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October 2010 Edition | No. of Pages - 150
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Mobile, Broadband, Fixed Line Market Analysis, Opportunities, Trends & Forecasts 2010-2015
Our latest study revolves around the hottest topics in telecoms today – Mobile Broadband & Fixed-Line markets, VoIP, FTTH, advent of 4G via LTE & WiMax technologies; how major players are moving towards consolidating their market presence in face of latest stalwarts which have loomed on the US telecom horizon, and how telcos can plan to raise their ARPUs beyond limits unperceived of yet. The study also brings forth the importance of the next five years for the industry as a whole, how US telecoms can look to better their performances based on global opportunities, and predicts the business trends and forecasts for 2010 – 2015. We take pride in presenting to you a Report which could be termed as a ‘Ready Reckoner’ for everyone associated with telecoms – operators, investors, vendors, regulators, service providers & application developers, content developers, and even the government.
Sources and Methodology A perspicacious study of the current and expected face of the telecom market, our Report is based on a comprehensive and detailed analysis by seasoned industry researchers, who have taken great pains extracting verifiable data by interviews, sampling and data – mining techniques, field studies, in-depth scrutiny of raw data, and provided thought – provoking analysis and predictions, which would provide the necessary business munitions to telcos to advance their interests, while tackling competitors with an assured step.
Who might be interested in this report:
Telecom Investors With an obvious interest in the ongoing happenings within USA Telecom Sector, the report provides indepth-insight for telecom investors they cannot neglect. High concerns on the possible variance their investments might go through, is a good enough reason why this report will be beneficial for them.
Operators For a better understanding of the dynamics of USA Braodband, Mobile & Fixed Line Markets this study would also provide global opportunities and competition. Business Case Studies, Aboslute picture of the US Subscriber growth and recent developments, is a must read for better understanding of live scenarios.
Vendors For better product development and giving a competitive edge to the product in sync with the technological revolution.
Service providers and Application Developers Insight on the market expectations and forecasting risks and opportunities when LTE→4G hits the markets.
Content providers The possible changes that content development might go through and issues of adaptability solved.
Regulators
A study of regulatory standards maintained across the globe and the possible amendments that might be required.
Educational Institutes (esp. in the telecom or IT sector) A complete analysis with case studies for in depth understanding of the 4G technology revolution. A perfect study and research material for both students and professors.
USA Telecom Market Synthesis 2010-2015 [Mobile, Broadband, Fixed Line Market Analysis, Opportunities, Trends & Forecasts for 2010-2015] [October 2010 Edn.]
Key Take-aways from our Research
- Wi-Fi revenues would leap-frog at CAGR of 29.8% (2010 to 2015). Its ‘hot-spots’ are nearing the half-million mark in the States.
- Voice connections would dip to 16.1 million by 2015 – A top telco's woes would rub-off on others as well. As Data-hungry users rise, Voice's volume would continue to decline.
- Market would rock with over 5 million WiMax subscribers by 2015. Though LTE might be making waves, WiMax would still continue to ripple the telecom surface during the next five years.
- Satellite broadband subscriber base would witness a 4-fold expansion by 2015. The sector, which has only got about a million users as of now, would be diversifying itself onto newer platforms besides just home-users.
- There would be 40 Million DSL subscribers by 2015. USA is the second-largest DSL market in the world, but would add-on a healthy portion during the next five years.
- Residential VoIP revenues would rise over US$ 22 billion by 2015.
- VoIP subscribers would jump by 30 million during 2010-2015.
- There are good signs for Cable VoIP too – Revenues would rise over US$ 86 million by 2015.
- IPTV will add-on 27 million more subscribers by 2015.
- DBS subscribers would grow by 6.5 million in next 5 years.
- Bandwidth hungry apps would fuel ARPU growth by 15-20% (2010-2015).
- Wi-Fi Phones shipment to hit 150 million by 2015 – a good omen or handset manufacturers in the States.
- Mobile Internet to feed 385 million net-savvy enthusiasts by 2015.
- LTE be cautious – WiMax army nears 4 million in 2010.
- Verizon is harefooting the ARPU race…but better glance sideways.
- Smartphone penetration rabbits over 10% (in mere two months).
- MVNO basket - 14 million cherries in just one bag? How others can pluck some has been given thought by us at TeleResearchLabs, as this sector promises to come out of the closet in a big way during 2010-2015.
