USA - Telecoms, Mobile and Broadband - Statistics and Analyses

Description

US cablecos looking to sideline DOCSIS4.0The large broadband market in the US is served by many operators, though a few of these account for the vast majority of subscribers. This is equally true in the DSL and cable broadband sectors. To increase data rates. DSL operators over the years have trialled a range of technologies, including iterations of VDSL as well as G.fast, which can provide data at above 1Gb/s. Similarly, cablecos have largely transitioned their networks to DOCSIS3.1. Some have invested in DOCSIS4.0, specifications for which were worked on by CableLabs in 2020. Operators including Comcast, Charter, and Cox are looking to Full Duplex DOCSIS to enable multi-gigabit symmetrical speeds of up to 10Gb/s further into the future. Coherent optics technology could boost the capacity of HFC networks to 1,000Gb/s and above. However, some of the cablecos are looking to suspend the migration to DOCSIS4.0 in preference for broadband service offerings based on FttP. While Cox has been working on DOCSIS4.0 as a development project, the company in February 2022 also announced a multi-billion-dollar investment over several years to deploy a fibre network capable of providing data at up to 10Gb/s, probably in tandem with rolling out DOCSIS4.0 as a subsidiary but minor offering. In part, the investment in fibre could be seen as a commercial response to similar efforts from AT&T and other competitors. Altice USA in 2021 decided to ditch DOCSIS4.0 in preference for covering two-thirds of its footprint with fibre by the end of 2025.

1 Key statistics

2 Covid-19 and its impact on the telecom sector

2.1 Economic considerations and responses
2.2 Subscribers
2.3 Infrastructure

3 Regulatory environment

3.1 Public Safety Network
3.2 Wireless Local Number Portability (WLNP)
3.3 Mobile Number Portability (MNP)
3.4 Privacy-related legislation
3.5 Spectrum
3.6 Spectrum swaps and acquisitions

4 Mobile market

4.1 Market analysis
4.2 Mobile statistics
4.3 Mobile infrastructure
4.4 Major mobile operators
4.5 Mobile content and applications

5 Fixed-line broadband market

5.1 Introduction and statistical overview
5.2 Policy and regulation framework
5.3 Hybrid Fibre Coax (HFC) network
5.4 Digital Subscriber Line (DSL) networks
5.5 Other fixed broadband services
5.6 Fibre-to-the-Premises (FttP)
5.7 Policy and regulation framework
5.8 Public (ILEC, CLEC and Municipal) FttP networks
5.9 RBOC FttP roll-out

