World Broadband Market

World Broadband Market

The 10th edition of this report provides analysis of the overriding trends and chief developments in broadband markets around the globe. It examines the main forces driving the market’s growth and transformation – equipment momentum, technological advancements and increasing bitrates, expanding service offerings, growing competition, regulatory debates – and offers profiles of the globe’s leading broadband access providers (strategy, services, financial results).

The Atlas takes a look at underlying market trends and supplies volume forecasts up to 2011, by geographical zone and by type of access (ADSL, cable modem and others, including very high-speed broadband). From a geographical standpoint, the report delivers data and detailed estimates for the globe’s main regions (Europe, North America, Asia-Pacific), along with analyses of the largest national markets.

The World Broadband Access Market in brief



• Key broadband access market trends

• Access providers’ strategic positioning

• Technological developments

• New service offerings

Forecasts up to 2011



By geographical zone and by country

By type of access:

- ADSL

- Cable modem

- Other (notably FTTx)

Key questions



• Rate of broadband access growth in the world’s largest regions

• Most widely-used technologies; developments taking place for each.

• What technological advancements can we expect to see between now and 2011? Growing use of ADSL2+? True advent of FTTx?

• What are the central regulatory issues being debated?

• How is competition changing? What are the different positionings and strategic growth paths being taken by access providers?

• What is the actual status of new service rollouts (VoIP, IPTV, including HDTV, portals…) and what impact are they likely to have on access markets?

Report structure



• “The world broadband access market” report is made up of several sections, which are drafted and updated throughout the year.

• Each new instalment (CD or online) includes the latest version of each of the report’s different sections.

1 - Executive summary



Overview of the latest market trends and companies performance.



2 - Analyses & forecasts



2.1 Regional and major national markets:

• Regulatory environment

- Unbundling/Wholesale DSL, public policies

• Evolution of player strategies

- Towards a broadband operator strategy, back to core businesses/consolidation

• Changing shape of the broadband offer

- Evolution of access technologies, VoIP/IPTV, quadruple play/fixed-mobile convergence



2.2 Group leaders:

• Changes in market share, broadband income

• Threats and opportunities for regulated services

• Strategies for service growth



2.3 Alternative operators, ISP, cablecos:

• Alternative operators and ISP economics

• Moving from an ISP model toward an operator model

• Reorganisation in the cable industry

• Multi-play challenges



3 - Region & country monographs



For each region and country analysed:

• Major trends and key points

• Evolution of retail industry - market share, player reorganisation and strategies

• Market structure and wholesale offering - resellers, unbundling (rate fixing, growth) Bitstream access, resale DSL, naked DSL

• Analysis of broadband offering - bit rates, tariffs, multi-play services



Regions and countries



• Europe

• France

• Germany

• Italy

• Netherlands

• Spain

• Sweden

• UK

• North America

• USA

•

• Asia-Pacific

• China

• Japan

• South Korea









4 - Company monographs



Access players vs. Internet & media giants

• Threats and opportunities (access, VoIP, TV)

• Issues and stakes of net neutrality



For each company analysed:

• Operational data

• Access services, multi-play services

• Highlights since 2003

• Main foreign subsidiaries

• Key financial results (2003-2005,1H 2006): Turnover, EBITDA, EBIT, Net profits, Debt, Cash flow, CAPEX

• Subscriber base (2003-2005)



Companies



• Amazon

• AT&T

• BT

• China Telecom

• Comcast

• Deutsche Telekom

• Fastweb

• France Telecom/Orange

• Hanaro Telecom

• Illiad / Free

• KT

• NTT

• Softbank/Yahoo! BB

• Telecom Italia

• Telefonica

• Verizon









5 - Region and country data



For each country analysed:

• Evolution of access technologies market share - ADSL, cable, other (FTTx, Ethernet LAN, …)

• Evolution of retail access market share

• Evolution of retail services market share

• Evolution of wholesale market share - unbundling (partial. total), Bitstream access/Resale DSL

• Evolution of broadband penetration - broadband access, VoIP and IPTV



For each region analysed:

• Evolution of access technologies market share - ADSL, cable, other (FTTx, Ethernet LAN, …)



Forecasts up to 2011

• By region and by country

• By access technology



6 - Companies' data



For each company analysed, data for 1996-2005/2006

• Annual data for 1996-2006

• Quarterly data for 2007

• Key data and balance sheet: Turnover, EBITDA, EBIT, Net profits

• Debt, cash flow, CAPEX

• ARPU

• Physical indicators - Broadband subscriber base by access technology if applicable, VoIP and IPTV subscriber base