Canada Telecommunications Report Q3 2010

Executive Summary ................................................................... 7
SWOT Analysis .............. 8
Canada Mobile SWOT ............................................... 8
Canada Wireline Market SWOT ................................. 8
Canada Political SWOT .............................................. 9
Canada Economic SWOT ........................................... 9
Business Environment Ratings ............................................... 10
Canada .......................................................................... 15
Table: Q310 Business Environment Ratings ..................... 16
Industry Forecast Scenario ...................................................... 17
Mobile ............... 17
Table: Telecoms Sector – Mobile – Historical Data & Forecasts ................................................... 17
Fixed Line ...................................................................... 19
Table: Telecoms Sector – Fixed Line – Historical Data & Forecasts ............................................. 19
Internet .......................................................................... 20
Table: Telecoms Sector – Internet – Historical Data & Forecasts ................................................. 20
Market Data Analysis ............................................................... 22
Mobile ............... 22
Market Shares ........................................................... 24
Table: Canada Mobile Market, Q110 ....................... 25
Net Additions ............................................................ 25
Table: Canada Mobile Market Net Additions, Q309-Q110 ............................................................ 26
Subscriber Mix .......................................................... 26
Table: Canada Mobile Network Operator Subscriber Mix, Q110 .................................................. 27
ARPU & MOU .......................................................... 28
Table: Blended ARPU Comparison (CAD), 2007-2010 ................................................................. 28
3G ................ 30
Mobile Contract Wins ............................................... 32
Table: Mobile Contract Wins .................................... 32
Mobile Content ......................................................... 33
Country Outlook ....................................................... 33
VAS Timeline ............................................................ 35
Table: VAS Timeline ................................................. 35
Mobile Operator Data .............................................. 36
Table: Canada Mobile Market .................................. 36
Table: Rogers Wireless ............................................. 37
Table: Bell Wireless Alliance .................................... 38
Table: TELUS Wireless............................................. 39
Table: SaskTel Mobility ............................................ 40
Table: MTS Mobility ................................................. 40
Fixed Line ...................................................................... 41
Table: Canadian Local Voice Market, ...................... 42
Cable Operator Growth ............................................ 42
Pay-TV ...................................................................... 43
Table: Canadian Cable TV Market, .......................... 44
Pay-TV ARPU ........................................................... 44
Internet .......................................................................... 45
Table: Canadian Broadband Market, ....................... 46
Table: High-Speed Internet Subscribers As % Of Homes With Access To High-Speed Internet .......................................................................... 48
Table: Wireline Developments .................................. 49
Regulatory Environment & Industry Developments .............. 50
Table: Division Of Regulatory Responsibilities In Canada ........................................................... 50
Background And Regulatory Bodies ......................... 51
Regulatory Issues ...................................................... 52
Competition .............................................................. 52
Industry Developments ............................................. 52
Competitive Landscape ........................................................... 56
Market Structure ............................................................ 56
Table: Key Players – Canada Telecoms Sector ................ 57
Table: Selected Operators’ Financial Indicators (US$mn) ............................................................ 58
Company Monitor ..................................................................... 59
Table: DragonWave North American Contracts, 2007-2010 .......................................................... 62
Company Profiles ..................................................................... 63
Rogers Communications ........................................... 63
Bell Canada Enterprises Inc (BCE) .......................... 67
Telus ......................................................................... 71
Regional Telecommunications Penetration Overview .................. 74
Mobile ............... 74
Table: Mobile Penetration Overview ........................ 74
Fixed Line ...................................................................... 75
Table: Fixed-Line Penetration Overview .................. 76
Internet .......................................................................... 77
Table: Broadband Penetration Overview ................. 77
Telecoms Business Environment Ratings Methodology .............. 78
Ratings Overview ........................................................... 78
Weighting ....................................................................... 78
Table: Weighting ...................................................... 79
Indicators ....................................................................... 79
Indicators .................................................................. 80
Country Snapshot: Canada Demographic Data ..................... 81
Section 1: Population ..................................................... 81
Table: Demographic Indicators, 2005-2030 ..................... 81
Table: Rural/Urban Breakdown, 2005-2030 .................... 83
Section 2: Education And Healthcare ............................ 83
Table: Education, 2000-2003 ................................... 83
Table: Vital Statistics, 2005-2030 ............................. 83
Section 3: Labour Market And Spending Power .................... 84
Table: Employment Indicators, 2001-2006 ............... 84
Table: Consumer Expenditure, 2000-2012 (US$) .......................................................................... 85
Table: Average Annual Manufactuing Wages, 2000-2012 ............................................................. 85
Telecoms Industry Glossary ............................................ 86
Table: Glossary of Terms .......................................... 86
Telecoms Forecast & Sourcing ........................................ 87
How We Generate Our Industry Forecasts .................... 87
Table: Telecommunications Industry Forecast ................. 87
Sources .......................................................................... 88