Growth in mobile data services revenue will be the main driver of telecoms revenue growth between 2019 and 2024. In this report, we summarise the main telecoms trends in North America and analyse how several factors will affect the various segments of the telecoms market.
The report and associated data annex provide:
a 5-year forecast of more than 180 mobile and fixed KPIs for North America and for the two countries in the region
an in-depth analysis of the trends, drivers and forecast assumptions for each type of mobile and fixed service, and for the two countries
an overview of operator strategies and country-specific topics, which highlights similarities and differences between the two countries
a summary of results, key implications and recommendations for mobile and fixed operators
Countries modelled individually:
Canada
USA
Key Performance Indicators (KPIs)
Connections
Mobile
Handset, mobile broadband, IoT
Prepaid, contract
2G, 3G, 4G, 5G
Smartphone, non-smartphone
Fixed
Voice, broadband, IPTV, dial-up
Narrowband voice, VoBB
DSL, FTTP/B, cable, BFWA, 5G, other
Fixed & Mobile Voice Traffic
Outgoing minutes, MoU
Revenue
Mobile
Service, retail
Prepaid, contract
Handset, mobile broadband, IoT
Handset voice, messaging, data
Fixed
Service, retail
Voice, broadband, IPTV, dial-up, business services
DSL, FTTP/B, cable, BFWA, other
Mobile ARPU
SIMs, handset
Prepaid, contract
Handset voice, data
Key Topics Covered
1. Executive Summary & Recommendations
Revenue from data in both the mobile and the fixed segments will be the main driver of telecoms revenue growth
The telecoms market in North America is mostly mature and revenue will grow at a slower pace than the rest of the economy
Geographical coverage: 4G and 5G will be the only mobile technologies in use in 2024 because operators will shut down their 2G and 3G networks
Key trends, drivers and assumptions for the mobile and fixed markets
Regional forecasts and cross-country comparison
Market context: the economies in Canada and the USA are expected to grow at a slow but steady rate in the next 3 years
Key mergers, acquisitions, and market entries
Key drivers at a glance for each North America market
2. Market Overview
The total telecoms revenue is expected to grow slowly, driven by growth in revenue from data in both the fixed and mobile segments
Mobile: 5G take-up will increase at a significantly faster rate once more 5G-compatible handsets become available
Mobile: penetration growth will be the main driver of revenue growth in the mobile segment in North America
Mobile: the lack of competition in the mobile segment will lead to slow but stable growth in mobile revenue during the forecast period
Fixed: the cable share of broadband connections will fall as the fibre and 5G FWA shares increase, but cable will remain the most-popular fixed broadband technology
Fixed: fixed broadband penetration will grow during the forecast period, mainly due to improved fixed coverage
Fixed: the total fixed revenue will grow thanks to increases in both fixed broadband penetration and fixed broadband ASPU
Specialist business services: business revenue growth will be driven by revenue from non-operators that provide other business services
IoT: the total IoT value chain revenue will grow considerably over the forecast period, but connectivity revenue will only account for a small proportion of it
Pay-TV: cord-cutting will continue in North America, and traditional pay-TV service revenue will decline
3. Individual Country Forecasts
Canada: the total service revenue will continue to grow steadily due to a lack of competition in the fixed broadband market
Canada: the number of fixed broadband connections will continue to rise as operators expand their networks to rural areas
Canada: the lack of challengers to the established operators will keep fixed broadband ASPU high, but mobile ARPU growth will be limited
Canada: forecast changes
USA: the mobile sector will be the largest contributor to revenue growth thanks to an increase in mobile penetration during the forecast period
USA: we expect that fixed broadband ASPU will grow during the forecast period, mostly because of the low level of local competition in the market
USA: the potential merger between T-Mobile and Sprint is creating a lot of uncertainty in the market and may lead to a decline in competition
Today, at MAX London ? The Creativity Conference ? Adobe unveiled the all-new Photoshop (beta) with breakthrough advancements in Generative Fill now with Reference Image, delivering greater control for creators and superpowers for all Photoshop...
Crucial Data Solutions (CDS), a leading provider of data collection and trial management software to advance clinical research, today announced the launch of TrialKit PACS. This innovative solution streamlines medical image management within clinical...
Tungsten Automation, formerly known as Kofax and a trusted leader in Intelligent Automation software, today announced new product offerings and significant GenAI-led enhancements across its entire portfolio. Leveraging nearly 40 years of rich history...
Today, at MAX London ? The Creativity Conference ? Adobe debuted Adobe Firefly Image 3 Foundation Model, the next major release in its family of creative generative AI models, available today (beta) in Photoshop and the Firefly web application....
Adobe is taking MAX, the world's largest creativity conference, on the road to new markets around the world with the first stop in London to share major product releases and engage with the creative community. Today, Adobe unveiled the future of...
At the close of 2023, the global tally of data centers neared 11,000, with the United States, Germany, the UK, and China leading the charge in locations. Recent insights from Cushman & Wakefield highlighted the largest data center markets, gauged by...