2007-2012 Sizing and Share for Wireline Voice and Data: The Post-Merger Landscape

Executive Summary

I. Background/Overview of the Voice and Data Markets

• Timeline and Overview of Local, Long-Distance, International and Broadband Markets

II. Drivers

• Regulation, Wireless Substitution, Economic Conditions, Technology, Consolidation, Pricing and Capacity, Bundling and Convergence

III. Products Size, Share, and Forecast

• Definitions and Assumptions of Products, Sizing, Forecasting, and Market Share

IV. Company Case Studies and Statistics

• Background, Company Information, Network, 2006-2007 and Year in Review
• Company Retail Circuit-Switched Voice Size and Forecast
• Company Retail Data Size and Forecast
• Wholesale Voice and Data Size and Forecast
• Presentation of all the Numbers

V. Conclusions

Appendix A: Methodology

Appendix B: Glossary

• Total Retail Circuit-Switched Voice Revenue 2005-2012e
• Total Retail Data Revenue 2005-2012e
• Total Wholesale Voice and Data Revenue 2005-2012e
• Share of Local Service Revenue: ILEC vs. CLEC 1993-2004
• Interstate Minutes of Usage 1985 - 2004
• Interstate Per Minute Charges for Switched Access Service 1985 - 2005
• International Revenue and Minutes Billed in the U.S. and Average Revenue per Minute 1980 - 2004
• U.S. Carrier Revenue from International Traffic Billed in the U.S. in 2004 and 2005
• Advanced Service Lines (Over 200kbps in both directions) by Technology 2000-2006
• Wireless Versus Wireline Access (1999-2005)
• Local vs. Wireless Service Revenue(1997-2006)
• Summary of Retail IP VPN Revenue 2007-2012e
• FTTH Subscribers: 2005-2012(e)
• Total Real U.S. GDP and Year-over-Year Growth by Quarter: 1998-2006
• Total U.S. Employment and Year-over-Year Growth: 1998-2007
• Summary of Overall Industry Wireline Revenue 2005-2012e
• Company Share Analysis of Wireline Industry Voice and Data Revenues 2005-2012e
• Summary of Local Retail Circuit-Switched Voice Revenue 2005-2012e
• Local Business Circuit-Switched Voice Revenue Share 2005-2012e1
• Local Residential Circuit-Switched Voice Revenue Share 2005-2012e
• Domestic Long Distance Retail Circuit-Switched Voice Revenue 2005-2012e
• Domestic Long Distance Business Circuit-Switched Voice Revenue Share 2005-2012e
• Domestic Long Distance Residential Circuit-Switched Voice Revenue Share 2005-2012e5
• International Retail Circuit-Switched Voice 2005-2012e6
• International Business Circuit-Switched Voice Revenue Share 2005-2012e
• International Residential Circuit-Switched Voice Revenue Share 2005e-2012e
• Retail Private Line Revenue 2005-2012e
• Local Retail Private Line Revenue Share 2005-2012e1
• Long Haul Retail Private Line Revenue Share 2005-2012e2
• Retail ATM/Fame Relay Revenue 2005-2012e
• Local Retail ATM/Frame Relay Revenue Share 2005-2012e5
• Long Haul Retail Private Line Revenue Share 2005e-2012e6
• Summary of Retail IP VPN Revenue 2005-2012e
• Retail IP VPN Revenue Share 2005-2012e
• Summary of Retail Direct Internet Access Revenue 2005-2012e
• Retail Direct Internet Access Revenue Share 2005-2012e
• Retail VoIP Revenue 2005-2012e
• Consumer VoIP Revenue Share 2005-2012e5
• Business VoIP Revenue Share 2005-2012e
• Residential Internet Access Revenue 2005-2012e8
• Cable Modem Revenue Share 2005-2012e
• DSL Revenue Share 2005-2012e
• Fiber-to-the-Home Revenue Share 2005-2012e
• Wholesale Circuit-Switched Voice Revenue 2005-2012e
• Wholesale Local Circuit-Switched Voice Share 2005-2012e
• Wholesale Long Distance Circuit-Switched Voice Share 2005-2012e
• Wholesale International Circuit-Switched Voice Share 2005-2012e
• Wholesale Private Line Revenue 2005-2012e
