The report, "TIMEScenarios for Mobile Voice OTTDisruptive Threat or Innovative Opportunity?" by Arthur D. Little, explores the potential of mobile voice over the top (OTT) technology. The report identifies key trends and challenges facing the industry, and assesses three possible scenarios for the development of mobile voice OTT.
The report suggests that OTT players are leading the second phase of VoIP innovation, and that key trends such as improved QoS, better monetization, and increased adoption are driving growth in the mobile voice OTT market. The report also notes that the attitude of telecom operators and regulators towards mobile voice OTT is changing, with some operators considering it a disruptive force and others viewing it as an opportunity.
The report concludes that mobile voice OTT has considerable growth potential, and that operators must adjust their strategy to a world of OTT presence. Depending on the scenario, the mobile voice OTT market size is expected to range between $14-100 billion in 2016, accounting for between 2 – 20 percent of total voice revenues.
Overall, the report suggests that mobile voice OTT is a disruptive force that could either remain only an innovative breeze or develop into a disruptive force. Operators must adapt their strategy to a world of OTT presence to take advantage of the potential of mobile voice OTT.