Abstract
For those seeking high level strategic information and objective analysis on this region, this report is essential reading and provides further information on:
- Forecast growth in select telecommunication markets.
- The emerging trends and convergence in the USA voice, broadband and digital TV sectors.
- How the USA is faring in terms of global broadband development.
- The current and emerging broadband technologies and their long-term projections.
- The growth of wireless voice and data and the deployment of 3G and 4G technologies.
- Key information on the major telecommunication operators.
Table of Contents
1. Key Statistics
2. Regulatory Environment
- 2.1 Analysis
- 2.1.1 Unbundling
- 2.1.2 Net neutrality
- 2.2 US regulatory environment
- 2.2.1 Overview
- 2.2.2 Regulatory authorities
- 2.2.3 Regulatory milestones - 1969 - 2007
- 2.2.4 Brief historical overview
- 2.3 The Telecommunications Act 1996
- 2.3.1 Overview
- 2.3.2 Key pro-competitive provisions of the Telecom Act
- 2.3.3 Highlights of the Act
- 2.3.4 Results from the Act
- 2.4 Foreign competition
- 2.5 The FCC and satellite services
- 2.6 Merger and acquisition activity
- 2.7 Access and unbundling
- 2.7.1 Unbundling network access
- 2.7.2 RBOCs ordered to share Internet lines
- 2.7.3 FCC unbundled network triennial review order of 2003
- 2.7.4 Cable broadband and DSL confirmed as information services
- 2.8 Regulation of converging technologies
- 2.8.1 VoIP
- 2.8.2 Video and TV
3. Major Telcos - Statistics & Analysis
- 3.1 US telecom industry
- 3.1.1 RBOCs, ILECs, CLECs and IXCs
- 3.1.2 Cable MSOs, VoIP and other competition
- 3.1.3 Analysis - 2007
- 3.2 Major players
- 3.2.1 Overview
- 3.2.2 AT&T Inc
- 3.2.3 Verizon Communications
- 3.2.4 Qwest Communications
4. Internet Market
- 4.1 Analysis
- 4.2 Overview
- 4.3 Internet statistics
- 4.4 Broadband
- 4.4.1 Broadband development
- 4.4.2 Broadband connectivity
- 4.4.3 Net neutrality
- 4.5 USA Internet usage
- 4.5.1 Internet usage patterns and demographics
- 4.5.2 Web surfing statistics
- 4.5.3 Online advertising and e-commerce
- 4.6 ISP market
- 4.7 Email
- 4.7.1 Spam, viruses & other malware
- 4.7.2 Anti spam legislation
- 4.8 Instant Messaging (IM)
5. Broadband Market
- 5.1 Key highlights
- 5.2 Overview
- 5.2.1 Regulatory overview
- 5.2.2 Broadband statistics
- 5.2.3 Cable MSOs versus Telcos
- 5.3 Cable broadband
- 5.3.1 Overview
- 5.3.2 Cable broadband statistics
- 5.4 Digital Subscriber Line (DSL)
- 5.4.1 DSL overview
- 5.4.2 DSL statistics
- 5.5 Fibre-to-the-Home (FttH)
- 5.5.1 Overview
- 5.5.2 FttH network rollout
- 5.5.3 Policy and regulation framework
- 5.5.4 Choice of FttX technology
- 5.5.5 Non-RBOC FttH networks
- 5.5.6 RBOC FttH roll-out
- 5.6 Broadband over Powerline (BPL)
- 5.6.1 Overview
- 5.6.2 BPL opportunities
- 5.6.3 BPL deployment issues and obstacles
- 5.6.4 BPL technology
- 5.6.5 BPL regulations
- 5.6.6 BPL deployments and trials
- 5.6.7 BPL industry participants
- 5.7 Wireless broadband
- 5.7.1 Overview
- 5.7.2 Analysis - 2007 - 2008
- 5.7.3 WiFi (WLAN)
- 5.7.4 WiMAX
- 5.7.5 Satellite broadband
6. VoIP
- 6.1 VoIP market overview
- 6.1.1 VoIP statistics
- 6.2 VoIP regulation
- 6.3 VoIP technology in the US
- 6.3.1 Overview
- 6.3.2 History
- 6.3.3 IP telephony gateways
- 6.3.4 Value-added features
- 6.3.5 Hosted VoIP solutions
- 6.3.6 Circuit-to-packet network migration
- 6.3.7 IP-based private networks and computer telephony integration
- 6.3.8 Mobile VoIP
- 6.4 Major VoIP providers
- 6.4.1 Cable VoIP
- 6.4.2 Alternative providers
- 6.4.3 Telco VoIP
7. Convergence
- 7.1 Market overview
- 7.1.1 Key developments
- 7.1.2 IP networks
- 7.1.3 Regulatory issues
- 7.2 Telco triple play
- 7.2.1 Triple play over fibre
- 7.2.2 Alliances with satellite TV
- 7.3 Cable triple play
- 7.3.1 Triple play over HFC
