Latest trends and prospects in the telecom operators' market through analysis
 

 
of evolving regulations and demand,along with the operators' strategies.

 

 


 

 


 

 


 

 
Market data: history and prospects up to 2005:

 

 


 

 
- by sector: fixed and mobile phones, data transmission

 

 


 

 
- by geographical zone: North America, Western Europe, Asia-Pacific, Eastern
 

 
Europe, Latin America, Africa / Middle East.

 

 


 

 
- Profile of the world's 60 leading operators: history, strategic profile, international
 

 
presence, financial results, infra-structures…

 

 


 

 


 

 


 

 
Summary:

 

 


 

 
- market and technological trends, international regulatory context

 

 


 

 
- analysis of the incumbent operators’ and new entrants' positioning and
 

 
strategies (ranking of the world's top 50).

 

 


 

 
- New! The market crash’s impact on the value of the world’s leading
 

 
operators.

 

 


 

 


 

 


 

 
• Fixed - Mobile - Data:

 

 
detailed situation by market and geographical region: North America, Europe,
 

 
Asia-Pacific, Africa/Middle East:

 

 


 

 
- latest trends and forecasts for 2005

 

 


 

 
- changes in regulation

 

 


 

 
- industrial organisation of markets

 

 


 

 


 

 


 

 
• Strategies of incumbent operators and new entrants:

 

 


 

 
- internationalisation, mergers and acquisitions, alliances

 

 


 

 
- impact of the e-krach on market valuation

 

 


 

 
- a switch from specialisation to integration?

 

 


 

 


 

 


 

 
• A global market worth close on $ 1 000 billion:

 

 


 

 
- an average annual growth of 10%

 

 


 

 
- a mobile subscriber base exceeding the number of fixed lines by 2005

1/ Transversal analysis

• Telecommunications services - issues at stake and prospects

• Regulation :

• International

• Each major region

• Regions: North America – Latin America – Western Europe – Eastern Europe – Asia-Pacific – Africa/Middle East

• Countries: USA – Germany – France – Italy – United Kingdom – Japan

• Market trends 2000-2001 and forecasts up to 2005 by region and country:

• Market data by sector: fixed telephony, mobile telephony, data

• Infrastructure data: number and density of main lines, cellular subscribers

2/ Strategic developments among operators

• Industrial strategies

• Repositioning of incumbents: internal restructuring, pricing policy, deployment into new sectors, internationalisation

• Reconfiguration of new entrants: horizontal alliances, vertical integration

• Top 20 operators in terms of:

• Revenue and growth

• Operating results and profit rates

• Investments

• Employees and financial yield

• Main lines and output

• Stock valuation of operators - NEW ! -

• Trends in stock market prices and PER

• Valuation trends since 1998

• Impact of the e-krach on operators

3/ Player profiles

For each company surveyed:

• Structure: organisation and senior executives

• History: main events

• International presence: subsidiaries and holdings

• Activity breakdown: fixed telephony, mobile services, data transmission, value-added services, equipment sales and leasing

• Infrastructure:

• Main lines (residential, professional)

• Cellular subscribers

• Financial data:

• Operating data: revenues, profit, net income

• Balance sheet: equity capital, fixed assets, short-term liabilities, current assets

• Financing: cash flow, investments

• Employees