We think you have liked this presentation. If you wish to download it, please recommend it to your friends in any social system. Share buttons are a little bit lower. Thank you!
Presentation is loading. Please wait.
Published byDiego Burke
Modified over 3 years ago
US Wireless Market Mid Year Update
© Chetan Sharma Consulting, Aug 2006 2 http://www.chetansharma.com US Wireless Market – Mid Year Update US wireless data market is growing at an impressive rate. Top 4 US carriers (Cingular, Verizon, Sprint Nextel, and T-Mobile) accounted for over $6.3B in wireless data revenues for the first half of 2006. Overall, wireless data service revenues exceeded $7B and the figures are likely to exceed $15B for the year 2006. This is almost a 75% jump from end-of-2005 number of $8.6B. The growth rate slowed down only slightly from 2004-2005 growth rate of 87%. SMS and data transport still drives bulk of data revenues but their percentage share is declining. Among the top 4 US carriers, Verizon has made the most impressive strides in the last 4 quarters, increasing their wireless data revenues by a whopping 114%. Next Sprint with 71%, T-Mobile with 65%, and Cingular with 54% also netted impressive gains. Verizon became the first US carrier to net over $1B in wireless data revenues in a quarter. Cingular was close second with $979M and Sprint with $935M are likely to cross the $1B mark next quarter. Sprint retains its leadership position of highest wireless data ARPU in terms of absolute dollar amount at $7.25 but lost its number one spot in the % data ARPU to Verizon which now leads the US carriers at almost 13%. Average data ARPU is now $6.3 or 12%. Overall ARPU (voice + data) increased slightly from Q106 but declined $0.27 from Q405. The general trend is towards slow decline. Data revenue is barely keeping up with the decline in voice ARPU. On an average voice ARPU has declined 8% from a year ago and data ARPU has increased 48%. Average Overall ARPU was $53.04. Sprint led with $62 followed by T-Mobile at $51, Verizon at $49.7, and Cingular with $48.4. If the current trends hold, Verizon Wireless is likely to surpass Cingular Wireless as number 1 US carrier by Q307. US had about 7M 3G subscribers by Q206, primarily from Verizon and Sprint Nextel. With Cingular joining the fray, the 3G growth is expected to accelerate with 2007 being the inflection year. US wireless subscriber penetration stands at approximately 74% and is likely to exceed 78% by the end of the year. Top 4 carriers added 12.7M subscribers from Jan-Jun 2006. The top 4 US carrier account for 79% of the subscribers, 86% of the service revenues, and approximately 95% of the wireless data revenues. US Off-net revenues for the year are likely to exceed $750M. Data ARPU of CDMA/EV-DO carriers was 20% higher than GSM/WCDMA carriers.
© Chetan Sharma Consulting, Aug 2006 3 http://www.chetansharma.com US Wireless Market – Mid Year Update Several high-profile MVNOs were also launched in the last few months and the overall results have been disappointing primarily due to poor execution, instant crowding effect, and competition from big 4. US wireless carriers are steadily climbing in their wireless data performance as compared to their peers worldwide. Verizon, Cingular, and Sprint ranked number 4, 5, and 6 respectively, amongst the top 10 operators worldwide in terms of total wireless data revenue generated for first half of 2006. The #1 carrier worldwide in terms of total wireless data revenue for the first six months of 2006 is NTT DoCoMo which has maintained its position for a number of years. It is now generating almost $900M/month from wireless data revenues. The top 10 carriers in terms of total wireless data revenues for 1H06 in order of rank are NTT DoCoMo, China Mobile, KDDI, Verizon Wireless, Cingular Wireless, Sprint Nextel, O2 UK, Vodafone Japan, SK Telecom, and China Unicom. (6 Asian, 3 US, 1 Europe. Who says US is behind ). Vodafone Germany, TMO