United States Telecommunications Report

Published 30 March 2015

  • 117 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. 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 busi ness and a newcom er to wireless sector DISH Network recently secured a large tranche at the spectrum auctions. Price-based competition will drag mobile ARPUs down over the 2014-2019 period and not even AT&T and Verizon 's TV-led converged service strategies will avert this scenario.

Key Data

  • BMI forecasts a mobile subscription base of 343.0mn by 2014, up by 2.2% 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

In early December 2014, Verizon and AT&T both released statements stating their margins had been hurt by the intense competition for new subscribers. All players had been increasing their competitive offerings as part of a wider price war. Verizon noted that its Q414 results would reflect market dynamics that are squeezing its margins as it continues to offer discounts on devices and promotions to generate subscriber growth. Similarly, AT&T said that its rivals' strong promotions had drawn consumers away from its network. The operators'...

Table of Contents

BMI Industry View
7
SWOT
8
SWOT
10
Political
12
Economic
13
Business Environment
14
Industry Forecast
15
Mobile
15
Table: Telecoms Sector - Mobile - Historical Data & Forecasts (United States 2011-2018)
15
Fixed-Line
18
Table: Telecoms Sector - Wireline - Historical Data & Forecasts (United States 2011-2018)
18
Industry Risk Reward Ratings
20
Table: Developed Markets Risk/Rewards Ratings, Q414
23
Market Overview
24
Mobile
24
Regional Perspective
24
Table: US Mobile Market Regional Comparisons, 2013
24
Key Developments
24
Market Growth
25
Table: US Mobile Market, Q214
28
Table: US Mobile Market Net Retail Additions, Q113-Q214
30
Table: US Mobile Network Operator Subscriber Mix, Q214
33
MVNOs
33
ARPU
35
Networks
36
Mobile Content
39
Mobile Operator Data
43
Table: Wireless Market Overview
43
Table: Verizon Wireless
43
Table: AT&T
44
Table: Sprint Corporation
45
Table: T-Mobile USA
46
Table: US Cellular
48
Table: Leap Wireless (acquired by AT&T in Q313)
50
Table: Cincinnati Bell Wireless
51
Table: Ntelos
52
Wireline
53
Fixed-Line
53
Table: Wireline Voice Subscriptions By Key Operator ('000)
55
Broadband
56
Table: Broadband Subscribers By Operator ('000)
60
Pay-TV
61
Table: Pay-TV Subscriptions By Leading Platforms ('000)
64
Wireline Broadband Connection Types
65
Table: Connections Over 200kbps In At Least One Direction, By Technology
66
Industry Trends And Developments
67
Table: Selected Developments
70
Regulatory Development
72
Table: Regulatory Bodies And Their Responsibilities
72
Competitive Landscape
76
Table: US Telecoms Sector Key Players
76
Company Profile
77
AT&T
77
Verizon
82
Sprint Corporation
87
T-Mobile USA
92
Demographic Forecast
96
Table: The United States' Population By Age Group, 1990-2020 ('000)
97
Table: The United States' Population By Age Group, 1990-2020 (% of total)
98
Table: The United States' Key Population Ratios, 1990-2020
99
Table: The United States' Rural And Urban Population, 1990-2020
99
Glossary
100
Table: Glossary Of Terms
100
Methodology
102
Industry Forecast Methodology
102
Sources
104
Risk/Reward Ratings Methodology
104
Table: Risk/Reward Ratings 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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Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc