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HomeMy WebLinkAboutCOUNCIL - AGENDA ITEM - 04/26/2016 - BROADBAND STRATEGIC PLAN UPDATE-MARKET DEMAND OVERDATE: STAFF: April 26, 2016 Seonah Kendall, Economic Policy & Project Manager Mike Beckstead, Chief Financial Officer WORK SESSION ITEM City Council SUBJECT FOR DISCUSSION Broadband Strategic Plan Update-Market Demand Overview. EXECUTIVE SUMMARY The purpose of this item is to provide City Council an update on the Broadband Strategic Plan and review the recent findings of the Broadband Market Demand Study, formation of the Broadband Citizen Committee and Expert Review Committee, and next steps. GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED This is a Broadband progress report, which will overview the recently completed market demand study and provides Council with an update on the plan for 2016. BACKGROUND / DISCUSSION On November 3, 2015, 83% of Fort Collins voters supported Ballot Issue 2B, which overturned Senate Bill 05- 152, removing legal barriers for the City’s involvement, direct or indirect, in providing telecommunication services. This vote allows the City and citizens to consider and pursue the best decisions based on the needs and desires of the community. It is important to note that the November election did not commit the City to providing broadband services in Fort Collins, nor does it mean that such services would be available immediately. Additionally, in late 2015, the City of Fort Collins engaged Uptown Services LLC, a Colorado consulting firm, to provide six deliverables related to the City’s exploration of broadband services:  Asset Report and Map(s)  Broadband Service Market Demand Report  Target Broadband Standards Report  Feasibility Analysis - by business model  Strategic, Financial, Operational and Technological Risk and Opportunities Report - by business model  Broadband Strategic Plan Synopsis and Recommendation Report This update will focus on the recently completed market demand study and the implications to the financial feasibility analysis and overall broadband plan. Fort Collins Market Demand Study In March 2016, Uptown Services completed three market segment (residential, small business, large business/institutional) studies to identify unique needs (services) by sector of population and/or geographical areas, and estimate demand and take-rate (i.e., potential subscribership rate) assumptions by sector. The market research results will contribute to the feasibility analysis as inputs to model development. The methodology and research parameters used for the Fort Collins Market Demand Study include: April 26, 2016 Page 2 Market Demand Study Findings - Residential Survey The residential market demand survey asks questions around Internet, voice and video services as part of the overall inputs for the financial feasibility analysis. A high speed Internet service is the primary focus of the broadband study, but the appeal of bundling services at a minimal cost is being investigated. The study confirmed that almost all Fort Collins households use the Internet. Governing.com’s “America’s Most Connected Cities” stated that 91.4% of Fort Collins residents have at least one wired connection. Ninety-nine percent of Fort Collins households surveyed use Internet at home. Of these connected homes, cable modem and digital subscriber lines (DSL) have the vast majority of the market share at 94%. Additionally, the study indicated that Internet usage is prevalent across all income and age groups. Questions around customer service satisfaction levels were also surveyed, as this plays a role in the market demand for alternative broadband services. Respondents were asked to rank customer satisfaction from a scale of 1 - 10, with 10 being “totally satisfied” and 1 being “not at all satisfied,” by service categories: cable television, satellite television, non-pay television (i.e., antenna, basic channels), DSL, cable modem, telephone and electric utility. The average customer satisfaction was high for electric utility at a mean rating of 8.7, while the average mean for DSL was 6.8 and cable modem was 6.6. Sixty-four percent of the respondents rated the City’s Utility brand a 9 or 10 rating. Other internet services had significantly lower customer service satisfaction selection of 9 or 10 ratings. Lower prices, increased Internet speed and reliability dominate the wish list of service improvements respondents identified for broadband. Branding and bundling were secondary in importance. Additionally, 81% of respondents acknowledged the importance of having low cost, high-speed Internet. In addition to questions about current broadband services, market share and customer service satisfaction, the broadband market demand survey asked respondents about their interest and purchase intent (willingness to switch) for broadband services, if offered by an alternative fiber network provider. Seventy percent of respondents would definitely or probably switch to the fiber network for Internet services. Furthermore, if respondents answered ‘definitely’ or ‘probably’ switch to the fiber network for Internet services, they were asked the reason for the switch. The top three reasons given by respondents for a switch were: need for higher capacity, lower prices and the City as a preferred provider. Among the list of potential providers, 45% of respondents stated the City as the preferred provider, most likely due to brand recognition and