- 7.4 Satellite over IP
- 7.5 Quadruple play
- 7.5.1 Verizon
- 7.5.2 AT&T
- 7.5.3 Pivot joint venture
- 7.5.4 Qwest
- 7.6 Overview of the broadcasting market
- 7.6.1 Analysis
- 7.7 Regulatory issues
- 7.7.1 Analogue switch-off
- 7.7.2 Franchise laws
- 7.7.3 A la carte
- 7.7.4 TV white spaces decision
- 7.8 Digital TV
- 7.8.1 IPTV
- 7.8.2 Cable DTV
- 7.8.3 Satellite Direct Broadcasting Service (DBS)
- 7.8.4 Digital Terrestrial TV (DTTV)
- 7.9 Consumer electronics
- 7.9.1 Digital TV sets and HDTVs
- 7.9.2 DVRs
8. Wireless Communciations
- 8.1 Market overview
- 8.1.1 Analysis
- 8.1.2 Acquisitions and mergers
- 8.1.3 Wireless statistics
- 8.2 Major wireless operators
- 8.2.1 AT&T Mobility (formerly Cingular Wireless)
- 8.2.2 Verizon Wireless
- 8.2.3 Sprint Nextel Corporation
- 8.2.4 T-Mobile USA
- 8.2.5 Alltel Corporation
- 8.2.6 US Cellular Corporation
- 8.2.7 Market consolidation
- 8.2.8 Market convergence
- 8.3 Market trends
- 8.3.1 Mobile Virtual Network Operator (MVNO) market
- 8.3.2 Prepaid market
- 8.3.3 Third Generation mobile (3G)
- 8.3.4 WiMAX and VoIP versus 3G
- 8.3.5 WiFi and cellular convergence
- 8.3.6 Sprint/MSO joint venture
- 8.3.7 Wireless data
- 8.3.8 Wireless Local Number Portability (WLNP)
9. Forecasts
- 9.1 Notes on scenario forecasts
- 9.2 Forecasts - Internet services to 2012
- 9.3 Forecasts - broadband services to 2013
- 9.4 Forecasts - fibre services to 2013
- 9.5 Forecasts - VoIP services to 2012
- 9.6 Forecasts - wireless market to 2013
10. Glossary of Abbreviations
- Table 1 - Country statistics USA - 2008
- Table 2 - Telecom revenue statistics - 2007
- Table 3 - Telephone network statistics - 2007
- Table 4 - Internet user statistics - 2007
- Table 5 - Broadband statistics - 2007
- Table 6 - Mobile statistics - January 2008
- Table 7 - National telecommunications authority
- Table 8 - Revenue comparisons for major telcos - 2001 - 2007
- Table 9 - AT&T revenue summary - 2000 - 2007
- Table 10 - AT&T subscriber statistics - 2002 - 2007
- Table 11 - AT&T segment operating revenues - 2006 - 2007
- Table 12 - BellSouth revenue summary - 2000 - 2006
- Table 13 - BellSouth Communications group operating statistics - 2001 - 2006
- Table 14 - Verizon Communications financial summary - 2000 - 2007
- Table 15 - Verizon Communications operating statistics and annual change - 2006 - 2007
- Table 16 - Qwest revenue and net profit/loss - 2000 - 2007
- Table 17 - Top ten ranking by country for Internet users - June 2007
- Table 18 - Country comparison of monthly at-home Internet usage - 2006 - 2007
- Table 19 - Broadband penetration in select OECD countries - 2001; 2006 - 2007
- Table 20 - Broadband access among Internet households in select countries - 2001 - 2007
- Table 21 - Home Internet connection speeds - 1999 - 2007
- Table 22 - At work Internet connection speeds - 2000 - 2007
- Table 23 - US Internet users, annual change and penetration - 1996 - 2007
- Table 24 - Total monthly US online searches - 2004 - 2007
- Table 25 - US average monthly web usage - 2006 - 2007
- Table 26 - Proportion of time online by activity - June 2007
- Table 27 - Top 10 search engines: growth and share of market - June 2007
- Table 28 - Top ten websites and market share - 2007
- Table 29 - Top ten websites, audience and time spent by parent company - August 2007
- Table 30 - Fastest growing web properties: visitors and monthly growth - June 2007
- Table 31 - Annual growth of selected global social networking sites - June 2007
- Table 32 - Ten largest US global social networking sites and visitors - July 2007
- Table 33 - Top 10 US online streaming video sites statistics - May 2007
- Table 34 - Online advertising revenues and market shares - 2007
- Table 35 - Top 10 online advertisers spending and impressions - October 2007
