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시장보고서
Cable Telephony: The Threat to Small Enterprise ILEC Markets 2007-2012
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Abstract
Cable companies have been on a fast track, upgrading their networks to provide
integrated digital video, high-speed data and voice services- which means
incumbent telcos now face stiff competition from cable operators aiming to
supply small enterprise customers with a bundled services. With competitors
like Cox Communications, CableVision, Comcast, Charter, Time-Warner, and other
top-tier cable operators launching telephone services to small business, the
ILECs face a situation comparable to what AT&T faced in the years just after
Divestiture.
In this new research study, Insight examines a highly accessible (and
lucrative) market for cable' s value-added services. TV ad insertions for cable
telephony services are targeted at some 73 million cable customers, and take
rates for telephony offers have approached 20 percent in some markets. In this
report, Insight Research analyzes the telephony and enhanced services that
cable providers currently offer small businesses using four delivery options:
standard telephony, channelized HFC, dedicated modem and shared modem service.
Based on this examination, Insight quantifies the addressable market
opportunity for cable companies in two-way capable cable markets, and measures
the competitive risk they pose to the incumbent telephone carriers located
within the cable systems' service areas.
Table of Contents
Chapter I
EXECUTIVE SUMMARY
- 1.1 Cable Telephony and Broadband Services for the Small Enterprise
- 1.2 The Small Enterprise Market for High-Speed Data and Voice
Chapter II
CABLE NETWORK TECHNOLOGY
- 2.1 Development of the CATV Network
- 2.1.1 Traditional Coax Network
- 2.1.2 HFC
- 2.1.2.1 HFC Components
- 2.1.2.2 HFC Topology
- 2.2 Circuit Switched Cable Telephony
- 2.3 Circuit Switched With Hybrid IP Networks
- 2.4 IP Cable Telephony
- 2.4.1 Data over Cable Service Interface Specification (DOCSIS)
- 2.4.1.1 DOCSIS 1.1 & 2.0
- 2.4.1.2 DOCSIS 3.0
- 2.4.2 PacketCable
- 2.4.2.1 PacketCable 1.1 & 1.2
- 2.5 Cable IP Telephony Implementation Issues
- 2.5.1 Primary Line Service/E911
- 2.5.2 Communications Assistance for Law Enforcement Act (CALEA)
Chapter III
TELCO BROADBAND TECHNOLOGY IMPLEMENTATION
- 3.1 Digital Subscriber Line (DSL)
- 3.2 Fiber to the Premise (FTTP) Architecture
Chapter IV
THE SMALL ENTERPRISE MARKET DEMOGRAPHICS
- 4.1 Classification of Businesses
- 4.1.1 Agriculture, Forestry, Fishing and Hunting
- 4.1.2 Mining
- 4.1.3 Utilities
- 4.1.4 Construction
- 4.1.5 Manufacturing
- 4.1.6 Wholesale Trade
- 4.1.7 Retail Trade
- 4.1.8 Transportation and Warehousing
- 4.1.9 Information
- 4.1.10 Finance and Insurance
- 4.1.11 Real Estate, Rental and Leasing
- 4.1.12 Professional, Scientific, and Technical Services
- 4.1.13 Management of Companies and Enterprises
- 4.1.14 Administrative, Support, Waste Management and Remediation Services
- 4.1.15 Educational Services
- 4.1.16 Health Care and Social Assistance
- 4.1.17 Arts, Entertainment, and Recreation
- 4.1.18 Accommodation and Food Services
- 4.1.19 Other Services (except Public Administration)
- 4.1.20 Public Administration
- 4.1.21 Undefined
- 4.2 The Classification of Businesses by Size
- 4.3 Distribution of Business by Size
- 4.4 The Business Line Market Methodology and Analysis
- 4.5 The Business Line Market in Small Enterprises
- 4.6 Small Enterprises as an Opportunity Space
Chapter V
LEC AND MSO COMPETITIVE SMALL ENTERPRISE BUSINESS LINE MARKETS
- 5.1 The LEC Business Line Market
- 5.2 The LEC Small Enterprise Business Line Market
- 5.3 The MSO Small Enterprise Business Line Market
Chapter VI
THE MSOs SMALL ENTERPRISE MARKET POTENTIAL AND BUSINESS SERVICES OFFERS
- 6.1 MSOs
- 6.1.1 Adelphia
- 6.1.2 Armstrong Cable
- 6.1.3 Atlantic Broadband
- 6.1.4 Blue Ridge
- 6.1.5 Bright House
- 6.1.6 Buckeye
- 6.1.7 CableOne
- 6.1.8 Cablevision
- 6.1.9 Charter
- 6.1.10 Comcast
- 6.1.11 Cox
- 6.1.12 GCI
- 6.1.13 Insight
- 6.1.14 Knology
- 6.1.15 Mediacom
- 6.1.16 MidContinent
- 6.1.17 Millenium
- 6.1.18 Northland
- 6.1.19 Suddenlink (Cebridge)
- 6.1.20 Time Warner
- 6.1.21 WOW!
