このレポートでは、通信事業者向け課金サービスの導入によって得られる主なメリット、既存および新規のユーザーケースで大量導入を実現するための課題、主要な通信事業者向け課金プラットフォームが採用している戦略などを詳細に分析しています。

 

Report Description

Juniper Research’s latest Direct Carrier Billing report provides an in-depth analysis into the key benefits to be derived from carrier billing deployments, challenges to achieving mass adoption in both existing and newer user cases, and strategies employed by leading carrier billing platforms. Readers will gain an understanding of the core drivers, constraints and trends which are aligned with strategic recommendations on how to capitalise on a growing carrier billing market.

 

The research contains industry benchmark forecasts, at both national and regional level, for purchases monetised via carrier billing, including digital content, ticketing, gambling and physical goods.

 

This research suite includes:

KEY FEATURES

Carrier Billing Market Today: Analysis of leading players by transaction value.

Challenge Assessment: Focus on the scale of challenges to deployment and adoption, including fraud, risk management and revenue share.

Market Dynamics: Strategic analysis of the major trends and key debates in the billing space, including:

Interviews with leading carrier billing providers, including:

Vendor Profiles & Leaderboard: Key player capability and capacity assessment, together with Leaderboard vendor positioning for 13 carrier billing providers.

Benchmark Industry Forecasts: Includes forecasts for sales generated via carrier billing across key digital content sectors and new opportunities including ticketing, gambling and physical goods purchases, split by 11 national markets and 8 key regions.

 

1. What are the emerging sector and regional opportunities for direct carrier billing vendors?
2. Which are the leading carrier billing platforms in 2020?
3. What revenue will operators generate from carrier billing over the next five years?
4. What challenges are posed by new carrier billed opportunities in ticketing and physical goods purchasing?
5. What are the implications of PSD2 and other key legislation for carrier billing?

COMPANIES REFERENCED

Interviewed: Boku, Centili, Digital Virgo, DOCOMO Digital, Fortumo, SLA Digital, telecoming

 

Included in Juniper Research Leaderboard: Docomo Digital, MessageCloud, Centili (Infobip), Bango, Boku, DIMOCO, Fortumo, telecoming, Digital Virgo, Infomedia, SLA Digital, NTH Mobile

 

Mentioned: Adyen, AE Tolls, Alcatel-Lucent, Alipay, Alitibbi, Amaze, Amazon, Anghami, Apple, AT&T, Audiens, AWA Co, Axiata, Azoomee, Badoo, Beflirty, beIN, Bharti Airtel, BlackBerry, Bouygues Telecom, Busuu, Casino.com, Cray Communications, Danal, DAZN, Deezer, Deutsche Telekom, du, EA, Eastman Kodak, EasyPark, EE, Emirates Digital Wallet, EMVCo, EnergyBet, Entel, Epic Games, Etisalat, Facebook, Feibra, Gameloft, General Motors, Global Collect, Globe, Google, GrabPay, Greycroft, Gulf Cooperation Council, Hopster.com, Hungama Digital Media, Iflix, Intel, iTaxi, Juvo, Kinguin, KJM (Kommission fur Jugendmedienschutz), Krabi, Kushki, Kyivstar, LevelUp, LINE Pay, Lookout, Lucent, MansionCasino.com, Mask, McAfee, Mediaset, Merrill Corp, Microsoft, Milan City, MobiFone,  Mobi Solutions, Mpulse, M-Tel, MTN, Neff Corp, NBA, Neomobile, Netflix, NFL, NHN Corp, Nokia, NTT, O2, OLX, Olympique de Marseilles, OnStar, Ooredoo, Orange, Paris Saint-Germain, PayPal, PayTM, QVO, Rakuten, Real Madrid, RGK Mobile, Riot, Rogers Wireless, Samsung, Schibsted, Singtel, Smarcom AG, Smule, SoftBank, Sony, Sorenson Communications, Spotify, Sprint, Square, Sun Mobile, Swisscom, Telcel, Telefonica, Telenor, Telus, Tembec Corp, Tempo, Tencen, Text2Pay, T?Mobile, TrueMove H, Tunisie Telecom, Turkcell, Universal, University of Tartu, University of Tokyo, University of Wisconsin, Valve, Velocix, Verizon, Viettel Group, VIPnet, Visa, Vivial,  Vodacom, Vodafone, VTC Pay, Wargaming, WeChat Pay, Western Union, WorldPay, WWE, YouScribe, Zain, WeChat Pay, Zin Kuwait