Germany, and TMO US are also closing in. All the top 10 carriers in the list exceeded $1B in data revenues for the first six months of 2006. China Mobile and China Unicom benefited from their huge subscriber base of 274M and 135M respectively while DoCoMo and KDDI did well because they are generating over $17 (or 28%) in wireless data ARPU. The top 10 carriers accounted for almost $24B in wireless data revenues for the first six months of 2006. The top 10 carriers account for approximately 700M (or approx 28%) subscribers worldwide. In terms of wireless investments, over $2.8B was invested in wireless related companies/startups from Jan-Jun 2006 (this figure jumped to $4.1B in July). Source: Rutberg. Mobile TV/Video, Mobile Personalization, Mobile Search and Advertising, Semiconductor, Carrier infrastructure, Device design and development are hot areas. M&A activity also picked up quite significantly. WiMax industry got a big boost with almost $1B investment in Clearwire and due to Sprint Nextels announcement of WiMax deployment. Sigh of relief for Intel and Samsung. Puts pressure on Qualcomm. Maybe Intel will renegotiate with Clearwire. Worldwide Handset market share: Nokia and Motorola dominated with 35% and 23% market share respectively. Samsung with 12% stands third. Source: iSuppli. Though Apples iPhone rumors have been clouding the market, it is Motorola which continues to lead in launching must-have handsets. Windows mobile is starting to make serious inroads in the handset market but performance issues and high price points deter mass market adoption.
© Chetan Sharma Consulting, Aug 2006 4 http://www.chetansharma.com US Wireless Service Data Revenues
© Chetan Sharma Consulting, Aug 2006 5 http://www.chetansharma.com US Wireless Carriers: ARPU Trend
© Chetan Sharma Consulting, Aug 2006 6 http://www.chetansharma.com Voice and Data ARPU of top 4 carriers
© Chetan Sharma Consulting, Aug 2006 7 http://www.chetansharma.com US Wireless Carriers Data ARPU Trends
© Chetan Sharma Consulting, Aug 2006 8 http://www.chetansharma.com US Wireless Carriers: Data ARPU Trends
© Chetan Sharma Consulting, Aug 2006 9 http://www.chetansharma.com US Wireless Carriers: Marketshare
© Chetan Sharma Consulting, Aug 2006 10 http://www.chetansharma.com Top 10 Carriers by Wireless Data Revenues
© Chetan Sharma Consulting, Aug 2006 11 http://www.chetansharma.com Worldwide Handset Market share Data Source: iSuppli
© Chetan Sharma Consulting, Aug 2006 12 http://www.chetansharma.com Wireless Investments in 2006 Data Source: Rutberg
© Chetan Sharma Consulting, Aug 2006 13 http://www.chetansharma.com About CSC Over 12 years of wireless industry experience –Strategy, Product Planning, Intellectual Property, R&D Wrote one of the first books on Wireless Internet (2000). Coauthored 2 more since then. Numerous articles and reports. Advisor to leading companies and startups worldwide in the wireless industry on business, product, and IP strategy. email@example.com http://www.chetansharma.com Blog: aorta.wordpress.comaorta.wordpress.com Clients
US Wireless Market 3Q 2006 Update. © Chetan Sharma Consulting, All Rights Reserved Nov US Wireless Market – 3Q06 Update.
US Wireless Data Market Q Update. © Chetan Sharma Consulting, All Rights Reserved May US Wireless Market – Q1.
US Wireless Data Market Q and 2007 Update. © Chetan Sharma Consulting, All Rights Reserved Mar US Wireless Market.
US Wireless Data Market Q Update. © Chetan Sharma Consulting, All Rights Reserved Aug US Wireless Market – Q2.
Worldwide Wireless Data Trends Mid Year Update. © Chetan Sharma Consulting, All Rights Reserved Aug Worldwide Wireless.
Global Wireless Data Market 2006 Update Chetan Sharma Consulting.
Global Wireless Data Market 1H 2007 Update Chetan Sharma Consulting.
Global Wireless Data Market 2007 Update Chetan Sharma Consulting.
Global Wireless Data Market 2008 Update Chetan Sharma Consulting.
Global Wireless Data Market 1H 2009 Update Chetan Sharma Consulting.
