US: Competition for Data Services to Intensify as Operators Continue to Invest in Next-Generation Technologies

Powered by

All the vital news, analysis, and commentary curated by our industry experts.

"US: Competition for Data Services to Intensify as Operators Continue to Invest in Next-Generation Technologies", a new Country Intelligence Report by GlobalData, provides an executive-level overview of the telecommunications market in the US today, with detailed forecasts of key indicators up to 2021. Published annually, the report provides detailed analysis of the near-term opportunities, competitive dynamics and evolution of demand by service type and technology/platform across the fixed telephony, broadband, and mobile, as well as a review of key regulatory trends.

The telecom services revenue in the US is estimated to grow at a CAGR of 1.2% during 2016-2021, driven by growth in fixed broadband and mobile data revenue. Mobile data will continue to remain the largest revenue-contributing segment through 2021 and is estimated to grow at a CAGR of 4.0% during 2016-2021, majorily driven by operators' investments in 4G network expansions and attractive data packages to stimulate data adoption. Going forward, operators are focusing on leveraging new technologies such as NG-PON2, DOCSIS 3.1 to offer high-speed network access to their customers and boost broadband penetration. Operators are offering richer content and bundled plans to drive pay-TV adoption. Over the next five years, operators should seize opportunities from the growing demand for data services by focusing on promotional data plans and high-quality services including video offerings. Investments in LTE, fiber and next-generation technologies are expected to expand new revenue streams for operators including IoT, M2M and cloud services.

The Country Intelligence Report provides in-depth analysis of the following –
– Regional context: telecom market size and trends in the US compared with other countries in the region.
– Economic, demographic and political context in the US.
– The regulatory environment and trends: a review of the regulatory setting and agenda for the next 18-24 months as well as relevant developments pertaining to spectrum licensing, national broadband plans, number portability and more.
– A demand profile: analysis as well as historical figures and forecasts of service revenue from the fixed telephony, broadband, mobile voice, and mobile data markets.
– Service evolution: a look at changes in the breakdown of overall revenue between the fixed and mobile sectors and between voice, data and video from 2016 to 2021.
– The competitive landscape: an examination of key trends in competition and in the performance, revenue market shares and expected moves of service providers over the next 18-24 months.
– In-depth sector analysis of fixed telephony, broadband, mobile voice, and mobile data services: a quantitative analysis of service adoption trends by network technology and by operator, as well as of average revenue per line/subscription and service revenue through the end of the forecast period.
– Main opportunities: this section details the near-term opportunities for operators, vendors and investors in US telecommunications markets.

Scope

– The overall telecom service revenue in the US will grow at a CAGR of 1.2% during 2016-2021, mainly driven by growth in the mobile data segment.

– Mobile revenue will account for 46.2% of total telecom revenue in 2021; mobile data will be the major contributing segment over 2016-2021.

– 4G will be the most adopted mobile technology through 2021, as operators continue to focus on expanding their 4G/LTE, LTE-A network coverage and deployment of advanced technologies to deliver faster Internet speeds.

– The top two operators, AT&T and Verizon, accounted for 47.2% share of overall service revenue in 2016.

– Operators will continue to shift their focus toward connected devices and expanding their stand-alone service business into new business models, such as mobile video, to increase revenue and fuel growth. Moreover, operators are focusing on development and testing of advanced technologies to support 5G deployment in the near future.

Reasons to Buy

– This Country Intelligence Report offers a thorough, forward-looking analysis of the US telecommunications market, service providers and key opportunities in a concise format to help executives build proactive and profitable growth strategies.

– Accompanying GlobalData’s Forecast products, the report examines the assumptions and drivers behind ongoing and upcoming trends in the US mobile communications, fixed telephony and broadband markets, including the evolution of service provider market shares.

– With more than 20 charts and tables, the report is designed for an executive-level audience, boasting presentation quality.

– The report provides an easily digestible market assessment for decision-makers built around in-depth information gathered from local market players, which enables executives to quickly get up to speed with the current and emerging trends in the US telecommunications market.

– The broad perspective of the report coupled with comprehensive, actionable detail will help operators, equipment vendors and other telecom industry players succeed in the challenging telecommunications market in the US.

