World Broadband Market - Company Analysis

1. Market forces

1.1. Player positioning in the broadband market

1.2. Broadband access leaders

2. Incumbent telcos

2.1. Undisputed domination of the broadband access market?

2.2. Incumbent telco initiatives to offset declining market share

3. Alternative operators: unbundling still going strong

3.1. Interest in unbundling confirmed

3.2. The unbundling economy: new business models

3.3. Challenges of bundling

4. Pure ISPs moving to an infrastructure operator model

5. Cable operators

5.1. Restructuring/consolidation

5.2. Different paths of diversification

6. Mobile operators

6.1. Strengths and weaknesses

6.2. Implementing a fixed broadband strategy: threats and opportunities

6.3. Fixed market entry strategies

7. Internet giants and fixed access

7.1. DSL and cable: unlikely markets for internet players

7.2. Internet giants could target roaming

7.3. Voice over IP and its impact on the fixed telephony market

8. Regulatory leverage

8.1. Local loop unbundling

8.2. Bitstream access/DSL resale/naked DSL

8.3. MVNOs

Tables

Table 1: Top 10 alternative ISPs (mid-2007)

Table 2: Change in incumbent telcos’ share of the broadband access market, by country

Table 3: Access market performance of a selection of incumbent carriers

Table 4: Market share and relative growth of incumbent telcos’ IPTV business

Table 5: Incumbent telcos’ share of the VoIP market

Table 6: European incumbent telcos’ international broadband activities

Table 7: Top alternative operators’ progress with unbundling

Table 8: Savings enabled by unbundling in the UK

Table 9: Mobile operators’ triple play-centric growth strategies

Table 10: Co-branding and resale partnership agreements

Table 11: Accords de MVNO fixed telcos

Table 12: Fixed operator takeovers of mobile operators

Table 13: Fixed telcos’ recent investments in cellular or wireless

Table 14: Recent cable industry restructuring

Table 15: Leading American cablecos’ VoIP subscriber bases

Table 16: Examples of partnerships and resale agreements

Table 17: Mobile operators acting as FVNOs

Table 18: Mobile operators’ fixed network mergers and acquisitions

Table 19: New investments in fixed networks, or their equivalent

Table 20: Impact of naked DSL on broadband providers

Figures

Figure 1: Shifts in the different players’ positioning with respect to services

Figure 2: Change in incumbent telcos’ share of the broadband access market

Figure 3: Risks surrounding European incumbent telcos’ regulated services