How Operator Capex Investment Increased Smartphone Penetration In North America
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Transcript of How Operator Capex Investment Increased Smartphone Penetration In North America
TBR
TECHNOLOGY BUSINESS RESEARCH, INC.
TBR’s U.S. & Canada Mobile Operator BenchmarkResearch Highlights and Outlook
Technology Business Research (TBR) Quarterly Webinar Series
April 18, 2012
TBR
2 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
U.S. & Canada Mobile Operator Benchmark 4Q12 Research Highlights and 2013 Outlook:
Webinar Presenter
Eric CostaNetworking & Mobility Analyst
Email: [email protected]: @ECostaTBR
TBR
3 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
TBR’s Network Business Quarterly (NBQ) reports deliver unique insight and value through in-depth analysis in a concise, consumable format • TBR reports are unique for their deep holistic
analysis of leading operator businesses.
• Financial modeling and TBR insights help customers gain a better understanding of operator business models.
• TBR reports and webinars are responsive to client timelines, clear and concise, and provide insights across multiple layers of an operator’s organization and infrastructure.
• TBR’s strategic assessment provides an impartial check on an operator’s progress in its strategic objectives.
NBQ 3Q12 Research Highlights and 2013 Outlook: Webinar Overview
TBR Network Business Quarterly Portfolio
TBR
4 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
Top Wireless Trends
Operators are focusing on improving network speeds and capacity by wrapping up initial LTE deployments and moving to small cells and LTE-Advanced upgrades.
Revenue will be driven by increased data consumption, adoption of shared data plans and the emergence of new data services.
Capex Investment
Connections
Key Themes in 4Q12
Revenue
SOURCE: PCMGT.COM
SOURCE: TECHVIBES.COM
U.S. & Canada Mobile Operator Benchmark 4Q12 Research Highlights and 2013 Outlook
Total connections will continue to grow at an accelerating rate over the next five years, driven by shared data plans, widespread LTE deployments and the proliferation of M2M.
SOURCE:en.titaninteractif.com
TBR
5 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
The completion of LTE networks will force operators to differentiate their networks around speed and efficiency
U.S. & Canada Mobile Operator Benchmark 4Q12 Research Highlights and 2013 Outlook
$0.0
$1.0
$2.0
$3.0
$4.0
4Q11 1Q12 2Q12 3Q12 4Q12
Wire
less
Cap
ex (i
n bi
llion
s)
Total Wireless Capex
AT&T Verizon T-Mobile Sprint
TBR
SOURCE: TBR AND COMPANY DATA
TBR
6 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
Operators will continue to dedicate capex spend to LTE in 2013, led by increased spending from Sprint and T-Mobile
U.S. & Canada Mobile Operator Benchmark 4Q12 Research Highlights and 2013 Outlook
-40%-20%
0%20%40%60%80%
100%120%140%
4Q11 1Q12 2Q12 3Q12 4Q12
YTY
Cape
x G
row
th
Wireless Capex Growth Year-to-Year
AT&T Verizon T-Mobile Sprint
TBR
SOURCE: TBR AND COMPANY DATA
TBR
7 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
Operators will continue to dedicate capex spend to LTE in 2013, led by increased spending from Sprint and T-Mobile
U.S. & Canada Mobile Operator Benchmark 4Q12 Research Highlights and 2013 Outlook
AT&T
Leap Wireless
MetroPCS
Sprint Nextel
U.S. Cellular
Verizon Wireless
T-Mobile USA Cincinnati Bell-15%
-10%
-5%
0%
5%
10%
15%
5% 10% 15% 20% 25% 30% 35% 40%
Year
-to-
Year
Rev
enue
Gro
wth
OIBDA Margin
4Q12 REVENUE, OIBDA MARGIN & YTY REVENUE GROWTH TBR
SOURCE: TBR AND COMPANY DATA
TBR
8 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
Emerging revenue streams in verticals such as automotive and home automation will influence data revenue growth
U.S. & Canada Mobile Operator Benchmark 4Q12 Research Highlights and 2013 Outlook
SOURCE: TECHVIBES.COM
TBR
9 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
Tier 1 operators will continue to drive smartphone penetration to grow data revenue contribution over the next two years
U.S. & Canada Mobile Operator Benchmark 4Q12 Research Highlights and 2013 Outlook
40%
50%
60%
70%
80%
4Q11 1Q12 2Q12 3Q12 4Q12
Pene
trati
on
Total Postpaid Smartphone Penetration
AT&T Verizon T-Mobile Sprint
TBR
SOURCE: TBR AND COMPANY DATA
TBR
10 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
Operators will leverage connections to drive growth in the wireless industry, led by the launch of new data services
U.S. & Canada Mobile Operator Benchmark 4Q12 Research Highlights and 2013 Outlook
02468
10121416
4Q11 1Q12 2Q12 3Q12 4Q12Conn
ecte
d De
vice
s (in
mill
ions
)
Connected Devices
AT&T Verizon T-Mobile Sprint
TBR
SOURCE: TBR AND COMPANY DATA
TBR
11 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
Top Wireless Trends
Operators are focusing on improving network speeds and capacity by wrapping up initial LTE deployments and moving to small cells and LTE-Advanced upgrades.
