Abstract
This report profiles the top players in the global telecom services industry. It analyses company developments in the light of industry size, industry structure, service offerings, major strategies and competition situation, to discern trends of the industry as well its major players.
Table of Contents
Executive summary
- Market development
- AT&T
- Verizon
- NTT
- Deutsche Telekom
- Telefonica
- France Telecom
- Vodafone
- China Mobile
- Telecom Italia
- Sprint Nextel
Chapter 1 - Introduction
- What is this report about?
- Methodology
Chapter 2 - Market development
- Summary
- Overview
- Market size and growth
- Positioning and performance of top ten companies
- Major trends and growth drivers in the market
- Digitization of information
- Growth in emerging markets
- Deploying NGN
- Venturing in new business models
Chapter 3 - AT&T
- Summary
- Company overview
- History
- Group structure and services
- Wireless
- Wireline
- Advertising and Publishing
- Other services
- Recent financial performance
- Performance by business segments
- Wireless
- Wireline
- Advertising & Publishing
- Other services
- Acquisitions and divestments
- Growth strategies
- SWOT analysis
- Strengths
- BellSouth acquisition
- Strong financial position
- Significant development of IP infrastructure and Wi-Fi
- Weaknesses
- Geographic concentration
- Opportunities
- Bundled services
- Threats
- Integration problems
- US economy slowdown
- Competition
Chapter 4 - Verizon
- Summary
- Company overview
- History
- Business segments and services
- Wireline
- Domestic Wireless
- Recent financial performance
- Performance by business segments
- Performance by geographies
- Acquisitions and divestments
- Growth strategies
- Focus on growth products
- Building next generation networks to provide innovative services
- Selective acquisitions
- SWOT analysis
- Strengths
- Strong position in domestic market
- Strong network coverage to meet future demand
- High customer loyalty
- Weaknesses
- Dependence on domestic markets
- Opportunities
- Growth in wireless data services
- Threats
- The US Economy slowdown
- Stiff competition
Chapter 5 - NTT Corporation (NTT)
- Summary
- Company overview
- History
- Business segments and services
- Regional Communications Business
- Long Distance and International Communications Business
- Data Communication Business
- Mobile Communications Business
- Other businesses
- Recent financial performance
- Performance by business segments
- Regional Communications Business
- Long Distance and International Communications Business
- Data Communications Business
- Mobile Communications Business
- Performance by geographies
- Acquisitions and divestments
- Growth strategies
- Expanding and strengthening broadband services
- Consolidating IP services through Next-Generation Network (NGN)
- Growth through partnerships
- SWOT analysis
- Strengths
- Comprehensive service portfolio, with focus on growth areas
- Strong domestic market position
- Focus on research and development
- Low churn rate
- Weaknesses
- Declining revenue and operating profit
- Geographic concentration
- Weak performance of PHS business
- Opportunities
- Demand for Broadband, 3G and IP services
- Threats
- Declining demand for voice services and slow growth of mobile services
- Stiff competition further intensified by number portability
Chapter 6 - Deutsche Telekom
- Summary
- Company overview
- History
- Group structure and services
- Mobile Communications
- Broadband/ Fixed Network
- Business Customers
- Group Headquarters and Shared Services
- Recent financial performance
- Performance by business segments
- Mobile Communications
- Broadband/Fixed Network
- Business Customers
- Performance by geographies
- Acquisitions and divestments
- Growth strategies
- Improve competitiveness in Germany
- Growing internationally through mobile communication
- Growth through expansion of mobile internet
- Realigning T-Systems
