미국 광대역의 새로운 경쟁: 5G 홈 인터넷과 광섬유

SYNOPSIS:

The market dynamics for residential broadband in the US market are changing. As competition ramps up across the country, internet service providers face new questions around how to best attract and retain subscribers and grow additional revenue streams.

SAMPLE VIEW

This research examines the impact of 5G home internet and fiber rollouts on the competitive landscape, as well as quantifies the impact of the end of the Affordable Connectivity Program on consumer decision-making. It investigates changing consumer attitudes and perceptions of service quality, willingness to pay for tested packages, and the consumer shopping journey.

Key questions addressed:

• 1. To what degree has the end of the ACP impacted consumer broadband adoption?
• 2. What consumer demand exists for low-cost broadband solutions?
• 3. How has consumer perception of 5G, fiber, and satellite evolved?
• 4. What new value-added service concepts are consumers interested in?
• 5. How do consumers find and evaluate prospective internet service providers?

ANALYST INSIGHT:

"Changing customer expectations are impacting interest in service bundles, with more price-sensitive consumers willing to go without in the search for the best deal. It is likely that 2025 will see an intensification of these trends, especially if the Universal Service Fund is impacted." - Kristen Hanich, Director of Research, Parks Associates.

Table of Contents

Video Services Ecosystem

Pay-TV Definitions and Categorization

Executive Summary

• Attitudes Towards to Broadband Services: Trending
• Trend of NPS for Home Internet by Access Method
• Consumer Interest in New Value-Added Service Concepts
• Customers Looking for New Internet Provider in the Past Year
• Experience Looking for New Internet Provider: Ease vs Difficulty

Broadband Usage Trends

• Residential Internet Provider Landscape: Top Players
• Market Share of Top Ten Residential Home Internet Providers
• Internet Access Method Among Home Internet Households
• Estimated Adoption of Mobile Network Fixed Wireless Access (5G & LTE) Among US Internet Households
• Home Internet Payment Method by Residence Type
• Download Speed of Home Broadband Services
• Upload Speed of Home Internet Services
• ARPU of Standalone Internet Service by Download Speed
• ARPU of Standalone Internet Service by Upload Speed
• Average Monthly Spending of Standalone Internet Service: Bulk vs Retail
• Number of Home Internet Services At Home
• Reasons for Having Multiple Home Internet Services

Fiber, 5G, and Gigabit Service

• Net Promoter Score of Home Internet by Access Method
• Trend of NPS for Home Internet by Access Method
• Attitudes Toward Fiber or 5G Internet Services
• Attitudes By Current Network Type
• Concept Testing: Appeal of 5G Home Internet
• Barriers to Adopt 5G Home Internet: Why Consumers Don't Find It Appealing
• NPS of Home Internet by Download Speed
• NPS of Home Internet by Upload Speed
• Adoption of Symmetrical vs. Non-Symmetrical Gigabit Among Those Who Know Speeds
• NPS of Home Internet by Symmetrical Gigabit Adoption
• Top Factors Influencing Decisions on Switching Providers
• Perceptions of Current Home Internet Service
• Attitudes Towards to Internet Service Among Current Service Providers

Service Problems

• Problems with Home Internet Services
• Problems with Home Internet Services by Access Method
• NPS on Home Internet Services by Problems Experienced
• Adoption of Value-Added Services
• Bundled Service Adoption Among Home Internet Households
• Traditional Home Internet Service Bundles
• Trends in Bundled Service Adoption
• Services Bundled With Home Internet
• Trends in Value-Added Services Bundling
• Impact of Bundled Services on NPS of Internet Provider
• NPS of Internet Service by Bundled Services & Access Method
• Net Promoter Score of Internet Services by Current Symmetric Internet Speeds
• Adoption of Services Bundled With Home Internet by Access Method

Value-Added Service Concept Testing

• Interest in New Service from Internet Providers
• Interest in New Service from Internet Providers by Access Method
• Interest in New Service from Internet Provider by Demographics

Customer Switching and Expectations

• Attitudes Towards to Broadband Services
• Attitudes Towards to Broadband Service By Current Provider Type
• Customer Looking for New Internet Provider in the Past Year
• ISP Shopping Behavior by Primary Access Method at Home
• Experience Looking for New Internet Provider: Ease vs Difficulty
• Top Factors Influencing Decisions on Switching Providers by Intention of Switching Provider
• Preferred Internet Access Type from New Internet Provider
• Preferred Access Type from New Internet Provider by Access Method

Customer Spending and ARPU

• Internet Service ARPU - Bundle Types: 2024 vs 2023
• Home Internet Service ARPU for Traditional Pay-TV/Internet Bundles
• Home Internet Service ARPU for Traditional Non-Pay TV Bundles
• Internet Service ARPU for Traditional Bundles Including Value-Added Services
• Internet Service ARPU for VAS-Only Bundles

Appendix