Mobile Broadband Services:
2007 Competitive Analysis & Strategic Outlook
| A number of emerging mobile applications will be significant drivers of revenue growth in the wireless services market. Many of these applications – particularly those that rely on mobile broadband technology -- will redefine the competitive position and strength of key players in the market. This analysis discusses the content, services, and applications employed and planned by the key players in the U.S. wireless market, and assesses the strengths, weaknesses, and potential for success of each. The report also includes predictions on the competitive dynamics that will result from the emergence of mobile broadband services. AT&T, Sprint Nextel, Verizon, T-Mobile, Alltel, and others are covered.
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Table of Contents
Introduction
Technology Overview
Market Overview
MVNOs
Revenue Projections
The Top Carriers: A Competitive Analysis
AT&T Mobility
-Video Share
-The iPhone Impact
-Customer service
Verizon Wireless
-V CAST
Sprint Nextel
-WiMAX
-Pivot
T-Mobile
Alltel Wireless
700 MHz Spectrum - A Mobile Broadband Wildcard
Outlook
Table of Figures
Fig. 1: U.S. Wireless Customer Share
Fig. 2: U.S. Wireless Carrier Overview
Fig. 3: U.S. MVNOs
Fig. 4: Top Five U.S. Wireless Carrier Revenue Forecast 1Q06 – 1Q08
Fig. 5: Projected Data/Multimedia Revenue as % of Total Service Revenue
Fig. 6: Projected Wireless Data/Multimedia Revenue for U.S.-based Carriers
Fig. 7: AT&T Wireless Services Revenues
Fig. 8: AT&T Competitive Assessment in Brief
Fig. 9: Verizon Wireless Services Revenues
Fig. 10: Verizon Competitive Assessment in Brief
Fig. 11: Sprint Wireless Services Revenues
Fig. 12: Sprint Competitive Assessment in Brief
Fig. 13: T-Mobile Wireless Services Revenues
Fig. 14: T-Mobile Competitive Assessment in Brief
Fig. 15: Alltel Wireless Services Revenues
Fig. 16: Alltel Competitive Assessment in Brief
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For Immediate Release
Apple Will Have to Allow Over-the-Air Downloads for iPhone, Analyst Predicts
SILVER SPRING, MD, August 7, 2007—Apple, Inc. will transform iTunes into a wireless service for the new iPhone, or create a wireless offshoot of the popular online music service, within the year, Pike & Fischer predicts in a new report.
Apple will have to take such a step to remain competitive, as consumers will increasingly demand the ability to download music and video clips over the air, the Silver Spring, MD-based company argues in an analysis of the U.S. mobile broadband market.
“Consumer expectations will advance to the point where they will eschew reliance on a PC and cable to get content onto their iPhones and other portable devices,” says Pike & Fischer Senior Analyst Tim Deal, lead author on the report.
“Apple will therefore be forced to offer over-the-air downloads to remain competitive.”
AT&T, the exclusive distributor of the iPhone, has launched its own music download service for its wireless customers. But that service does not work with the Apple device, which hit the market June 29. AT&T rivals Verizon Wireless and Sprint Nextel also offer music downloads for their customers.
The report also predicts that Apple will have to revisit its pricing strategy for the iPhone, which can run up to $600, after the device has been on the market for a few months and demand starts to fluctuate. Additionally, Verizon Wireless is likely to launch an iPhone alternative, in collaboration with a handset manufacturer such as Samsung, in time for the 2007 holiday season, according to the report.
Pike & Fischer, a BNA company, offers a host of legal and business products covering the telecommunications industry. This new report, U.S. Mobile Broadband Services – 2007 Competitive Analysis and Strategic Outlook, is priced at $795 and can be purchased at www.broadbandadvisoryservices.com. For analyst commentary or to request a briefing, contact Tim Deal at 301-576-4096 / tdeal@pf.com.
For information about Pike & Fischer’s Broadband Advisory Services, visit www.broadbandadvisoryservices.com or contact Jonathan Wentworth Ping at 212-576-8741 / jping@pf.com.
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Tim Deal
Tim Deal serves as our Senior Analyst, with a special focus on broadband-enabled consumer electronics devices and on emerging mass market applications such as online video sharing and VoIP-optimized e-commerce. Tim has developed SWOT analyses on such products as the iPhone, the Apple TV service, and rich-media applications on such social networking sites as MySpace. Tim has been providing detailed and actionable competitive intelligence analysis to leading technology firms for more than seven years. In that time he has authored more than one hundred comprehensive syndicated reports and an equal number of custom financial models covering the computing, consumer electronics, digital media, and storage industries. Prior to his career in competitive intelligence, Tim served as a counterintelligence/human intelligence and force protection analyst with the United States Army. Tim lives in the Seacoast area of New Hampshire. Contact Tim at tdeal@pf.com.
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