02
GLOBAL VISION
6 billion people – 80% of the world’s population – sent a
text message today.75% of all SMS messaging this year, 9.25 trillion messages,
will be created by people for people.
At Lantern, we recognize that A2P (Application-to-Peer) revenue is growing, while operators struggle to capture revenue on P2P (Peer-to-Peer) SMS. According to Jupiter Research, revenue from A2P SMS will match that of P2P SMS for the first time. Additionally, increased market share pressure from over-the-top messaging apps, like WeChat, are eroding confidence in the future of SMS.
Operators must address this threat if they are going to benefit from worldwide demand for SMS. To win, operators must first recognize that they are already in a position of market power because they own the network and the customer. Operators will win market share the same way they won back market share from the threat of third-party VoIP providers in the 1990s and early 2000s. They will win by reducing costs, creating new business models and integrating application innovation into their product offerings.
Our vision for telecom operators is much brighter, and rooted in the market realities that are both historical and proven.
Over the next five years, SMS will regain its leadership position as the most frequently used method of communication on the planet.
Operators will see their margins in SMS improve as they deliver innovative new features while leveraging the native SMS service found in nearly every mobile phone.
Ultimately, telecom operators will win through SMS innovation.
And Lantern will be their partner.
“
Everything is texting, and everything is instant. Flowers are completely impractical as a method of communication when you could just send a text.
VANESSA DIFFENBAUGH, AUTHOR
02
GLOBAL VISION
6 billion people – 80% of the world’s population – sent a
text message today.75% of all SMS messaging this year, 9.25 trillion messages,
will be created by people for people.
At Lantern, we recognize that A2P (Application-to-Peer) revenue is growing, while operators struggle to capture revenue on P2P (Peer-to-Peer) SMS. According to Jupiter Research, revenue from A2P SMS will match that of P2P SMS for the first time. Additionally, increased market share pressure from over-the-top messaging apps, like WeChat, are eroding confidence in the future of SMS.
Operators must address this threat if they are going to benefit from worldwide demand for SMS. To win, operators must first recognize that they are already in a position of market power because they own the network and the customer. Operators will win market share the same way they won back market share from the threat of third-party VoIP providers in the 1990s and early 2000s. They will win by reducing costs, creating new business models and integrating application innovation into their product offerings.
Our vision for telecom operators is much brighter, and rooted in the market realities that are both historical and proven.
Over the next five years, SMS will regain its leadership position as the most frequently used method of communication on the planet.
Operators will see their margins in SMS improve as they deliver innovative new features while leveraging the native SMS service found in nearly every mobile phone.
Ultimately, telecom operators will win through SMS innovation.
And Lantern will be their partner.