customer service reputation. Notably, the City as a preferred provider, as well as purchase intent, ranked higher among younger households (20-34 years of age). April 26, 2016 Page 3 Market Demand Study Findings - Small to Mid-Size Business Survey A similar survey was deployed to the small-to-mid-size business (SMB) segment. The survey found that Comcast and CenturyLink are the only two Internet Service Providers (ISPs) with SMB market share in Fort Collins (about 96% of respondents). Two-thirds of SMB respondents in Fort Collins are under contract for their Internet and voice services. Additionally, SMB respondents had similar responses to the residential respondents in regard to customer satisfaction by service and customer needs. One item to note is that SMBs put a larger emphasis on the need for improved reliability, most likely due to reliance on technology and the Internet for business operations. Market Demand Study Findings - Large Business/Institution Qualitative Survey The objective of the large business/institution qualitative survey is to qualify the current and future capacity needs, unmet needs, and interest and level of support for the development and implementation of a fiber broadband network. Some of those interviewed could be potential customers as major commercial accounts, or they could be an influencer in the community. Uptown Services conducted 24 interviews and aggregated the responses for confidentiality. Uptown Services found that due to multiple incumbent providers competing in the large business/institution segment, fiber is not only deployed, but activated to many of these business locations. Advance data needs are being met with dedicated connections for the business/institutions sole usage. However, many of the large business/institutions interviewed would consider the City as a fiber network provider - lower price was a key factor for these firms. Take Rate The consultants use a conservative research technique from the Packaged Goods sector to estimate potential subscribership rate. This technique has been utilized for over 30-years and was developed as firms realized research respondents, for various reasons, overstate purchase intentions during research as compared to the eventual penetration of a product that was commercially launched. Municipal systems, which are not-for-profit enterprises, measure a broadband project “success” by the level of their “take rate” - that is, the percentage of potential subscribers who are offered the service that actually subscribe. Uptown Services is estimating that the take rate for residential Internet service in Fort Collins at 38.8% and 45% for small business (i.e., 38.8% of residents are estimated to subscribe to the fiber network, if offered). Small business penetration is over a 7-year period compared to5-years for residential (consumer behavior indicates that small business owners will first try the service at home before determining whether to switch at their business). Online Broadband Survey Due to interest, staff made the majority of the residential phone survey available online to anyone who wanted to participate. This was not intended to be statistically valid, but rather to allow more residents to engage in the conversation. Over 1,800 responses were received and the results were in line with the statistically valid, residential phone survey. The exception being that the online questionnaire saw a higher response from younger demographics. Full results can be viewed online at fcgov.com/broadband. Staff reviewed and themed the write-in comments for the following questions: What would you like to see most improved from your current services (broadband, cableTV, Internet, local telephone) and; any additional comments? Staff received 1,453 comments addressing improvements and themed them by the following categories:  Speed (33%)  Price (26%)  Reliability (17%) April 26, 2016 Page 4  Customer Service (10%)  Miscellaneous (14%) The 687 “additional comments” were themed in the following categories:  Support for a municipal broadband option and/or addressed broadband as a utility. (27%)  Dissatisfaction with current service or providers and/or addressed the need for additional competition. (26%)  A desire for fiber/Google fiber/better infrastructure. (19%)  Thank you for the opportunity to weigh in and for looking at this initiative. (15%)  Need for affordable, reliable, high speed service for the community as a whole, business needs, or our economic future. (8%)  Miscellaneous or other. (15%) Broadband Citizen Committee The core team has convened a group of 18 citizens representing a variety of geography, skill- and user-level, and overall broadband interest. The purpose for this citizen group is to:  Review and discuss materials provided by City staff and Uptown Services;  Help staff design communications for the broader public; and  Be a liaison to the public regarding current process, engagement opportunities, and to share questions. The Broadband Citizen Committee has met twice since the beginning of 2016, and staff anticipates the group meeting about every six weeks throughout 2016. Expert Review Panel City staff has worked to put together a Broadband Expert Review Panel (“ERP”). The purpose of the Broadband ERP is to:  Provide independent, expert technical review during the development of the City’s broadband plan to ensure that critical questions are posed and assessed;  Review and discuss documents provided by City staff and Uptown Services, LLC to ensure that the project’s feasibility; and  Guide the preparation of the overall Broadband plan through the panels review of methodologies and assumptions, and to ensure that the assumptions in the plan are appropriate and reasonable. The Broadband ERP will convene in Fort Collins on May 2, 2016. The first meeting with the Broadband ERP will familiarize the panelists to the Fort Collins community, staff and the project. Members of the Broadband ERP include:  Lev Gonick, co-founder and Chief Executive Officer of OneCommunity. Mr. Gonick and OneCommunity was recognized by Broadband Communities with their Cornerstone Award for “using fiber to build an inclusive society and empower individuals.”  