- SWOT analysis
- Strengths
- Strong performance in the US mobile business
- Competitive advantage in mobile internet
- Increasing share of international revenue
- Weaknesses
- Weak domestic business performance
- Weak business and financial performance
- ‘Mobile only' offering in the US
- Opportunities
- Mobile internet growth
- Broadband growth
- Threats
- Slowing down of the US economy and competitive disadvantage in the US
- Extensive competition in the domestic market
- Regulations
Chapter 7 - Telefonica
- Summary
- Company overview
- History
- Business segments
- Telefonica Spain
- Telefonica Latin America
- Telefonica Europe
- Recent financial performance
- Performance by business segments
- Acquisitions and divestments
- Growth strategies
- Growth strategies in Europe and Spain
- Growth strategies in Latin America
- SWOT analysis
- Strengths
- Diversified revenue portfolio
- Strong presence in high growth markets
- Strong financial position
- Weakness
- Weak German business
- Opportunities
- Growth in Latin America market
- Growth in broadband and mobile data services
- Threats
- Intense competition in some of the key markets
- Regulatory, political and legal risks
- Weakening Spanish economy
Chapter 8 - France Telecom
- Summary
- Company overview
- History
- Group structure and services
- Personal Communication Services (PCS)
- Home Communication Services (HCS)
- Enterprise Communications Services (ECS)
- Recent financial performance
- Performance by business segments
- Personal Communication Services (PCS)
- Home Communication Services (HCS)
- Enterprise Communication Services (ECS)
- Performance by geographies
- Acquisitions and divestments
- Growth strategies
- Launching new innovative services
- Strengthening the broadband infrastructure
- Further rollout in Africa
- Growth through disciplined acquisitions
- SWOT analysis
- Strengths
- Strong position in European market
- Strong geographic presence
- Innovative services
- Weaknesses
- Limited top-line growth
- Opportunities
- Further expansion into Africa, Middle East and Eastern Europe
- Growth in broadband
- Growth in e-health
- Threats
- Stiff competition
- Grant of fourth UMTS license
- Roaming price cut
- Exposure to greater legal and political risk
Chapter 9 - Vodafone
- Summary
- Company overview
- History
- Group structure and services
- Europe
- EMAPA
- Voice Services
- Messaging Services
- Data Services
- Fixed line and DSL services
- Recent financial performance
- Performance by services
- Performance by geographies
- Acquisitions and divestments
- Growth strategies
- Focus on emerging and high growth markets
- Cost reduction and stimulating minute usage in Europe
- Managing Group' s portfolio to maximize returns
- SWOT analysis
- Strengths
- Global presence and strong emerging market portfolio
- Comprehensive product portfolio
- Weaknesses
- Failure in Japanese market
- Lack of control over partnerships
- Opportunities
- Emerging markets
- Broadband internet and 3G services
- Threats
- Increased exposure to economic, political and legal risks
- Market saturation in Europe
Chapter 10 - China Mobile
- Summary
- Company overview
- History
- Business segments
- Voice Business
- New Businesses
- Recent financial performance
- Performance by services
- Acquisitions and divestments
- Growth strategies
- Focus on rural Chinese markets
- Innovative value-added services
- Expanding business customer base
- Expansion into emerging markets
- SWOT analysis
- Strengths
- Dominant position in domestic mobile communications market
- Strong performance and healthy financial position
- Network coverage and quality
- Strong brand
- Weaknesses
- Service portfolio
- Opportunities
- Rural markets
- Value added services
- 3G
- Emerging Markets
- Threats
- Regulatory changes
- Future competition
Chapter 11 - Telecom Italia
- Summary
- Company overview
- History
- Business segments
- Domestic
- European Broadband
