If you though the enterprise sector was going to deliver a healthy chunk of data revenues for western European mobile operators in the next five years, think again, says a senior analyst at the Yankee Group.
Talking at a wireless LAN conference in London today, Yankee's European director of wireless research Declan Lonergan told the audience that mobile operators could expect to derive just 8 percent of their mobile data revenues (totaling about $43 billion) from enterprise users in 2007. "Less than 10 percent is realistic. We present these numbers to operators, and we get a number of different views back, but many have figures in the same ballpark," stated Lonergan.
Of this $43 billion, Yankee believe just 4 percent will come from public WLAN services, with the remaining 96 percent coming from GSM, GPRS, EDGE and 3G. Given these figures, says Lonergan, it is no wonder that for many major mobile operators, such as Vodafone Group plc (NYSE: VOD), are focusing their efforts on their core businesses, and not being distracted by WiFi. "3G will fail or succeed on its own merits – WLAN is not its greatest threat," believes Lonergan.
The Yankee man was presenting at SMi's "Public Wireless LAN" conference."
— Ray Le Maistre, European Editor, Unstrung