The document projects that the number of voice customers subscribing to cable companies will reach nearly 70 million by 2011, representing 5.8% of the global fixed voice customer base, up from 2.8% in 2007. Cablecos are also expected to generate 5.9 billion minutes of international traffic in 2011, accounting for 3.1% of total fixed international traffic, with an 18.7% growth rate compared to 1.5% for the global average. North America is the dominant region, hosting 43.8% of cableco voice customers, with Comcast being the largest provider with 9.5 million forecasted voice customers.

1. World Cableco voice market 2009-2011
Isabelle Paradis
HOT TELECOM

2. Cablecos’ voice customers and Int’l traffic forecasts
 The number of voice customers subscribed to cableco companies is forecasted to
have reached close to 70 million in 2011.
 At that time, this segment’s voice customers should represent 5.8% of the world’s
total fixed voice customers, compared with 2.8% in 2007.
 The International traffic generated by cablecos are forecasted to have reached 5.9
billion minutes in 2011.
 At that time, cablecos’ Fixed International traffic minutes should account for 3.1% of
the world’s total fixed International traffic.
 Cablecos’ Fixed International traffic is forecasted to have enjoyed a 18.7% growth in
2011, compared with 1.5% for the world’s total.
 North America is by far the largest region with 43.8% of the world’s cableco voice
customers in 2010-2011.
 Comcast is by far the world’s largest cableco voice provider with a forecasted 9.5
million voice customers in 2011.
www.hottelecom.com © hot telecom Page 2

3. Cablecos’ voice subscriber growth
World cablecos vs. World fixed voice subscriber growth, 2009-2011F
(%)
0.30
0.20
0.10
0.00
2009 2010 2011F
-0.10
Cablecos grow th TOTAL World fixed grow th
www.hottelecom.com © hot telecom Page 3

4. Cablecos’ International traffic growth
World cablecos vs. World fixed Int'l traffic growth, 2009-2011F (%)
0.30
0.20
0.10
0.00
2009 2010 2011F
Cablecos grow th TOTAL World fixed grow th
www.hottelecom.com © hot telecom Page 4

5. Cablecos’ voice subscriber by region
World Cableco voice subscriber growth by region, 2009-2011F ('000)
40,000
30,000
20,000
10,000
0
2009 2010 2011F
North America Western Europe Asia
Middle East and Africa Eastern Europe Latin America
www.hottelecom.com © hot telecom Page 5

6. Cablecos’ International traffic by region
World Cableco Int'l traffic growth by region, 2009-2011F (million
minutes)
4,000
3,000
2,000
1,000
0
2009 2010 2011F
North America Western Europe Asia
Middle East and Africa Eastern Europe Latin America
www.hottelecom.com © hot telecom Page 6

7. Top 10 cablecos by number of voice subscribers
Worldwide top 10 voice subscribers cable operators - Voice subscribers ('000)
10,000
2009
8,000 2010
2011F
6,000
4,000
2,000
0
Comcast Time Warner Virgin Media NET Serviços Cablevision Cox J:Com ONO Charter Kabel
Cable Communication Communication Deutschland
www.hottelecom.com © hot telecom Page 7

8. More information
Get more information
on the
World’s cableco voice market at:
http://www.hottelecom.com/cableco1.html
www.hottelecom.com © hot telecom Page 8