Broadband Market Updates: Beyond Bandwidth

Table of Contents

The Bottom Line

1.0 Notes on Methodology

2.0 The Changing Dynamics of the Broadband Service Market

• 2.1 Narrowband Market Outlook
• 2.2 Broadband Market Overview
• 2.3 Competitive Dynamics: Cable vs. DSL
• 2.4 The Broadband Duopoly: Overlaps and Holes
• 2.5 Regional Differences

3.0 Fiber Deployment: This Time It's Real

• 3.1 Deep Fiber: FTTP, FTTN, and FTTC
• 3.2 Deployment Strategies of Incumbent Telcos
• 3.3 MSOs' Countermeasures

4.0 Alternative Broadband Technologies/Services

• 4.1 Broadband Wireless
• 4.2 Municipal Wi-Fi
• 4.3 Broadband Over Powerline
• 4.4 Satellite Broadband

5.0 Tiered Services, Bundled Services, and VAS Services

• 5.1 Tiered Services
• 5.2 Bundled Services
• 5.3 VoIP Services
• 5.4 Value-added Services
  • 5.4.1 Consumer Interest
  • 5.4.2 Broadband Entertainment Services
  • 5.4.3 Home Networking Services
  • 5.4.4 Storage/Backup Services
  • 5.4.5 Other Internet and Home Network-based VAS Services
• 5.5 Fending off Over-the-Top Services

6.0 The Changing Legislative Environment

• 6.1 Brand X vs. FCC and the Reclassification of DSL Services
• 6.2 Vonage vs. Madison River and Net Neutrality
• 6.3 Grokster vs. MGM and the Future of P2P

7.0 Market Forecasts

8.0 Important Market Implications

Resource Book

• Section I: Trends in Internet Adoption
• Section II: Demographics Analysis of Broadband Households
• Section III: Regional Difference: Rural, Urban, and Suburban
• Section IV: Next Wave of Broadband Adoption
• Consistent Consumer Demand
• Demographics of Broadband High Intenders
• Preferred Service Providers
• Section V: Customer Satisfaction, Retention, and Churn
• Section VI: Bundled Services and VAS services
• Bundled Services
• Interest in Guaranteed Bandwidth
• Perception of Upload Speed
• Service Provider-Provisioned Home Networks
• Internet/PC Security Services
• Storage/Backup Services
• Section VII: Profiles of Cable Operators
• Comcast Corporation
• Cox Communications, Inc.
• Time Warner, Inc.
• Cablevision Systems Corp.
• Charter Communications, Inc.
• Section VIII: Profiles of Telecom Operators
• AT&T Inc.
• Verizon Communications, Inc.
• BellSouth Corp.
• Qwest Communications International, Inc.
• Bell Canada International, Inc.
• SureWest Communications

Figures

The Bottom Line

• Growth (Decline) of Narrowband-Only Households (1999-2010)
• Subscriber Growth (Loss) of Major Narrowband Service Providers
• Growth of Cable/DSL Residential Broadband Services (Past 10 Quarters)
• Market Share of Leading Broadband Service Providers
• Quarterly New Net Additions (Past 10 Quarters): Cable vs. DSL
• Broadband Monthly ARPU: DSL vs. Cable Service Providers
• Quarterly Growth Rate of Cable and DSL Residential Broadband Subscribers
• Status of Broadband Network Upgrade: ILECs vs. Cable MSOs
• Detailed Analysis of Subscriber Growth: Major Telecom Carriers
• Cable MSOs Enjoy a Strong Lead in High-Bandwidth Services (June 2005)
• Detailed Analysis of Subscriber Growth: Major Cable MSOs
• Penetration of DSL and Cable Broadband among Top Ten Broadband States (June 2005)
• Availability of DSL and Cable Modem Services among Top Ten Broadband States (June 2005)
• Overlap between Telcos' Footprints and the Top 100 Cable Systems
• Comparison of Different FTTx Networks
• Households Passed and Connected by Deep Fiber
• Cable Fights Back: New Technologies and Standards
• Fixed and Mobile Broadband Wireless Services Market Update
• Important Municipal Wi-Fi Announcements
• Selected BPL Rollouts and Announcements
• Service Tiers based on Consumer Computer Usage Scenarios
• Market Estimates for Bundled Services (2005)
• Quarterly New Subscriber Additions (HSD+Video+Voice): Major MSOs vs. Telcos
• VoIP Services from Major Telecom and Cable Carriers
• Additional Services Desired for a Service Bundle: Internet-Based Services
• Monthly Fee a Subscriber is Willing to Pay for Additional Internet-Based Services
• Paying Consumers to Online Content
• U.S. Revenues: Online Content Services
• Home Networking Offerings: Telecom and Cable Operators
• Interest in an ISP-Provisioned Online Storage Service among U.S. and
• Canadian Internet Subscribers
• SWOT Analysis: Broadband Service Providers vs. Internet Portals and
• Internet Content Providers
• Forecast of U.S. Broadband Households: by Access Methods (2005-2010)
• Forecast of U.S. Broadband Service Revenue