Revenue will be driven by increased data consumption, adoption of shared data plans and the emergence of new data services.
Capex Investment
Connections
Key Themes in 4Q12
Revenue
SOURCE: PCMGT.COM
SOURCE: TECHVIBES.COM
U.S. & Canada Mobile Operator Benchmark 4Q12 Research Highlights and 2013 Outlook
Total connections will continue to grow at an accelerating rate over the next five years, driven by shared data plans, widespread LTE deployments and the proliferation of M2M.
SOURCE:en.titaninteractif.com
TBR
12 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
Quarterly Topics TBR Value Proposition Related Reports
LTE: Spectrum and Network Modernization
• Explore U.S. operators’ network expansion plans to increase capacity to combat rising data usage.
• Discover how operators are refarming and reusing 2G spectrum to combat network congestion.
• Identify which vendors are landing network upgrade deals.• Evaluate the latest spectrum deals throughout the industry to
determine which operators are well positioned for growth.
AT&T, Verizon, Sprint, T-Mobile, Clearwire
Connections • Analyze operators’ different strategies to market and promote
connected device growth.• Discuss the industry’s upcoming shift from subscribers to
connections.
AT&T, Verizon, Sprint, T-Mobile, Clearwire
New Data Services
• Identify revenue streams that will open up due to connected device growth.
• Examine which verticals operators are targeting including healthcare, automotive, security and utility.
AT&T, Verizon, Sprint, T-Mobile
Plan Pricing: Shared Data vs. Unlimited Data
• Explore LTE pricing.• Compare the success of shared data plans and unlimited data
plans to determine which will be more successful in the future.• Analyze the move to cut device subsidies and outline which
operators may go that route next.
AT&T, Verizon, Sprint, T-Mobile
LTE deployment, a shift toward connections and new data services will drive operator revenue growth over the next two years
TBR Networking & Mobility Practice Syndicated Topics 1Q13: Operators
TBR
13 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
Questions?
U.S. & Canada Mobile Operator Benchmark 4Q12 Research Highlights and 2013 Outlook
TBR
14 TBR Quarterly Webinar Series | 4.18.13 | www.tbri.com | ©2013 Technology Business Research Inc.
For further information, please contact:
Kate PriceDirector, Networking & Mobility Practice
James McIlroyVice President, Sales
@TBRincwww.slideshare.net/TBR_Market_Insightwww.youtube.com/user/TBRIChannel
Eric CostaNetworking & Mobility Analyst
Email: [email protected]: @ECostaTBR
TBR
TECHNOLOGY BUSINESS RESEARCH, INC.
About TBR
Technology Business Research (TBR) is a leading independent technology market research and consulting firm specializing in the business and financial analyses of hardware, software, networking equipment, wireless, portal and professional services vendors.
Serving a global clientele, TBR provides timely and accurate market research and business intelligence in formats that are tailored to clients’ needs. Our analysts are available to further address client-specific issues or information needs on an inquiry or proprietary consulting basis.
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To learn how our analysts can address your unique business needs, please visit our website or contact us today.
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This report is based on information made available to the public by the vendor and other public sources. No representation is made that this information is accurate or complete. Technology Business Research will not be held liable or responsible for any decisions that are made based on this information. The information contained in this report and all other TBR products is not and should not be construed to be investment advice. TBR does not make any recommendations or provide any advice regarding the value, purchase, sale or retention of securities. This report is copyright-protected and supplied for the sole use of the recipient. Contact Technology Business Research, Inc. for permission to reproduce.