Abstract
In revisiting 2005' s report Wireless in the Consumer Telecom Bundle: Discounts
without Convergence (#IN0502095MCM), there have been several significant
changes and new learning:
- There is, indeed, convergence appearing in the telecom bundle; Cable
companies and AT&T are both offering services across different networks and
devices.
- In-Stat surveys find that cable companies have the majority of the bundle
customers with video and broadband packages. However, consumers who have a
preference would rather buy bundles from telcos than cable companies.
- Telco and cable company bundles including broadband have very high
penetration at near 60%, suggesting that further growth may be limited.
However, one-third of respondents who plan to purchase a bundle within the
coming year hope to include wireless.
This report includes subscriber forecasts for the US wireless/cable joint
venture through 2011.
Table of Contents
In This Update
- At Last: Convergence but Lack of Discounts
- Introduction: The US Telecommunications Market is Changing
- AT&T/BellSouth/Cingular
- Sprint/Cable Joint Venture
- 2005 Report Conclusions
- Wireless Carriers Not Considered Bundlers
- More Bundles Should Include Wireless
- Bundled Offerings
- Verizon
- QWEST
- AT&T
- Sprint Nextel/Cable Joint Venture
- Cox Communications
- Time Warner Cable
- Comcast
- Survey Results
- Current and Preferred Bundle Providers
- Components of Telco and Cable Bundles
- Value of Bundles
- Expected Bundle Purchash
- Interest in Cable/Wireless Bundle
- Forecasts- Cable Joint Venture Wireless Customers
- 2007 Market
- Forecast Assumptions
- Assessment
- Cable Companies can Stretch Their Leads
- Bundled Broadband Market Appears to be Nearing Saturation
- Value of Wireless in the Consumer Telecom Bundle
- It' s Good to be a Telco and Better to be Verizon
- Weak Consumer Interest in Video-to-Wireless Service
- Appendix 1- All Bundle Responses and Methodology
- All Current Bundles by Carrier Type
- Survey Methodology
- Appendix 2- Survey Questions
List of Tables
- Table 1. Components of AT&T Bundles that Include Wireless
- Table 2. Cable Joint Venture Subscribers and US Market Share
- Table 3. Cox Mobile Access Multimedia Services Packages (Others Similar)
- Table 4. Preferred Telco Bundle Provider
- Table 5. Types of Bundles, Individual Bell Companies
- Table 6. Willingness to Switch Carriers by Current Bundle Source
- Table 7. North America Sprint Cable Joint Venture Wireless Subscribers
2007- 2011
- Table 8. All Telco Bundle Combinations from Survey
- Table 9. All Cable Bundle Combinations from Survey
- Table 10. All Wireless Bundle Combinations from Survey
List of Figures
- Figure 1. Forecast: US Cable Joint Venture Wireless Subscribers
(Subscribers in Thousands)
- Figure 2. Actual vs. Intended Bundled Services (2005 Survey)
- Figure 3. Cable/Cellular Joint Venture Services- Mobilizing the Triple Play
- Figure 4. Current and Preferred Bundle Providers (Base: Those Expressing a
Preference)
- Figure 5. Components of Telco and Cable Bundles
- Figure 6. "Would You Switch Carriers to Purchase Bundled Services?"
- Figure 7. Reasons for Adopting Bundled Services
- Figure 8. Barriers to Adoption of Bundles (Base: Do Not Purchase Bundles)
- Figure 9. Planned vs. Current Bundled Services
- Figure 10. Plan to Purchase Bundle within 12 Months: Expected Carrier Type
- Figure 11. Interest in Converged Video/Wireless Service (Base: Use a Cell
Phone)
- Figure 12. Willingness to Change Carriers for Converged Video Wireless
Service (Base: Extremely, Very or Somewhat Interested)
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