Presentation on how to chat with PDF using ChatGPT code interpreter
Procontent.Ru: Russian mobile VAS Market 2Q2011
1. Total Russian VAS Market VAS Segmentation
2Q11 2Q11/2Q10 2Q11/1Q11 Revenue, RUR mln 2Q11 2Q11/2Q10 2Q11/1Q11
VAS revenues, RUR mln 42,758.7 20.6% -3.3% Content 10,795.7 16.4% -8.8%
VAS ARPU, RUR 64.3 15.4% -4.0% Data 17,782.6 47.0% 3.7%
VAS share in revenues* 22.6% Messaging 12,048.7 -1.7% -9.1%
*Revenue=Operating Revenue excluding Sales of Equipment Other VAS 2,131.6 15.8% 8.2%
VAS Share in Revenues Content Market Breakdown (2Q11) Messaging Market Breakdown (2Q11)
VAS Market Breakdown by Operator Data Market Breakdown (2Q11) Other VAS Market Breakdown (2Q11)
Advanced Communications & Media
11/2a Armyansky pereulok
Moscow 101990
Russia
Phone: +7 495 933-5578 / 623-5480
Russia Email: info@acm-consulting.com
SOURCE: Company data, ACM-Consulting estimates
2. Total Russian VAS Market VAS Segmentation
2Q11 2Q11/2Q10 2Q11/1Q11 Revenue, US$ mln 2Q11 2Q11/2Q10 2Q11/1Q11
VAS revenues, US$ mln 1,527.6 30.3% 1.1% Content 385.7 25.8% -4.6%
VAS ARPU, US$ 2.3 24.7% 0.4% Data 635.3 58.8% 8.5%
VAS share in revenues* 22.6% Messaging 430.5 6.2% -5.0%
*Revenue=Operating Revenue excluding Sales of Equipment Other VAS 76.2 25.2% 13.2%
VAS Share in Revenues Content Market Breakdown (2Q11) Messaging Market Breakdown (2Q11)
VAS Market Breakdown by Operator Data Market Breakdown (2Q11) Other VAS Market Breakdown (2Q11)
Advanced Communications & Media
11/2a Armyansky pereulok
Moscow 101990
Russia
Phone: +7 495 933-5578 / 623-5480
Russia Email: info@acm-consulting.com
SOURCE: Company data, ACM-Consulting estimates
3. MESSAGING DATA
SMS P2P GPRS-WAP
MMS P2P (excl. Data Traffic in roaming) GPRS-Internet
E-mail (subscription fee) Corporate Network
IM (subscription fee) WAP Tariff Modifiers
SMS Tariff Modifiers GPRS Tariff Modifiers
MMS Tariff Modifiers
Voice SMS
SMS to E-mail
PLUS:
VAS Roaming Gross revenue from VAS received from own subscribers in all kinds of roaming: allo
Mixed VAS Bundles (VAS+VAS) Gross revenue from VAS: allocated to the corresponding VAS revenue streams
Mixed Voice+VAS Bundles VAS part of gross revenue: allocated to the corresponding VAS revenue streams
All numbers are adjusted to the gross method of revenue recognition except for the revenue from Mobile Commerce.
4. CONTENT
1. CPA
2. Aggregation:
WAP Portal (subscription fee and content)
STK
RBT
USSD
iVR
SMS
MMS
ICBC
LBS
Mobile TV (subscription fee and advertising)
3. SMS Gates
4. WAP/GPRS Traffic Sharing
PLUS:
ed from own subscribers in all kinds of roaming: allocated to the corresponding VAS revenue streams
ted to the corresponding VAS revenue streams
ated to the corresponding VAS revenue streams
t for the revenue from Mobile Commerce.
5. OTHER VAS
m-Commerce (net)
CSD
VoIP (subscription fee)
PTT (subscription fee)
FMC (subscription fee)
Basic VAS (Voice Mail, Caller ID/Anti-Caller ID, Conference Connection)
Live Balance
cated to the corresponding VAS revenue streams
6. Data Usage Policy
This data is distributed as is, free of charge for informational purposes
only. The information herein represents estimates by AC&M analysts and
may be changed at any time if more reliable data is available or AC&M
decides to review its estimates. AC&M does not accept any responsibility
for any action or decision taken on the basis of this information.
While using this data, publishing or referring to it please mention
Advanced Communications and Media (AC&M) as a source of the
respective information. Web publishers should also provide a clickable link
to AC&M web-site, http://www.acm-consulting.com/ in their stories using
or referring to the data presented herein.
Thank you for your interest and understanding.