- Brazil Mobile
- Media
- Olivetti
- Other operations
- Recent financial performance
- Performance by business segments
- Domestic
- European Broadband
- Brazil Mobile
- Media
- Olivetti
- Other Operation
- Performance by geographies
- Acquisitions and divestments
- Growth strategies
- Domestic market
- Retaining customers and increasing value share
- Expanding into adjacent ICT markets
- International strategy
- Consolidating growth in Brazilian market
- Strengthen position in Germany market
- Increasing presence in high growth Latin America markets
- Reviewing investment portfolio
- SWOT analysis
- Strengths
- Strong position in domestic market
- Strong position in Brazilian mobile market
- Weaknesses
- Geographic concentration
- Weak financial position
- Weak operational performance and weak outlook
- Opportunities
- Opportunity for further growth in Brazil
- European broadband market
- Further expansion in Latin America
- Threats
- Regulatory environment in domestic market
- Competition in Brazil and Germany
- Mature domestic market
Chapter 12 - Sprint Nextel
- Summary
- Company overview
- History
- Business segments
- Wireless
- Wireline
- Recent financial performance
- Performance by business segments
- Acquisitions and divestments
- Growth strategies
- SWOT analysis
- Strengths
- Strong presence in domestic market
- Attractive asset portfolio
- Weaknesses
- Weak performance of the wireless segment
- Problems with Nextel integration
- Poor Marketing
- Opportunities
- WiMAX opportunity
- Threats
- Threats to iDEN network
- Market saturation and economy slowdown
- Intense competition
Chapter 13 - 11 to 20 Companies
- BT
- Company overview
- Recent financial performance
- Comcast
- Company overview
- Recent financial performance
- Vivendi
- Company overview
- Recent financial performance
- KDDI
- Company overview
- Recent financial performance
- America Movil
- Company overview
- Recent financial performance
- China Telecom
- Company overview
- Recent financial performance
- KT
- Company overview
- Recent financial performance
- Telstra
- Company overview
- Recent financial performance
- KPN
- Company overview
- Recent financial performance
- Bell Canada
- Company overview
- Recent financial performance
- Index
List of Figures
- Figure 2.1: Global telecom services market size ($bn), 2002- 2006
- Figure 2.2: Market positioning of top 10 companies, 2007
- Figure 3.3: AT&T' s financial performance ($bn), 2003-2007
- Figure 3.4: AT&T SWOT analysis
- Figure 4.5: Verizon' s financial performance ($bn), 2003-2007
- Figure 4.6: Revenue break-up by geography, 2007
- Figure 4.7: Verizon SWOT analysis
- Figure 5.8: NTT' s financial performance ($bn), 2003-2007
- Figure 5.9: NTT SWOT analysis
- Figure 6.10: Deutsche Telekom' s financial performance ($bn), 2003-2007
- Figure 6.11: Revenue break-up by geography, 2007
- Figure 6.12: Deutsche Telekom SWOT analysis
- Figure 7.13: Telefonica' s financial performance ($bn), 2003-2007
- Figure 7.14: Telefonica SWOT analysis
- Figure 8.15: France Telecom' s financial performance, 2004-2007*
- Figure 8.16: Revenue break-up by geography, 2007
- Figure 8.17: France Telecom SWOT analysis
- Figure 9.18: Vodafone' s financial performance ($bn), 2003-2007
- Figure 9.19: Revenue break-up by geography, 2007
- Figure 9.20: Vodafone SWOT analysis
- Figure 10.21: China Mobile' s financial performance ($bn), 2003-2007
- Figure 10.22: China Mobile SWOT analysis
- Figure 11.23: Telecom Italia' s financial performance ($bn), 2004-2007*
- Figure 11.24: Revenue break-up by geography, 2007
- Figure 11.25: Telecom Italia SWOT analysis
- Figure 12.26: Sprint Nextel' s financial performance ($bn), 2003-2007
- Figure 12.27: Sprint Nextel SWOT analysis
List of Tables
- Table 2.1: Global telecom services market size and growth, 2002-2006
- Table 2.2: Top ten companies' growth & profitability
- Table 3.3: AT&T company snapshot
- Table 3.4: AT&T' s key milestones
