Mobile messaging revenues are set for measured growth over the next five years, as market forces take effect. SMS, MMS, mobile email and IM traffic volumes will continue their inexorable rise, but the IP evolution is resulting in disruptive business models, increased competition from the web and commoditisation of established services.
Thats the conclusion of a new report from Juniper Research, Mobile Messaging & IP Evolution: Players, Strategies & Forecasts 2009-2014. The report finds that the move from per-transaction to per-month billing models incorporating up to unlimited data and messaging bundles will see total P2P (peer to peer) revenues in Western and Eastern Europe post declines, balanced to some extent by a healthy rise in revenues in developing markets, plus growth in ad-funded tariffs. Meanwhile, web-based communities continue to integrate new messaging mediums, which could well impact MNO revenues in the increasingly open mobile web browsing environment.
The report investigates the future for the mobile messaging market, providing forecasting and analysis for both network-based services (SMS, MMS) and IP-based services (Mobile Email & Instant Messaging). The report includes a discussion about the shift in the mobile messaging dynamic, looking at how the social web will drive evolution in the messaging world, in combination with the emerging paradigm brought about by IP-based messaging services.
Key projections include total global revenues forecast by region and by product sector; mobile messaging user numbers; annual volumes of messaging by product, volumes of paid-for messages and total operator-billed revenues; and total mobile messaging advertising revenues.
The report explores a number of business models, such as value-chain disruption, evolution of mobile networks, and the emergence of mobile ad-funded tariffs, plus the various types of value-added services being developed to complement the growing number of messaging services available. It provides answers to the following questions:

• What is the market opportunity for mobile messaging services?
• What are the factors driving market demand and evolution, and where are the various services being adopted?
• How are services delivered and revenues derived?
• Who comprises the value chain & what strategies are they adopting?
• How do next-generation mobile messaging services, convergence and VAS impact current offerings?
• Who uses mobile messaging services, and what are the various use case scenarios?
• What are the enabling technologies and industry/standards developments?

The report costs 1,750 for a single-user licence, 2,500 for a 2-5 user licence; or 3,750 for an enterprise-wide licence. There are more details here. And you can download a free Whitepaper here.