United States Telecom Operators Country Intelligence Report

“United States Telecom Operators Country Intelligence Report," a new Country Intelligence Report by the publisher, provides an executive-level overview of the telecommunications market in United States today, with detailed forecasts of key indicators up to 2026. 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.

Total telecom and pay-TV service revenues in the United States will grow to reach US$405.9 billion by 2026, growing at a marginal CAGR of 0.4%, supported by revenue growth in the mobile data and fixed broadband segment. Mobile data service revenues will grow rapidly to reach US$217.6 billion by 2026, at a CAGR of 6.9% supported by spike in mobile internet subscriptions, growing consumption of mobile data services and increasing data ARPS. Fixed broadband service revenues will increase at a CAGR of 3.8%, driven by increasing broadband ARPU and growth across FTTH, fixed wireless, and cable internet subscriptions on the back of government and operator investments on expansion of broadband connectivity to underserved/unserved areas to reduce digital divide in the nation. Pay-TV services revenues in the US will decrease due to subscription losses across all three segments.

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 0.2% during 2021-2026
• Mobile revenue will account for 59.3% of the total telecom revenue in 2026, driven by continued rise in mobile internet subscriptions and mobile data ARPU.
• 4G will be leading mobile technology with 86.4% share of the total mobile subscriptions in 2021. We expect 5G subscriptions to corner 54.2% share of the total mobile subscriptions by 2026-end.
• The top three mobile operators, Verizon, AT&T, and T-Mobile will account for 89.9% share of overall mobile subscriptions in 2021

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 the publisher'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.