Chapter VII
THE LECs SMALL ENTERPRISE MARKET POTENTIAL AND BUSINESS SERVICE OFFERS
- 7.1 LECs
- 7.1.1 Alaska Communications Systems (ACS)
- 7.1.2 AT&T
- 7.1.3 BellSouth
- 7.1.4 CenturyTel
- 7.1.5 Cincinnati Bell
- 7.1.6 Citizens Communications
- 7.1.7 Embarq
- 7.1.8 Hawaiian Telecom
- 7.1.9 Iowa Telecomm Services
- 7.1.10 Qwest
- 7.1.11 Telephone and Data Systems (TDS)
- 7.1.12 Verizon
- 7.1.13 Windstream
Chapter VIII
MSO VERSUS ILEC MARKET OVERLAYS
- 8.1 MSO Market Overlays of ILECs
- 8.1.1 Alaska Communications Systems (ACS)
- 8.1.2 AT&T
- 8.1.3 Bellsouth
- 8.1.4 CenturyTel
- 8.1.5 Cincinnati Bell
- 8.1.6 Citizens Communications
- 8.1.7 Embarq
- 8.1.8 Hawaiian Telecom
- 8.1.9 Iowa Telecomm Services
- 8.1.10 Qwest
- 8.1.11 Telephone and Data Systems (TDS)
- 8.1.12 Verizon
- 8.1.13 Windstream
Appendix
GLOSSARY
Table of Figures
Chapter II
- II-1 Traditional Tree-and-Branch Coax Architecture
- II-2 Coax Distribution to Customer Premises
- II-3 HFC Architecture Providing Voice and Video Services
- II-4 Circuit Switched Cable Telephony
- II-5 Typical Cable Frequency Spectrum Allocation
- II-6 Circuit Switched with Hybrid IP Network Architecture
- II-7 Cable IP Telephony
- II-8 Basic DOCSIS
- II-9 Basic PacketCable Architecture
Chapter III
- III-1 Voice over DSL Generic Architecture
- III-2 Telco Fiber to the Premise Architecture
Chapter V
- V-1 Distribution of Small Enterprises by Business Employee Size in the
ILEC Markets
Table of Tables
Chapter I
- I-1 Business Lines by Industry Sector : Small Enter vs. Large and Medium
Enter
- I-2 List of Major ILECs & MSOs Analyzed
- I-3 Small Enterprise Business Line Loss Estimates for the ILECs, 2007-2012
- I-4 Small Enterprise Business Line Revenue Loss Estimates for ILECs
($39⁄line)
Chapter II
- II-1 DOCSIS Evolution: Service Comparison
- II-2 DOCSIS Evolution: Customer Equipment Supported
- II-3 DOCSIS Evolution: Upload/Download Speeds Supported
Chapter III
- III-1 The Versions and Features of xDSL
- III-2 Fiber Installation Cost Estimates
- III-3 FTTP Cost Analysis: Earnings per Share Impacts
Chapter IV
- IV-1 US Business Distribution: All Business Sizes
- IV-2 Business Establishments by Industry Sector and Business Size:
- IV-3 Business Lines: Distribution by Industry Sector 53
- IV-4 Business Lines by Industry Sector and Business Size:
- IV-5 Business Lines by Industry Sector and Business Size - Small
Enterprises
Chapter V
- V-1 US Total Access Line Trends: Residential and Business, 2001-2004
- V-2 US ILEC Access Line Trends: Residential and Business, 2001-2004
- V-3 US CLEC Access Line Trends: Residential and Business, 2001-2004
- V-4 US Total Access Line Trends: Residential and Business, 2005-2006
- V-5 US ILEC Access Line Trends: Residential and Business, 2005-2006
- V-6 US CLEC Access Line Trends: Residential and Business, 2005-2006
- V-7 Traditional US Business Line Estimates, 2006-2012
- V-8 ILEC Annual Business Line Losses: All Business Sizes, 2007-2012
- V-9 Annual ILEC Business Line Revenue Losses ($39⁄line), 2007-2012
($Millions)
- V-10 Enterprises Lost by the ILECs to Competitors in All Business Sizes,
2007-2012
