mobile input/ wireless upstream services edge/downstream segments
TRANSCRIPT
SPECTRUM(Section VII.A.1)
TOWERS(Section VII.A.2)
NETWORK EQUIPMENT(Section VII.A.2)
BACKHAUL(Section VII.A.3)
INPUT/UPSTREAMSEGMENTS
EDGE/DOWNSTREAMSEGMENTS
MOBILE WIRELESSSERVICES(Sections III-VI)
DE
VIC
ES
OP
ER
ATI
NG
SYS
TEM
S APPS(Section VII.B.2)
CONTENT(Section VII.B.2)
MOBILECOMMERCE(Section VII.B.3)
VOICE
DATA
MESSAGING
(Section VII.B.1)
SPECTRUM(Section VII.A.1)
TOWERS(Section VII.A.2)
NETWORK EQUIPMENT(Section VII.A.2)
BACKHAUL(Section VII.A.3)
INPUT/UPSTREAMSEGMENTS
EDGE/DOWNSTREAMSEGMENTS
MOBILE WIRELESSSERVICES(Sections III-VI)
DE
VIC
ES
OP
ER
ATI
NG
SYS
TEM
S APPS(Section VII.B.2)
CONTENT(Section VII.B.2)
MOBILECOMMERCE(Section VII.B.3)
VOICE
DATA
MESSAGING
(Section VII.B.1)
Mobile Wireless Subscribers and Connections Year
Mobile Wireless
Connections Mobile
Telephone Subscribers
Mobile Internet
SubscribersNRUF CTIA Form 477
Form 477
Total Net
Adds TotalNet
Adds Total Net
Adds TotalNet
Adds2001 128.5 n/a 128.4 18.9 124.0 23.02002 141.8 13.3 140.9 12.4 138.9 14.92003 160.6 18.8 158.7 18 157.0 18.12004 184.7 24.1 182.1 23.4 181.1 24.12005 213.0 28.3 207.9 25.8 203.7 22.62006 241.8 28.8 233.0 25.1 229.6 25.92007 263.0 21.2 255.4 22.4 249.3 19.72008 279.6 16.6 270.3 14.9 261.3 12.0 26.52009 290.7 11.1 285.6 15.3 274.3 13.0 55.8 29.3
Average Voice MOUs Per Subscriber Per Month
623
708692
714734
769751
708735
696
0
100
200
300
400
500
600
700
800
900
Jun 05 Dec 05 Jun 06 Dec 06 Jun 07 Dec 07 Jun 08 Dec 08 Jun 09 Dec 09
Ave
rage
MO
Us
Per S
ubsc
riber
Pe
r Mon
th
2006 2009200820072005
Wireless Voice Revenue per Minute: 1993-2010 -35%
-30%
-25%
-20%
-15%
-10%
-5%
0%$0.00
$0.10
$0.20
$0.30
$0.40
$0.50
$0.60
1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 1H2010
Rat
e of
Pric
e D
eclin
e
$ pe
r Voi
ce M
OU
$99.64$106.68 $111.89
$117.67 $118.28 $113.16
$1.32
$2.99
$5.67
$8.98$11.36
$3.28
$5.59
$9.54
$14.25$20.97
$41.51
$104.25
$115.26
$127.11
$140.90
$150.60 $154.67
$50
$80
$110
$140
$170
2004 2005 2006 2007 2008 2009Tota
l Ind
ustr
y R
even
ues
($ B
illio
n)
Voice Revenues Text Messaging Revenues Data Revenues
$47.23$44.17
$41.21$39.32
$36.98
$33.54
$0.63$1.24
$2.09$3.00
$3.55
$1.55$2.31 $3.52
$4.76$6.56
$12.30
$49.41$47.72 $46.82 $47.08 $47.09 $45.85
$0.0
$5.0
$10.0
$15.0
$20.0
$25.0
$30.0
$35.0
$40.0
$45.0
$50.0
$55.0
2004 2005 2006 2007 2008 2009
Mon
thly
Ave
rage
Rev
enue
Per
Use
r (A
RPU
)
Voice ARPU Text Messaging ARPU Data ARPUSource: CTIA & Analyst Data, FCC Voice ARPU Calculation incl. Toll