 

• Games
• Video Content
• Music
• ePublishing
• Lifestyle Content

• Ticketing
• Gambling
• Physical Goods Purchases

• Brazil
• Canada
• China
• Denmark
• Germany
• India
• Japan
• Kenya
• Mexico
• Norway
• Philippines
• Portugal
• Saudi Arabia
• South Korea
• Spain
• Sweden
• UK
• US

1. Future Market Outlook & Emerging Opportunities

1.1 Introduction: Leveraging the Billing Relationship.6

1.1.1 The Carrier Billing Market Today.6

Figure 1.1: Carrier Billed Content, Platform Market Share, 2019 ($33 billion).6

1.1.2 Storefront Deployments.7

Table 1.2: Carrier Billing Availability by Selected Storefront, 2015-2020 .7

1.2 Carrier Billing Drivers.8

1.2.1 Monetising New Market Segments.8

i. The Unbanked and Underbanked .8

Figure 1.3: Proportion of Adult Population who are Unbanked (%) Split by 8 Key 

Regions & Global 2020-2025.9

ii. Younger Demographics .9

iii. Smaller Spenders.9

1.2.2 Monetising Content Beyond the Mobile .10

1.2.3 Low-Click Payments.11

1.2.4 Lowering the Cost of Customer Acquisition.11

i. Brand Partnerships .11

ii. Improving Purchase Processes for the End-User.12

Figure 1.4: Billing Mechanism Conversion Rate Comparison, Low-Value 

Purchases: Credit Card vs. Direct Carrier Billing.13

iii. Understanding Acquisitions .13

1.2.5 An Uplift in Transaction Volumes and Values .13

1.2.6 Maintaining a Presence in Content .14

1.3 Key Direct Billing Challenges.14

1.3.1 Fee Levels .14

1.3.2 Prepaid-centric Markets.16

1.3.3 Awareness of Direct Carrier Billing as a Payment Solution.16

1.3.4 Regulation of Direct Carrier Billing.17

1.4 Emerging Opportunities in Carrier Billing .19

1.4.1 Ticketing.19

Figure 1.5: Global Spend on Ticketing per Annum ($m) 2018-2022 . 20

1.4.2 Gambling.20

1.4.3 The Physical Goods .21

1.4.4 Other New Opportunities .22

1.5 The Changing Face of Subscription Services .22

1.6 Security of Carrier Billing .24

1.7 The Impact of COVID-19.25

1.7.1 Short-Term Impact.25

1.7.2 Potential Long-Term Gains.25

1.7.3 Changing the Regulatory Context .26

1.7.4 A Short-term Blip or a Long-Term Shift? .26

2. Direct Carrier Billing: Regional Analysis

2.1 Overview of the Eight Regions.29

Figure & Table 2.1: Total End User Spend via Carrier Billing ($m) . 29

2.2 North America.30

Figure 2.2: Total End User Spend via Carrier Billing in North America ($m) . 30

2.3 Latin America .31

Figure 2.3: Total End User Spend via Carrier Billing in Latin America ($m).31

Figure 2.4: Total End User Spend via Carrier Billing in Latin America by Country 

($m).32

2.4 West Europe.33

Figure 2.5: Total End User Spend via Carrier Billing in Europe ($m).33

Figure 2.6: Total End User Spend via Carrier Billing in Europe by Country ($m).34

