Global Capex

Coverage

Service providers' most imperative challenge is the need to quickly transform their businesses in order to be successful in the next several years. Ovum RHK's Global Capex program guides clients through telecom's competitive dynamics in order to better reinvigorate their business models and strengthen their positions in the value chain. Our analysis provides a consistent perspective on global service providers and a thorough understanding of carrier financial health as well as capital expenditures (capex).

RESEARCH ACTIVITIES

• Revenue and capex data collection with the cooperation of leading service providers in North America, EMEA, Asia-Pacific, and CALA
• Comprehensive tracking of service provide revenues, capex, and non-financial metrics
• Interviews and rigorous cross-checking of data to ensure validity
• Forecasts of carrier-by-carrier revenue and capex
• Quantitative analysis of service provider financial reporting

Ovum RHK's Global Capex program addresses the following strategic and operating issues:

• What is the current and forecasted level of global capex on wireline, wireless, and cable?
• What are current and future spending priorities?
• How will service-provider consolidation change spending and revenue trends?

PROGRAM COVERAGE

Global Capex offers a subscription research service that provides essential global insight to service provider executives; software, system, and component vendors; and the financial community. The program's coverage includes more than 200 175 wireline, mobile, and cable carriers; coverage of global wireline, mobile, and cable service providers; as well as forecasts of service provider revenue and capex, with carrier-specific detail for the top 35 global carriers.

2006 RESEARCH PLAN

DELIVERABLES	PLANNED CONTENT	DELIVERY
Market Alert	Preliminary quarterly results, with year-over-year growth of revenues and capex for top-tier services providers	Quarterly
Market Update	Detailed results for service providers by region, including revenue, capex, capital intensity, ARPU, subscriber counts	Quarterly
Market Forecast: Capex & Revenue	Forecasts of service provider revenues and capex, by region and year (current year and five-year scope)	Semi-annually

This datasheet reflects the proposed content for Ovum RHK's programs. Ovum RHK reserves the right to adjust this information.

ANALYST TEAM

John Lively: Vice President, Forecasting and Vendor Intelligence

John Lively has more than 15 years of telecommunications industry experience. As the leader of Ovum RHK's Forecasting and Analysis team, John is responsible for overseeing the production of Ovum RHK's market forecasts, market share analyses, and market update reports for all wireline, wireless, financial, and services subscription research. John's experience spans many technologies, from components and optical fiber to broadband access and long-haul DWDM. Prior to joining Ovum RHK in 2000, John spent 11 years in various market analysis and product marketing roles within Corning Inc.'s fiber and photonics businesses. He holds a Masters degree in Management from M.I.T., an M.S. in Marine Science from the State University of New York, and a B.A. from Amherst College.

Tanya Harris: Senior Analyst, Forecasting and Analysis

Tanya Harris is responsible for market share data collection and analysis across Ovum RHK's Optical Networks, Switching and Routing, Communications Semiconductor, Broadband Network Strategies, and Optical Components programs. Prior to joining Ovum RHK, Tanya held the positions of senior forecasting analyst and manager of pricing analysis with Corning Inc. Tanya received a Bachelor of Science in Mechanical Engineering from Rensselaer Polytechnic Institute.

Takehito Ichida: Analyst, Ovum-Japan

Takehito Ichida brings six years of telecom industry research experience to Ovum RHK; based in Tokyo, his emphasis is on the Japanese market. Recent work has included market entry studies for U.S. and Europe as well as research into metro area networks through Asia-Pacific. Prior to joining Ovum RHK, Takehito worked for a Japanese market research company specializing in the electronics industries. While there, Takehito's work included competitive analyses of technology and system pricing, as well as network and technology planning. Previously, he worked for NTT as well as its subsidiaries and research institutes.

Ian Redpath: Senior Analyst, Forecasting and Analysis

Ian comes to Ovum RHK with 14 years of telecommunications sector experience, including four years at Corvis Corp. and 10 years at Nortel Networks. At Corvis, Ian was manager, account marketing for major carrier accounts. He was responsible for developing optical network plans and commercial proposals that led to successful lab trials, field trials and commercial network deployments. At Nortel, Ian was project manager, business and network planning. Working consultatively with Nortel's customer base, Ian led business and network planning efforts that supported carrier equipment deployment and capital budget decision-making. Additionally at Nortel, he held systems engineering positions in the areas of access, switching, optical, and enterprise networks. Ian received his Masters in Business Administration from Queen's University at Kingston and his Bachelor of Science in Electrical Engineering from the University of Manitoba.