- VoIP blitzkrieg – Over 22 million subscribers are merely a puff of the thunder ahead.
- USA Telecoms Customer Support – A yen for a dollar.
- Only about 70% of rural households with Internet access had a high speed broadband connection compared to 84% of urban households – and income differences is not the cause as many think.
- Analogue vs. Digital - Low power stations would keep hopes floating.
- Alarming! - Fixed landline market shrunk by US$50 billion in last 7 years.
- Hi-speed Broadband reached 40 million users in 2010.
- Meek! - USA fibre penetration levels are less than a quarter of the global fibre leader. As F-t-t-X technologies unwind, TeleResearchLabs takes a closer look at this market segment.
- The Mobile and Fixed-Line phone plans of many operators could fare better – an exclusive study of consumer adoption behavior by our Researchers could lead to a strategy-makeover for many players.
Key Questions Answered by the Report
- How telcos can exploit the latest opportunities in the competitive telecom landscape to their advantage in USA?
- How, and to what extent will broadband penetration in USA grow over the next five years?
- What are the emerging trends to enhance market share for network services and what TeleResearchlabs predicts for 2010-2015?
- What affects consumer behavior for smartphones and how various plans of telcos affect adoption behavior?
- How emerging wireless technologies are affecting business strategies in USA?
- What would be the ARPU of leading telcos by 2015 by adopting innovative wireless technologies?
- How the leading telcos performed operationally and financially during last five years?
- What is the scope of various VoIP platforms in USA during next five years?
- How telcos can make a big difference by focusing on the customer service side of the business?
- What innovative pricing plans can leading players devise to lock the 'churn wheel'?
- LTE or WiMax – What is the deployment viability of both in next five years?
