[Close]  
Market research logo; 24 years of Excellence in Market Research since 1988.

United Kingdom    France   Germany   Saudi Arabia   Spain

>

Telecom Business Transformation Series: Google and the RBOCs 2010

Telecom Business Transformation Series: Google and the RBOCs 2010

Table of Contents

Market Study
Published: January 2010
Pages: For full details, please email keithw@cmsinfo.com
Tables: For full details, please email keithw@cmsinfo.com
From: GBP 1559.00  Buy Now!
Research from: Information Gatekeepers Inc.
Sector: Broadband & Fixed

“Google and the RBOCs,” analyzes Google’s strategies as they relate to the telecommunications business and the interrelationship with current RBOC strategies. Our author reviews the current telecommunications marketplace and the forces driving it, and connects the RBOCs’ and Google’s public actions and announcements with their long-term strategies.

An understanding of the implications of these strategies is fundamental to understanding where the telecommunications business is going in the US for equipment manufacturers, vendors, service suppliers and investors.

This report focuses on the perceived strategies of Google and the RBOCs. The RBOCs that we will focus on are Verizon and AT&T and to a lesser extent Qwest. The report will use these companies’ public announcements and private interviews and the author’s years of experience in this area to develop a view of their strategies, comments on the strategies and likely outcomes. The report will provide forecasts on all the topics of interest.

This report contains much more than just a review of these companies’ strategies. It is full of forecasts and contains discussions of major topics in telecommunications that directly influence strategy selection such as:

  • Capital expenditures (including a Capx forecast);

  • Overbuilding and how this is being implemented differently by the different RBOCs

  • The implementation of the Advanced Access Network and how this has become a strategy in its own right

  • And perhaps most importantly how, and which of, the RBOCs are leaving wire line and becoming wireless companies.”

In addition to the detailed discussion of the competitive environment and the companies’ strategic response to that environment, this report addresses each of these areas, and provides forecasts as to our expectations for each. The report starts with a description of the planning environment and moves on to the underlying economic situation.

Because of the overriding importance of the state of the US (and World) economy, it then provides a review of our forecasts for the nation’s economy as well as its impact on telephony. That portion of the report also provides our forecast for capital spending over the next five years.

The report then continues with a review of the current telecom market structure. With that background, it moves to a detailed analysis of the activities of Google and the major RBOCs. From these activities and the market structure, the report develops and presents our view of each company’s strategy and comments on each. Forecasts are provided for each of the areas addressed.

Top of Page