- Table 3.5: AT&T' s key milestones (cont' d)
- Table 3.6: AT&T' s financial performance ($bn), 2003-2007
- Table 3.7: AT&T' s business segments performance ($bn) 2005-2007
- Table 4.8: Company snapshot
- Table 4.9: Verizon' s key milestones
- Table 4.10: Verizon' s financial performance ($bn), 2003-2007
- Table 4.11: Verizon' s business segments performance ($bn) 2006-2007
- Table 4.12: Verizon' s performance by geography, 2005- 2007
- Table 5.13: Company snapshot
- Table 5.14: NTT' s key milestones
- Table 5.15: NTT' s financial performance ($bn), 2003-2007
- Table 5.16: NTT' s business segments performance ($bn) 2005-2007
- Table 6.17: Company snapshot
- Table 6.18: Deutsche Telekom' s key milestones
- Table 6.19: Deutsche Telekom' s key milestones (cont' d)
- Table 6.20: Deutsche Telekom' s financial performance ($bn), 2003-2007
- Table 6.21: Deutsche Telekom' s business segments performance ($bn) 2005-2007
- Table 6.22: Deutsche Telecom' s performance by geography, 2005- 2007
- Table 7.23: Company snapshot
- Table 7.24: Telefonica' s key milestones
- Table 7.25: Telefonica' s key milestones (cont' d)
- Table 7.26: Telefonica' s financial performance ($bn), 2003-2007
- Table 7.27: Telefonica' s business segments performance ($bn), 2005-2007
- Table 7.28: Telefonica' s performance by geography, 2005- 2007
- Table 8.29: Company snapshot
- Table 8.30: France Telecom' s key milestones
- Table 8.31: France Telecom' s key milestones (cont' d)
- Table 8.32: France Telecom' s financial performance, 2004-2007
- Table 8.33: France Telecom' s business segments performance ($bn), 2005-2007
- Table 8.34: France Telecom' s performance by geography, 2006- 2007
- Table 9.35: Company snapshot
- Table 9.36: Vodafone Group' s key milestones
- Table 9.37: Vodafone Group' s key milestones (cont' d)
- Table 9.38: Vodafone' s financial performance ($bn), 2003-2007
- Table 9.39: Vodafone' s business segments performance ($bn) 2006-2007
- Table 9.40: Vodafone' s performance by geography, 2005- 2007
- Table 9.41: Household broadband penetration in Europe, 2007 and 2010
- Table 10.42: China Mobile company snapshot
- Table 10.43: China Mobile' s key milestones
- Table 10.44: China Mobile' s financial performance ($bn), 2003-2007
- Table 10.45: China Mobile' s performance by services ($bn), 2006-2007
- Table 11.46: Telecom Italia company snapshot
- Table 11.47: Telecom Italia' s key milestones
- Table 11.48: Telecom Italia' s financial performance, 2004-2007
- Table 11.49: Telecom Italia' s business segments performance ($bn), 2006-2007
- Table 11.50: Telecom Italia' s performance by geography, 2005- 2007
- Table 12.51: Sprint Nextel company snapshot
- Table 12.52: Sprint Nextel' s key milestones
- Table 12.53: Sprint Nextel' s key milestones (cont' d)
- Table 12.54: Sprint Nextel' s financial performance ($bn), 2003-2007
- Table 12.55: Sprint Nextel' s business segments performance ($bn), 2007
- Table 13.56: BT company snapshot
- Table 13.57: BT' s financial performance, 2005-2007
- Table 13.58: Comcast company snapshot
- Table 13.59: Comcast' s financial performance ($bn), 2003-2007
- Table 13.60: Vivendi company snapshot
- Table 13.61: Vivendi' s financial performance, 2004-2007
- Table 13.62: KDDI company snapshot
- Table 13.63: KDDI' s financial performance ($bn), 2003-2007
- Table 13.64: America Movil company snapshot
- Table 13.65: America Movil' s financial performance ($bn), 2003-2007
- Table 13.66: China Telecom company snapshot
- Table 13.67: China Telecom' s financial performance ($bn), 2003-2007
- Table 13.68: KT company snapshot
- Table 13.69: Korea Telecom' s financial performance, 2002-2006
- Table 13.70: Telstra company snapshot
- Table 13.71: Telstra' s financial performance ($bn), 2003-2007
- Table 13.72: KPN company snapshot
- Table 13.73: KPN' s financial performance, 2004-2007
- Table 13.74: Bell Canada company snapshot
- Table 13.75: Bell Canada' s financial performance ($bn), 2003-2007
