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

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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

Table of Contents

U.S. Service Providers: Assessment of Financial and Operational PerformanceSPIE 2006 #20 – May 19/2006IntroductionAnalysis of Full-Year 2005 ResultsAnalysis of 1Q06 ResultsStratecast Partners -The Last WordAbout Stratecast Partners




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