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Business telecom services had been the exclusive
province of telcos, but that is changing. Telecom providers such as
Verizon and AT&T have had a 30 year head start over CATV operators in
supplying business services. And while CATV operators such as Comcast,
Time Warner Cable and Cox have extensive access networks that pass
within several hundred feet of most businesses, their business services
market share is only in the single digits. The opportunity appears
obvious and, indeed, every major cable operator is targeting small
businesses and enterprises as their top priority over the next five
years.
This report will be essential reading for all providers offering telecom
services to the enterprise and small business market. This study
examines how CATV operators are leveraging their existing fiber
networks—built primarily to transport broadcast video services—to
support business telecommunications services. We survey all of major
CATV and telcos and tell how providers are addressing enterprise and SMB
needs. Five-year revenue and unit forecasts are provided for hardware
and network services, fiber optics, wireless access, and IP transmission
forecasts are included for analysis.
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Any twenty-something in the US can explain to you why
the business model that cable TV operators depended on for so many years
will soon become moribund. As entertainment services of all types are
distributed on-demand via the Internet, the programming and distribution
model that the cable industry invented some 60 years ago becomes less and
less relevant to the cohort groups that are the biggest buyers of
entertainment services and —not coincidently—that practically live with the
Internet always on.
So if the business as usual path looks fraught with
problems, where can the cable industry go from here? One trend that has
already been well documented is creating content and using that fresh
material—which can be accessed through no other distribution system than
cable — to hold on to the consumer audience. The other direction—the
subject we address in this study—is the cable industry’s move into business
services.
US cable television multiple system operators (MSO)
have a 60 year history providing various types of services to residential
customers, but their experience in providing services to commercial
enterprises dates back only about 15 years. In the $480 billion per year US
telecommunications industry, the MSO’s thus far have missed out on one of
the biggest slices of the telecom pie.
The cable TV industry is aggressively expanding
facilities and heavily marketing to address the telecommunications needs of
businesses of all sizes. The benefits for MSOs shifting to commercial
services include........
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Chapter I
EXECUTIVE SUMMARY
1.1 Telecommunications Industry
1.2 MSO Commercial Services: Big Opportunity, Major Challenges
1.3 Deploying Commercial Services
1.4 Market Forecast Summary
Chapter II
BACKGROUND
2.1 Definitions
2.2 US Cable Industry
2.3 Cable Industry Capital Expenditures
2.4 Evolution of Cable Business Services
2.5 MSO Commercial Services Progress
2.5.1 Wireless Gap
2.6 Telco Commercial Services Dominance
2.6.1 AT&T
2.6.2 Verizon
2.6.3 Sprint
2.6.4 Other
2.7 Business Services Margins and Cash Flow
2.8 MSO Challenges from Telcos
2.9 MSO Aspirations
2.10 MSO Networks & Transformation
2.11 Industry Structure
Chapter III
COMMERCIAL SERVICES MARKET
3.1 Market Overview
3.2 Market Segments and Characteristics
3.3 Small Businesses and Home Offices
3.4 Medium Sized Businesses
3.5 Enterprises
3.6 Wholesale
Chapter IV
HFC TECHNOLOGY FOR COMMERCIAL SERVICES
4.1 HFC Architecture
4.2 DOCSIS
4.3 CMTS
4.4 Forward and Return Bandwidth
4.5 HFC Fiber Deep
4.6 Fiber to Businesses
4.7 RF over Glass
4.8 Passive Optical Networks
4.9 Ethernet Services
4.10 Point-to-Point Services
4.11 Wireless Backhaul
4.12 Wireless Mobility
4.13 Management Platforms
Chapter V
MSO COMMERCIAL SERVICES
5.1 Commercial Services by Business Size
5.2 Cable Operators
5.2.1 Comcast
5.2.2 Time Warner Cable
5.2.3 Cox Communications
5.2.4 Charter
5.2.5 Cablevision
Chapter VI
MSO COMMERCIAL SERVICES FORECASTS
6.1 Forecast Summary
6.2 Methodology