Global Wireless Data Market 1H 2008 Update Chetan Sharma Consulting.
US Wireless Data Market Q Update. © Chetan Sharma Consulting, All Rights Reserved Nov US Wireless Market – Q3.
The European way to think the Digital World Mobile Services Vincent Poulbère IDATE - Head of mobile service team.
US Wireless Data Market Q and 2008 Update. © Chetan Sharma Consulting, All Rights Reserved Mar US Wireless Market.
Freescale Semiconductor Confidential and Proprietary Information. Freescale and the Freescale logo are trademarks of Freescale Semiconductor, Inc. All.
US Wireless Data Market Q Update. © Chetan Sharma Consulting, All Rights Reserved May, US Wireless Market – Q1.
The Mobile Internet Present and Future Jon White Digital Publishing Director Macmillan Education, Oxford OReilly TOC Conference February 11 th – 13 th.
R a m b l e r internet mobile television Rambler Media October 2006 Capitalising on the fastest growing media market and online community in Europe.
The European way to think the Digital World Telecom Equipment markets in China: The Big Picture Jean-Charles Doineau, Head of TDS division,
The Latest Stats about computer use ONS – Internet Access – Households and Individuals Ofcom – The Communications Market Report.
The European way to think the Digital World ICT market dynamics and development models in Asia IDATE Foundation seminar November 19, 2003.
Trade Promotion Management Study Summary Charts
1 Diskusi Panel “Broadband Wireless Access Indonesia, Peluang dan Tantangan” Sept 2, 2010.
12 October CompactPCI and Telecom The Potential is Much Larger !! R. Brough Turner CTO, Natural MicroSystems.
The European Mobile Industry – A Case for Consolidation? Wolfgang Kopf, LL.M. Executive Vice President T-Mobile International AG & Co. KG Transatlantic.
6 th International Venture Capital Forum Athens 14 th -15 th June 2005 Private Equity in Europe -Fund Raising and Trends.
The European way to think the Digital World Mobile services IDATE International Conference Montpellier (France), 23 November 2005 Frédéric.
Name of presenter(s) or subtitle Canadian Netizens February 2004.
Through Michael Porters Five Forces Ana lysis Presented By-Anubhav Bhushan.
BrandZ top 100 most valuable global brands summary April 28 th May 2009.
Mobiles in Europe Didier Pouillot Head of IDATE’s Industrial Analyses Department Europe Is moving on… Does Europe still have the Wireless.
When you see… Find the zeros You think….
North American Location-based Service Markets Maturing Mobile Markets Look toward Location-based Services (LBS) to Maximize Commercial Success Wireless.
US Wireless Data Market Q and 2010 Update. © Chetan Sharma Consulting, All Rights Reserved Feb, US Wireless Market.
The 5S numbers game..
Global AdView Confidential & Proprietary - Copyright © 2011 The Nielsen Company November 2010 Finance: +16.5% Total advertising trend Year to date 2010November.
1 Version 1 | Internal Use© Ipsos MORI Version 1 | Internal Use Only Paste co- brand logo here IMA Membership Audit Quarter April – June /08/2013.
Resistência dos Materiais, 5ª ed.
New England Pension Consultants. 1 Table of Contents > Market Environment > Asset Allocation / Investment Policy Targets > Performance Summary > Performance.
International Telecommunication Union Committed to Connecting the World Measuring the Information Society Report 24 November 2014.
Supported by ESRC Large Grant. What difference does a decade make? Satisfaction with the NHS in Northern Ireland in 1996 and 2006.
Opportunities and Challenges of Operating Both GSM & CDMA Networks Dr. William Li General Manager Marketing & Sales Dept.
Strategy Review Meeting Strategy Review Meeting
TCCI Barometer September “Establishing a reliable tool for monitoring the financial, business and social activity in the Prefecture of Thessaloniki”
Time and Labor Processing Day 1
Antonin Arlandis Stéphane Ciriani How firms interact and perform in the ICT ecosystem ? March 2011.
© 2017 SlidePlayer.com Inc. All rights reserved.