Table of Contents
1.0. Economic and Political Environment
1.1 Country Overview
1.2 Economy Overview
1.3 Political view
2.0. USA Telecoms Markets
2.1 Fixed-Line Market
2.2 Wireless Market
2.3 Digital Media Market
2.4 VoIP Market
2.5 Fibre-to-the-Home (F-t-t-H) Market
2.6 Muni-Fi Networks
2.7 Net Neutrality
2.8 Impact of recession on USA Telecoms
2.9 Business Opportunities in Rural,Unserved/ Underserved Markets
2.10 Market Matrix
2.11 Impact of Telecoms on other sectors
3.0. Regulatory Environment
3.1 Broadband Policy and Regulatory Simulation
3.1.1 Federal Policy
3.1.2 Network Regulation
3.1.3 Analysis of FCC’s National Broadband Plan 2010
3.1.4 Analysis of the Broadband Stimulus Package 2009
3.1.5 Trans-sector Vision and Broadband Development
3.1.6 Video Franchise Directives
3.2 Digital TV Rules
3.2.1 Franchise Laws
3.2.2 Analogue Switch-off
3.2.3 A la carte Internet
3.2.4 ‘TV White Spaces’ decision
3.2.5 Efficient use of Spectrum
3.3 VoIP Regulation
4.0. Fixed-Line Market Synthesis
4.1 Flinching Landline Market
4.2 Amalgamations
4.3 RBOCs, ILECs, CLECs and IXCs
4.4 Tale of Cable MSOs: VoIP and other threats
4.5 Major Fixed Line Operators [Subscriber base and Revenue forecasts for 2010-2015]
4.5.1 AT&T Inc.
4.5.2 Verizon Communications
4.5.3 Qwest Communications
4.5.4 BellSouth Corporation
5.0. Broadband Market Synthesis
5.1 Synopsis
5.2 Broadband Market Data
5.3 Cable MSOs v. Telcos
5.4 Fibre-to-the-Home (F-t-t-H)
5.4.1 F-t-t-H Network Market share
5.4.2 F-t-t-X Technology Choices
5.4.3 F-t-t-H Roll-out - RBOC
5.4.4 F-t-t-H Roll-out - Others
5.5 Fixed-Wireless Broadband Markets
5.5.1 Wi-Fi Market
5.5.1.1 WIFi Revenue and Subscriber Forecasts 2010-2015
5.5.2 WiMAX Market
5.5.2.1 WiMAX Revenue and Subscriber Forecasts 2010-2015
5.5.3 Satellite Broadband Market
5.5.3.1 Satellite Broadband Revenue and Subscriber Forecasts 2010-2015
5.5.4 Cable Broadband Market
5.5.4.1 Cable Broadband Market Data
5.5.4.2 Cable Broadband Revenue and Subscriber Forecasts 2010-2015
5.5.5 DSL Market
5.5.5.1 DSL Statistics
5.5.5.2 DSL Revenue and Subscriber Forecasts 2010-2015
6.0. VoIP Market Synthesis
6.1 VoIP Statistics
6.2 Scope of VoIP in the US
6.3 IP Telephony Gateways
6.4 Value Added Services
6.5 Mobile VoIP Overview
6.5.1 Key VoIP Service Providers
6.5.2 VOIP Revenue and Subscriber Forecasts 2010-2015
6.6 Cable VoIP Overview
6.6.1 Key Cable VoIP Service Providers
6.6.2 Cable VOIP Revenue and Subscriber Forecasts 2010-2015
6.7 Other VoIP Service Providers
6.8 Telco VoIP Overview
6.9 VoIP Adoption – General Consumer Behavior
7.0. Digital Market Synthesis
7.1 Internet Development in the US
7.1.1 ISP Business
7.1.2 Development of Broadband
7.1.3 American life and Internet – Statistical Behavior
7.1.4 Net Neutrality
7.2 Digital TV Market
7.2.1 History
7.2.2 Key Trends
7.2.3 IPTV
7.2.3.1 IPTV Revenue and Subscriber Forecasts 2010-2015
7.2.4 Cable DTV
7.2.5 Satellite Direct Broadcasting Service (DBS)
7.2.5.1 DBS Revenue and Subscriber Forecasts 2010-2015
7.2.6 Digital Terrestrial TV (DTTV)
7.2.7 Digital TV Products
8.0. Mobile Market Synthesis
8.1 Market Chronology
8.2 Amalgamations
8.3 MVNO Market
8.4 Prepaid Market
8.5 Mobile Handset Statistics
8.6 Mobile Carrier Statistics
8.7 Mobile ARPUs
8.8 Mobile ARPU Forecasts 2010-2015
8.9 Emergence of Mobile Broadband
8.9.1 3G
8.9.2 4G Avatars –LTE and WiMAX
8.9.3 Wi-Fi Compatible Phones
8.9.4 WiMAX Devices
8.9.5 LTE Devices
8.10 Mobile Data Applications
8.11 Mobile Internet
8.11.1 Mobile Internet Subscriber Forecasts 2010-15
8.12 Music on Mobile
8.13 TV on Mobile
8.14 Mobile VoIP – Future of Voice
8.15 Non-voice Messaging – Statistics and Predictions
9.0. Consumer Acceptance Behaviour - An Exclusive Study
9.1. Perennial Majors
9.2. Greenfield Players
9.3. Chart – Acceptance behavior for Smartphones
9.4. Chart – Acceptance behavior for Broadband services
9.5. Survey Poll – Top 5 Telecom Brands and Services in the U.S.
9.5.1 Smartphones
9.5.2. Analysis of Mobile Subscription Plans – Voice/ Non-voice
9.5.3. Analysis of Mobile Broadband Plans – Voice/ Data
