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Fourth Quarter and Year-End 2005 High-Speed Access Report Brought To you as an Industry Service Every Quarter BY Information Gatekeepers, Inc AND B &

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Presentation on theme: "Fourth Quarter and Year-End 2005 High-Speed Access Report Brought To you as an Industry Service Every Quarter BY Information Gatekeepers, Inc AND B &"— Presentation transcript:

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2 Fourth Quarter and Year-End 2005 High-Speed Access Report Brought To you as an Industry Service Every Quarter BY Information Gatekeepers, Inc AND B & C Consulting Services www.igigroup.com

3 With This Year-End Report We Are Introducing Two Innovations: We Brought The Report To You In Segments, Rather Than Waiting For All Carriers To Report Their Quarterly Results. This Allowed Us To Bring You More Timely Data, While Still Giving You The Big Picture! The First Segment Provided the Major Telcos Results. This Segment Adds the Cable Results for the Entire Picture. We Are Formatting This Report As A PowerPoint Presentation. This Will Allow The Reader To More Quickly Grasp The Important Points. And It May Be More Interesting! We Invite Your Comments On These Changes To C.Holliday@ieee.Org

4 H-S Access Report Year-End 2005 Final Segment H-S Growth Going Strong All Year! Verizon Makes IGI Analyst Look Good with Record Quarter! Cable Results Continue to be very Flat.

5 Major 2005 High-Speed Access News DSL exceeds 43% of total H-S Accesses, up from 34% at end of 2002 ! Penetration of h-s accesses reaches 44%, up from 19% at end of 2002 (Households) H-S Accesses exceed 45,000,000 up from 20,000,000 at end of 2002 Verizon sets quarter record by gaining over 600,000. This is more than 100,000 over previous record! IGI Forecasts Telco DSL to surpass Cable in 2006!

6 Major Cable Companies - CMs Added 2004200420052005Total200520052005 4QTotal1Q2Q1st H 053Q4QTotal Charter100,0002,011,50094,00043,8002,149,30098,400 Comcast437,0006,977,200414,000297,0007,688,200437,000 Rodgers57,000951,40051,60033,4001,036,40053,300 Cox125,0002,548,549177,000150,0002,875,549150,000 Time Warner197,0004,009,000209,000201,0004,419,000234,000 Totals916,00016,497,649945,600725,20018,168,449972,700 Major Telcos - DSLs added 2004200420052005Total200520052005 4QTotal1Q2Q1st H 053Q4QTotal BellSouth224,0002,096,000253,000124,0002,473,000205,000 Bell Can.91,0001,857,00091,00092,0002,040,000106,000 Qwest110,0001,065,00085,00068,0001,218,000150,000 SBC425,0005,104,000504,000360,0005,968,000528,000 Verizon306,0003,559,000385,000278,0004,222,000389,000 Totals1,156,00013,681,0001,318,000922,00015,921,0001,378,000 Total2,072,00030,178,6492,263,6001,647,20034,089,4492,350,700 CM+xDSL 204000 2,882,000 425,000 6,921,000 613,000 5,224,000 Here’s BellSouth with one of their best quarters! AT&T (SBC) had another good Quarter! Verizon broke all records!! All-in-all it was a great quarter and a great year for the RBOCs!!! Especially Verizon!!! 61,000 2,207,000 Bell Canada is somewhat lower than previous.

7 Partial Results Major Telcos Only Major Cable Companies - CMs Added 2004200420052005Total200520052005 4QTotal1Q2Q1st H 053Q4QTotal Charter100,0002,011,50094,00043,8002,149,30098,4002,247,700 Comcast437,0006,977,200414,000297,0007,688,200437,0008,125,200 Rodgers57,000951,40051,60033,4001,036,40053,30062,2001,151,900 Cox125,0002,548,549177,000150,0002,875,549150,0003,025,549 Time Warner197,0004,009,000209,000201,0004,419,000234,000265,0004,918,000 Totals916,00016,497,649945,600725,20018,168,449972,700327,20019,468,349 Major Telcos - DSLs added 2004200420052005Total200520052005 4QTotal1Q2Q1st H 053Q4QTotal BellSouth224,0002,096,000253,000124,0002,473,000205,000204,0002,882,000 Bell Can.91,0001,857,00091,00092,0002,040,000106,00061,0002,207,000 Qwest110,0001,065,00085,00068,0001,218,000150,0001,368,000 SBC425,0005,104,000504,000360,0005,968,000528,000425,0006,921,000 Verizon306,0003,559,000385,000278,0004,222,000389,000613,0005,224,000 Totals1,156,00013,681,0001,318,000922,00015,921,0001,378,0001,303,00018,602,000 Total2,072,00030,178,6492,263,6001,647,20034,089,4492,350,7001,630,20038,070,349

8 Final Results

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13 Telcos are gaining on the forecast, and are going to catch cable! Cable continues to fall further behind our forecast: The Gap is narrowing!!

14 SBC Has Been the Telco Leader in H-S Adds Beating All Telcos and in the Last Few Quarters Also All Cable Companies!

15 SBC- AT&T H-S Adds

16 SBC Is Averaging Over 450,000 H-S Adds!

17 This Quarter, Things Changed! Verizon Added More H-S Lines Than Any Company Ever! Almost 100,000 More!! WHY? FIOS – Verizon’s Brand Of FTTP. It Is Rolling Now, And Verizon Is Setting H-S Records!!

18 Verizon Has Been Averaging about 350,000 H-S Adds

19 4 th Q 2005 – 613,000 H-S Adds!!

20 And Here’s the Trend Line – Not Bad! DSL Additions for Major Telcos

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22 This adds the results for the major cable companies - a very different story! Here is the Cable trend line – it couldn’t be flatter!

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24 Final Results Compared to Forecasts Forecasts Actuals Cable – Below Forecast Telco – Just Above Forecast Total Below Forecast, but Above Linear Projection!

25 IGI Analysts Have Predicted That Telcos Would Gain Parity with Cable Companies by the End of 2006. See Our Report “The Market After the Mergers – The Telecom Economy Today,” for Details, This Latest Result with Verizon Gaining Over 600,000 H-S Lines, Gives New Credence to Our Forecast. As AT&T Starts Implementing Their Project Lightspeed This Trend Will Accelerate, especially if they implement in their new acquisition – BellSouth!

26 Note That Cable Led By Two-to-One In 2003! We predict that the Telco's will gain parity with cable this year! PARITY!!

27 Thank You For Visiting Our Report! Please Forward Comments Or Questions To C.Holliday@ieee.Org Our Latest Reports, “The Next Generation Network – Will the RBOCs Get Googled Up?” and “The Market After the Mergers – The Telecom Market Today,” Are Available on this Site.


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