- V-11 Enterprise Level Revenue in All Sizes Lost by the LECs to
Competitors, 2007-2012
- V-12 Distribution of Small Enterprises among the Top LECs 65
- V-13 Distribution of the Small Enterprise Business Lines among Top ILEC
Markets
- V-14 Small Enterprise Business Line Loss Estimates for the ILECs, 2007-2012
- V-15 Small Enterprise Business Line Revenue Loss Estimates for ILECs
($39⁄line),
- V-16 Five-Year Small Enterprise Business Line Losses by ILEC
- V-17 Five-Year Total Small Enterprise Business Lines Revenue Loss
($39⁄line) by ILECs
- V-18 Distribution of Small Enterprises Lost by ILEC over Five-Year Forecast
- V-19 Distribution of Cumulative Small Enterprise Revenue Losses by ILEC
- V-20 Small Enterprises and Business Lines Distribution by Industry Sectors
- V-21 Distribution of Small Enterprise Establishments and Small Enterprise
Business Lines
Chapter VI
- VI-1 Adelphia Holding Company: Small Enterprise Industry Line Potential by
Emp Size
- VI-2 Armstrong Cable: Small Enterprise Industry Line Potential by Employee
Size
- VI-3 Armstrong Cable: High-Speed Cable Offerings
- VI-4 Atlantic Broadband: Small Enterprise Industry Line Potential by
Employee Size
- VI-5 Atlantic Broadband: High-Speed Cable Offerings
- VI-6 Blue Ridge: Small Enterprise Line Potential by Industry by Employee
Size
- VI-7 Blue Ridge: Cable and Telephony Offering
- VI-8 Blue Ridge: High Speed Internet Offering
- VI-9 Bright House: Small Enterprise Line Potential by Industry by Employee
Size
- VI-10 Bright House: High-Speed Internet Offering
- VI-11 Buckeye: Small Enterprise Line Potential by Industry by Employee Size
- VI-12 Buckeye: High-Speed Internet Offering
- VI-13 CableOne: Small Enterprise Line Potential by Industry by Employee
Size
- VI-14 CableOne SOHO Internet Offers
- VI-15 Cablevision: Small Enterprise Line Potential by Industry by Employee
Size
- VI-16 Cablevision: Business High-Speed Internet Packages
- VI-17 Cablevision: Business Telephony Offering
- VI-18 Cablevision: Business Bundle of High Speed Internet and Telephony
- VI-19 Charter: Small Enterprise Line Potential by Industry by Employee Size
- VI-20 Charter: High-Speed Internet Service Offerings
- VI-21 Comcast: Small Enterprise Line Potential by Industry by Employee Size
- VI-22 Comcast: Business High-Speed Internet Service Offerings
- VI-23 Comcast: Residential Digital Telephone Offerings
- VI-24 Cox: Small Enterprise Line Potential by Industry by Employee Size
- VI-25 Cox: Business Internet Service Offerings
- VI-26 GCI: Small Enterprise Line Potential by Industry by Employee Size
- VI-27 GCI: Business Internet Service Offerings
- VI-28 Insight: Small Enterprise Line Potential by Industry by Employee Size
- VI-29 Insight: Business Internet Service Offerings
- VI-30 Knology: Small Enterprise Line Potential by Industry by Employee Size
- VI-31 Knology: Business Internet Service Offering
- VI-32 MediaCom: Small Enterprise Line Potential by Industry by Employee
Size
- VI-33 Mediacom: Business Internet Service Offerings
- VI-34 MidContinent: Small Enterprise Line Potential by Industry by
Employee Size
- VI-35 Midcontinent Business Internet Service Offerings