AT&T
Verizon Communications
Comcast
Sprint
T-Mobile
DirecTV
Time Warner
Dish Network
CenturyLink

Table of Contents

Table of Contents

Executive summary 4

Market and competitor overview

Regional context 6

Economic, demographic and political context 7

Regulatory environment 8

Demand profile 13

Service evolution 15

Competitive landscape 16

Major market players 17

Segment analysis

Mobile services 23

Fixed services 27

Pay-TV services 31

Identifying opportunities

Opportunities in the market 33

About the authors 34

Country Intelligence Report coverage 35

Table

List of Tables

US telecom market size and growth prospects in a regional context, 2016A 6

Country indicators 7

Regulatory structure and policy 8

Major telecommunications policy issues 9

US communications market revenue, 2014-2021, US$ 13

Segment revenue CAGRs, 2016-2021,US$ 13

Segment revenues 2014-2021 14

Service revenue mix: voice, data & video, 2016, 2021 15

Service revenue mix: fixed & mobile, 2016, 2021 15

Service revenue by operator, 2016 16

Key telecom market players 16

Major telecommunications market players 17

Mobile subscriptions and penetration, 2014-2021 23

Key mobile market indicators, 2016 23

Mobile data revenue mix, 2016, 2021 24

Total mobile ARPS; data percentage of total mobile ARPS, 2014-2021 24

Mobile market shares by subscriptions, 2014-2021 25

Mobile subscriptions by technology family, 2014-2021 26

Fixed-line penetration of population, 2014-2021 27

Key fixed market indicators, 2016 27

Fixed voice revenue and Internet revenue, 2014-2021 28

Fixed market shares by service, 2016 29

Access lines by technology, 2016 and 2021 30

Pay-Tv subscriptions by technology, 2014-2021 31

Opportunities in the US telecommunications market 33

Figures

List of Figures

US telecom market size and growth prospects in a regional context, 2016A 6

Country indicators 7

Regulatory structure and policy 8

Major telecommunications policy issues 9

US communications market revenue, 2014-2021, US$ 13

Segment revenue CAGRs, 2016-2021,US$ 13

Segment revenues 2014-2021 14

Service revenue mix: voice, data & video, 2016, 2021 15

Service revenue mix: fixed & mobile, 2016, 2021 15

Service revenue by operator, 2016 16

Key telecom market players 16

Major telecommunications market players 17

Mobile subscriptions and penetration, 2014-2021 23

Key mobile market indicators, 2016 23

Mobile data revenue mix, 2016, 2021 24

Total mobile ARPS; data percentage of total mobile ARPS, 2014-2021 24

Mobile market shares by subscriptions, 2014-2021 25

Mobile subscriptions by technology family, 2014-2021 26

Fixed-line penetration of population, 2014-2021 27

Key fixed market indicators, 2016 27

Fixed voice revenue and Internet revenue, 2014-2021 28

Fixed market shares by service, 2016 29

Access lines by technology, 2016 and 2021 30

Pay-Tv subscriptions by technology, 2014-2021 31

Opportunities in the US telecommunications market 33

Frequently asked questions

US: Competition for Data Services to Intensify as Operators Continue to Invest in Next-Generation Technologies standard reports
Currency USD
$990

Can be used by individual purchaser only

$2,970

Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company


Undecided about purchasing this report?

Enquire Before Buying Request a Free Sample

Get in touch to find out about multi-purchase discounts

reportstore@globaldata.com
Tel +44 20 7947 2745

Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.

Sample Report

US: Competition for Data Services to Intensify as Operators Continue to Invest in Next-Generation Technologies was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:

  • Assess the relevance of the report
  • Evaluate the quality of the report
  • Justify the cost

Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.

Below is a sample report to understand what you are buying

See what our customers are saying

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise.  The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS
Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at US: Competition for Data Services to Intensify as Operators Continue to Invest in Next-Generation Technologies in real time.

  • Access a live US: Competition for Data Services to Intensify as Operators Continue to Invest in Next-Generation Technologies dashboard for 12 months, with up-to-the-minute insights.
  • Fuel your decision making with real-time deal coverage and media activity.
  • Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.