2.5 Central & East Europe.35

Figure 2.7: Total End User Spend via Carrier Billing in Central & East Europe 

($m).35

2.6 Far East & China .36

Figure 2.8: Total End User Spend via Carrier Billing in the Far East & China ($m)

.36

Figure 2.9: Total End User Spend via Carrier Billing in the Far East & China by 

Country ($m) .37

2.7 Indian Subcontinent .38

Figure 2.10: Total End User Spend via Carrier Billing in the Indian Subcontinent 

by Country ($m).38

2.8 Rest of Asia Pacific.39

Figure 2.11: Total End User Spend via Carrier Billing in Rest of Asia Pacific ($m)

.39

2.9 Africa & Middle East .40

Figure 2.12: Total End User Spend via Carrier Billing in Africa & Middle East ($m)

.40

3. DCB: Key Takeaways & Strategic 

Recommendations

3.1 Introduction.44

4. Direct Carrier Billing Competitive Landscape

4.1 Introduction.52

4.1.1 Vendor Assessment Criteria .52

Figure 4.1: Juniper Research Leaderboard Scoring Criteria: Direct Carrier Billing

. 53

Figure 4.2: Juniper Research Leaderboard: Direct Carrier Billing. 54

Table 4.3: Juniper Research Leaderboard Scoring Heatmap: Direct Carrier Billing

. 55

4.1.2 Vendor Scoring Analysis: CPaaS Scoring Criteria .56

i. Established Leaders. 56

ii. Leading Challengers. 57

iii. Disruptors & Emulators. 58

4.2 Limitations & Interpretation.59

4.3 Carrier Billing Movers & Shakers.60

4.4 Select Vendor Profiles .62

4.4.1 Bango .62

i. Corporate. 62

Table 4.4: Bango Financial Snapshot, 2017-2019, FYE 31st December ($,000s) 62

ii. Geographic Spread . 62

iii. Key Clients & Strategic Partnerships . 62

iv. High Level View of Offerings . 63

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities . 64

4.4.2 Boku.64

i. Corporate. 64

Table 4.5: Boku Financial Snapshot, 2017-2019, FYE 31st December ($,000s). 65

ii. Geographic Spread.65

iii. Key Clients & Strategic Partnerships .65

iv. High Level View of Offerings .66

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities.67

4.4.3 Centili.68

i. Corporate .68

ii. Geographic Spread.68

iii. Key Clients & Strategic Partnerships .68

iv. High Level View of Offerings .68

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities.69

4.4.4 Digital Virgo.69

i. Corporate .69

ii. Geographic Spread.69

iii. Key Clients & Strategic Partnerships .69

iv. High Level View of Offerings .70

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities.70

4.4.5 DIMOCO .71

i. Corporate .71

ii. Geographic Spread.71

iii. Key Clients & Strategic Partnerships .71

iv. High Level View of Offerings .71

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities.72

4.4.6 DOCOMO Digital .72

i. Corporate. 72

ii. Geographic Spread . 73

iii. Key Clients & Strategic Partnerships . 73

iv. High Level View of Offerings . 74

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities . 75

4.4.7 Fortumo.75

i. Corporate. 75

ii. Geographic Spread . 76

iii. Key Clients & Strategic Partnerships . 76

iv. High Level View of Offerings . 76

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities . 78

4.4.8 Infomedia.78

i. Corporate. 78

Table 4.6: Infomedia Financial Snapshot, 2016-2018, FYE 31st December 

($,000s) . 78

ii. Geographic Spread . 79

iii. Key Clients & Strategic Partnerships . 79

iv. High Level View of Offerings . 79

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities . 79

4.4.9 MessageCloud .80

i. Corporate. 80

ii. Geographic Spread . 80

iii. Key Clients & Strategic Partnerships . 80

iv. High Level View of Offerings . 80

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities.81

4.4.10 mGage.81

i. Corporate .81

Table 4.7: mGage Financial Snapshot, 2016-2018, FYE 31st December ($,000s)