6 Digital -economy

6.1 E-services

7 Appendix Historic data

8 Glossary of abbreviations

9 Related reports

Table 1 Top Level Country Statistics and Telco Authorities USA 2021 (e)
Table 2 Mobile market revenue 2012 2019
Table 3 Mobile ARPU 2012 2019
Table 4 Growth in the number of mobile cell sites 2012 2020
Table 5 Growth in the number of mobile subscribers and penetration 2012 2027
Table 6 Mobile voice traffic 2012 2020
Table 7 Mobile data traffic (billion MB) 2012 2020
Table 8 Mobile data-only devices in use 2013 2020
Table 9 Messaging traffic (billion messages) 2012 2020
Table 10 Growth in the number of active mobile broadband subscribers and penetration 2012 2027
Table 11 Development of AT&T Mobility's financial data ($ billion) 2012 2021
Table 12 AT&T wireless subscribers 2012 2021
Table 13 Development of Verizon Wireless's financial data ($ billion) 2012 2021
Table 14 Verizon wireless subscribers (million) 2012 2021
Table 15 T-Mobile US wireless subscribers (million) 2012 2021
Table 16 Growth in the number of T-Mobile US's retail mobile subscribers 2012 2021
Table 17 T-Mobile US ARPU ( / month, annualised) 2012 2021
Table 18 T-Mobile US ARPU ($ / month, annualised) 2012 2021
Table 19 T-Mobile US financial data ($ billion) 2012 2021
Table 20 T-Mobile US financial data ( billion) 2012 2021
Table 21 Sprint wireless financial data ($ billion) 2012 2019
Table 22 Sprint subscribers (million) 2012 2020
Table 23 Sprint blended ARPU ($ / month) 2012 2019
Table 24 TracFone wireless financial data ($ billion) 2012 2021
Table 25 TracFone wireless subscribers 2012 2021
Table 26 TracFone wireless ARPU 2012 2021
Table 27 Growth in the number of fixed broadband subscribers and penetration 2012 2027
Table 28 Top 10 cable MSOs' subscribers 2012 2021
Table 29 Cable broadband subscribers by key operators December 2021
Table 30 US cable broadband subscribers 2012 2020
Table 31 Change in the number of Altice USA's RGUs by service (million) 2016 2021
Table 32 Development of Altice USA's financial data ($ million) 2016 2021
Table 33 Development of Altice USA's revenue by type ($ million) 2016 2021
Table 34 Development of Comcast's financial data ($ million) 2012 2021
Table 35 Comcast revenue by service ($ million) 2012 2021
Table 36 Comcast subscriptions by service (million) 2012 2021
Table 37 Comcast bundled services subscriptions (million) 2014 2021
Table 38 Charter Communications financial data ($ million) 2012 2021
Table 39 Charter Communications residential revenue by type ($ million) 2012 2021
Table 40 Change in the number of Charter Communications' residential RGUs by type (million) 2012 2021
Table 41 Broadband subscribers for major telco providers (million) 2012 2021
Table 42 Verizon wireline (FiOS) operational data (million) 2012 2021
Table 43 Verizon wireline financial data ($ million) 2014 2019
Table 44 AT&T fixed-line operational data (million) 2012 2021
Table 45 AT&T financial data ($ million) 2012 2021
Table 46 Frontier Communications revenue 2012 2021
Table 47 Frontier Communications customers by sector (million) 2012 2021
Table 48 FttP homes passed and connected 2012 2018; 2021
Table 49 AT&T wireline operational data (million) 2013 2021
Table 50 CenturyLink financial data ($ million) 2015 2021
Table 51 CenturyLink subscribers by platform (million) 2015 2021
Table 52 Cincinnati Bell Fioptics revenue 2012 2021
Table 53 Cincinnati Bell Fioptics subscribers 2012 2021
Table 54 Retails sales in the US ($ billion) 2019 2021
Table 55 Historic - Mobile market revenue, roaming revenue, ARPU 2000 2011
Table 56 Historic - Mobile subscribers and penetration 2002 2011
Table 57 Historic - AT&T Mobility financial data ($ billion) 2004 2011
Table 58 Historic - AT&T wireless subscribers 2002 2011
Table 59 Historic - Verizon wireless subscribers 2005 2011
Table 60 Historic - T-Mobile US wireless subscribers 2003 2011
Table 61 Historic - MetroPCS financial data ($ million) 2007 2012
Table 62 Historic - MetroPCS subscribers 2007 2012
Table 63 Historic - M2M connections 2009 2018
Table 64 Historic - Internet users and penetration 2000 2016
Table 65 Historic - Broadband subscribers and penetration 2000 2011
Table 66 Historic - Fixed broadband subscribers by data rate (thousand) 2012 2016
Table 67 Historic - Fixed broadband population coverage by data rate 2012 2016
