The Top Ten Telecom Service Providers.pdf
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1、T E C H N O L O G Y The Top Ten Telecom Service Providers Positioning, performance and SWOT analyses ii Copyright 2008 Business Insights Ltd This Manaement Report is published by Business Insights Ltd. All rights reserved. Reproduction or redistribution of this Management Report in any form for any
2、purpose is expressly prohibited without the prior consent of Business Insights Ltd. The views expressed in this Management Report are those of the publisher, not of Business Insights. Business Insights Ltd accepts no liability for the accuracy or completeness of the information, advice or comment co
3、ntained in this Management Report nor for any actions taken in reliance thereon. While information, advice or comment is believed to be correct at the time of publication, no responsibility can be accepted by Business Insights Ltd for its completeness or accuracy. iii Table of Contents The Top Ten T
4、elecom Service Providers Executive summary 18 Market development 18 AT ? Convergence of IP-based networks with telephone, mobile and TV networks; ? Pricing pressure due to increased competition and stringent regulations; ? Bundling and flat rate pricing. The following drivers are leading to growth o
5、pportunities in the sector: 34 Digitization of information Digitization of information is leading to growth in demand of broadband services and mobile data business. The global broadband household penetration of 12% at the end of 2005 is expected to reach 21% by 2010. The growth in the segment is li
6、kely to be experienced both in developed and developing markets. For example, in Peru, the number of broadband subscribers grew by approximately 80% annually between 2001 and 2006 and is expected to continue to grow at a strong pace in future as well. In terms of technology, increasing FTTx network
7、deployment in developing countries would help broadband grow in these nations. UT Starcom in India and Telesp in Latin America launched FTTx deployments in 2007. Strong growth in Mobile broadband and availability of 3G handsets along with growth in 3G networks would lead to significant increase in d
8、ata revenues. Data ARPU is expected to reach 20-25% of total ARPU by 2010 as compared to 14% in 2006. Growth in emerging markets Latin America, Middle East, Africa, Eastern Europe and parts of APAC markets (emerging Asia) are expected to witness strong growth in telecom revenues. Over the period 200
9、6-2010, Latin America is expected to be the fastest growing telecom market (growing at a CAGR of 7.8%), followed by emerging Asia (CAGR of 7.1%), Central and Eastern Europe (CAGR of 6.9%) and Africa and Middle East (5.8%). In contrast, the US and Canada market is expected to grow at a CAGR of only 1
10、.2% over the same period. Major players are focusing in the emerging markets to drive growth. For example, Telefonica is a major in Latin America, France Telecom is focusing on Africa, and Poland is second growth area for Deutsche Telekom after the US. Telecom players are taking the following initia
11、tives to drive future growth: 35 Deploying NGN Leading players such as AT ? Need to offer differentiated services and trend towards converged and integrated services; ? Limited growth potential and increased OPEX with legacy networks. Establishment of this future oriented infrastructure would enable
12、 service providers to achieve competitiveness through new services, higher productivity and increase quality of service. Venturing in new business models A few operators have invested in other related areas such as IT and Media due to revenue losses in telecom services. For example, Telecom Italia s
13、igned agreements with Fox, MGM and Sony for pushing content distribution; SK Telecom acquired Koreas leading music recording company, YBN Seoul Records and entered into content creation. 36 37 CHAPTER 3 AT the early move into IP deployment gives AT the merger was valued at $52bn Verizon started trad
14、ing on the New York Stock Exchange Purchased One Point Communications, a provider of packaged data and voice telecom services to apartment buildings and condominiums. The new unit was named Verizon Avenue 2001 Purchased TELUSs directory information services business in Canada. The deal was valued at
15、 $520 m 2002 Increased its stake in Telecomunicaciones de Puerto Rico by 12% for a purchase price of $172 m 2004 Verizon got added to Dow Jones Industrial Average Agreed to sell its Hawaii operations to Carlyle Group for $1.65bn. The deal was made with a view to reduce debt levels of Verizon 2005 La
16、unched FiOS TV services to wireline and wireless customers in the US Agreed to acquire MCI 2006 Completed the acquisition of MCI; the deal was valued at $8.5bn Sold its Caribbean and Latin American telecommunications operations to America Movil, S.A. de C.V. for $3.7bn Spun off its domestic print an
17、d yellow pages business to its shareowners Source: Company information Business Insights Ltd 53 Business segments and services The company divides itself into two reportable business segments Wireline and Domestic Wireless. Wireline The wireline segment is further divided into two strategic units: V
18、erizon Telecom Verizon Telecom provides voice, video, data and long distance services to residential and small business customers in the US. Verizon Telecom is organized into three marketing units Mass Markets, Wholesale Markets and Other services. Verizon Business Verizon Business provides voice, d
19、ata, internet, next generation IP and Information Technology products and services domestically and internationally. Its customers include medium and large enterprises and governments. Verizon Business is also organized into three marketing units Enterprise Business, Wholesale Markets and Internatio
20、nal and other operations. Domestic Wireless Verizon Communications wireless business is conducted under the name Verizon Wireless, which is a joint venture between Verizon Communications and Vodafone Group. Verizon Communications owns 55% interest in Verizon Wireless. 54 Recent financial performance
21、 Verizon Communications earned annual revenues of $93.5bn in the financial year 2007, an increase of 6% over the financial year 2006. The companys operating profit increased from $13.4bn in 2006 to $15.6bn in 2007. The growth in revenues was primarily driven by a strong growth in domestic wireless m
22、arket. Figure 4.5: Verizons financial performance ($bn), 2003-2007 0 10 20 30 40 50 60 70 80 90 100 20032004200520062007 Revenue ($bn) 0% 2% 4% 6% 8% 10% 12% 14% 16% 18% 20% Operating Margin (%) RevenueOperating Margin 0 10 20 30 40 50 60 70 80 90 100 20032004200520062007 Revenue ($bn) 0% 2% 4% 6% 8
23、% 10% 12% 14% 16% 18% 20% Operating Margin (%) RevenueOperating Margin Source: Company information Business Insights Ltd Table 4.10: Verizons financial performance ($bn), 2003-2007 $bn 2003 2004 2005 2006 2007 CAGR Revenue 61.8 65.8 69.5 88.2 93.5 10.9% Operating Profit 5.3 10.9 12.6 13.4 15.6 31.0%
24、 Source: Company information Business Insights Ltd 55 Performance by business segments The companys Wireline business registered a decline of 0.8% compared to 2006. The primary reason for the decline was a fall in the demand and usage of the companys local exchange services. However, there was an in
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