.81

ii. Geographic Spread.81

iii. Key Clients & Strategic Partnerships.81

iv. High Level View of Offerings .82

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities.82

4.4.11 NTH Mobile .82

i. Corporate .82

ii. Geographic Spread.82

iii. Key Clients & Strategic Partnerships .82

iv. High Level View of Offerings .83

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities.83

4.4.12 SLA Digital.83

i. Corporate .83

Figure 4.8: SLA Digital Financial Snapshot, 2016-2018, FYE 31st December 

($,000s).84

ii. Geographic Spread.84

iii. Key Clients & Strategic Partnerships .84

iv. High Level View of Offerings .84

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities.84

4.4.13 Telecoming.85

i. Corporate. 85

ii. Geographic Spread . 85

iii. Key Clients & Strategic Partnerships . 85

iv. High Level View of Offerings . 86

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities . 86

 

1. Carrier Billing Market Overview

1.1 The Carrier Billing Market Today.5

Figure 1.1: Carrier Billed Content, Platform Market Share, 2019 ($33 billion).5

1.1.1 Storefront Deployments.5

Table 1.2: Carrier Billing Availability by Selected Storefront, 2015-2020 .5

Figure 1.3: Total Spend via Direct Carrier Billing in 2020, Split by Sector: $37 

billion.6

1.1.2 Device Types.8

Figure & Table 1.4: Total End User Carrier Billing Spend on Content & Commerce 

($m) Split by 4 Key Device Types 2020-2025 .8

1.1.3 Operator-billed Revenue from Carrier Billing Spend .9

Figure & Table 1.5: Operator Share of Digital Content Revenue Billed to Direct 

Carrier Billing ($m) Split by 8 Key Regions 2020-2025.9

2. Carrier Billing ? Digital Content Forecasts

2.1 Overview.11

2.1.1 Digital Goods.11

Figure 2.1: Methodology for Calculating Digital Content Revenue by Country, 

Region & Device Type.12

2.2 Carrier Billed Digital Content Market Forecasts .13

2.2.1 Total End User Spend on Digital Content via Carrier Billing.13

Figure & Table 2.2: Total End User Carrier Billing Spend on Content & Commerce 

($m) Split by 8 Key Regions 2020-2025.13

2.2.2 Total End User Spend on Digital Content, Split by Category .14

Figure & Table 2.3: Total End User Carrier Billing Spend on Content & Commerce 

($m) Split by 5 Key Digital Content Categories 2020-2025 .14

2.3 Digital Games.15

2.3.1 Proportion End User Spend Attributable to Games.15

Figure & Table 2.4: Proportion of End User Carrier Billing Spend on Content & 

Commerce Attributable to Digital Games (%). 15

2.3.2 Total End User Carrier Billing Spend on Digital Games .16

Figure & Table 2.5: Digital Games Spend Billed to Direct Carrier Billing ($m) Split 

by 8 Key Regions 2020-2025. 16

2.3.3 Total Operator Billed Carrier Billing Revenue from Digital 

Games.17

Figure & Table 2.6: Operator-billed Carrier Billing Revenue Attributable to Digital 

Games ($m). 17

2.4 Video Content .18

2.4.1 Proportion of End User Spend Attributable to Video Content

.18

Figure & Table 2.7: Proportion of End User Carrier Billing Spend on Content & 

Commerce Attributable to Digital Videos (%). 18

2.4.2 Total End User Spend on Video Content .19

Figure & Table 2.8: Total End User Carrier Billing Spend on Digital Videos ($m) 19

2.4.3 Total Operator-billed Revenue from Carrier Billing Spend on 

Video Content .20

Figure & Table 2.9: Operator-billed Carrier Billing Revenue Attributable to Digital 