9.5.4. Customer Support Analysis – Wake-up call for Telcos!
10. 0. Key Players Synthesis
10.1 Verizon Wireless
10.1.1 Synopsis
10.1.2 Milestones
10.1.3 Activities
10.1.4 Financials
10.1.5 Management & Shareholding
10.1.6 Case Study – Current Developments and Strategies for 2010-15
10.1.6.1. Inside Story
10.1.6.2. Vendor Selection, Subscriber Coverage, Service Offerings, Revenues and Forecasts
(2010-2015)
10.2. AT&T Wireless
10.2.1 Synopsis
10.2.2 Milestones
10.2.3 Activities
10.2.4 Financials
10.2.5 Management & Shareholding
10.2.6 Case Study – Current Developments and Strategies for 2010-15
10.2.6.1. Reasons for the Delay
10.2.6.2. Inside Story
10.3. Sprint/ Clear
10.3.1 Synopsis
10.3.2 Milestones
10.3.3 Activities
10.3.4 Financials
10.3.5 Management & Shareholding
10.3.6 Case Study – Current Developments and Strategies for 2010-15
10.3.6.1. Inside Story
10.3.6.2. Vendor Selection, Subscriber Coverage, Service Offerings, Revenues and Forecasts(2010-2015)
10.4. Metro PCS
10.4.1 Synopsis
10.4.2 Milestones
10.4.3 Activities
10.4.4 Financials
10.4.5 Management & Shareholding
10.4.6 Case Study – Current Developments and Strategies for 2010-15
10.4.6.1. Inside Story
10.4.6.2. Vendor Selection, Subscriber Coverage, Service Offerings, Revenues and Forecasts(2010-2015)
10.5. U.S. Cellular
10.5.1 Synopsis
10.5.2 Milestones
10.5.3 Activities
10.5.4 Financials
10.5.5 Management & Shareholding
10.5.6 Case Study – Current Developments and Strategies for 2010-15
10.5.6.1. Inside Story
10.6. Qwest Communications
10.6.1 Synopsis
10.6.2 Milestones
10.6.3 Activities
10.6.4 Financials
10.6.5 Management & Shareholding
10.7. Cablevision
10.7.1 Synopsis
10.7.2 Milestones
10.7.3 Activities
10.7.4 Financials
10.7.5 Management & Shareholding
10.8. Cox Communications
10.8.1 Synopsis
10.8.2 Milestones
10.8.3 Activities
10.8.4 Management & Shareholding
10.9. Windstream Communications
10.9.1 Synopsis
10.9.2 Milestones
10.9.3 Activities
10.9.4 Financials
10.9.5 Management & Shareholding
10.10 Comcast Corporation
10.10.1. Synopsis
10.10.2 Milestones
10.10.3 Activities
10.10.4 Financials
10.10.5 Management & Shareholding
11.0. Analysis-X
11.1 Stock performance of US Telcos
11.1.1 Verizon Wireless
11.1.2. AT&T
11.1.3 Sprint
11.2 List of acquisitions and mergers
11.2.1 Analysis of past acquisitions and mergers
12.0. Outlook of USA Telecoms by TeleResearch Labs
13.0. About Us
List of Tables:
Table 1: Key Economic Data
Table 2: Broadband Service Providers Summary
Table 3: Leading Rural ISPs
Table 4: Rural Broadband Penetration
Table 5: Leading WiMAX Service Providers
Table 6: Top Cable Companies
Table 7: Cable Advertising Revenue
Table 8: Top Countries (DSL Subscriber Wise)
Table 9: Net Subscriber Additions (Q1 2010)
Table 10: Key VoIP Service Providers
Table 11: Key Cable VoIP Providers
Table 12: Fastest Growing ISPs
Table 13: Broadband Subscribers
Table 14: High Speed Internet Subscribers
Table 15: Rural Broadband Penetration
Table 16: Top Countries (Subscriber Wise-Q1 2010)
Table 17: Digital TV Market Summary
Table 18: Digital TV Market Share (Category Wise)
Table 19: Digital TV Market Share (Player Wise)
Table 20: Top Countries (Subscriber Wise)
Table 21: Satellite Broadcasting Market Overview
Table 22: Wireless Service Revenue
Table 23: Wireless Market Summary
Table 24: Leading MVNO Players
Table 25: Top Mobile OEMs Market Share
Table 26: Major Telecom Players Market Share
Table 27: Major Players Statistics
Table 28: Major Mobile Players ARPU
Table 29: SMS statistics
Table 30: Financial Summary
Table 31: Financial Summary
Table 32: Segment Wise Revenue
Table 33: Revenue Matrix
Table 34: Revenue Matrix (%)
Table 35: Quarterly Financials
Table 36: Top Management
Table 37: Top Shareholders
Table 38: Verizon Wireless LTE Activities
Table 39: Financial Summary
Table 40: Financial Summary
Table 41: Revenue Segments
Table 42: Revenue matrix
Table 43: Quarterly Data
Table 44: Wireless Quarterly Revenue
Table 45: Wire-line Quarterly Revenue
Table 46: Top Management
Table 47: Top Shareholders
Table 48: Financial Summary
Table 49: Financial Summary
Table 50: Revenue Segments
