Parsing the entire telecom market, business services is second only to
wireless in revenue. US cable operators generate over $7 billion in annual
business service revenues. Operator market share is growing, but real success
lies in enterprise & medium-sized business penetration. This study details MSO
& telco business services, including revenue & unit forecasts for voice, data,
& video services to small, medium & large enterprise segments. It details a
range of services, including Ethernet, private line, voice, hosting, optical
transport, & video; and examines CATV operators' use of existing fiber
networks to support telecom services.
Report Excerpt
Telecommunications Industry
Any twenty-one year old in the US can explain to you why the business model
that cable TV operators depended on for so many years will soon become
moribund. As entertainment services such as Netflix, Hulu, and Roku are
distributed on-demand via the Internet, the programming and distribution model
that the cable industry invented some 60 years ago becomes less and less
relevant to the cohort groups that will become the biggest buyers of
entertainment services and -not coincidently-that practically live with the
Internet always on.
So if the business as usual path looks fraught with problems, where can the
cable industry go from here? One trend that has already been well documented
is creating content and using that fresh material-which can be accessed
through no other distribution system than cable-to hold on to the consumer
audience.
Table of Contents
Chapter - I
EXECUTIVE SUMMARY
- 1.1. Telecommunications Industry
- 1.2. MSO Commercial Services: Big Opportunity, Major Challenges
- 1.3. Deploying Commercial Services
- 1.4. Market Forecast Summary
Chapter - II
BACKGROUND
- 2.1. Definitions
- 2.2. US Cable Industry
- 2.3. Cable Industry Capital Expenditures
- 2.4. Evolution of Cable Business Services
- 2.5. MSO Commercial Services Progress
- 2.6. Telco Commercial Services Dominance
- 2.6.1. AT&T
- 2.6.2. Verizon
- 2.6.3. Sprint
- 2.6.4. Other
- 2.7. Business Services Margins and Cash Flow
- 2.8. MSO Challenges from Telcos
- 2.9. MSO Cooperation and Marketing
- 2.10. MSO Networks & Transformation
- 2.11. Industry Structure
Chapter - III
COMMERCIAL SERVICES MARKET
- 3.1. Market Overview
- 3.2. Market Segments and Characteristics
- 3.3. Small Businesses and Home Offices
- 3.4. Medium Sized Businesses
- 3.5. Enterprises
- 3.6. Wholesale
Chapter - IV
HFC TECHNOLOGY FOR COMMERCIAL SERVICES
- 4.1. HFC Architecture
- 4.2. DOCSIS
- 4.3. CMTS
- 4.4. Forward and Return Bandwidth
- 4.5. HFC Fiber Deep
- 4.6. Fiber to Businesses
- 4.7. RF over Glass
- 4.8. Passive Optical Networks
- 4.9. Ethernet Services
- 4.10. Point-to-Point Services
- 4.11. Wireless Backhaul
- 4.12. Wireless Mobility
- 4.13. Management Platforms
Chapter - V
MSO COMMERCIAL SERVICES
- 5.1. Commercial Services by Business Size
- 5.2. Cable Operators
- 5.2.1. Comcast
- 5.2.2. Time Warner Cable
- 5.2.3. Cox Communications
- 5.2.4. Charter
- 5.2.5. Cablevision
Chapter - VI
MSO COMMERCIAL SERVICES FORECASTS
- 6.1. Forecast Summary
- 6.2. Methodology
- 6.3. Commercial Services Addressable Market
- 6.4. Commercial Service Revenues by Service Type
- 6.5. Ethernet Services
- 6.6. MSO Commercial Services by Company Size
- 6.7. Conclusion
Table of Figures
Chapter - I
- I-1: US Telecommunications Revenue by Market, 2012
- I-2: US MSO Commercial Service Revenues, 2013-2018
Chapter - II
- II-1: US Basic Phone Subscribers, 1998-2012
- II-2: US High Speed Data Subscribers, 1997-2012
- II-3: US Digital Video, 1998-2012
- II-4: US MSO CAPEX, 1996-2012
- II-5: US MSO Business Services CAPEX, 2011-2017
- II-6: US Commercial Services Revenue by Provider, 2012