Robert Houlihan, Chief Technology Officer of Cedar Falls Utilities. Mr. Houlihan manages the Cedar Falls Utilities network infrastructure, which services over 13,000 Internet and cable TV subscribers.  Blair Levin, Senior Fellow at Brookings Institute. Mr. Levin’s served as Executive Director of the Federal Communications Commission’s (FCC) 2009 National Broadband Plan and as the FCC Chief of Staff from 1993 - 1997.  Deb Socia, Executive Director of Next Century Cities, a new initiative that strives to support community leaders across the United States as they seek to ensure that all have access to fast, affordable and reliable Internet. Prior to Ms. Socia’s role at Next Century Cities, she was the Executive Director of the Tech Goes Home program, whose mission is to ensure digital equity through training, hardware and low cost Internet access. April 26, 2016 Page 5 Next Steps With the completion of the broadband service market demand report, Uptown Services and City staff has begun work on a 15-year pro forma forecast. As part of the greater financial analysis, Uptown Services and staff will work to complete an analysis of various business structure options by exploring strategic, financial and organizational implications of each business structure. The feasibility analysis methodology creates a market-driven demand planning tool that is flexible and will allow for various options and strategies rather than a detailed business plan of a single option. Based on the findings of the financial and strategic analysis, the broadband core team will engage citizens, businesses and City Council (the next work session is scheduled for August 23, 2016) to present findings, goals and strategies of the broadband plan. Following this work and community outreach, staff anticipates having a recommendation outlining a long-term broadband plan in late fall 2016. ATTACHMENTS 1. Fort Collins Market Demand Report (PDF) 2. Powerpoint presentation (PDF) FTTP Feasibility Study for The City of Fort Collins Broadband Market Demand Report March 2016 Uptown Services, LLC Dave Stockton & Neil Shaw, Principals ATTACHMENT 1 4/20/2016 2 This report summarizes the research findings of 3 specific market segments in Ft. Collins: 1. Residential Market † Quantitative Survey Design † Consumption Patterns † Satisfaction & Attribute Importance † Demand Estimation 2. Small Business Market † Same as residential 3. Large Business Market † Depth Interview Participants † Current Service Configuration and Price Levels † Available Service Features and Needs † Satisfaction & Attribute Importance † Demand Estimation Study conducted by Uptown Services, LLC Residential Quantitative Survey Current Broadband Services Usage 4/20/2016 4 † Area of Interest: Universe of • 60,000 households (HHs) v Total sample size of 400 respondents v 95% Confidence Interval with ± 4.9 sample error) † Results weighted to reflect Ft. Collins actual age distribution from 2010 Census data (age of householder) † Respondents screened to ensure v Decision-maker for telecommunications and entertainment services in the home v Respondents with immediate family members employed by any of the following were excluded: The City of Fort Collins CenturyLink Comcast Study conducted by Uptown Services, LLC † 99% of Fort Collins households use the Internet at home † Cable Modem and DSL have the vast majority of market share at 94% 4/20/2016 5 1% 99% Incidence of Internet Households No Internet Have Internet 37% 57% 4% 2% Internet Market Share (Households) Dial Up DSL Cable Modem Satellite Other Study conducted by Uptown Services, LLC † Comcast and CenturyLink are the only two ISPs with material market share in Fort Collins † Stated average monthly Internet spend is $46 per household 4/20/2016 6 Comcast CenturyLink FRII Rise Broadband Other 61% 37% 1% 0% 1% Internet Access Provider Market Share 0% 10% 20% 30% < $30 $30 $40 $50 $60 $70 > $70 Monthly Internet Spend Study conducted by Uptown Services, LLC † Internet usage is prevalent across all income and age groups † Overall, the type of Internet does not vary significantly across age groups 4/20/2016 7 0% 5% 10% 15% 20% Up to $50k $50k - $100k $100k - $150k $150k - $200k > $200k Incidence of No Internet by Income 0% 20% 40% 60% 80% 20 - 34 35 - 44 45 - 54 55 - 64 65 - 74 Internet Type by Age Cable Modem DSL Satellite 0% 5% 10% 15% 20% 20 - 34 35 - 44 45 - 54 55 - 64 65 - 74 Incidence of No Internet by Age Study conducted by Uptown Services, LLC † Wireless substitution is lower than the national average at 24% of HHs † A further 9% of wireline phone users will drop for wireless in the next 12 months † The average number of lines is: v All Households: 0.9 v Wireline Households: 1.1 4/20/2016 8 None 1 2 3 or More 41% 