- Table 36 - Leading Internet advertising by industry and impressions - July 2007
- Table 37 - Top 10 audiences and time spent by parent company - 2006 - 2007
- Table 38 - Fastest growing e-commerce sectors and annual change - 2006 - 2007
- Table 39 - Online retail sales and annual change - 2003 - 2007
- Table 40 - ISPs, access types, residential subscribers and market share - September 2007
- Table 41 - Annual email volume and annual change - 2000 - 2007
- Table 42 - Email clients, personal email, by popularity - 2006
- Table 43 - Email clients (business email), by popularity - 2006
- Table 44 - Proportion of global spam volume in selected countries - 2007
- Table 45 - Zombie IPs in selected countries - 2007
- Table 46 - Top 10 products pitched in spam emails - Q1 2007
- Table 47 - Fastest growing IM destinations and visitor per month - 2007
- Table 48 - Broadband subscribers, annual change and penetration - 1999 - 2007
- Table 49 - Broadband household penetration - 2000 - 2007
- Table 50 - Broadband subscribers by technology - 2002 - 2006
- Table 51 - Broadband lines (>200kb/s in both directions) - 2005 - 2006
- Table 52 - Top cable and DSL providers, subscribers & market share - September 2007
- Table 53 - Broadband subscribers and population penetration in selected OECD countries - 2001; 2007
- Table 54 - USA broadband penetration and OECD ranking - 2001 - 2007
- Table 55 - Broadband penetration in Internet households, selected countries - 2001 - 2007
- Table 56 - USA broadband speeds against top 14 OECD ranking - 2007
- Table 57 - US cable industry infrastructure expenditures - 2000 - 2007
- Table 58 - Top 10 cable MSOs' coverage, subscribers and penetration by technology - 2007
- Table 59 - US cable modem subscribers and annual change - 1998 - 2007
- Table 60 - Subscribers for top cable modem providers - 2002 - 2007
- Table 61 - Cable versus DSL, market share and subscriber growth - 2006 - 2007
- Table 62 - DSL subscribers and annual change - 1999 - 2007
- Table 63 - DSL subscribers by major carrier - 2002 - 2007
- Table 64 - ADSL subscribers, market share & annualised change by type of provider - 2006
- Table 65 - FttH homes passed and connected - 2001 - 2007
- Table 66 - FttH communities and states - 2004 - 2007
- Table 67 - FttH market share by type of provider - 2006 - 2007
- Table 68 - Non-RBOC and overall FttH take-up rates - 2002 - 2007
- Table 69 - Top 10 wireless ISPs' subscribers and communities served - 2007
- Table 70 - Public WiFi hotspots - top 10 countries and top 10 cities - 2008
- Table 71 - Number of hotspots in the top 10 US states - 2006; 2008
- Table 72 - Top seven US WiFi hotspot operators - 2006
- Table 73 - VoIP subscribers of major providers - September 2007
- Table 74 - Cable VoIP subscribers and annual change - 2003 - 2007
- Table 75 - US cable industry infrastructure expenditures - 2000 - 2007
- Table 76 - Cable VoIP subscribers and annual change - 2003 - 2007
- Table 77 - Broadcasting coverage, subscribers, annual change and penetration - 2007
- Table 78 - Market shares of major MSO, DBS and telco video providers - 2005; 2007
- Table 79 - Homes passed by cable HDTV service and annual change - 2002 - 2007
- Table 80 - Cable CAPEX, customer and advertising revenues - 1996 - 2007
- Table 81 - Basic cable and digital subscribers - 2000 - 2007
- Table 82 - Top 25 cable MSOs ranked by subscribers & market share - June 2007
- Table 83 - DBS versus MSO market shares - 2001 - 2007
- Table 84 - Satellite DBS subscribers by major network - 2000 - 2007
- Table 85 - DISH ARPU, churn and subscriber acquisition costs - 2005 - 2007
- Table 86 - DirecTV ARPU, churn and subscriber acquisition costs - 2005 - Q3 2007
- Table 87 - National FTA broadcasters - 2007
- Table 88 - Digital TV sets sales and revenues - 2000 - 2008
