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.
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