United States Telecommunications Report Q3 2009

United States Telecommunications Report Q3 2009

Executive Summary ........................................................................................................................................7
SWOT Analysis .......................................................................................................................................................................................................... 8
USA Mobile SWOT ............................................................................................................................................................................................... 8
USA Wireline Market SWOT................................................................................................................................................................................. 9
USA Economic SWOT......................................................................................................................................................................................... 10
USA Political SWOT........................................................................................................................................................................................... 10
USA Business Environment SWOT ..................................................................................................................................................................... 11
Macroeconomic Forecast Scenario..............................................................................................................12
Table: United States - Economic Activity, 2005 – 2013 ...................................................................................................................................... 15
Industry Forecast Scenario ...........................................................................................................................16
Mobile...................................................................................................................................................................................................................... 16
Table: US Telecom Sector - Mobile - Historical Data And Forecasts ................................................................................................................. 16
Fixed-Line................................................................................................................................................................................................................ 18
Table: Telecoms Sector - Fixed-Line - Historical Data and Forecasts ................................................................................................................ 18
Internet .................................................................................................................................................................................................................... 19
Table: Telecoms Sector - Internet - Historical Data and Forecasts..................................................................................................................... 19
Market Data Analysis ....................................................................................................................................21
Mobile .............................................................................................................................................................21
Mobile Market Overview ......................................................................................................................................................................................... 21
Market Share And Net Additions......................................................................................................................................................................... 22
Table: US Mobile Market, Q408......................................................................................................................................................................... 24
Table: US Mobile Market Net Additions, Q208-Q408 ........................................................................................................................................ 24
Table: US Mobile Market, Regional Mobile Network Operators........................................................................................................................ 26
Subscriber Mix.................................................................................................................................................................................................... 27
Table: US Mobile Network Operator Subscriber Mix Q408 ............................................................................................................................... 28
MVNOs ............................................................................................................................................................................................................... 28
ARPUs ................................................................................................................................................................................................................ 29
Table: US Mobile Market Blended ARPU, Q108-Q408...................................................................................................................................... 29
3G....................................................................................................................................................................................................................... 30
Mobile Contract Wins......................................................................................................................................................................................... 31
Mobile Contract Wins......................................................................................................................................................................................... 31
Mobile Content ................................................................................................................................................................................................... 32
VAS Timeline ........................................................................................................................................................................................................... 33
VAS Timeline ...................................................................................................................................................................................................... 33
Mobile Operator Data ............................................................................................................................................................................................. 34
Table: US Mobile................................................................................................................................................................................................ 34
Table: Verizon Wireless...................................................................................................................................................................................... 35
Table: AT&T Mobility ........................................................................................................................................................................................ 36
Table: Sprint Nextel ............................................................................................................................................................................................ 37
Table: T-Mobile .................................................................................................................................................................................................. 38
Table: US Cellular.............................................................................................................................................................................................. 39
Table: Tracfone .................................................................................................................................................................................................. 40
Table: Alltel ........................................................................................................................................................................................................ 41
Market Data Analysis ....................................................................................................................................42
Fixed-Line........................................................................................................................................................................................................... 42
Table: US Local Voice Market............................................................................................................................................................................ 42
Mergers And Acquisitions................................................................................................................................................................................... 43
New Products...................................................................................................................................................................................................... 44
Bundled Services................................................................................................................................................................................................. 45
Table: Selected Wireline Monthly ARPU US$ .................................................................................................................................................... 45
Pay-TV................................................................................................................................................................................................................ 46
Table: US Pay-Tv Market ................................................................................................................................................................................... 47
Market Data Analysis ....................................................................................................................................48
Internet ............................................................................................................................................................................................................... 48
Table: US Broadband Market............................................................................................................................................................................. 48
Connection Types................................................................................................................................................................................................ 49
Fibre-Optic ......................................................................................................................................................................................................... 50
WiMAX ............................................................................................................................................................................................................... 50
Broadband Technologies Opportunities Program (BTOP)................................................................................................................................. 52
Table: Wireline Developments............................................................................................................................................................................ 53
Regulatory Development..................................................................................................................................................................................... 54
Thailand’s Regulatory Bodies And Their Responsibilities .................................................................................................................................. 54
Background And Regulatory Bodies ................................................................................................................................................................... 54
Regulatory Issues................................................................................................................................................................................................ 55
Competition ........................................................................................................................................................................................................ 55
Industry Developments ....................................................................................................................................................................................... 55
AT&T.................................................................................................................................................................................................................. 57
Alltel ................................................................................................................................................................................................................... 57
Comcast .............................................................................................................................................................................................................. 58
Qwest .................................................................................................................................................................................................................. 58
Sprint .................................................................................................................................................................................................................. 59
Time Warner....................................................................................................................................................................................................... 60
T-Mobile ............................................................................................................................................................................................................. 60
Verizon................................................................................................................................................................................................................ 61
Competitive Landscape................................................................................................................................62
Competitor Analysis................................................................................................................................................................................................. 62
Table: Key Players: United States Telecoms Sector ........................................................................................................................................... 62
Table: Selected Operators, Financial Indicators ................................................................................................................................................ 64
Company Profiles..........................................................................................................................................65
AT&T.................................................................................................................................................................................................................. 65
Verizon................................................................................................................................................................................................................ 68
Sprint Nextel ....................................................................................................................................................................................................... 71
T-Mobile ............................................................................................................................................................................................................. 73
Appendix ........................................................................................................................................................75
Regional Telecommunications Penetration Overview.............................................................................................................................................. 75
Mobile................................................................................................................................................................................................................. 75
Fixed Line........................................................................................................................................................................................................... 76
Internet ............................................................................................................................................................................................................... 77
Telecoms Business Environment Ratings Methodology...........................................................................78
Ratings Overview..................................................................................................................................................................................................... 78
Weighting................................................................................................................................................................................................................. 79
Table: Weighting ................................................................................................................................................................................................ 79
Indicators................................................................................................................................................................................................................. 79
Indicators............................................................................................................................................................................................................ 80
Country Snapshot: US Demographic Data ..................................................................................................81
Section 1: Population.......................................................................................................................................................................................... 81
Table: Demographic Indicators, 2005-2030....................................................................................................................................................... 81
Table: Rural/Urban Breakdown, 2005-2030 ...................................................................................................................................................... 82
Section 2: Education And Healthcare................................................................................................................................................................. 82
Table: Education, 2002-2005 ............................................................................................................................................................................. 82
Table: Vital Statistics, 2005-2030....................................................................................................................................................................... 82
Section 3: Labour Market And Spending Power ................................................................................................................................................. 83
Table: Employment Indicators, 2001-2006......................................................................................................................................................... 83
Table: Consumer Expenditure, 2000-2012 (US$) ............................................................................................................................................... 83
Table: Average Annual Wages, 2000-2012 (US$) .............................................................................................................................................. 84
BMI Telecoms Industry Glossary .................................................................................................................85
Table: Glossary of Terms.................................................................................................................................................................................... 85
BMI Telecoms Forecast & Sourcing.............................................................................................................87
How We Generate Our Industry Forecasts ......................................................................................................................................................... 87
Table: Telecommunications Industry Forecast ................................................................................................................................................... 87
Sources .................................................................................................................................................................................................................... 88

