United States Telecommunications Report Q1 2015
Key Trends & Developments
- 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 361.9mn subscriptions by 2018.
- 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 2018, there will be 209.3mn broadband subscriptions.
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...
The United States Telecommunications Report features Business Monitor International (BMI)'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.
- 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).
BMI Industry View
Summary of BMI's key industry forecasts and views, covering the ICT, fixed-line, mobile (including 3G), 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.
Business Environment Rankings
BMI's Telecommunications Business Environment Rankings provides a country-comparative Risk-Reward Rankings index aimed at investors (vendors, operators and suppliers) in the regional telecoms market.
The rankings methodology makes sophisticated use of more than 40 industry, economic and demographic data points.
BMI Industry Forecast Scenario
Historic data series and forecasts to end-2018 for all key industry indicators (see list below) supported by explicit assumptions, plus analysis of key downside risks to the main forecast.
Market Data Analysis
- Fixed-Line Telephony - Telephone lines ('000); telephone lines/100 inhabitants.
- Cellular Telephony - Mobile phone subscribers ('000); mobile phone subscribers/100 inhabitants; mobile phone subscribers/100 fixed line subscribers.
- Internet Markets - Internet users ('000); internet users/100 inhabitants; broadband internet subscribers ('000); broadband internet subscribers/100 inhabitants.
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, WiMAX, IPTV, pay-TV, LTE and value-added 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 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).
Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. The latest updates in the market's development and regulatory rulings.
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.
Although France's Iliad had its offer for T-Mobile USA rebuffed and Softbank - Sprint have not returned with an improved offer of their own, we sti ll expect to see further consolidation in the US mobile mark et in the near future . Mexico-based América M ó vil is the latest prospective investor to be set up by the media as a candidate to take on the belligerent 'uncarrier'. Although it is the smallest of the four national operators, T-Mobile is far from unattractive and would complement América M ó vil's US MVNO business, Tracfone . In the meantime, Spri nt is said to be considering the purchase of 4G MV NO Freedompop , a clear sign that its ambitions remain r ooted in the low-value market. Price-based competition will dra g mobile ARPUs down o ver the 2014-2018 period and not even AT&T and Verizon's TV-led converged service strategies will avert this scenario.
BMI Industry View
Table: Telecoms Sector - Mobile - Historical Data & Forecasts (United States 2011-2018)
Table: Telecoms Sector - Wireline - Historical Data & Forecasts (United States 2011-2018)
Industry Risk Reward Ratings
Table: Developed Markets Risk/Rewards Ratings, Q414
Table: US Mobile Market Regional Comparisons, 2013
Table: US Mobile Market, Q214
Table: US Mobile Market Net Retail Additions, Q113-Q214
Table: US Mobile Network Operator Subscriber Mix, Q214
Mobile Operator Data
Table: Wireless Market Overview
Table: Verizon Wireless
Table: Sprint Corporation
Table: T-Mobile USA
Table: US Cellular
Table: Leap Wireless (acquired by AT&T in Q313)
Table: Cincinnati Bell Wireless
Table: Wireline Voice Subscriptions By Key Operator ('000)
Table: Broadband Subscribers By Operator ('000)
Table: Pay-TV Subscriptions By Leading Platforms ('000)
Wireline Broadband Connection Types
Table: Connections Over 200kbps In At Least One Direction, By Technology
Industry Trends And Developments
Table: Selected Developments
Table: Regulatory Bodies And Their Responsibilities
Table: US Telecoms Sector Key Players
Table: The United States' Population By Age Group, 1990-2020 ('000)
Table: The United States' Population By Age Group, 1990-2020 (% of total)
Table: The United States' Key Population Ratios, 1990-2020
Table: The United States' Rural And Urban Population, 1990-2020
Table: Glossary Of Terms
Industry Forecast Methodology
Risk/Reward Ratings Methodology
Table: Risk/Reward Ratings Indicators
Table: Weighting Of Indicators
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