Google's MVNO: What's Behind It And What Are The Implications?

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How will getting into the MVNO business help Google shore up its business model? In our latest research 'Google's MVNO: What's Behind it and What are the Implications?', we examine Google's objectives, how it could price the service, and the implications for telcos and other players.

One key driver is that despite ongoing growth in its core business, Google's margins are starting come under increasing pressure as the following chart shows. The key to understanding why Google wants to become a mobile operator of sorts lies in how it thinks that action will improve its strategic position and reduce this downward pressure. There's more background over on our research portal.

google mvno fig 1.png