc.)
Monitoring made transactions M& A
the Data about the market of the telecommunications, saved up as a result long-term activity the companies
In developing conditions operators will choose 49 %
Various strategy of behaviour in the market depending on the
Financial position and a competitive situation in region.
Practically
All players will freeze building of new networks in connection with
Inaccessibility of investments to development and also to reduce the operational
Expenses (marketing programs, client support, wage
Payment, etc.).
in connection with falling of incomes of households and reductions of costs of the companies rate of a set of new users will be reduced. J’ son & Partners Consulting
Expects that existing subscribers will lower consumption of the additional
Services, but at the same time will increase traffic consumption by the operating
Limitless tariffs in connection with refusal of use of the traditional
Entertainments – theatres, cinema, restaurants and so forth
For example,
Decrease in number of new connections and necessity to pay back the investment in
To network of broadband access will lead to competition strengthening between
Operators and, as consequence, to differentiation of a tariff policy in
Dependences on regional conditions. before crisis many operators
Used credit schemes of purchase of the final client
The equipment. Taking into account crisis probably deterioration of conditions of deliveries or
Complete separation of communications between providers and suppliers. in the worst
Position there will be those players who have the considerable debt
Obligations under credits and for which the active set is necessary
User's base.
Most comfortably itself will feel
The financially-independent companies which do not have obligations to banks and
Investment funds. Advantage is received by the companies which have paid back
Investments into a network infrastructure on the eve of crisis and having
Essential user's base. as a result of considerable change
Strategy of providers probably activity increase in the market of merges and
Absorption (M& A) that will be caused by falling of cost of some
Operators. In this connection redistribution of market shares is expected
Players of various segments of the telecommunication market.