Table 51: Operating Data
Table 52: Revenue Matrix (%)
Table 53: Top Management
Table 54: Top Shareholders
Table 55: Sprint LTE Activities
Table 56: Financial Summary
Table 57: Financial Summary
Table 58: Revenue Segments
Table 59: Subscribers Data
Table 60: Quarterly Data
Table 61: Top Management
Table 62: Top Shareholders
Table 63: MetroPCS LTE Activities
Table 64: Financial Summary
Table 65: Financial Summary
Table 66: Revenue Segments
Table 67: Subscribers Data
Table 68: Operating Revenue
Table 69: Operating Revenue (%)
Table 70: Top Management
Table 71: Top Shareholders
Table 72: U.S. Cellular LTE Activities
Table 73: Financial Summary
Table 74: Financial Summary
Table 75: Operating Data
Table 76: Operating Revenue
Table 77: Operating Revenue (Quarterly Data)
Table 78: Top Management
Table 79: Top Shareholders
Table 80: Financial Summary
Table 81: Financial Summary
Table 82: Operating Data
Table 83: National Entertaining Programming Networks
Table 84: Revenue Segments
Table 85: Revenue Segments (%)
Table 86: Quarterly Data
Table 87: Quarterly Data (%)
Table 88: Top Management
Table 89: Top Shareholders
Table 90: Financial Summary
Table 91: Financial Summary
Table 92: Revenue Segments
Table 93: Service & Product Revenue
Table 94: Quarterly Data
Table 95: Wire-line Revenue Overview
Table 96: Wire-line Operating Data
Table 97: Top Management
Table 98: Top Shareholders
Table 99: Financial Summary
Table 100: Financial Summary
Table 101: Revenue Segments
Table 102: Programming Segment
Table 103: Cable Segment Overview
Table 104: Quarterly Data
Table 105: Cable Segment Revenue
Table 106: Cable Segment Revenue Matrix (%)
Table 107: Top Management
Table 108: Top Shareholders
Table 109: List of acquisitions and mergers
List of Charts
Chart 1: Landline total Market Revenues
Chart 2: Landline Voice Revenues
Chart 3: Fixed-line Subscriber Base 2010-2015
Chart 4: Fixed-line Revenue 2010-2015
Chart 5: Fixed-line Subscriber Base 2010-2015
Chart 6: Access line Summary
Chart 7: F-t-t-H Network Market Overview
Chart 8: Wi-Fi Revenue Forecasts 2010-2015
Chart 9: Wi-Fi Subscriber Forecasts 2010-2015
Chart 10: WiMAX Revenue Forecasts 2010-2015
Chart 11: WiMAX Subscriber Forecasts 2010-2015
Chart 12: Satellite Broadband Revenue Forecasts 2010-2015
Chart 13: Satellite Broadband Subscriber Forecasts 2010-2015
Chart 14: Cable Broadband Revenue Forecast 2010-2015
Chart 15: Cable Broadband Subscriber Forecasts 2010-2015
Chart 16: DSL Revenue Forecasts 2010-2015
Chart 17: DSL Subscriber Forecasts 2010-2015
Chart 18: VoIP User Base Summary
Chart 19: VoIP Revenue Forecasts 2010-2015
Chart 20: VoIP Subscriber Forecasts 2010-2015
Chart 21: ISP Market Share (July 2010)
Chart 22: IPTV Revenue Forecasts 2010-2015
Chart 23: IPTV Subscriber Forecasts 2010-2015
Chart 24: DBS Revenue Forecasts 2010-2015
Chart 25: DBS Subscriber Forecasts 2010-2015
Chart 26: Major Mobile Players ARPU Forecasts 2010-2015
Chart 27: Wi-Fi Phone Forecasts 2010-2015
Chart 28: Mobile Media Usage
Chart 29: Mobile Website Category Visited
Chart 30: Mobile Internet Subscriber Forecasts 2010-2015
Chart 31: Acceptance behavior for Smartphones
Chart 32: Acceptance behavior for Broadband services
Chart 33: Verizon Wireless LTE Progress
Chart 34: Sprint LTE Progress
Chart 35: MetroPCS LTE Progress
Chart 36: US Cellular LTE Progress
Chart 37: Cable Segment Revenue (2005-2009)
Chart 38: % contribution by video segment to total Cable segment
Chart 39: No. of Internet subscribers (millions)
Chart 40: Phone service subscribers (2005-2009)
Chart 41: Revenue from Business & other segments
Chart 42: Share Price Performance
Chart 43: Share Price Performance
Chart 44: Share Price Performance
Analysts
Aseem Bhardwaj (Sr. Research Analyst) Sullivan Burns (Research Associate)
Address:
TeleResearch Labs Inc., 9426 Thrush Ln, Potomac MD 20854, USA
Web: www.teleresearchlabs.com Email: info [at] teleresearchlabs.com
Phone: North America/ Americas: +1 202-506-8078/ 646-401-0313 UK/ Europe: +44 203-287-2064 Fax: +1 866-778-7936
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