United States Telecommunications Report

Published 29 June 2015

  • 106 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
$1,295.00
United States Telecommunications Report

BMI View :

We expect the consolidation trend on the USA telecoms market to continue following a number of acquisitions in 2014. T-Mobile US is reportedly in discussions to merge with local satellite TV provider DISH Network and Canadian Sierra Wireless is due to acquire a US-based 4G LTE service provider Accel Networks . However, BMI cautions that one of the recent acquisitions - Comcast-Time Warner deal has yet to find regulatory approval. Adding to the already intense competition, mobile value added services provider Mariposa is preparing to launch an MVNO business and a newcomer to wireless sector DISH Network recently secured a large tranche at the spectrum auctions. Meanwhile, additional spectrum becoming available could bode well for 4G growth.

Key Data

  • According to the operator data mobile subscription base at the end of 2014 stood at 343.036mn, up 1.8% y-o-y, despite negative growth in Q114. The maturity of the market counts against steady upward growth and operators will increasingly cannibalise existing business by migrating customers to higher value plans, including 4G-based subscriptions. The market will support 363.4mn subscriptions by 2019.

  • The broadband market will serve 164.9mn subscriptions by the end of 2014, a y-o-y increase of 12.0%. The increased take-up of on-demand streamed video services such as those provided by Netflix, HBO and the traditional pay-TV operators will continue driving demand for high-speed accesses. By 2019, there will be 210.8mn broadband subscriptions.

Key Trends & Developments

The key developments in the first half of 2015 were primarily network related, In addition to all key operators investing heavily into 4G and expanding their networks, additional spectrum also became available. The US Federal Communications Commission (FCC) granted AWS-3 spectrum licences to 11 of the 31 winning bidders in April 2015. The 11 firms are Verizon Wireless, AT&T Mobility, T-Mobile US, Central...

BMI Industry View
7
SWOT
9
Political
11
Economic
12
Operational Risk
13
Industry Forecast
14
Table: Telecoms Sector - Historical Data & Forecasts (United States 2012-2019)
14
Industry Risk Reward Ratings
18
Developed Markets Telecoms Risk/Rewards Index - Q3 2015
18
Table: Developed Markets Risk/Rewards Index, Q315
21
Market Overview
22
Mobile
22
Regional Perspective
22
Table: US Mobile Market Regional Comparisons, 2013
22
Key Developments
22
Market Growth
23
Table: US Mobile Market, Q115
26
Table: US Mobile Market Net Retail Additions, Q213-Q314
28
Table: US Mobile Network Operator Subscriber Mix, Q115
31
MVNOs
31
ARPU
32
Networks
33
Mobile Content
36
Mobile Operator Data
38
Table: Wireless Market Overview
38
Table: Verizon Wireless
38
Table: AT&T
40
Table: Sprint Corporation
42
Table: T-Mobile USA
43
Table: US Cellular
44
Table: Leap Wireless (acquired by AT&T in Q313)
46
Table: Cincinnati Bell Wireless
47
Table: Ntelos
48
Wireline
49
Fixed-Line
50
Table: Wireline Voice Subscriptions By Key Operator ('000)
51
Broadband
52
Table: Broadband Subscribers By Operator ('000)
57
Pay-TV
58
Table: Pay-TV Subscriptions By Leading Platforms ('000)
61
Wireline Broadband Connection Types
62
Table: Connections Over 200kbps In At Least One Direction, By Technology
62
Industry Trends And Developments
64
Table: Selected Developments
68
Regulatory Development
70
Table: Regulatory Bodies And Their Responsibilities
70
Competitive Landscape
75
Table: US Telecoms Sector Key Players
75
Company Profile
76
AT&T
76
Verizon
82
Sprint Corporation
87
T-Mobile USA
91
Demographic Forecast
95
Table: Population Headline Indicators (United States 1990-2025)
96
Table: Key Population Ratios (United States 1990-2025)
96
Table: Urban/Rural Population & Life Expectancy (United States 1990-2025)
97
Table: Population By Age Group (United States 1990-2025)
97
Table: Population By Age Group % (United States 1990-2025)
98
Glossary
100
Table: Glossary Of Terms
100
Methodology
102
Industry Forecast Methodology
102
Sources
104
Risk/Reward Index Methodology
104
Table: Risk/Reward Index Indicators
105
Table: Weighting Of Indicators
106

The United States Telecommunications Report features BMI Research's independent industry forecasts on the future strength of United States's ICT market, covering the fixed-line, mobile and internet segments and analyses latest regulatory developments and corporate news, including investment activity, mergers and acquisitions, joint ventures and partnerships. Leading operators and manufacturers are fully profiled, highlighting their quarterly financial performance, capital expenditure plans and latest contracts.

BMI's United States Telecommunications Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the telecoms industry in United States.

Key Benefits

  • Benchmark BMI's independent telecoms industry forecasts for United States to test other views - a key input for successful budgeting and strategic business planning in the American telecoms market.
  • Target business opportunities and risks in United States's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in United States.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Coverage

BMI Industry View

Summary of BMI’s key industry forecasts and views, covering the ARPU, fixed-line, mobile (including 3G & 4G), internet and broadband markets.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the wireline and wireless sectors and within the broader political, economic and business environment.

BMI Industry Forecast Scenario

Historic data series (2010-2013) and forecasts to end-2019 for all key industry indicators, supported by explicit assumptions, plus analysis of key downside risks to the main forecast.

  • Fixed-line Telephony – Telephone lines (‘000); telephone lines/100 inhabitants.
  • Cellular Telephony – Mobile phone subscribers (‘000); mobile phone subscribers/100 inhabitants; and where available, 3G & 4G subscribers (‘000); 3G & 4G subscribers/100 inhabitants; 3G & 4G subscribers as a percentage of overall mobile market.
  • Internet Markets – Internet users (‘000); internet users/100 inhabitants; broadband internet subscribers (‘000); broadband internet subscribers/100 inhabitants.

BMI’s Telecommunications Risk Reward Index

BMI’s Risk Reward Indices provide investors (vendors, operators and suppliers) looking for opportunities in the region with a clear country comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and demographic data points to provide an Indices of highest to lowest appeal to investors, with each position explained.

Market Data Analysis

Detailed market analysis of the mobile, mobile content, fixed-line and internet segments, broken down into:

  • Market Data – Analysis of market size, operator shares, dominant trends, competitive landscape and key quarterly data.
  • Technology/Service Rollout – Analysis of rollout/adoption of new technology, such as 3G & 4G, WiMAX, IPTV, pay-TV, LTE and valueadded handset services (gaming, music, video, apps etc.).
  • Mobile Content – The latest trends in content and services available and being introduced by mobile operators, including a timeline of all the latest major mobile content developments.
    Company Database – A comprehensive breakdown of KPIs of the leading mobile operators, including subscriber figures by type (pre-paid and post-paid); 3G & 4G subscriber figures; net additions; market share; ARPU; churn rates; minutes of use; voice and non-voice revenue; financial figures (including operating revenues, net profits and EBITDA).

Regulatory Environment

Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. Also covers the latest updates in the market’s development and regulatory rulings.

Company Profiles*

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI’s industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

Sources

The Telecommunications Reports draw on an extensive network of primary sources, such as multilateral organisations, government departments, industry associations, chambers and company reports.

*Company profiles are not available for every country. Those reports instead contain information on the current activities of prominent companies operating in the market.

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