46% 42% 7% 6% 24% 64% 8% 5% Number of Phone Lines in the Home National Average Longmont Ft Collins 20 - 34 35 - 44 45 - 54 55 - 64 65 - 74 67% 6% 10% 16% 14% Households Without Wireline Phone Service by Age Definitely Won't Probably Won't Might/Might Not Probably Will Definitely Will 44% 24% 14% 12% 6% Q12: “How likely are you to disconnect the wired phone line and only use your cell…” Study conducted by Uptown Services, LLC Source: National Health Interview Survey, July-December 2013 † CenturyLink still maintains market share leadership of the residential voice market † Stated residential spending on local phone service averages about $34 monthly per HH 4/20/2016 9 0% 10% 20% 30% $20 $30 $40 $50 > $50 DK Monthly Local Phone Spending 44% 32% 0% 24% Q8: “Who is your local phone service provider?” CenturyLink Comcast TDS No Wireline Study conducted by Uptown Services, LLC † Only 68% of households use traditional pay TV (cable or satellite dish) † In Fort Collins today, 32% of households do not have Pay TV † The national average for HHs without Pay TV is 24% (Pew Research) † Stated average monthly spend: v Cable: $70 v Satellite: $68 4/20/2016 10 44% 24% 14% 10% 8% Q2: “For TV service, do you have…” Cable Satellite Off Air Online Other/None 0% 10% 20% 30% 40% $25 $50 $75 $100 $125 + Don't Know Monthly Pay TV Spend Cable Satellite Study conducted by Uptown Services, LLC † Over-the-Top (OTT) or online TV viewing has recently become a material substitute service for traditional cable TV with a majority of households using OTT † Among younger households, up to 35% are using OTT or Off Air as a substitute service † Uptown estimates a further 7% of pay TV users in Fort Collins will ‘cut the cord’ in the next 12 months 4/20/2016 11 63% 36% Q6: “Do you sometimes watch TV online?” (Among Pay TV Households) Yes No Definitely Probably Might/Might Not Probably Not Definitely Not 5% 7% 16% 31% 41% Likelihood of Cancelling Pay TV for OTT (among all pay TV users) 20 - 34 35 - 44 45 - 54 55 - 64 65 - 74 23% 9% 5% 1% 2% 12% 15% 15% 15% 14% Households Using Substitute Service In Place of Pay TV by Age Online Off-Air Study conducted by Uptown Services, LLC † Across all households in Fort Collins 40% have all 3 services from a single provider. This is higher due to incidence of wireline voice service † The importance of bundling is low when compared to our 2013 Longmont survey 4/20/2016 12 20% 40% 40% Incidence of Triple Play Bundle Have All 3 Services From Multiple Providers Have All 3 From Single Provider Do Not Have All 3 Services Very Important Somewhat Important Neither Somewhat Unimportant Very Unimportant 18% 20% 29% 10% 24% 19% 30% 22% 13% 15% Importance of Having All 3 Services from a Single Provider (Among All Respondents) Ft Collins Longmont Study conducted by Uptown Services, LLC 4/20/2016 13 0.0 2.0 4.0 6.0 8.0 10.0 Cable TV Satellite TV Non-Pay TV DSL Cable Modem Telephone Utility 6.7 7.7 5.6 6.8 6.6 7.5 8.7 6.7 7.5 5.7 6.6 7.0 7.2 8.6 Satisfaction Rating by Service/Service Provider (Mean Rating on a 1-10 Scale) Ft Collins Longmont 0% 20% 40% 60% 80% Cable TV Satellite TV Non-Pay TV DSL Cable Modem Telephone Utility 23% 36% 29% 23% 19% 41% 64% 20% 31% 12% 15% 23% 31% 65% Satisfaction Rating by Service/Service Provider (Percent Rating a ‘9’ or ’10’) Study conducted by Uptown Services, LLC † The chart below compares the results of this study with 24 other markets where Uptown has completed similar quantitative research: Northern Ohio (2) Washington North Carolina Oregon (2) Southern Ohio Wisconsin Kansas (2) Alabama Georgia Oklahoma (2) New York Arkansas Tennessee (4) Michigan Kentucky Colorado (2) 4/20/2016 14 5 6 7 8 9 Cable Satellite TV DSL Cable Modem Telephone Utility Satisfaction Rating by Service/Service Provider (Mean Rating on a 1 to 10 Scale) † While reliability and price are always important, Internet speed has dramatically increased in importance over the last several years. Bundling and Brand are secondary in importance to other attributes… 4/20/2016 15 0.0 1.0 2.0 3.0 4.0 5.0 Brand Service Bundle Customer Service Internet Speed Price Reliability 2.0 3.0 4.4 4.4 4.4 4.8 3.1 2.8 4.4 4.4 4.5 4.8 Importance Rating of Select Broadband Service Attributes (Mean Rating on a 1-5 Scale) Ft Collins Longmont Study conducted by Uptown Services, LLC † Question 33: “What aspect of Internet speed is most important?” 4/20/2016 16 Download Most Important Upload Most Important Both Important 37% 1% 59% 34% 4% 59% Importance of Internet Speed on Download vs. Upload Ft Collins Longmont Study conducted by Uptown Services, LLC † Lower prices and increased Internet speed dominate the wish list for services improvement as Internet speed has gained importance… 4/20/2016 17 Bundling Service Channel Selection Customer Service Nothing Reliability Increased Internet Speed Lower Prices 1% 4% 10% 10% 34% 34% 37% 6% 9% 15% 16% 29% 49% Q32: “What would you like to see most improved from your current broadband services?” Longmont Ft Collins Study conducted by Uptown Services, LLC † Question 29: “In your opinion, is the availability of low-cost, high-speed Internet important to the future local economy?” 