United States (US) Telecom Operators Country Intelligence Report

United States (US) Telecom Operators Country Intelligence Report

Summary

United States Telecom Operators Country Intelligence Report, a new Country Intelligence Report by GlobalData, provides an executive-level overview of the telecommunications market in United States today, with detailed forecasts of key indicators up to 2027. Published annually, the report provides detailed analysis of the near-term opportunities, competitive dynamics, and evolution of demand by service type and technology/platform across the fixed telephony, broadband, mobile, and pay-TV segments, as well as a review of key regulatory trends.

The total telecom and pay-TV service revenue in the United States will grow marginally at a CAGR of 0.7%, primarily driven by growth in mobile data and fixed broadband segments. Mobile data service will remain the largest contributor to total market revenue, with revenue from the segment increasing from $172 billion in 2022 to $220.8 billion in 2027 at a CAGR of 5.1%. This will be driven by growing mobile internet subscriptions and relatively higher data ARPU from 5G subscriptions. Fixed broadband revenue will grow during the forecast period, driven by growth in cable internet, fiber and fixed-wireless subscriptions and increasing fixed broadband ARPU. Pay-TV service revenue, on the other hand will decline during 2022-2027, due to steady drop in subscriptions from DTH, cable TV, and IPTV services.

The Country Intelligence Report provides in-depth analysis of the following -

• Demographic and macroeconomic context in United States.
• The regulatory environment and trends: a review of the regulatory setting and agenda for the next 18-24 months as well as relevant developments pertaining to spectrum licensing, national broadband plans, tariff regulation, and more.
• Telecom and pay-TV services market outlook: analysis as well as historical figures and forecasts of service revenue from the fixed telephony, broadband, mobile voice, mobile data, and pay-TV markets.
• The competitive landscape: an examination of the positioning of leading players in the telecom and pay-TV services market as well as subscription market shares across segments.
• Company snapshots: analysis of the financial position of leading service providers in the telecommunications and pay-TV markets.
• Underlying assumptions behind our published base-case forecasts, as well as potential market developments that would alter, either positively or negatively, our base-case outlook.

Scope

• The overall telecom and pay-TV service revenue in the US will grow at a CAGR of 0.7% during 2022-2027
• Mobile revenue will account for 53.1% of the total telecom revenue in 2027, driven by continued rise in mobile internet subscriptions and mobile data ARPU.
• 4G services led the mobile services market in the US in 2022. GlobalData expects 5G subscription share to increase significantly during 2022-2027 period, supported by continued 5G network expansions by telcos like AT&T, Verizon, and T-Mobile US
• The top three mobile operators Verizon, AT&T, and T-Mobile accounted for 93.8% share of overall mobile subscriptions in 2022

Reasons to Buy

• This Country Intelligence Report offers a thorough, forward-looking analysis of US’s telecommunications markets, service providers and key opportunities in a concise format to help executives build proactive and profitable growth strategies.
• Accompanying GlobalData’s Forecast products, the report examines the assumptions and drivers behind ongoing and upcoming trends in US’s mobile communications, fixed telephony, broadband markets, including the evolution of service provider market shares.
• With more than 20 charts and tables, the report is designed for an executive-level audience, boasting presentation quality.
• The report provides an easily digestible market assessment for decision-makers built around in-depth information gathered from local market players, which enables executives to quickly get up to speed with the current and emerging trends in US’s telecommunications markets.
• The broad perspective of the report coupled with comprehensive, actionable detail will help operators, equipment vendors and other telecom industry players succeed in the challenging telecommunications market in US.