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Consumer Broadband Services - Europe
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Consumer Broadband Services - Europe
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Companies Competing in the Market
(Guide to Company Ratings)
Company Current Perspective Vision
Belgacom Positive Positive
BT Positive Positive
Deutsche Telekom Neutral/Positive Neutral/Positive
France Telecom Neutral/Positive Neutral/Positive
KPN Positive Positive
Swisscom Neutral/Positive Neutral/Positive
Telecom Italia Neutral/Positive Neutral/Positive
Telefónica Positive Neutral/Positive
Telekom Austria Neutral/Positive Neutral/Positive
TeliaSonera Neutral/Positive Neutral/Positive
Virgin Media Neutral/Positive Neutral/Positive
Company Advisor Report Excerpt
(List of available reports)
Company
Report Updated
Telekom Austria 10/21/2008
Company Strengths and Weaknesses
Excerpt from Company Strengths
• Telekom Austria has maintained the market leading position in the fixed and mobile markets in a country where mobile substitution and mobile broadband Internet are significant market factors amidst heavy competition from alternative fixed and mobile operators, VoIP providers and cable carriers.
Excerpt from Company Weaknesses
• Telekom Austria continues to lose fixed telephony revenues year-over-year alongside ongoing fixed line losses. Since voice services comprise a significant source of revenue, the company is vulnerable to continued downward pricing pressures, consolidation from rivals, steady churn rates, significant mobile substitution, and to a lesser extent VoIP-based alternatives.
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Belgacom
Belgacom is comfortably ensconced in its domestic consumer market and is seeing success with its IPTV offer, but cable players remain a significant threat to the Belgian incumbent in the consumer space, especially in the north of the country. (8/12/2008)

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BT
BT leads the UK consumer broadband market, steadily growing its DSL customer base, enhancing its product portfolio and service bundles. However, strict regulation has created a competitive environment with no shortage of heavy hitting opponents. (8/22/2008)

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Deutsche Telekom
Deutsche Telekom is Germany’s consumer broadband market leader, and the company has a fertile presence in Eastern European countries, but fixed line losses, pricing pressure and an overall decline in the domestic business are set to continue. (8/22/2008)

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France Telecom
France Telecom is the clear consumer broadband market leader in France, and has a foot in the door in Spain, Poland, the UK and emerging markets. Service innovation, fibre deployment and multiplay offers are key to countering domestic competitors. (10/7/2008)

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KPN
KPN is successfully growing its consumer broadband business in the Netherlands, but it will continue to be challenged by integration issues, regulatory intervention and competitive pressure, especially from the country's ensconced cable sector. (10/8/2008)

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Swisscom
Swisscom remains the country’s clear broadband market leader, but competition will inevitably increase as LLU is grudgingly implemented, FMS gains hold and cable players continue their push into the residential market with multiplay offerings. (8/20/2008)

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Telecom Italia
Telecom Italia has pre-empted forced functional separation and remains Italy's dominant player, but domestic revenue is stilted toward declining fixed voice and broadband competition from aggressive alternative operators will continue to increase. (8/25/2008)

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Telefonica
Telefónica is the clear leader in its domestic market and its Latin American and Czech assets present an impetus to growth, but fierce competition in Germany and the UK presents a challenge for subsidiary O2 in the consumer DSL and bundling arena. (7/31/2008)

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Telekom Austria
Telekom Austria is the clear leader in its consumer broadband market despite challenges from alternative fixed and mobile players, but the incumbent is finding it difficult to offset FMS and pricing pressure with more robust DSL-based sales. (10/21/2008)

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TeliaSonera
TeliaSonera is the leading broadband provider in Sweden and in the top three in Finland, Norway and Denmark, but the company will continue to jockey for position in the highly evolved, mature and competitive environment in the Nordic markets. (10/24/2008)

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Virgin Media
Virgin Media has changed more than its name in the last few years; the company is a modern cable operator with a comprehensive quad-play offering, plans for DOCSIS3.0 rollouts and solid long and medium-term growth plans. (9/26/2008)

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. Company Advisor Report Contents
  • Sections
    • -Company Description
    • -Current Perspective
    • -Company Market/Sales Strategy
    • -Company Strength
    • -Company Weaknesses
    • -Recommended Competitor Action
    • -Recommended End User/Customer Actions

    Page count: 5-6 pages

  • Publication date: See date at end of summary.
          Reports are updated three times a year

  • Description of Sections
  • Company Description
    • Up-to-date look at what markets the company competes in and what it brings to those markets. Coverage includes: main product lines, important partnerships, key clients, recent sales wins.
  • Current Perspective
    • Our analysts give their assessment on whether or not the company has the technology, products & services and management team needed to compete in its markets.
  • Company Market/Sales Strategy
    • What are the company’s value proposition and key differentiators. How it positions itself in the market, and against its competitors. And what are its target audiences.
  • Company Strengths & Weaknesses
    • Unique tactical competitive analysis based on the specific tactics that a company is using, and in-depth analysis of its products and capabilities
  • Recommended Competitor Actions
    • Who are the company's main competitors, and what actions we can expect from each competitor or the market at large.
  • Recommended End User/Customer Actions
    • How customers (either end users or purchasers of this product for resale/bundling) should view the company. Should customers consider purchasing products/services from this company? What specific actions or questions should the customer pursue during negotiation phase?

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. Guide to Company Ratings

Current Perspective

Overall company assessment relative to competitors across all markets in which they compete.

Very Positive: Company has strong position now, or on way to certain success if continue to execute as planned. Leader in multiple areas (e.g., product quality, market share, distribution channels, lower cost)
Positive: Positive opinion on firm, technology, products/services and/or management team. Well-positioned now and could be strong competitor in the near future.
Neutral: No strong opinions regarding the company. Can occupy niche or segment that is relatively stable.
Negative: Losing ground in multiple areas, must take corrective actions immediately in order to prevent total failure (e.g., bankruptcy).
Very Negative: Decreasing sales, slipping market share, delayed product or services cycles. Can’t overcome current problems within the next 12 months.
Status

Relative position of the company against its competitors.

Mature: In business long enough to have legacy product/ service base, and stable customer base.
Established: Stable product and/or service base – and stable customer base – can survive market turmoil.
Emerging: Delivering actual product but still a relatively small player in the market.
Startup: Pre-product or service.
Momentum

General direction of the company relative to others in the industry.

Very Positive: Quickly establishing a market-leading position in both sales and industry-buzz.
Positive: Gaining market share, gaining positive perception among market watchers (investors, customers).
Neutral: Holding steady, no real gain or decline in market movement.
Negative: Beginning to lose market share and market leadership (perceived or actual).
Very Negative: Steep decline in market share or industry leadership (perceived or actual).
Future Vision

How well the company understands the direction of the market, including customer requirements, business and social changes and innovation.

Very Positive: When company talks, market listens carefully. Offers innovations consistently and management team respected for ability to shape markets.
Positive: Clearly communicates overall vision and plans for the market, occasionally offers ground-breaking direction to the overall market.
Neutral: Neither market leader nor follower, company’s communication of vision is uninspiring.
Negative: Poor communication and/or execution of strategic vision. Changes “vision story” frequently, appears indecisive on how to approach market(s).
Very Negative: Consistently follows the market leaders, fails to communicate strategic vision, very little understanding of customer and market requirements.

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All Markets
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U.S. Wireless Research Portal
Wireless Services - U.S.
Mobile Devices
Digital Home - U.S.
Consumer Broadband Services - Europe
Wireless Services - Europe

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