Telecoms Industry Analysts

The leading Telecoms research and analyst firms in South Africa include:

Gartner

Founded in 1979, we are the leading research and advisory company. We’ve expanded well beyond our flagship technology research to provide senior leaders across the enterprise with the indispensable business insights, advice and tools they need to achieve their mission-critical priorities and build the organizations of tomorrow.

BMIT

BMIT helps organisations understand the conditions in which they operate, and guides them to create their preferred visions of the future in our new digital world.

Noteworthy Research available from BMIT

SA PBX, Hosted PBX and UC Market 2019

pbx

This study focuses on the South African PBX, Hosted PBX and Unified Communications (UC) markets. BMIT has analysed the South African PBX market over the past fifteen years and has expanded the scope of the study in recent years to include a wider range of emerging technologies, including the Hosted PBX market and UC markets.

 

Study focus areas and objectives

The study provides market sizing and segmentation of the premises-based PBX/CBX/IPT, Hosted PBX and UC platform markets, including unit shipments and/or endpoints, average selling price, revenues, and market shares per segment. It also includes an analysis of how convergence and technology trends impact on players in these markets, and how they are positioning themselves to capitalise on new opportunities.

 

Hosted PBX and UC markets are researched both as platforms and as services. The platform element consists of the number of active seat licences and the ARPUs they attract, the number of attached terminals and the equipment revenue value of IP terminals shipped in each year. The services element consists of revenue analysis derived from licences, i.e. up-front charges versus annuity revenue.

 

Unified Communications analysis includes the impact of Microsoft and PBX vendors’ own offerings and other UCaaS and virtual telephony offerings .

 

Quantitative analysis and forecasts

Working off an historical database for the various segments, BMIT uses quantitative and qualitative inputs received from interviews with PBX and UC system providers against the backdrop of previous year’s market models, to arrive at the best estimates of growth rates.

 

An installed base model is also constructed to develop a credible model of future growth forecasts, including shipments into new sites and the replacement market. The study also draws on secondary research, including a review of international trends, to inform the local market forecasts.

 

Market sizing, segmentation and forecast covers:

  • New PBX and CBX/IPT installations, by size category
  • Handsets / terminals
  • Augmentations and services associated with PBX solutions
  • Hosted PBX services
  • Unified Communications platforms and services
  • A top-line review of Hosted Contact Centre revenues.

 

Segmentation

Handsets/Terminals

  • IP vs TDM
  • Installed base
  • Unit shipments
  • Revenue and forecast

PBX/CBX Systems

  • Unit shipments
  • Revenue and forecast
  • Brand shares
  • Segmentation by legacy PBX systems and CBX/IPT, by size category

Augmentations and Services associated with PBXs

  • Revenues and forecast

Hosted PBX, UC and related VC platforms

  • Hosted PBX seats and licences
  • Endpoint segmentations: Single vs Multi-tenanted and Corporate vs SME
  • Associated terminals shipments
  • Attach-rates of UC in general and Skype for Business/Teams in particular
  • Hosted Exchange
  • Revenue forecast
  • Supply side trends and key players
  • Demand side trends

 

Key questions answered:

  • What is the size of the PBX, Hosted PBX and UC markets in terms of installed base and revenues?
  • How is the market segmented?
  • What are the market shares by brand?
  • What growth prospects are there in each category?
  • How quickly are off-site hosted voice solutions taking off, and what is the substitution impact?

 

Deliverables:

  • PowerPoint Presentation
  • Excel Workbook
  • One Hour Presentation / Workshop in Gauteng or online.

The Fibre Land Grab: The status of FTTx in South Africa 2018

Fibre-Header

Following the first wave of FTTx deployments in South Africa, decision makers are now deploying fibre access at a frenetic pace, often referred to as a ‘land grab’. The stakes are high, as billions of rands are invested in new access technologies in the next few years, raising questions remain about project viability in the face of intense price-based competition. The impact of alternatives like LTE-Advanced also needs to be considered.

 

The June 2018 BMIT report on (optical) fibre to the home and to the business is the fourth edition, following the initial edition published in November 2015 and subsequent revisions in 2016 and 2017.

 

FTTx presents many new game-changing opportunities for operators, particularly due to the advent of new challengers to Telkom’s fixed line network, most of which are operating along open access principles. Telkom has responded with a statement that it too intends going the open access route, with aggressive rollout targets, aiming at 1 million FTTH households over the next three years. Vodacom, for its part, has previously stated that it will roll out 250,000 FTTx connections, split between business (FTTB) and residential properties. DFA is already a significant player in the FTTB market, while Vumatel is succeeding with investor financing and has already passed more than 200,000 households.

 

Focus areas and objectives

The report compares competing fibre and other technologies (wireless, copper), reviews the key players in the emerging ecosystem, describes key market constraints and models uptake scenarios. 

 

The research provides a sharp focus on FTTx as a commercial opportunity. The following points expand on the focus areas and objectives:

  • Access technology review, including brief international scan, and positioning of fibre vs copper and wireless.
  • Key issues
  • Technology choices
  • Regulatory issues
  • Player profiles – open access and vertically integrated players
  • Deployment initiatives
  • Market analysis (FTTB and FTTH)

 

Analysis of key players includes the following detail, with equal focus on business (FTTB) and household (FTTH) customers, pointing out which players are more focused on which segment(s):

  • Key players building fibre and emerging Layer 2 wholesale players
  • Leading ISPs
  • Key vertically integrated players.
  • Market model with key segmentations
  • Scenario descriptions and assumptions
  • Market forecast model, including service penetration and revenue forecasts.

 

Research team

The team for this research includes Brian Neilson (BMIT Principal Analyst) and Christopher Geerdts (senior telecoms associate).

 

Deliverables

  • PowerPoint Presentation
  • One Hour Presentation / Workshop

 

 

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