Table 68 Historic - Cablevision subscriptions by service (million) 2011 2015
Table 69 Historic - Cablevision financial data ($ million) 2011 2015
Table 70 Historic - Active mobile broadband subscribers and penetration 2008 2011
Table 71 Historic - Optimum RGUs by service (million) 2015 2018
Table 72 Historic - Suddenlink RGUs by service (million) 2015 2018
Table 73 Historic - Suddenlink financial data ($ million) 2016 2018
Table 74 Historic - Cablevision financial data ($ million) 2011 2019
Table 75 Historic - FttP homes passed and connected 2001 2011
Table 76 Historic - LTE mobile broadband coverage broadband subscribers and penetration 2012 2016
Table 77 Historic - Verizon Wireless LTE devices on network 2011 2017
Table 78 Historic - Development of Comcast's financial data ($ million) 2009 2011
Table 79 Historic - Comcast revenue by service ($ million) 2009 2011
Table 80 Historic - Charter Communications revenue 2009 2011
Table 81 Historic - Charter Communications residential revenue by type ($ million) 2009 2011
Table 82 Historic - Change in the number of Charter Communications' residential RGUs by type (million) 2009 2011
Table 83 Historic - Broadband subscribers for major telco providers (million) 2009 2011
Table 84 Historic - AT&T fixed-line operational data (million) 2009 2011
Table 85 Historic - Frontier Communications revenue 2008 2011
Chart 1 Mobile market revenue 2012 2019
Chart 2 Mobile ARPU 2012 2019
Chart 3 Growth in the number of mobile cell sites 2012 2020
Chart 4 Growth in the number of mobile subscribers and penetration 2012 2027
Chart 5 Mobile voice traffic 2012 2020
Chart 6 Mobile data traffic 2012 2020
Chart 7 Mobile data-only devices in use 2013 2020
Chart 8 Messaging traffic 2012 2020
Chart 9 Growth in the number of active mobile broadband subscribers and penetration 2012 2027
Chart 10 Development of AT&T Mobility's financial data 2012 2021
Chart 11 AT&T wireless subscribers 2012 2021
Chart 12 Development of Verizon Wireless's financial data 2012 2021
Chart 13 Verizon wireless subscribers 2012 2021
Chart 14 T-Mobile US wireless subscribers 2012 2021
Chart 15 Growth in the number of T-Mobile US's retail mobile subscribers 2012 2021
Chart 16 T-Mobile US ARPU ( / month, annualised) 2012 2021
Chart 17 T-Mobile US ARPU ($ / month, annualised) 2012 2021
Chart 18 T-Mobile US financial data ($ billion) 2012 2021
Chart 19 T-Mobile US financial data ( billion) 2012 2021
Chart 20 Sprint wireless financial data 2012 2019
Chart 21 TracFone wireless financial data ($ billion) 2012 2021
Chart 22 TracFone wireless subscribers 2012 2021
Chart 23 TracFone wireless ARPU 2012 2021
Chart 24 Growth in the number of fixed broadband subscribers and penetration 2012 2027
Chart 25 US cable broadband subscribers 2012 2020
Chart 26 Change in the number of Altice USA's RGUs by service 2016 2021
Chart 27 Development of Altice USA's financial data 2016 2021
Chart 28 Development of Altice USA's revenue by type 2016 2021
Chart 29 Development of Comcast's financial data 2012 2021
Chart 30 Comcast revenue by service 2012 2021
Chart 31 Comcast subscriptions by service 2012 2021
Chart 32 Comcast bundled services subscriptions 2014 2021
Chart 33 Charter Communications financial data 2012 2021
Chart 34 Charter Communications residential revenue by type 2012 2021
Chart 35 Change in the number of Charter Communications' residential RGUs by type 2012 2021
Chart 36 Verizon wireline (FiOS) operational data 2012 2021
Chart 37 Verizon wireline financial data 2014 2019
Chart 38 AT&T fixed-line operational data 2012 2021
Chart 39 AT&T financial data 2012 2021
Chart 40 Frontier Communications revenue 2012 2021
Chart 41 Frontier Communications customers by sector (million) 2012 2021
Chart 42 AT&T wireline operational data 2013 2021
Chart 43 CenturyLink financial data 2015 2021
Chart 44 CenturyLink subscribers by platform 2015 2021
Chart 45 Cincinnati Bell Fioptics revenue 2012 2021
Chart 46 Cincinnati Bell Fioptics subscribers 2012 2021
Exhibit 1 3.45GHz spectrum (top bidders) November 2021
Exhibit 2 C-band auction results (top bidders) March 2021
Exhibit 3 RDOF Phase 1 auction results December 2020
Exhibit 4 AWS spectrum auction January 2015
Exhibit 5 mmWave spectrum auctions May/June 2019
Exhibit 6 mmWave spectrum auction February 2020