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US Market Analysis
I. Online
Key metrics:
General data
1. US Population = 292,664,676 or
292.6 million
* Updated February 25, 2004
URL :
http://www.whitehouse.gov/goodbye/575306c742e54ed8cc415f6e31f0ac9178658301.html
2. No. of internet users =
244.1 million
3. No. of computer users =
174 million or 65.6% of the US population
* Information based on US 2001 census
URL:
http://www.ntia.doc.gov/ntiahome/dn/html/Chapter2.htm
4. Top selling computer brands
in US :
| Brand |
Market Cap |
| 1. International Business Machines Corporation (IBM) |
166.02B |
| 2. Hewlett-Packard Company (HPQ) |
166.02B |
| 3. Cisco Systems, Inc. (CSCO) |
159.17B |
| 4. Xerox Corporation (XRX) |
159.17B |
| 5. Dell Computer Corporation (DELL) |
83.60B |
| 6.EMC Corporation (EMC) |
34.58B |
| 7. Sun Microsystems, Inc. (SUNW) |
17.45B |
| 8. Apple Computer. Inc. (APPL) |
8.84B |
| 9. Seagate Technology (SUNW) |
7.83B |
| 10. NCR Corporation (NCR) |
4.23B |
Source : Yahoo Finance (March 1, 2004)
5. Top 10 ISP providers in the US:
The third quarter saw incremental growth, but two key ISPs failed to
disclose subscriber numbers.
|
Rank
|
ISP
|
Subs.
(millions)
|
Date & Source
|
Market
Share
|
|
1
|
America Online
|
24.7
|
|
25.6%
|
|
2
|
MSN
|
8.7
|
|
9.0%
|
|
3
|
United Online
[NetZero + Juno Online]
|
5.2
|
|
5.4%
|
|
4
|
EarthLink
|
5.0
|
|
5.2%
|
|
5
|
Comcast
|
4.9
|
|
5.1%
|
|
6
|
SBC
|
3.1
|
|
3.2%
|
|
7
|
Verizon
|
2.1
|
[Oct. 28, 2003]
Press Release |
2.2%
|
|
8
|
Cox |
1.8
|
[Oct. 28, 2003]
Press Release |
1.9%
|
|
9
|
Charter |
1.5
|
|
1.5%
|
|
10
|
BellSouth
|
1.3
|
|
1.4%
|
* Please note that the total number of subscribers in the United States
is 77.4 million subscribers. This number does not include: subscribers at work,
at universities, or in government. It only includes residential consumer
accounts.
All subscriber counts are as of September 30, 2003, except for MSN, which has
not provided updated numbers.
Updated : February 25, 2004
Source:
http://isp-planet.com/research/rankings/usa.html
Subscriber Values: January 2004
Subscriber values have generally risen, but some ISPs are doing better than others.
Capitalization data is as of market close, Monday January 26, 2004, as reported on Yahoo! Finance.
ISP Subscriber Value: $917
(ISP subscriber values without AOL would average $335 per
subscriber.) |
|
Stock
Symbol |
ISP
|
Value per subscriber |
Market Cap
(millions) |
Number of subscribers |
| [TWX]
|
AOL* |
$2,663 |
$86,230 |
32,384,000 |
| [UNTD]
|
United Online*
|
$493 |
$1,330 |
2,700,000 |
| [ELNK]
|
EarthLink
|
$354 |
$1,770 |
5,000,000 |
| [GEEK]
|
Internet America |
$158 |
$12 |
76,000 |
* AOL subscriber numbers may or may not include RoadRunner; AOL
did not declare subscriber numbers for CompuServe.
* Juno and NetZero have merged into United Online. We report
only paying subscribers for the merged company. The company
claims 5.2 million active users (combined paying and free
subscribers). |
Updated : February 25, 2004
Source:
http://isp-planet.com/research/subvalues/index.html
6. Top 10 Properties in US
|
Top Properties of December 2003 U.S., Home, Work and
University |
|
Property |
Unique
Visitors
(000) |
|
Total Internet Users |
152,109 |
|
Yahoo! Sites |
111,271 |
|
Time Warner Network |
110,471 |
|
MSN-Microsoft Sites |
110,021 |
|
Ebay |
69,169 |
|
Google Sites |
61,501 |
|
Terra Lycos |
52,080 |
|
Amazon Sites |
45,725 |
|
About/Primedia |
42,601 |
|
Excite Network |
25,119 |
|
CNET Networks |
25,075 |
|
|
|
Average Web Usage, U.S., December 2003 |
| |
Home |
Work |
| Number of
Sessions/Visits Per Person |
31 |
63 |
| Number of
Domains Visited Per Person |
55 |
99 |
| PC Time
Per Person |
27:00:53 |
72:27:48 |
| Duration
of a Web Page Viewed |
00:00:55 |
00:00:59 |
| Active
Digital Media Universe |
132,151,758 |
47,180,918 |
| Current
Digital Media Universe Estimate |
186,494,767 |
51,273,980 |
| Source: Nielsen//NetRatings |
* Info based on article written January 27, 2004
Source :
http://www.clickz.com/stats/big_picture/traffic_patterns/article.php/5931_3301321
8. Share of Total Searches
Share of Total Searches
Audience: U.S. Home, Work and University
Internet Users November 2003 |
| Google Sites |
91% |
| Yahoo! Sites |
86% |
| Time Warner Network |
71% |
| MSN-Microsoft Sites |
64% |
| Ask Jeeves |
60% |
| Source: comScore qSearch |
Source:
http://www.imediaconnection.com/news/2660.asp
II. Mobile
1. No. of mobile phone users in the US = 141 million
* According to a June 1, 2003 article.
Source :
http://www.asa.org.za/cellular/mobileoffice/news_2003/041303-new_us_mobile_phone_subscribers.htm
2. Top 3 Mobile Service Providers in the US
| Mobile Service Company |
Ownership |
Remarks |
| 1. Verizon Wireless |
Joint venture of Verizon Communication and the Vodaphone
group. |
Formerly known as AirTouch
Communications, it is a unit of Cellco Partnership, which does business
as Verizon Wireless. |
| 2. Cingular Wireless |
Joint venture
60% SBC Communication
40% BellSouth |
- |
| 3. AT & T Wireless |
|
AT&T Wireless has exited the
fixed-wireless market and it has begun pulling out of non-North American
operations. Rival Cingular Wireless has agreed to buy AT&T Wireless.
|
Source : Yahoo Finance
Dated
March 1, 2004
3. Top selling mobile phones worldwide
| 1. Nokia Corporation |
102.32 B |
Finland |
| 2. Telef3onaktiebolaget
LM Erricsson |
45.89B |
Sweden |
| 3. Motorola, Inc. |
42.95B |
US |
| 4. Nortel Networks Corporation |
33.26B |
Canada |
| 5. Alcatel |
20.79B |
France |
| 6. Lucent Technologies Inc. |
17.85B |
US |
Source : Yahoo Finance
Dated
March 1, 2004
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