4/20/2016 18 Very Important Somewhat Important Neither Somewhat Unimportant Very Unimportant 81% 14% 2% 2% 1% 68% 25% 4% 2% 1% Importance of Having Low Cost High-Speed Internet Ft Collins Longmont Study conducted by Uptown Services, LLC † Over half of Ft Collins households support the payment of a monthly $5 surcharge to help fund the new fiber network… 4/20/2016 19 I would not support I would be neutral I would support 22% 35% 43% 22% 21% 57% Q34: “Would you support adding a $5 monthly fee to your electric bill to partially fund the construction and operation of this network for the first 24 months of operation?” Ft Collins Longmont Residential Quantitative Survey FTTP Market Potential † 70% of respondents indicated they would definitely or probably switch to the FTTP system for Internet service… 4/20/2016 21 Internet Phone Video Definitely 40% 25% 19% Probably 30% 31% 32% Might/Might Not 19% 17% 19% Probably Not 6% 11% 17% Definitely Not 3% 13% 10% Don't Know 3% 3% 3% 0% 25% 50% 75% 100% Q25-27: “How likely would you be to subscribe to [insert service] if it were 10% less than Comcast or CenturyLink charges? Study conducted by Uptown Services, LLC † Uptown uses a ‘Likert Scale’ with Overstatement Adjustment v Conservative research techniques from the Packaged Goods sector v Clearly specify purchase intent vs. “interest” and removes overstatement bias † Example: “How likely would you be to subscribe?” v Definitely Would 21.5% x 70% = 15.0% v Probably Would 35.6% x 30% = 10.7% v Might/Might Not 20.0% x 10% = 2.0% v Probably Would Not 10.4% 27.7% = Penetration Estimate v Definitely Would Not 4.4% v Don't Know 8.1% 4/20/2016 22 Residential (Terminal / Year 5 Eroded) Longmont (Terminal) Video 24.6% / 20.9% 23.2% Internet 38.8% 36.4% Telephone 28.6% / 14.3% 19.6% Study conducted by Uptown Services, LLC † Expected Internet purchase intent by current connection type: v Cable Modem User: 43% would switch v DSL User: 36% would switch v Satellite User: 36% would switch April 16 Study conducted by Uptown Services, LLC 23 Definitely Would Probably Would 47% 27% 33% 36% 35% 26% Purchase Intent by Internet Connection (Top Two Box at 10% Discount) Cable Modem DSL Satellite 39% 24% 33% 2% 2% Internet Market Share Post FTTP System (Households) FTTP System DSL Cable Modem Satellite Other 37% 57% 4% 2% Current Internet Market Share (Households) FTTP System DSL Cable Modem Satellite Other † The majority of respondents, when given the choice, would prefer to receive high speed Internet from the City… 4/20/2016 24 11% 15% 45% 4% 3% 23% 9% 12% 52% 8% 19% Q28: “Among the following list of potential providers, who would you prefer to receive high-speed Internet service from?” Ft Collins Longmont Study conducted by Uptown Services, LLC † In terms of both preference for the City as well as purchase intent, younger households (20-34) place the greatest value on the fiber project and the City’s role… 4/20/2016 25 20 - 34 35 - 44 45 - 54 55 - 64 65 - 74 54% 49% 37% 35% 43% 88% 78% 78% 81% 71% 51% 44% 34% 32% 23% Prefer City As Provider Low Cost High Speed Internet 'Very Important' Definitely' Subscribe Study conducted by Uptown Services, LLC † Question 31: “In stating that you would ‘definitely’ or ‘probably’ subscribe to the fiber network for Internet service, what is the primary reason you would switch?” 4/20/2016 26 Prefer City as Provider Prefer the Lower Price Prefer Higher Capacity Other Reason 20% 36% 39% 4% Study conducted by Uptown Services, LLC 4/20/2016 27 0% 10% 20% 30% 40% 50% Market A Market B Market C Market D Market E Market F Market G Market H Market I Market J Market K Market L Market M Market N Market O Market P Market Q Market R Market S Market T Market U Market V Market W Market X Market Y Market Z Ft Collins Terminal Penetration by Service (Across all Tested Price Points) Video Internet Phone Study conducted by Uptown Services, LLC † Business case projections for voice penetration reflect the quantitative research outcome and reflect ongoing wireless (voice) and OTT (video) substitution within the residential segment… 4/20/2016 28 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Year Service Penetration (By Year Since Launch) Phone Video Internet Study conducted by Uptown Services, LLC 4/20/2016 29 0% 10% 20% 30% 40% 50% 0 6 12 18 24 30 36 42 48 54 60 66 72 78 84 90 96 102 108 Month Internet Penetration (By Month Since Launch) Sallisaw, OK Morristown, TN Pulaski, TN Wilson, NC Tullahoma, TN Murray, KY Bristol, VA Ft Collins Forecast Study conducted by Uptown Services, LLC 4/20/2016 30 0% 5% 10% 15% 20% 25% 30% 0 6 12 18 24 30 36 42 48 54 60 66 72 78 84 90 96 Month Phone Penetration (By Month Since Launch) Sallisaw Morristown Pulaski Wilson Tullahoma, TN Bristol, VA Ft Collins Forecast Study conducted by Uptown Services, LLC 4/20/2016 31 0% 10% 20% 30% 40% 50% 60% 0 6 12 18 24 30 36 42 48 54 60 66 72 78 84 90 96 102 108 Month Video Penetration (By Month Since Launch) Sallisaw, OK Morristown, TN Pulaski, TN Wilson, NC Tullahoma, TN Jackson, TN Murray, KY Columbia, TN Bristol, VA Ft Collins Forecast Study conducted by Uptown Services, LLC April 16 Study conducted by Uptown Services, LLC 32 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 0 6 12 18 24 30 36 42 48 54 60 66 72 78 84 90 96 102 108 Month Internet Penetration (By Month Since Launch) Sallisaw, OK Morristown, TN Pulaski, TN Wilson, NC Tullahoma, TN Clarksville, TN Murray, KY Salisbury, NC Bristol, VA LPC LPC - All Premises LPC - Serviceable Premises Small Business Quantitative Survey Current Broadband Services Usage 4/20/2016 34 † Area of Interest: Universe of • 7,000 small business establishments v Establishments with 0-19 employees v Total sample size of 50 respondents † Respondents screened to ensure v Decision-maker for telecommunications services at the business