VoIP eating into Mobile Revenues
To summarize - people are using "other" services on their phones over non-carrier networks (read wi-fi instead of data, IM instead of SMS, Skype instead of calling, etc.).
From BGR
The study, which was carried out on behalf of Mavenir by mobile(SQUARED), found that a third of operators believe operator traffic from messaging, voice and video calling will decline between 11% and 20% over the next 5-10 years. Another 20% of operators expect even steeper declines in the 31% to 40% range.
“The findings confirm what we have found in discussions with the mobile industry,” Mavenir VP Shubh Agarwal said in a statement. “This is one of the primary reasons the industry is currently moving towards an all-IP converged core network accelerated by the deployment of LTE technology. By allowing users to place high definition voice and video calls, chat, share content, and discover new services as part of a globally connected framework, operators can retain and even grow their share of customer communication spend.”
From BGR
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