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TBR US and Canada mobile operator benchmark Webinar Deck

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On Tuesday, Jan. 15, 2013 recorded a recap and analysis of operator performance reported in TBR's U.S. & Canada Mobile Operator Benchmark research report. …

On Tuesday, Jan. 15, 2013 recorded a recap and analysis of operator performance reported in TBR's U.S. & Canada Mobile Operator Benchmark research report.
Scott Dennehy, Senior Analyst and Michael Sullivan Trainor, Executive Analyst, in TBR's Networking and Mobility Practice shared their perspectives on the latest results and provided webinar attendees with additional insight into the performance and future of the U.S. and Canadian mobile operator market. They then fielded questions from the audience related to this research.

Discussion topics included:

• What is happening with the transition from "subscribers" to connections
• How the current prepaid segment is evolving and the need for further consolidation
• Why Capex investment is focusing on current LTE and looking forward to Wi-Fi/Small cell, LTE Advanced technologies

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  • The framework for the client readouts will be to identify three key take aways from the report listed here. This take aways will be tied to the TBR Business Lens value proposition. Insert an appropriate image to the left of the topic bullet that correlates to the topic.
  • The framework for the client readouts will be to identify three key take aways from the report listed here. This take aways will be tied to the TBR Business Lens value proposition. Insert an appropriate image to the left of the topic bullet that correlates to the topic.
  • The framework for the client readouts will be to identify three key take aways from the report listed here. This take aways will be tied to the TBR Business Lens value proposition. Insert an appropriate image to the left of the topic bullet that correlates to the topic.
  • The framework for the client readouts will be to identify three key take aways from the report listed here. This take aways will be tied to the TBR Business Lens value proposition. Insert an appropriate image to the left of the topic bullet that correlates to the topic.