v Have Internet v Located within city limits and not home-based v Respondents with immediate family members employed by any of the following were excluded: The City of Fort Collins CenturyLink Comcast Study conducted by Uptown Services, LLC † Comcast and CenturyLink are the only two ISPs with material small business market share in Fort Collins † Stated average monthly Internet spend is $98 per small business 4/20/2016 35 54% 42% 1% 0% 2% Internet Access Provider Market Share 0% 10% 20% 30% Monthly Internet Spend Study conducted by Uptown Services, LLC 14% 26% 6% 2% 8% 8% 2% 34% Subscribed Download Speed † CenturyLink still maintains market share leadership of the small business voice market † Stated spending on voice service averages about $370 monthly per small business 4/20/2016 36 0% 10% 20% 30% 40% Monthly Local Phone Spending 48% 28% 16% 6% 2% Q8: “Who is your local phone provider?” CenturyLink Comcast Other No Wireline Don't Know Study conducted by Uptown Services, LLC 1 2 3 4 5 6 8 + 13% 15% 26% 15% 13% 6% 13% Number of Phone Lines at the Business (Among establishments with wireline voice) † Only 24% of small businesses have pay TV at their business † Stated average monthly spend is $71 4/20/2016 37 22% 2% 76% Q2: “For TV service, do you have…” Cable TV Satellite None 0% 10% 20% 30% 40% 50% 60% $50 $100 $150 Don't Know Monthly Pay TV Spend Study conducted by Uptown Services, LLC † Two-thirds of small businesses in Fort Collins are under contract for both their Internet and voice service. 4/20/2016 38 66% 6% 2% 26% Incidence of Provider Contracts Both Internet and Voice Internet Only Voice Only No Contract Study conducted by Uptown Services, LLC 4/20/2016 39 0.0 2.0 4.0 6.0 8.0 10.0 Pay TV Internet Voice Utility 5.1 6.9 7.3 9.0 Satisfaction Rating by Service/Service Provider (Mean Rating on a 1-10 Scale) 0% 20% 40% 60% 80% Pay TV Internet Voice Utility 8% 28% 24% 78% Satisfaction Rating by Service/Service Provider (Percent Rating a ‘9’ or ’10’) Study conducted by Uptown Services, LLC † While reliability and price are always important, Internet speed has dramatically increased in importance over the last several years. Bundling and Brand are secondary in importance to other attributes… 4/20/2016 40 0.0 1.0 2.0 3.0 4.0 5.0 Brand Customer Service Internet Speed Price Reliability 1.8 4.7 4.5 4.6 4.9 2.0 4.4 4.4 4.4 4.8 Importance Rating of Select Broadband Service Attributes (Mean Rating on a 1-5 Scale) Small Business Residential Study conducted by Uptown Services, LLC † Question 25: “What aspect of Internet speed is most important?” 4/20/2016 41 Download Most Important Upload Most Important Both Important 16% 4% 76% 37% 1% 59% Importance of Internet Speed on Download vs. Upload Small Business Residential Study conducted by Uptown Services, LLC † Lower prices and increased Internet speed dominate the wish list for services improvement as Internet speed has gained importance… 4/20/2016 42 Bundling Service Channel Selection Customer Service Nothing Reliability Increased Internet Speed Lower Prices 10% 10% 48% 34% 32% 1% 4% 10% 10% 34% 34% 37% Q23/32: “What would you like to see most improved from your current broadband services?” Residential Small Business Study conducted by Uptown Services, LLC † Comcast and CenturyLink are the only two ISPs with material small business market share in Fort Collins 4/20/2016 Study conducted by Uptown Services, LLC 43 Same As Have Now 20M 50M 100M 1G Don't Know 26% 12% 18% 2% 36% 6% Q24: “What level of Internet download speed would you want if the following were available to your place of business?” † 88% of small businesses indicated they would definitely or probably switch to the FTTP system for Internet service… 4/20/2016 44 Internet Phone Video Definitely 44% 38% 12% Probably 44% 44% 14% Might/Might Not 10% 12% 16% Probably Not 2% 6% 10% Definitely Not 46% Don't Know 2% 0% 25% 50% 75% 100% Q19-21: “How likely would you be to subscribe to [insert service] if it were 10% less than Comcast or CenturyLink charges? Study conducted by Uptown Services, LLC 4/20/2016 45 Residential (Terminal / Year 5 Eroded) Small Business (Terminal / Year 7 Eroded) Video 24.6% / 20.9% (Year 5) 14.2% / 11.2 (Year 7) Internet 38.8% 45.0% Telephone 28.6% / 14.3% 41.0% Diffusion % (Years 1-7) 0 / 45 / 75 / 90 / 100 / 100 / 100 0 / 25 / 50 / 70 / 80 / 90 / 100 Study conducted by Uptown Services, LLC † The majority of respondents, when given the choice, would prefer to receive high speed Internet from the City… 4/20/2016 46 6% 24% 36% 2% 4% 0% 2% 2% 24% 11% 15% 45% 4% 0% 0% 0% 3% 23% Q28: “Among the following list of potential providers, who would you prefer to receive high-speed Internet service from?” Small Business Residential Study conducted by Uptown Services, LLC 4/20/2016 47 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Year Service Penetration (By Year Since Launch) Phone Video Internet Study conducted by Uptown Services, LLC Large Business & Institutions April 16 49 Internet Access Metro Ethernet (Transport) Dedicated Internet (Access) Market Segment Small Businesses and Medium/Large depending on sector Medium to Large Business and Institutions Network Architecture Last Mile (Copper, Coax, or Fiber) Last Mile or Middle Mile (Fiber lateral to ring) Potential Market Size Majority of connections (90% of all premises) Typically less than 100 connections per urban market Connection Type Shared bandwidth (GPON) Dedicated Private Circuit(s) or MAN Dedicated bandwidth (ActiveE) Typical