Video ($m). 20

2.5 Digital Music .21

2.5.1 Proportion of End User Spending Attributable to Digital Music

.21

Figure & Table 2.10: Proportion of End User Carrier Billing Spend on Content & 

Commerce Attributable to Digital Music (%) . 21

2.5.2 Total End User Carrier Billing Spend on Digital Music.22

Figure & Table 2.11: Total End User Carrier Billing Spend on Digital Music ($m)22

2.5.3 Total Operator-billed Carrier Billing Revenue for Digital Music

.23

Figure & Table 2.12: Operator-billed Carrier Billing Revenue Attributable to Digital 

Music ($m) .23

2.6 Lifestyle Content.24

2.6.1 Proportion of End User Spend Attributable to Lifestyle 

Content .24

Figure & Table 2.13: Proportion of End User Carrier Billing Spend on Content & 

Commerce Attributable to Digital Lifestyle Content (%).24

2.6.2 Total End User Spend on Lifestyle Digital Content.25

Figure & Table 2.14: Total End User Carrier Billing Spend on Digital Lifestyle 

Content ($m) .25

2.6.3 Total Operator-billed Revenue from Digital Lifestyle Content

.26

Figure & Table 2.15: Operator-billed Carrier Billing Revenue Attributable to Digital 

Lifestyle Content ($m) .26

2.7 ePublishing.27

2.7.1 Proportion of End User Spend Attributable to ePublishing .27

Figure & Table 2.16: Proportion of End User Carrier Billing Spend on Content & 

Commerce Attributable to ePublishing (%) .27

2.7.2 Total End User Spend on ePublishing.28

Figure & Table 2.17: Total End User Carrier Billing Spend on ePublishing ($m) .28

2.7.3 Total Operator-billed Carrier Billing Revenue from 

ePublishing.29

Figure & Table 2.18: Operator-billed Carrier Billing Revenue Attributable to 

ePublishing ($m) .29

3. Carrier Billing ? New Opportunities

3.1 The Emerging Opportunities for Direct Carrier Billing.31

3.1.1 Ticketing.31

3.1.2 Gambling.31

3.1.3 Physical Goods.31

Figure 3.1: Carrier Billing ? Physical Goods Forecast Methodology . 32

Figure 3.2: Carrier Billing ? Gambling Forecast Methodology. 33

Figure 3.3: Carrier Billing ? Ticketing Forecast Methodology. 34

3.2 Carrier Billed Emerging Opportunities ? Total Market.35

Figure & Table 3.4: Total End User Spend via Carrier Billing on Emerging 

Opportunities ($m) . 35

3.2.1 Total Carrier Billing Spend over Gambling .36

Figure & Table 3.5: Total Mobile Casino Gambling Wager Value Made via Carrier 

Billing per Annum ($m). 36

3.2.2 Total Operator-billed Carrier Billing Revenue from Gambling

.37

Figure & Table 3.6: Operator-billed Carrier Billing Revenue Attributable to Mobile 

Gambling ($m). 37

3.3 Physical Goods.38

3.3.1 Total Carrier Billing Spend on Physical Goods.38

Figure & Table 3.7: Total End User Carrier Billing Spend on Remote Physical 

Goods ($m). 38

3.3.2 Total Operator-billed Carrier Billing Revenue from Physical 

Goods .39

Figure & Table 3.8: Operator-billed Carrier Billing Revenue Attributable to Remote 

Physical Goods ($m). 39

3.4 Ticketing.40

3.4.1 Total End User Carrier Billing Spend on Ticketing .40

Figure & Table 3.9: Total Mobile Ticketing Transaction Volume Made via Carrier 

Billing per Annum ($m). 40

3.4.2 Total Operator-billed Carrier Billing Revenue from Ticketing41

Figure & Table 3.10: Operator-billed Carrier Billing Revenue Attributable to Mobile 

Ticketing ($m).41