Transcript

  • 1. TBR’s Network Business QuarterlySMResearch Highlights and OutlookTechnology Business Research (TBR) Quarterly Webinar SeriesJan. 15, 2013 TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C .
  • 2. NBQ 3Q12 Research Highlights and 2013 Outlook: Webinar Presenters TBR Michael Sullivan-Trainor Networking & Mobility Practice Executive Analyst Email: (michaels@tbri.com) Twitter: @mikesulliv Scott Dennehy Networking & Mobility Practice Senior Analyst Email: (scott.dennehy@tbri.com) Twitter: @scottdTBR2 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 3. NBQ 3Q12 Research Highlights and 2013 Outlook: Webinar Overview TBRTBR’s Network Business Quarterly (NBQ) reports deliver unique insightand value through in-depth analysis in a concise, consumable format• TBR reports are unique for their deep holistic TBR Network Business Quarterly Portfolio 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.3 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 4. NBQ 3Q12 Research Highlights and 2013 Outlook TBRLTE deployment, shared data plans and a shift toward connected deviceswill drive subscriber growth over the next two yearsNetworking & Mobility Operator Trends entering 2013 Transition from subscribers to connections Prepaid market saturation Capex Investment4 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 5. NBQ 3Q12 Research Highlights and 2013 Outlook TBROperators will focus on connections rather than subscribers as theconnected device market expands and opens up future revenue streamsNetworking & Mobility Operator Trends entering 2013 Transition from subscribers to connections: Wireless business models are evolving as data capable devices and increasing data consumption will change the way operators target potential customers. Prepaid market saturation Capex Investment5 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 6. NBQ 3Q12 Research Highlights and 2013 Outlook TBRAT&T and Verizon took an early lead in the connected device market withshared data plans that offer easy options to add devices onto the network 3Q12 NORTH AMERICAN OPERATOR CONNECTED DEVICES TBR 800,000 Verizon Connections Net Additions 600,000 400,000 AT&T 200,000 T-Mobile Sprint Rogers Bell Mobility Telus - 15.0% 16.0% 17.0% 18.0% 19.0% 20.0% 21.0% Connections YTY Growth SOURCE: TBR AND COMPANY DATA6 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 7. NBQ 3Q12 Research Highlights and 2013 Outlook TBRThe possibility of new revenue streams in five years is endless once theconnected device market is fully developed Verizon & AT&T  Shared data plans  Vast device portfolios  Innovative leaders Key Verticals  Utilities  Healthcare  Automotive SOURCE: wirelessduniya.com  Security Future of connected devices7 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 8. NBQ 3Q12 Research Highlights and 2013 Outlook TBRPrepaid operators will rely heavily on customer retention in 2013 asmarket saturation will result in low industry net additionsNetworking & Mobility Operator Trends entering 2013 Transition from subscribers to connections Prepaid market saturation: Diminishing net additions due to fierce competition and pricing wars are resulting in the need for consolidation. Capex Investment8 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 9. NBQ 3Q12 Research Highlights and 2013 Outlook TBRPrepaid net additions remained low in 3Q12 as positive gains by Tier 1operators were offset by losses from the perennial Tier 2 prepaid leaders 3Q12 NORTH AMERICAN OPERATOR PREPAID MARKET TBR 600,000 T-Mobile 450,000 Prepaid Subscriber Net Additions 300,000 Verizon AT&T 150,000 U.S. Cellular Rogers Telus - Cincinnati Bell Bell Mobility Sprint (150,000) Leap Wireless (300,000) MetroPCS (450,000) -20.0% -15.0% -10.0% -5.0% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% Prepaid Subscriber YTY Growth SOURCE: TBR AND COMPANY DATA9 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 10. NBQ 3Q12 Research Highlights and 2013 Outlook TBRThe need for consolidation is evident in the prepaid market as someoperators are failing to add new subscribers in a competitive market Prepaid Leaders  T-Mobile  Verizon  Sprint Prepaid Laggards  MetroPCS  Leap Wireless Future Implications  Consolidation  Pricing wars10 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 11. NBQ 3Q12 Research Highlights and 2013 Outlook TBRCapex spend will remain dedicated to LTE in 2013, yet will include higherinvestments toward Wi-Fi and small cells to boost network capacityNetworking & Mobility Operator Trends entering 2013 Transition from subscribers to connections Prepaid market saturation Capex Investment: Although 2012 wireless capex investment was driven primarily by LTE network upgrades, 2013 will see investment in additional areas to boost network coverage and capacity.11 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 12. NBQ 3Q12 Research Highlights and 2013 Outlook TBRLTE deployments led to high capex spend in 3Q12 among the T1 U.S.operators as the companies battle for early adopters to boost market share 3Q12 NORTH AMERICAN OPERATOR WIRELESS CAPEX SPEND TBR 21.0% U.S. Cellular 19.0% Capex as a % of Service Revenue Rogers AT&T 17.0% Sprint Leap Wireless 15.0% MetroPCS T-Mobile 13.0% Telus 11.0% Bell Mobility Verizon 9.0% Cincinnati Bell 7.0% -30.0% -10.0% 10.0% 30.0% 50.0% 70.0% 90.0% 110.0% 130.0% Capex YTY Growth SOURCE: TBR AND COMPANY DATA12 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 13. NBQ 3Q12 Research Highlights and 2013 Outlook TBRSignificant spectrum deals will create a more competitive market inaddition to driving capex spend past 2013 Capex Investments  LTE  Small cells  Wi-Fi offloading  LTE Advanced  Spectrum13 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 14. TBR Networking & Mobility Practice Syndicated Topics 4Q12: Mobile Operators TBRLTE deployment, shared data plans and a shift toward connected deviceswill drive subscriber growth over the next two years Quarterly Topics TBR Value Proposition Related Reports • Explore U.S. operators’ network expansion plans to increase capacity to combat rising data usage. LTE: • Discover how operators are refarming and reusing 2G spectrum to AT&T, Verizon, Spectrum and  combat network congestion. Sprint, T-Mobile, Network Upgrades • Identify the vendors landing network upgrade deals. Clearwire • Evaluate the latest spectrum deals throughout the industry to determine which operators are well positioned for growth. • Analyze operators’ different strategies to market and promote connected device growth. AT&T, Verizon, • Discuss the industry’s upcoming shift from subscribers to Connected Devices  connections. Sprint, T-Mobile, • Identify revenue streams that will open up due to connected device Clearwire growth. • Identify the status of operators unloading traffic onto Wi-Fi networks. AT&T, Verizon, Wi-Fi/Small Cells  • Assess which operators are planning small-cell deployments and Sprint, T-Mobile which type of small-cell solutions are being considered. • Explore LTE pricing. Plan Pricing: • Compare the success of shared data plans and unlimited data plans AT&T, Verizon, Shared Data vs.  to determine which will be more successful in the future. Sprint, T-Mobile Unlimited Data • Analyze initial adoption of shared data plans to measure success thus far.14 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 15. NBQ 3Q12 Research Highlights and 2013 Outlook TBR Questions?15 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 16. NBQ 3Q12 Research Highlights and 2013 Outlook: Webinar Presenters TBR Michael Sullivan-Trainor Scott Dennehy Networking & Mobility Practice Networking & Mobility Practice Executive Analyst Senior Analyst Email: (michaels@tbri.com) Email: (scott.dennehy@tbri.com) Twitter: @mikesulliv Twitter: @scottdTBR @TBRInc http://www.slideshare.net/TBR_Market_Insight For further information, please contact: Kate Price James McIlroy NMP Practice Manager Vice President, Sales kate.price@tbri.com mcilroy@tbri.com16 TBR Quarterly Webinar Series | 1.15.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  • 17. About TBR Contact Us Technology Business Research (TBR) is a leading independent technology 1.603.929.1166 market research and consulting firm specializing in the business and financial analyses of hardware, software, networking equipment, wireless, portal and info@tbri.com professional services vendors. www.tbri.com 11 Merrill Drive Serving a global clientele, TBR provides timely and accurate market research Hampton, NH 03842 and business intelligence in formats that are tailored to clients’ needs. Our analysts are available to further address client-specific issues or information USA needs on an inquiry or proprietary consulting basis. TBR has been empowering corporate decision makers since 1996. To learn how our analysts can address your unique business needs, please visit our website or contact us today. TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C .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. TechnologyBusiness 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 notand 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 reportis copyright-protected and supplied for the sole use of the recipient. Contact Technology Business Research, Inc. for permission to reproduce.