• Local Wholesale Private Line Revenue Share 2005-2012e
• Long Haul Wholesale Private Line Revenue Share 2005-2012e
• Wholesale ATM and Fame Relay Revenue 2005-2012e
• Local Wholesale ATM and Frame Relay Revenue Share 2005-2012e
• Long Haul Wholesale ATM and Frame Relay Revenue Share 2005e-2012e
• Summary of Wholesale IP Revenue 2005-2012e
• Wholesale IP Revenue Share 2005-2012e
• 2006 Revenue Break by Company
• AT&T Retail Circuit-Switched Voice Revenue 2005-2012e
• AT&T Retail Data Revenue 2005-2012e
• AT&T Wholesale Voice and Data Revenue 2005-2012e
• Cablevision Retail Circuit-Switched Voice Revenue 2005-2012e
• Cablevision Retail Data Revenue 2005-2012e
• Cablevision Wholesale Voice and Data Revenue 2005-2012e
• CenturyTel Retail Circuit-Switched Voice Revenue 2005-2012e
• CenturyTel Retail Data Revenue 2005-2012e
• CenturyTel Wholesale Voice and Data Revenue 2005-2012e
• Citizens Communications Retail Circuit-Switched Voice Revenue 2005-2012e
• Citizens Communications Retail Data Revenue 2005-2012e
• Citizens Communications Wholesale Voice and Data Revenue 2005-2012e
• Comcast Retail Circuit-Switched Voice Revenue 2005-2012e
• Comcast Retail Data Revenue 2005-2012e
• Comcast Wholesale Voice and Data Revenue 2005-2012e
• Cox Communications Retail Circuit-Switched Voice Revenue 2005-2012e
• Cox Communications Retail Data Revenue 2005-2012e
• Cox Communications Wholesale Voice and Data Revenue 2005-2012e
• Embarq Retail Circuit-Switched Voice Revenue 2005-2012e
• Embarq Retail Data Revenue 2005-2012e
• Embarq Wholesale Voice and Data Revenue 2005-2012e
• Global Crossing Retail Circuit-Switched Voice Revenue 2005-2012e
• Global Crossing Retail Data Revenue 2005-2012e
• Global Crossing Wholesale Voice and Data Revenue 2005-2012e
• IDT Retail Circuit-Switched Voice Revenue 2005-2012e
• IDT Retail Data Revenue 2005-2012e
• IDT Wholesale Voice and Data Revenue 2005-2012e
• Level3 Retail Circuit-Switched Voice Revenue 2005-2012e
• Level3 Retail Data Revenue 2005-2012e
• Level3 Wholesale Voice and Data Revenue 2005-2012e
• PAETEC Retail Circuit-Switched Voice Revenue 2005-2012e
• PAETEC Retail Data Revenue 2005-2012e
• PAETEC Wholesale Voice and Data Revenue 2005-2012e
• Qwest Retail Circuit-Switched Voice Revenue 2005-2012e
• Qwest Retail Data Revenue 2005-2012e
• Qwest Wholesale Voice and Data Revenue 2005-2012e
• Sprint Retail Circuit-Switched Voice Revenue 2005-2012e
• Sprint Retail Data Revenue 2005-2012e
• Sprint Wholesale Voice and Data Revenue 2005-2012e
• Time Warner Cable Retail Circuit-Switched Voice Revenue 2005-2012e
• Time Warner Cable Retail Data Revenue 2005-2012e
• Time Warner Cable Wholesale Voice and Data Revenue 2005-2012e
• Time Warner Telecom Retail Circuit-Switched Voice Revenue 2005-2012e
• Time Warner Telecom Retail Data Revenue 2005-2012e
• Time Warner Telecom Wholesale Voice and Data Revenue 2005-2012e
• Verizon Retail Circuit-Switched Voice Revenue 2005-2012e
• Verizon Retail Data Revenue 2005-2012e
• Verizon Wholesale Voice and Data Revenue 2005-2012e
• Vonage Retail Data Revenue 2005-2012e
• Windstream Retail Circuit-Switched Voice Revenue 2005-2012e
• Windstream Retail Data Revenue 2005-2012e
• Windstream Wholesale Voice and Data Revenue 2005-2012e
• XO Communications Retail Circuit-Switched Voice Revenue 2005-2012e
• XO Communications Retail Data Revenue 2005-2012e
• XO Communications Wholesale Voice and Data Revenue 2005-2012e
• US Wireline Revenue ($B) 2005-2012e
• Residential/ SoHo Internet Access Revenue ($B) 2005-2012e
• VoIP Subscribers (M) 2005-2012e
• 2006 Expected Voice and Data Traffic/Bandwidth Annual Growth
• Enterprise and SMB Wireline Revenue 2005-2012e