Data Service Set Standard Internet tiers up to 1G Point-to-point transport from 100M to 10G+ Dedicated access bandwidth from 100M to 10G+ April 16 Study conducted by Uptown Services, LLC 50 † Typical High Capacity Needs and Desired Service Attributes † Infrastructure Availability: Fiber is the Standard † Dedicated Capacity: Superior to shared bandwidth connections † Competitive Pricing † Service Experience: Reliability, Customer Service, and Responsiveness † Network Integration: Select firms require national/global tier 1 provider † High Capacity Providers in Fort Collins † Infrastructure & Bandwidth: FRII, Comcast, CenturyLink, Level3, PRPA † Bandwidth: FRII, Comcast, CenturyLink, Level3, PRPA, AT&T, Integra April 16 Study conducted by Uptown Services, LLC 51 † Qualitative assessment of large business market in Ft. Collins † 24 Depth Interviews of 30-40 minutes † Responses aggregated for confidentiality † Identify key market characteristics † Fiber availability, capacity needs, performance criteria † Current price levels, use of contracts, and connection requirements † Estimate potential market share † Satisfaction and switching criteria † Openness to City-provided fiber services April 16 Study conducted by Uptown Services, LLC 52 Retail Goods v New Belgium Brewery v Odell Brewing Co. Other v Fort Collins Chamber of Commerce Technology v Riverside Technology v Numerica v Wolf Robotics v Woodward Inc. v Technigraphics (CACI) v Air Resource Specialist v Broadcom v CSI Web Education/Government v Poudre School District v Poudre River Library District v Colorado State Univ. Manufacturing v Rodelle v Tolmar v Forney Industries v In-Situ Health Care v Univ. of Colorado Health Services v Press One Customer Care v Exponential Engineering v Neenan Archistruction v Brinkman Construction Retail Service Provider v FRII April 16 Study conducted by Uptown Services, LLC 53 Nationally, aggressive rollouts of fiber by incumbent and alternative providers have substantially increased the availability of fiber to commercial buildings… "The majority of new fiber deployments were focused on connecting medium and smaller buildings in the metro areas surrounding major cities across the U.S. Broader accessibility to on-net fiber has started to shake up the services markets.“ - Rosemary Cochran, principal at Vertical Systems Group 11% 19% 28% 32% 39% 43% 2004 2008 2010 2011 2013 2014 Percentage of Commercial Buildings Served by Fiber (Total U.S. Buildings with 20+ Employees) Source: Vertical Systems Group, April 2015 April 16 Study conducted by Uptown Services, LLC 54 Due to multiple incumbent providers competing for the commercial segment, fiber has been deployed to most business locations and is heavily utilized. Advanced data needs are being met, but businesses will consider the City as a provider option… 19 17 1 15 24 17 19 1 3 19 5 8 3 1 0% 20% 40% 60% 80% 100% Will Consider the City? Under Contract? Have Unmet Needs? Have Redundancy? Dedicated Connection? Have Fiber? Fiber Available? Yes No April 16 Study conducted by Uptown Services, LLC 55 Satisfaction levels are moderate and higher for alternative providers ¡ Average satisfaction is 3.7 in Fort Collins ¡ Average satisfaction in Pasadena is 3.4 ¡ Four providers were rated by 3 or more firms 3.0 3.5 5.0 5.0 3.2 3.9 4.0 4.3 1.0 1.5 2.0 2.5 3.0 3.5 4.0 4.5 5.0 Integra AT&T City of Ft Collins PRPA CenturyLink Comcast FRII Level3 Satisfaction Rating by Service/Service Provider (Mean Rating on a 1-5 Scale) = Less than 3 responses Primary Providers in Fort Collins Reasonably Satisfied • Reliability • Technical Knowledge Areas for Improvement • Proactive Service • Local Staffing/Support April 16 Study conducted by Uptown Services, LLC 56 Among selection factors, reliability and cost rank highest, likely a result of the commoditization of high cap services… 2.0 3.0 4.0 5.0 Brand VAS Local Support Technological Superiority Redundancy Customer Service Cost Reliability 2.4 2.6 3.8 3.8 4.2 4.3 4.3 5.0 Broadband Provider Selection Criteria Importance (Mean Rating on a 1-5 Scale) April 16 Study conducted by Uptown Services, LLC 57 $100 $46 $63 $63 $35 $43 $20 $100 $36 $15 $12 $19 $25 $3 $20 $8 $9 $10 $2 $4 $4 $4 $0 $20 $40 $60 $80 $100 $120 5 10 20 20 20 40 40 50 50 50 50 50 50 60 100 100 100 100 100 100 100 140 200 200 200 250 250 300 300 500 700 1000 1000 1000 1000 Fort Collins Dedicated Access 4/20/2016 58 11% 11% 50% 28% Voice Solution Type (% of Respondents) 1FBs PRI Hosted PBX VoIP over Data Study conducted by Uptown Services, LLC Large businesses in Fort Collins are moving away from traditional voice circuits and onto VoIP platforms that move traffic onto the firm’s data connection. † Average cost per analog line (1FB): $50 per month † Average cost per PRI circuit (1FB): $400-$500 per month 4/20/2016 59 5% 62% 33% City Revenue Diversification New Tech. and Econ. Development Provide Better Service Percentage of Respondents by Motivation Choice (Closed Ended with 3 Options) Study conducted by Uptown Services, LLC April 16 Study conducted by Uptown Services, LLC 60 Research Findings: † Fiber is widely available and there is a high incidence of dedicated access via fiber † Most firms have sufficient bandwidth currently, but some would upgrade if cost effective † Telecom and broadband needs are being met, but firms are open to considering the City network for a data connection. Lower price is a key switching factor for these firms † Some firms will wait to evaluate the track