- Table 89 - Major acquisition and merger agreements - 1998 - 2008
- Table 90 - Wireless subscribers, penetration and annual change - January 2008
- Table 91 - Wireless market ARPU, revenues, usage statistics and annual change - June 2007
- Table 92 - Wireless subscribers and annual change - 1995 - 2007
- Table 93 - Wireless revenues of major operators - 2000 - 2007
- Table 94 - Wireless subscribers of major operators - 2000 - 2007
- Table 95 - Wireless operator market share - September 2007
- Table 96 - Wireless market revenue, roamer revenue, ARPU and employees - 1994 - 2007
- Table 97 - Number of cell sites - 1995; 2000 - 2007
- Table 98 - Customer churn rate of national carriers - 2001 - 2007
- Table 99 - Average local monthly bill & average local call length - 1995 - 2007
- Table 100 - ARPU of major operators and annual change - September 2007
- Table 101 - AT&T Mobility financial summary - 2000 - 2007
- Table 102 - AT&T Mobility PoPs, subscribers, penetration, churn & ARPU - 2000 - 2007
- Table 103 - Verizon Communications financial summary - 2000 - 2007
- Table 104 - Verizon Wireless subscribers, churn & ARPU - 2001 - 2007
- Table 105 - Sprint Nextel consolidated financial summary - 2000 - 2007
- Table 106 - Sprint Nextel wireless subscribers, churn, ARPU and revenue - 2001 - 2007
- Table 107 - T-Mobile revenue - 2000 - 2007
- Table 108 - T-Mobile cell sites, subscribers, churn and ARPU - 2001 - 2007
- Table 109 - Alltel financial summary - 2000 - 2007
- Table 110 - Alltel wireless subscribers, churn & ARPU - 2001 - 2007
- Table 111 - US Cellular financial summary - 2000 - 2007
- Table 112 - US Cellular cell sites, subscribers, churn and ARPU - 2000 - 2007
- Table 113 - Prepaid subscriber growth - 2006 - 2007
- Table 114 - Forecast Internet user growth and penetration - 2008 - 2012
- Table 115 - Forecast online retail sales - 2008 - 2012
- Table 116 - Forecast online advertising - 2008 - 2012
- Table 117 - Forecast broadband subscribers and penetration - lower growth scenario - 2008 - 2013
- Table 118 - Forecast broadband subscribers and penetration - higher growth scenario - 2008 - 2013
- Table 119 - Forecast homes passed by fibre - higher growth scenario - 2007 - 2013
- Table 120 - Forecast homes passed by fibre - lower growth scenario - 2007 - 2013
- Table 121 - Forecast VoIP subscriber and revenue growth - lower growth scenario - 2008 - 2012
- Table 122 - Forecast VoIP subscriber and revenue growth - higher growth scenario - 2008 - 2012
- Table 123 - Forecast wireless subscribers, penetration and revenue growth - lower growth scenario - 2008 - 2013
- Table 124 - Forecast wireless subscribers, penetration and revenue growth - higher growth scenario - 2008 - 2013
- Exhibit 1 - Significant telecom de-regulation milestones - 1969 - 2007
- Exhibit 2 - Significant consolidations - 1998 - 2007
- Exhibit 3 - Implications of ending net neutrality
- Exhibit 4 - Definitions: DSL, cable and FttN/FttC broadband
- Exhibit 5 - Cable broadband drives cable VoIP
- Exhibit 6 - Status of RBOC fibre network build out - December 2007
- Exhibit 7 - Examples of non-RBOC FttH networks
- Exhibit 8 - BPL technology overview
- Exhibit 9 - Municipal WiFi case-study
- Exhibit 10 - IEEE WiFi standards - January 2008
- Exhibit 11 - Sprint Nextel and Clearwire WiMAX developments
- Exhibit 12 - VoIP pioneers - Net2Phone
- Exhibit 13 - Components of network convergence
- Exhibit 14 - Major cable VoIP operators - 2007
- Exhibit 15 - Major alternative VoIP developments - 2007
- Exhibit 16 - Major telco VoIP developments - 2007
- Exhibit 17 - Examples of non-cable VoD services
- Exhibit 18 - Major completed mergers and acquisitions - 2000 - 2007
- Exhibit 19 - Major developments in the US MVNO market - 2007
- Exhibit 20 - Mobile TV developers
