Executive Summary 7
SWOT Analysis .. 8
USA Mobile SWOT ....... 8
USA Wireline Market SWOT. 9
USA Economic SWOT. 10
USA Political SWOT... 10
USA Business Environment SWOT ..... 11
Macroeconomic Forecast Scenario......12
Table: United States - Economic Activity, 2005 – 2013 ...... 15
Industry Forecast Scenario ...16
Mobile...... 16
Table: US Telecom Sector - Mobile - Historical Data And Forecasts . 16
Fixed-Line 18
Table: Telecoms Sector - Fixed-Line - Historical Data and Forecasts 18
Internet .... 19
Table: Telecoms Sector - Internet - Historical Data and Forecasts..... 19
Market Data Analysis ....21
Mobile .....21
Mobile Market Overview . 21
Market Share And Net Additions. 22
Table: US Mobile Market, Q408. 24
Table: US Mobile Market Net Additions, Q208-Q408 24
Table: US Mobile Market, Regional Mobile Network Operators 26
Subscriber Mix.... 27
Table: US Mobile Network Operator Subscriber Mix Q408 ....... 28
MVNOs ....... 28
ARPUs 29
Table: US Mobile Market Blended ARPU, Q108-Q408...... 29
3G....... 30
Mobile Contract Wins. 31
Mobile Contract Wins. 31
Mobile Content ... 32
VAS Timeline ... 33
VAS Timeline ...... 33
Mobile Operator Data ..... 34
Table: US Mobile 34
Table: Verizon Wireless...... 35
Table: AT&T Mobility 36
Table: Sprint Nextel .... 37
Table: T-Mobile .. 38
Table: US Cellular...... 39
Table: Tracfone .. 40
Table: Alltel 41
Market Data Analysis ....42
Fixed-Line... 42
Table: US Local Voice Market.... 42
Mergers And Acquisitions... 43
New Products...... 44
Bundled Services. 45
Table: Selected Wireline Monthly ARPU US$ .... 45
Pay-TV 46
Table: US Pay-Tv Market ... 47
Market Data Analysis ....48
Internet ....... 48
Table: US Broadband Market..... 48
Connection Types 49
Fibre-Optic . 50
WiMAX ....... 50
Broadband Technologies Opportunities Program (BTOP). 52
Table: Wireline Developments.... 53
Regulatory Development..... 54
Thailand’s Regulatory Bodies And Their Responsibilities .. 54
Background And Regulatory Bodies ... 54
Regulatory Issues 55
Competition 55
Industry Developments ....... 55
AT&T.. 57
Alltel ... 57
Comcast ...... 58
Qwest .. 58
Sprint .. 59
Time Warner....... 60
T-Mobile ..... 60
Verizon 61
Competitive Landscape62
Competitor Analysis. 62
Table: Key Players: United States Telecoms Sector ... 62
Table: Selected Operators, Financial Indicators 64
Company Profiles..65
AT&T.. 65
Verizon 68
Sprint Nextel ....... 71
T-Mobile ..... 73
Appendix 75
Regional Telecommunications Penetration Overview...... 75
Mobile. 75
Fixed Line... 76
Internet ....... 77
Telecoms Business Environment Ratings Methodology...78
Ratings Overview..... 78
Weighting. 79
Table: Weighting 79
Indicators. 79
Indicators.... 80
Country Snapshot: US Demographic Data ..81
Section 1: Population.. 81
Table: Demographic Indicators, 2005-2030....... 81
Table: Rural/Urban Breakdown, 2005-2030 ...... 82
Section 2: Education And Healthcare. 82
Table: Education, 2002-2005 ..... 82
Table: Vital Statistics, 2005-2030....... 82
Section 3: Labour Market And Spending Power . 83
Table: Employment Indicators, 2001-2006. 83
Table: Consumer Expenditure, 2000-2012 (US$) ....... 83
Table: Average Annual Wages, 2000-2012 (US$) ...... 84
BMI Telecoms Industry Glossary .85
Table: Glossary of Terms.... 85
BMI Telecoms Forecast & Sourcing.....87
How We Generate Our Industry Forecasts . 87
Table: Telecommunications Industry Forecast ... 87
Sources .... 88