U.S. Networks Research Service

Deliverables

  • PDF of market trend analysis and company profiles
  • 25-slide PowerPoint overview of analysis
  • Quarterly spreadsheets detailing wholesale circuit and Internet prices
  • Two 1-hour analyst presentations and 6 hours of analyst time

Please click here for the Executive Summary (Registration Required).

Overview

Four years ago, the U.S. wholesale telecom market was a wasteland, plagued by empty networks, plummeting prices, and grim prospects. In the intervening years, growing broadband penetration and new high-bandwidth applications have begun to exhaust the excess inventory of long-haul network capacity. Today, a wave of consolidation is sweeping the industry and wholesale prices are showing increased signs of stability.

But how fast is traffic growing? Might prices actually increase? How sustainable is this upturn? While anecdotal stories about market trends abound, business and investment decisions require real data. In response, TeleGeography is releasing U.S. Networks Research Service, which takes an in-depth look at network demand drivers, wholesale bandwidth and IP transit pricing trends, and cost structure considerations.

Understanding the dynamics of the wholesale telecom market lends insight into the fortunes of the entire industry; this market underlies the fundamental business case for service providers and vendors throughout the supply chain. U.S. Networks Research Service informs profit models and helps industry executives and investors identify strengths, weaknesses, opportunities, and threats that yield intelligent business and investment decisions.

Network Analysis

Supply and Demand

  • Current U.S. wholesale network supply (both metropolitan area networks and long-haul)
  • Network demand drivers, including an assessment of how the growth in broadband subscribers translates to network demand and online applications that will fuel future demand growth

Pricing

  • Current and historical price trends on major U.S. domestic routes
  • Analysis of price trends by circuit type and route
  • Pricing for wholesale bandwidth and IP transit products

Network Cost Structure

Until recently, the large surplus of lit capacity meant that operators needed to invest minimal capital into network upgrades. Instead, ongoing operating costs dictated cost and pricing structures. However, networks are filling up and new investment in capacity is needed, altering the cost structure of the networks business. U.S. Networks Research Service examines networks’ cost structure and helps to answer such questions as:

  • What does it take to build and upgrade a network?
  • What is the Operations and Maintenance (O&M) overhead of a U.S. network?
  • What upgrade technologies are being used and why?

Company Profiles

44 Carrier Profiles of U.S. long-haul network operators, including:

  • City presence
  • Services offered
  • Brief company history
  • Network maps

21 Broadband Provider Profiles of U.S. broadband access providers, including:

  • Overview & brief company history
  • Wireline and broadband subscriber data

Quarterly Updates

  • Wholesale pricing trends
  • IP Transit pricing trends

Subscription Plans

Single User License (12 months): $9,995
Enterprise License (12 months): $14,995

  • PDF of market trend analysis and company profiles
  • 25-slide PowerPoint overview of analysis
  • Quarterly spreadsheets detailing wholesale circuit and Internet prices
  • Two 1-hour analyst presentations and 6 hours of analyst time

Please contact us for other options, including custom offerings.

 

Order


List of Long-Haul Carrier Profiles:
360networks
AboveNet
ALLTEL
AT&T
Bell Canada Enterprises
BellSouth
Big Pipe
BT Global Services
Cable & Wireless
calpoint
Cavalier Telephone
CityNet
Cogent Communications
DeltaCom
Deutsche Telekom
DukeNet
Electric Lightwave
France Telecom
Global Crossing
Globix
Hydro One Telecom
Level 3
LightCore
MTS Allstream
NEESCom
Norlight Telecommunications
NTT Communications
Onvoy
PalmettoNet
PPL Telecom
Qwest
Rogers Communications
Southern Telecom
Sprint
TeliaSonera
TELUS
Time Warner Telecom
US Signal
USCarrier
ValleyNet
Verizon Business
Veroxity
VSNL International
XO Communications

List of Broadband Provider Profiles:
AT&T (formerly known as SBC)
BellSouth
Bright House Network
Cablevision Systems
CenturyTel
Charter Communications
Cincinnati Bell Telephone
Citizens Communications
Comcast
Covad
Cox Communications
Earthlink
Embarq
Insight Communications
Mediacom
Qwest Communications
Time Warner Cable
Verizon Communications
Windstream (ALLTEL Communications)