6.3 Commercial Services Addressable Market
6.4 Commercial Service Revenues by Service Type
6.5 Ethernet Services
6.6 MSO Commercial Services by Company Size
6.7 Conclusion
Table of Figures
Chapter I
I-1 US Telecommunications Revenue by Market, 2012
I-2 US MSO Commercial Service Revenues, 2012-2017
Chapter II
II-1 Number of US Cable Systems
II-2 US Residential Revenue, 1996-2011
II-3 US Advertising Revenue, 1999-2011
II-4 US MSO CAPEX, 1996-2011
II-4.1 US MSO Business Services CAPEX, 2011-2017
II-5 US Commercial Services Revenue by Provider, 2011
II-6 MSO Commercial Services Revenue by Company, 2011
II-6.1 MSO Commercial Services Revenue by Service, 2011
II-6.2 Wireless-Wireline Services Revenue, 2012
II-7 Technology Transformation, 1990-2020
II-8 How HFC Networks Must Interface with Metro Optical and IP/MPLS Networks
II-9 Porter’s Five Forces
Chapter III
III-1 US Telecommunications Revenue by Market, 2012
III-2 US Commercial Revenue Distribution by Segment, 2012
III-3 US Firms by Number of Employees, 2011
Chapter IV
IV-1 HFC Architecture
IV-2 CableCo Managed IP Network Architecture
IV-3 CMTS Next Generation
IV-4 Current HFC System Bandwidth Allocation
IV-5 Current HFC Bandwidth Available for Data
IV-6 Next Stage HFC Bandwidth
IV-7 Next Stage HFC Bandwidth Available for Data
IV-8 Future HFC Network Bandwidth
IV-9 Future HFC Network Bandwidth for Data
IV-10 Data Bandwidth History & Forecast
IV-11 RFoG Network
IV-12 PON in HFC Architecture
IV-13 Carrier Ethernet Network
IV-14 MEF Standards
IV-15 EPL Network
IV-16 E-LAN Network
IV-17 Carrier Ethernet Architecture for Cable Operators
IV-18 Point-to-Point Architecture
IV-19 Revenue for Private Line by Wholesale/Retail Segments, 2011-2016
IV-20 Wireless Backhaul Business District
IV-21 Carrier Ethernet for Mobile Backhaul
IV-22 Mobile Telephone Service Trends, 2006-2011
IV-23 Cable WiFi Roaming
IV-24 HFC WiFi Access Points
IV-25 OSS/BSS Target Architecture
Chapter V
V-1 MSO High Speed Data Subscribers, 1997-2011
V-2 US MSO Commercial Service Revenues, Quarterly 2010-2012
Chapter VI
VI-1 US MSO Commercial Service Revenues, 2012-2017
VI-2 Telco vs. MSO Total Commercial Services Revenue, 2012-2017
VI-3 MSO Commercial Service Revenues by Service Type, 2012-2017
VI-4 MSO Ethernet Service Revenues by Topology, 2012-2017
Table of Tables
Chapter II
II-1 US MSOs Ranked by Video Subscribers, 2011
II-2 US Telco Subscribers and Lines Year End 2011
II-3 Business Services Margins and Cash Flow
Chapter III
III-1 MSO Share of Revenue, 2012
III-2 Business Segment Characteristics
III-3 US Firms, Establishments and Employment by Employee Size, 2011
III-4 Business Segment Functional Requirements
III-5 MSO’s Small Business Addressable Market, 2012
III-6 MSO’s Medium Sized Addressable Market, 2012
III-7 MSO’s Enterprise Businesses Addressable Market, 2012
Chapter IV
IV-1 Ethernet Services Characteristics
Chapter V
V-1 Commercial Services by Business Size
V-2 MSO Commercial Services
Chapter VI
VI-1 US MSO Commercial Service Revenues, 2012-2017
VI-2 Telco vs. MSO Total Commercial Services Revenue, 2012-2017
VI-3 Telco vs. MSO Commercial Services Market Share
VI-4 MSO Commercial Service Revenues by Service Type, 2012-2017
VI-5 Total Commercial Service Revenues by Service Type, 2012-2017
VI-6 MSO Commercial Service Revenues Market Share 123
VI-7 MSO Commercial Service Revenues by Data Service Type, 2012-2017
VI-8 MSO Commercial Service Revenues -- Ethernet, 2012-2017
VI-9 Commercial Service Revenues -- Ethernet Market Share
VI-10 US MSO Ethernet Service Revenue by Speed, 2012-2017
VI-11 MSO Ethernet Service Revenues by Topology, 2012-2017
VI-12 US MSO Commercial Service Revenues by Strata, 2012-2017
VI-13 US Commercial Services Addressable Market, 2012-2017
VI-14 US Telco Commercial Service Revenues, 2012-2017
VI-15 Small Businesses Revenue Telco vs. MSO, 2012-2017
VI-16 Small Businesses Market Share: Telco vs. MSO, 2012-2017
VI-17 Medium-Sized Businesses Revenue: Telco vs. MSO, 2012-2017
VI-18 Medium-sized Businesses Market Share: Telco vs. MSO, 2012-2017
VI-19 Enterprise Businesses Revenue Telco vs. MSO, 2012-2017
VI-20 Enterprise Businesses Market Share: Telco vs. MSO, 2012-2017
VI-21 Wholesale Business Revenue Telco vs. MSO, 2012-2017
VI-22 Wholesale Business Market Share: Telco vs. MSO, 2012-2017
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