Canada Telecommunications Report Q4 2009

SWOT Analysis..............................7
Table: Canada Mobile SWOT...................... 7
Canada Wireline Market SWOT Analysis .... 8
Canada Political SWOT................................ 9
Canada Economic SWOT............................. 9
Business Environment Rankings .....................................10
Canada.................. 13
Business Environment Ratings ................... 15
Industry Forecast Scenario........16
Mobile ....................... 16
Telecoms Sector - Mobile - Historical Data And Forecasts .............. 16
Fixed Line.................. 18
Telecoms Sector - Fixed-Line - Historical Data And Forecasts ......... 18
Internet....................... 19
Telecoms Sector - Internet - Historical Data And Forecasts ............. 19
Market Data Analysis ..................21
Mobile ....................... 21
Market Shares ....... 22
Table: Canada Mobile Market, Q209.......... 23
Net Additions........ 23
Table: Canada Mobile Market Net Additions, Q408-Q209............... 24
Subscriber Mix ..... 24
Table: Canada Mobile Network Operator Subscriber Mix Q209 ....... 26
ARPU & MOU..... 26
Blended ARPU Comparison (CAD) 2006-2009 ............................... 27
3G......................... 29
Mobile Contract Wins................................. 30
MOBILE CONTRACT WINS.................... 30
Mobile Content .......... 31
Country Outlook ......................................... 31
VAS Timeline....... 33
VAS Timeline....... 33
Mobile Operator Data ................................. 34
Canada Mobile Market ............................... 34
Rogers Wireless .......................................... 35
Bell Wireless Alliance ................................ 36
Telus Wireless ...... 37
Sasktel Mobility.......................................... 38
MTS Mobility....... 38
Fixed Line.................. 39
Canadian Local Voice Market .................... 40
Cable Operator Growth............................... 40
Pay-TV ...................... 41
Canadian Cable TV Market ........................ 42
Pay-TV ARPU...... 42
IPTV..................... 43
Internet....................... 44
Canadian broadband market........................ 45
High-speed internet subscribers as % of homes with access to high-speed internet ................. 46
WIRELINE DEVELOPMENTS................. 46
Regulatory Environment & Industry Developments.......47
Table: Division Of Regulatory Responsibilities In Canada............... 47
Background And Regulatory Bodies........... 48
Regulatory Issues........................................ 49
Competition .......... 49
Industry Developments ............................... 49
Market Overview..........................51
Competitive Landscape.................................... 51
Market Structure ......................................... 51
Table: Key Players: Canada Telecoms Sector................................... 53
Table: Selected Operators Financial Indicators................................. 54
Company Profile..........................55
Motorola Refocus Sees First Steps To Regaining Position ............... 55
Motorola financial results q208 and q209 (us$mn)........................... 55
Motorola Q309 key product launches ......... 59
Appendix ......................................71
Mobile .................. 71
Mobile Penetration Overview..................... 71
Fixed Line............. 72
Fixed-Line Penetration Overview............... 73
Internet.................. 74
BROADBAND PENETRATION OVERVIEW............................... 74
Telecoms Business Environment Ratings Methodology.....................................75
Ratings Overview ...... 75
Weighting .................. 76
Table: Weighting ........................................ 76
Indicators ................... 76
Indicators .............. 77
Country Snapshot: Canada Demographic Data..............78
Section 1: Population.................................. 78
Table: Demographic Indicators, 2005-2030...................................... 78
Table: Rural/Urban Breakdown, 2005-2030 ..................................... 79
Section 2: Education And Healthcare ......... 79
Table: Education, 2000-2003...................... 79
Table: Vital Statistics, 2005-2030............... 79
Section 3: Labour Market And Spending Power............................... 80
Table: Employment Indicators, 2001-2006....................................... 80
Table: Consumer Expenditure, 2000-2012 (US$)............................. 81
Table: Average Annual Manufactuing Wages, 2000-2012 ............... 81
BMI Telecoms Industry Glossary .....................................82
Table: Glossary of Terms............................ 82
BMI Telecoms Forecast & Sourcing.................................83
How We Generate Our Industry Forecasts........................................ 83
Table: Telecommunications Industry Forecast.................................. 83
Sources ...................... 84