USA - Telecoms, Wireless & Broadband - Overview & Analysis 2008-2009

Synopsis

The US telecommunications markets continue to converge towards a triple-play model of bundled voice, TV and broadband data services. The Regional Bell Operating Companies, traditionally landline voice operators, are now key providers of broadband through DSL and are poised to become the dominant broadband providers through their extensive fibre optic network deployments. Their high-bandwidth fibre networks have also facilitated their entry into the IPTV market. The cable companies, traditionally TV providers, still retain their lead in the broadband market and more recently have been making significant strides into the voice market with low-cost VoIP services. In addition, while traditional landline voice revenues continue to fall, wireless data revenues grow apace. The deployment of WiMAX networks will foster the growth of quadruple play services while the commitment to LTE 4G wireless networks brings the promise of new mobile digital media developments on open access networks. Despite the recession, the new Obama administration and FCC Chairman are likely to oversee at least some increased competition in those sectors in which a telco-cable duopoly persists.

Table of Contents

• 1. Synopsis
  
• 2. Key developments
  
  • 2.1 Impact of financial crisis on the industry
    
  • 2.2 Triple play & quadruple play
    
  • 2.3 VoIP
    
  • 2.4 Fibre-to-the-Home (FttH)
    
  • 2.5 WiFi and WiMAX
    
  • 2.6 Smart Grids and Broadband over Powerline (BPL)
    
• 3. Key regulatory developments
  
  • 3.1.1 VoIP regulation
    
  • 3.1.2 Net neutrality
    
  • 4. Landline market
    
  • 4.2 Declining wireline market
    
  • 4.3 Consolidation
    
  • 4.4 Triple play
    
• 5. Wireless market
  
  • 5.1 Wireless/Cellular penetration
    
  • 5.2 Consolidation
    
  • 5.3 MVNO segment
    
  • 5.4 Prepaid
    
  • 5.5 3G and 4G
    
  • 5.6 Wireless data revenues
    
• 6. Internet market
  
  • 6.1 Internet penetration
    
  • 6.2 Internet use
    
  • 6.3 Online sales and online advertising
    
• 7. Broadband market
  
  • 7.1 Broadband penetration
    
  • 7.2 Broadband speeds
    
  • 7.3 DSL and cable broadband
    
  • 7.4 FttH/FttN
    
  • 7.5 Wireless broadband
    
• 8. Digital TV
  
  • 8.1 DTV penetration
    
  • 8.2 Cable TV
    
  • 8.3 RBOC IPTV
    
  • 8.4 Video downloading
    
• 9. Related reports
  

• Table 1 – Telephone network statistics – 2008
• Table 2 – Mobile statistics – 2008
• Table 3 – Forecast wireless subscriber, penetration and revenue growth – 2009 - 2013
• Table 4 – Internet penetration statistics – 2008
• Table 5 – Online retail sales and annual change – 2003 - 2008
• Table 6 – Broadband statistics – 2008
• Table 7 – Broadband subscribers, annual change and penetration – 1999 - 2008
• Table 8 – Forecast broadband subscribers and penetration – lower growth scenario – 2009 - 2015
• Table 9 – Top 14 OECD ranked countries and broadband speeds – 2007
• Table 10 – FttH homes passed and connected – 2001 - 2008
• Table 11 – Broadcasting coverage, subscribers, annual change and penetration – June 2008
• Table 12 – Market shares of major MSO, DBS and telco video providers – 2005; 2007 - 2008