U.S. Service Providers: Assessment of Financial and Operational Performance

Over the past six months, there has been significant discussion regarding the U.S. service provider market, and which companies will ultimately prevail among the largest providers. In the first quarter of 2006, many speculated that the new AT&T was well positioned to dominate the market, given the scale of its business. Many also speculated that cable MSOs in the U.S. were about to face the stiffest competition in their histories—and that their pace of revenue and cash flow growth would suffer as a result. In this week’s SPIE report, Stratecast Partners provides detailed analysis of the financial and operational performance of 7 leading U.S. service providers