86
115.7
26.5
55.8
3
22
51
0
20
40
60
80
100
120
140
2005 2006 2007 2008 2009
Mill
ions
Mobile Wireless Devices in Use Capable of +200 kbps
Mobile Wireless Internet Access Subscribers
Mobile Wireless Connections
Mobile Market Cross Countries Country % POP Prepay%
Min/mo P Rev Data%
Receiving Party Pays USA 93% 19% 824 $0.04 $49.91 29.3%Canada 68% 20% 426 $0.09 $55.14 22.1%Singapore 144% 50% 380 $0.06 $33.01 31.0%Calling Party Pays UK 129% 59% 194 $0.11 $33.52 33.0%Germany 132% 56% 109 $0.16 $22.08 29.8%Italy 147% 87% 141 $0.15 $29.12 26.1%Sweden 131% 35% 211 $0.10 $31.11 25.3%France 96% 33% 237 $0.15 $48.40 23.7%Finland 144% 13% 218 $0.13 $33.52 20.5%Japan 88% 1% 137 $0.25 $58.06 44.5%S.Korea 99% 3% 311 $0.09 $33.63 19.1%Australia 115% 42% 222 $0.14 $47.27 36.1%
3,451
2,8482,717
2,6072,718
2,070
2,543 2,4982,407
0
1,000
2,000
3,000
4,000
0 - 100 100 - 200 200 - 300 300 - 400 400 - 500 500 - 600 600 - 700 700 - 800 800 - 900
Med
ian
HH
I of E
As
Population Density of EAs
Percent of Adults Using Wireless Internet Connections (Wi-Fi or Mobile)1
1 Id.
73%
61%
44%
17%
84%
69%
49%
20%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
18-29 30-49 50-64 65+
Age
Apr-09
May-10
Percentage Spectrum Holdings by Provider
Licensee
700 MHz
Cellular(850
MHz)
SMR (800/900
MHz)
PCS (1.9
GHz)
AWS (1.7/2.1 GHz)
BRS (2.5
GHz)
EBS Leases
(2.5 GHz)
Verizon Wireless 42.8% 47.7% 0.0% 15.1% 14.9% 0.0% 0.0%AT&T 24.4% 43.6% 0.0% 26.1% 7.9% 0.0% 0.0%Sprint Nextel 0.0% 0.0% 93.0% 26.8% 0.0% 0.0% 0.0%Clearwire 0.0% 0.0% 0.0% 0.0% 0.0% 86.3% 62.0%T-Mobile 0.0% 0.0% 0.0% 19.5% 27.4% 0.0% 0.0%MetroPCS 0.5% 0.0% 0.0% 2.6% 9.2% 0.0% 0.0%US Cellular 2.8% 4.4% 0.0% 1.8% 2.1% 0.0% 0.0%Leap 0.0% 0.0% 0.0% 2.2% 8.7% 0.0% 0.0%Other 29.5% 4.3% 7.0% 5.8% 29.8% 13.7% 38.0%
US MARKET CONSOLIDATION 1999 2004 2010
SBC AT&T
Vodafone Bell Atlantic
GTE Sprint
BellSouth Alltel Nextel USCell
PrimeCo Omnipoint
Voicestream Western
14.5 12.5 11.9 10.0 9.3 7.5 7.0 6.5 5.9 3.4 1.8 1.2 1.1 1.1
Verizon Cingular AT&T Sprint
T-Mobile Nextel Alltel
USCell Metro PCS
Top 3
24.8 15.9 14.5 10.5 8.7 8.5 5.3 2.9
1999: 39%
31.9
29.8 16.9 12.1
2.2 2.3
2010: 79% Prop: 91%
4.5%
13.7%
24.3%
36.2%
50.2%
63.6%
76.3%
27.1%
76.4%
89.6%
94.3%
97.2%
99.2%
99.8%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
7 or more
6 or more
5 or more
4 or more
3 or more
2 or more
1 or more
Mobile Wireless Voice Coverage (%)
Num
ber o
f Ser
vice
Pro
vide
rs w
ith C
over
age
Total U.S. Population Total U.S. Square Miles