- II-7: MSO Commercial Services Revenue by Company, 2012
- II-8: MSO Commercial Services Revenue by Service, 2012
- II-9: Wireless-Wireline Services Revenue, 2013
- II-10: Technology Transformation, 1990-2020
- II-11: How HFC Networks Must Interface w/Metro Optical & IP/MPLS Networks
- II-12: Porter's Five Forces
Chapter - III
- III-1: US Telecommunications Revenue by Market, 2013
- III-2: US Commercial Revenue Distribution by Segment, 2012
- III-3: US Firms by Number of Employees, 2012
Chapter - IV
- IV-1: HFC Architecture
- IV-2: CableCo Managed IP Network Architecture
- IV-3: CMTS Next Generation
- IV-4: Current HFC System Bandwidth Allocation
- IV-5: Current HFC Bandwidth Available for Data
- IV-6: Next Stage HFC Bandwidth
- IV-7: Next Stage HFC Bandwidth Available for Data
- IV-8: Future HFC Network Bandwidth
- IV-9: Future HFC Network Bandwidth for Data
- IV-10: Data Bandwidth History & Forecast
- IV-11: RFoG Network
- IV-12: PON in HFC Architecture
- IV-13: Carrier Ethernet Network
- IV-14: Carrier Ethernet TDM Integration
- IV-15: EPL Network
- IV-16: E-LAN Network
- IV-17: Carrier Ethernet Architecture for Cable Operators
- IV-18: Point-to-Point Architecture
- IV-19: Revenue for Private Line by Wholesale/Retail Segments
- IV-20: Wireless Backhaul Business District
- IV-21: Carrier Ethernet for Mobile Backhaul
- IV-22: Mobile Telephone Service Trends, 2006-2012
- IV-23: Cable WiFi Roaming
- IV-24: HFC WiFi Access Points
- IV-25: OSS/BSS Target Architecture
Chapter - V
- V-1: MSO High Speed Data Subscribers, 2009-2012
- V-2: US MSO Commercial Service Revenues, Quarterly 2010-1H13
Chapter - VI
- VI-1: US MSO Commercial Service Revenues, 2013-2018
- VI-2: Telco vs. MSO Total Commercial Services Revenue
- VI-3: MSO Commercial Service Revenues by Service Type
- VI-4: MSO Ethernet Service Revenues by Topology
Table of Tables
Chapter - II
- II-1: US MSOs Ranked by Video Subscribers, 2013
- II-2: US Telco Subscribers and Lines Year End 2012
- II-3: Business Services Margins and Cash Flow
Chapter - III
- III-1: MSO Share of Revenue, 2013
- III-2: Business Segment Characteristics
- III-3: US Firms, Establishments and Employment by Employee Size
- III-4: Business Segment Functional Requirements
- III-5: MSO's Small Business Addressable Market, 2012
- III-6: MSO's Medium Sized Addressable Market, 2012
- III-7: MSO's Enterprise Businesses Addressable Market, 2012
Chapter - IV
- IV-1: Ethernet Services Characteristics
Chapter - V
- V-1: Commercial Services by Business Size
- V-2: MSO Commercial Services
Chapter - VI
- VI-1: US MSO Commercial Service Revenues
- VI-2: Telco vs. MSO Total Commercial Services Revenue
- VI-3: Telco vs. MSO Commercial Services Market Share
- VI-4: MSO Commercial Service Revenues by Service Type
- VI-5: Total Commercial Service Revenues by Service Type
- VI-6: MSO Commercial Service Revenues Market Share,
- VI-7: MSO Commercial Service Revenues by Data Service Type
- VI-8: MSO Commercial Service Revenues -- Ethernet
- VI-9: Commercial Service Revenues -- Ethernet Market Share
- VI-10: US MSO Ethernet Service Revenue by Speed
- VI-11: MSO Ethernet Service Revenues by Topology
- VI-12: US MSO Commercial Service Revenues by Strata
- VI-13: US Commercial Services Addressable Market
- VI-14: US Telco Commercial Service Revenues
- VI-15: Small Businesses Revenue Telco vs. MSO
- VI-16: Small Businesses Market Share: Telco vs. MSO
- VI-17: Medium-Sized Businesses Revenue: Telco vs. MSO
- VI-18: Medium-sized Businesses Market Share: Telco vs. MSO
- VI-19: Enterprise Businesses Revenue Telco vs. MSO
- VI-20: Enterprise Businesses Market Share: Telco vs. MSO
- VI-21: Wholesale Business Revenue Telco vs. MSO
- VI-22: Wholesale Business Market Share: Telco vs. MSO