Resource Book

• Service Adoption
• Internet Access
• Internet Access Outside the Home
• Internet Access Outside the Home, by Home Access
• Internet Penetration by Gender
• Internet Penetration by Age
• Internet Penetration by Household Income
• Internet Penetration by Education
• Breakdown of all U.S. Households by Internet Access and Intent to Subscribe
• Reasons for Not Subscribing to an Internet Service
• Broadband and National Demographics: Gender Comparison
• Broadband and National Demographics: Age Comparison
• Broadband and National Demographics: Income Comparison
• Broadband and National Demographics: Education Comparison
• Current Internet Penetration vs. Area of Residence
• Cable and DSL Penetration vs. Area of Residence
• Length of Broadband Subscription vs. Area of Residence
• High Intenders for Broadband Adoption vs. Area of Residence
• Likelihood for Narrowband Users to Upgrade to a Broadband Service
• Gender Breakdown of High Intenders for Upgrading to a Broadband Service in the Next 12 Months
• Age Breakdown of High Intenders for Upgrading to a Broadband Service in the Next 12 Months
• Income Breakdown of High Intenders for Upgrading to a Broadband Service in the Next 12 Months
• Education Breakdown of High Intenders for Upgrading to a Broadband Service in the Next 12 Months
• Preferred Service Provider for Broadband Upgrade
• Preferred Service Provider for Broadband Upgrade by Area of Residence
• Satisfaction Level with Current Broadband Service Provider by Type of Broadband Access
• Factors Influencing Satisfaction Level with Broadband Service Providers by Type of Broadband Access
• Factors Influencing Satisfaction Level with Service Provider by Number of
• Years of Using Broadband Service at Home
• History of Switching Broadband Service Providers by Type of Broadband Access
• Primary Reasons for Switching Broadband Service Provider by Type of Broadband Access
• Likelihood to Switch to a Different Broadband Provider in the Next 12 Months by Type of Broadband Access
• Have You Switched from a Broadband Service Provider to Another by
• Number of Years Using Broadband Service at Home
• Reasons for Switching from one Service Provider to Another by Number of
• Years Using Broadband Service at Home
• Awareness of and Subscription to a Multiple-Service, One-Bill Option
• Awareness of and Subscription to Bundled Services
• How Did You Hear about the Multi-Service Option?
• Current Market Penetration of Multi-Play Services
• Number of Broadband Households Subscribing to Bundled Services
• Service Providers for Multi-Service Packages
• Reasons for Not Subscribing to a Bundled Service
• Adoption of Dual-Play Services among Broadband Subscribers
• Dual-Play Services: Type of Service Providers
• Adoption of Triple-Play Services among Broadband Subscribers
• Triple-Play Services: Type of Service Providers
• Current Penetration for Quad-Play Services: by Industry Type
• Current Subscription to Dual-Play Services by Type of Internet Access
• Current Subscription to Triple-Play and Quad-Play Services by Type of Internet Access
• Interest in a Broadband Service that Provides Guaranteed Bandwidth
• Interest in Guaranteed Bandwidth: On-Demand Bandwidth vs. Always Optimized
• Perception of Broadband Upload Speed among Cable and Broadband Subscribers
• Has Your Service Provider Ever Offered You a Home Networking Solution?
• Penetration of Home Networking Solutions from Broadband Service Providers
• Important Factors that Prompted One to Accept Home Networking Services from a Broadband Service Provider: U.S.
• Reasons for Not Accepting a Home Networking Offer from a Broadband Service Provider
• Factors that Impact the Decision to Accept a Home Networking Solution from a Broadband Service Provider
• Internet or Home Computer Problems Experienced at Home in the Last 12Months by Type of Internet Access
• Has Your Internet Service Provider Ever Offered You Any Internet Security
• Services for an Additional Fee by Type of Broadband Access
• Adoption of Internet Security Services Provided by Internet Service Provider: by Type of Broadband Access
• Reasons for Not Accepting Security Service from Internet Service Provider: by Type of Broadband Access
• Internet Service Provider's Role in Communicating New Security Threats in an Appropriate and Timely Manner: by Type of Broadband Access
• Internet Service Provider's Role in Recommending Appropriate
• Actions/Solutions to Resolve Security Threats: by Type of Broadband Access
• Internet Service Provider's Role in Providing Service Response if Computers
• Become Infected by Viruses/Spyware: by Type of Broadband Access
• Interest Level for Online Storage Solution: by Type of Broadband Access
• Would You Subscribe to an Online Storage Solution at $14.99 per Month above the Cost of Internet Subscription: by Type of Internet Access
• Comcast Financial Overview
• Comcast Subscriber Base
• Comcast Internet Packages
• Cox Financial Overview
• Cox Subscriber Base
• Cox High-Speed Services
• Time Warner Financial Overview
• Time Warner Cable Subscriber Base
• Time Warner Cable: Internet Packages
• Cablevision Financial Overview
• Cablevision Subscriber Base
• Cablevision Broadband Packages
• Charter Financial Overview
• Charter Subscriber Base
• Charter Internet Packages
• AT&T Financial Overview
• AT&T Subscriber Base
• AT&T Internet Packages
• Verizon Communication, Inc. Financial Overview
• Verizon Communication, Inc. Subscriber Base
• Verizon High-Speed Internet Packages
• BellSouth Financial Overview
• BellSouth Subscriber Base
• BellSouth Internet Packages
• Qwest Financial Overview
• Qwest Subscriber Base
• Qwest DSL Packages
• Bell Canada Enterprises Financial Overview
• Bell Canada Subscriber Base
• Bell Canada Broadband Packages
• SureWest Financial Overview
• SureWest Subscriber Base