The Top Ten Telecom Service Providers: Positioning, performance and SWOT analyses

Table of Contents

• Market development
• AT&T
• Verizon
• NTT
• Deutsche Telekom
• Telefonica
• France Telecom
• Vodafone
• China Mobile
• Telecom Italia
• Sprint Nextel

• What is this report about?
• Methodology

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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