Despite the mobile industry’s focus on mobile data, voice has long been the primary revenue driver for carriers. That’s set to change this quarter.
The analyst house certainly doesn’t want to overinflate expectations for overall telecoms revenues – growth there will be tiny at best over the next few years – but it does have high hopes for certain specific areas.
The vast majority of traffic on mobile operators’ networks is now pure data, but the lion’s share of operators’ revenue comes from voice. Meanwhile even the big data-subscription fees operators are collecting aren’t making up for the decline in voice revenues.