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Tuesday, June 26, 2012

Dean Bubley: Reverse-engineering Ericsson's mobile data numbers

Reverse-engineering Ericsson's mobile data numbers: "Now, putting its various numbers into a spreadsheet yields some other (estimated) figures of my own calculation
- If I assume that growth in traffic for 2011-2012 falls to 80% from 99% the previous year, and taking their 15x growth from 2011-2017, brings down the global 5-year CAGR figure from 2012-2017 to 53%
- This compares with Cisco's 2011-2016 Mobile VNI forecasts [5 year] of 18x traffic growth
- In general, Cisco's forecasts are considerably more aggressive than Ericssons. The difference (hat-tip to Tim Farrar here) is mostly in the assumptions on average smartphone data use towards the end of the period
-  Then, reconstructing the regional breakdowns from the piecharts & reformulating the CAGRs, I reckon we have my best estimates as:
Western Europe Mobile Data Traffic CAGR 2012-2017 = 45%
North America Mobile Data Traffic CAGR 2012-2017 = 42%
Other global regions are 56-62% CAGR"
'via Blog this'

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