- VI-36 Mellenium: Small Enterprise Line Potential by Industry by Employee
Size
- VI-37 Millenium: High-Speed Internet and Telephone Pricing
- VI-38 Northland: Small Enterprise Line Potential by Industry by Employee
Size
- VI-39 Northland: Internet Service Offerings
- VI-40 Suddenlink: Small Enterprise Line Potential by Industry by Employee
Size
- VI-41 Suddenlink: High-Speed Internet Offerings
- VI-42 Time Warner: Small Enterprise Line Potential by Industry by Employee
Size
- VI-43 Time Warner: Internet Service Offerings
- VI-44 Mellenium: Small Enterprise Line Potential by Industry by Employee
Size
- VI-45 WOW! Small Business Internet and Voices Services
Chapter VII
- VII-1 ACS Small Enterprise Business Line Potential
- VII-2 ACS Business High-Speed Offerings
- VII-3 ACS Business Phone Service Offerings
- VII-4 AT&T Small Enterprise Business Line Potential
- VII-5 AT&T Business High-Speed Offerings
- VII-6 BellSouth Small Enterprise Business Line Potential
- VII-7 BellSouth Business High-Speed Offerings
- VII-8 BellSouth Business Telephone Offerings
- VII-9 CenturyTel Small Enterprise Business Line Potential
- VII-10 CenturyTel Business High-Speed Offering
- VII-11 Cincinnati Bell Small Enterprise Business Line Potential
- VII-12 Cincinnati Bell Business High-Speed Offering
- VII-13 Cincinnati Bell Business Telephone Offerings
- VII-14 Citizens Small Enterprise Business Line Potential
- VII-15 Citizens Business High-Speed Offerings
- VII-16 Citizens Business Telephone Offerings
- VII-17 Embarq Small Enterprise Business Line Potential
- VII-18 Embarq Business High-Speed Offerings
- VII-19 Embarq Business Telephone Offering
- VII-20 Hawaiian Telecom Small Enterprise Business Line Potential
- VII-21 Hawaiian Telecom Business High-Speed Offering
- VII-22 Iowa Telecom Small Enterprise Business Line Potential
- VII-23 Iowa Telecom Business High-Speed Offerings
- VII-24 Qwest Small Enterprise Business Line Potential
- VII-25 Qwest Business High-Speed Offerings
- VII-26 Qwest Business Telephone Offerings
- VII-27 TDS Small Enterprise Business Line Potential
- VII-28 TDS Business High-Speed Offerings
- VII-29 Verizon Small Enterprise Business Line Potential
- VII-30 Verizon Business High-Speed DSL Offerings
- VII-31 Verizon Business High-Speed FIOS Offerings
- VII-32 Windstream Small Enterprise Business Line Potential
- VII-33 Windsteam Business High-Speed Offerings
- VII-34 Windstram Business Telephone Offerings
Chapter VIII
- VIII-1 ACS: MSO Competitors by Line Size
- VIII-2 AT&T: MSO Competitors by Line Size
- VIII-3 Bellsouth: MSO Competitors by Line Size
- VIII-4 CenturyTel: MSO Competitors by Line Size
- VIII-5 Cincinnati Bell: MSO Competitors by Line Size
- VIII-6 Citizens: MSO Competitors by Line Size
- VIII-7 Embarq: MSO Competitors by Line Size
- VIII-8 Hawaiian Telecom: MSO Competitors by Line Size
- VIII-9 Iowa Telecom: MSO Competitors by Line Size
- VIII-10 Qwest: MSO Competitors by Line Size
- VIII-11 TDS: MSO Competitors by Line Size
- VIII-12 Verizon: MSO Competitors by Line Size
- VIII-13 Windstream: MSO Competitors by Line Size
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