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Research Reports & Briefs

Investing in Broadband: An Analysis of Capital Spending & Cash Flows Among the Top Providers

October 2004 - 51 pages

Mitchell Shapiro - Senior Consultant, Broadband Advisory Services

order Order Electronic Edition   $499
order Order Electronic Edition - Enterprise Wide   $998
Detailed analyses of customer growth, capital spending, cash flow and debt levels of the top cable and telephone companies. Over 25 tables of analysis are included.
INTRODUCTION & EXECUTIVE SUMMARY

SERVICE AVAILABILITY & CUSTOMER GROWTH
Cable Service Availability and Customers
RBOC Service Availability and Customers
Broadband Market Shares

CAPITAL SPENDING
RBOC Capex Per Line
Cable capex per home & subscriber
Cable capex by category
Capital Spending as a Percent of Revenue

CASH FLOW
Revenue
EBITDA
EBITDA net of capital spending
Interest expense
Dividends

DEBT AND LEVERAGE
No press release was issued for this Report.
Mitchell Shapiro

Mitchell Shapiro, a Senior Consultant for BAS, has been analyzing media and telecom markets for more than 17 years. He has authored numerous in-depth reports for Pike & Fischer on competitive dynamics, vendor shares and market growth in the broadband industry, including studies on the high-speed Internet pricing, the market for municipal broadband services and strategies for deploying fiber-optic networks. He also regularly tracks the financial performance and broadband initiatives of the regional Bell operating companies. Mitch previously served as senior vice president at Probe Research, where he was responsible for the company's tracking and forecasts of broadband network, service and CPE markets. He has also served as a senior consultant with Pangrac & Associates, a broadband engineering and strategic consulting firm, and as an analyst with Paul Kagan Associates, where he tracked technology trends and equipment markets in the cable and cellular industries. He holds a B.A. in Economics from the University of Michigan and an M.A. in Telecommunications from Michigan State University.

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