record of the FTTP system Pro Forma: † Estimate the dedicated access market as 5% of the all commercial entities (• 400) with penetration growing to 20% by Year 8. † High incidence of dedicated access, but competitive. Estimate ARPU at $1,500 per connection to reflect • 30% discount (at tiers of 500M+) † Voice services can be delivered via PRI, analog lines, and hosted PBX solutions, but migration to VoIP over the data connection will limit long term revenue potential. April 16 61 † The two incumbents have the vast majority of market share for both Internet and voice services in Fort Collins † Satisfaction for Internet and voice service benchmarks low. Video is average. † Top market needs are: † Mass Market: Lower prices, increased Internet speed, and improved reliability † Complex Market: Lower prices and carrier-grade reliability † Mass market purchase intent is very high and exceeds Longmont survey metrics † Complex market needs are being met, but price levels are high up to 200M † Strong provider preference for the City within the mass market. The complex market is open to considering the City FTTP network as a provider option. † The project appeal and purchase intent is strongest among younger households 1 Broadband Market Demand Study – City of Fort Collins Study Conducted by Uptown Services, LLC ATTACHMENT 2 2016 Timeline 2 Residential Survey 3 • 400 respondents • Statistically valid phone survey • Asked opinions on broadband, voice and video Internet Service Cable Modem and DSL have the vast majority of market share at 94% 4 57% 37% 4% 2% Internet Market Share (Households) Dial Up Cable Modem DSL Satellite Other Satisfaction Ratings 5 6.7 7.7 5.6 6.8 6.6 7.5 8.7 6.7 7.5 5.7 6.6 7.0 7.2 8.6 0.0 2.0 4.0 6.0 8.0 10.0 Cable TV Satellite TV Non-Pay TV DSL Cable Modem Telephone Utility Satisfaction Rating by Service/Service Provider (Mean Rating on a 1-10 Scale) Ft Collins Longmont 23% 36% 29% 23% 19% 41% 64% 20% 31% 12% 15% 23% 31% 65% 0% 20% 40% 60% 80% Cable TV Satellite TV Non-Pay TV DSL Cable Modem Telephone Utility Percent Rating a ‘9’ or ’10’ Satisfaction Rating Benchmarks The chart below compares the results of this study with 24 markets where Uptown has completed similar quantitative research: 6 5 6 7 8 9 Cable TV Satellite TV DSL Cable Modem Telephone Utility Satisfaction Rating by Service/Service Provider (Mean Rating on a 1 to 10 Scale) • Northern Ohio (2) • Washington • North Carolina • Oregon (2) • Southern Ohio • Wisconsin • Kansas (2) • Alabama • Georgia • Oklahoma (2) • New York • Arkansas • Tennessee (4) • Michigan • Kentucky • Colorado (2) Residential Customer Needs 7 6% 9% 15% 16% 29% 49% 1% 4% 10% 10% 34% 34% 37% Bundling Service Channel Selection Customer Service Nothing Reliability Increased Internet Speed Lower Prices QUESTION: “What would you like to see most improved from your current broadband services?” Fort Collins Longmont Electric Bill Surcharge 8 22% 35% 43% 22% 21% 57% I would not support I would be neutral I would support QUESTION: “Would you support adding a $5 monthly fee to your electric bill to partially fund the construction and operation of this network for the first 24 months of operation?” Fort Collins Longmont Purchase Intent 9 47% 33% 35% Definitely Would Purchase Intent by Internet Connection (% ‘Definitely Would’ at 10% Discount) Cable Modem DSL Satellite 40% “DEFINITELY WOULD” 30% “PROBABLY WOULD” 30% OTHER RESPONSE INTERNET Question: “A fiber optic network could provide high-speed internet service to your household. How likely would you be to subscribe to internet if it were 10% less than Comcast or CenturyLink charges? Provider Preference 10 11% 15% 45% 4% 3% 23% 9% 12% 52% 8% 19% CenturyLink Comcast The City FRII A new provider Don't Know QUESTION: “Among the following list of potential providers, who would you prefer to receive high-speed Internet service from?” Fort Collins Longmont Take Rate = % Potential Subscribers 11 RESIDENTIAL FORT COLLINS LONGMONT Internet 38.8% 36.4% Note: At just over one year since launch, Longmont NextLight has an actual subscribership of 40-45%, most likely due to their Charter Membership Pricing Internet Market Share Impact 12 39% 33% 24% 2% 2% Internet Market Share Post Fiber System (Households) 57% 37% 4% 2% Current Internet Market Share (Households) Fiber Cable Modem DSL Satellite Other Small Business Survey 13 • Establishments with 0-19 employees • Total sample size of 50 respondents • Responses came back similar to residential Customer Needs 14 1% 4% 10% 10% 34% 34% 37% 10% 10% 48% 34% 32% Bundling Service Channel Selection Customer Service Nothing Reliability Increased Internet Speed Lower Prices QUESTION: “What would you like to see most improved from your current broadband services?” Small Business Residential Large Business Interviews Study conducted by Uptown Services, LLC 15 RETAIL GOODS • New Belgium Brewery • Odell Brewing Co. OTHER • Fort Collins Chamber of Commerce TECHNOLOGY • Riverside Technology • Numerica • Wolf Robotics • Woodward Inc. • Technigraphics (CACI) • Air Resource Specialist • Broadcom • CSI Web EDUCATION/GOVERNMENT • Poudre School District • Poudre River Library District • Colorado State Univ. MANUFACTURING • Rodelle • Tolmar • Forney Industries • In-Situ HEALTH CARE • Univ. of Colorado Health SERVICES • Press One Customer Care • Exponential Engineering • Neenan Archistruction • Brinkman Construction RETAIL SERVICE PROVIDER • FRII Needs Are Being Met 16 19 17 1 15 24 17 19 1 3 19 5 8 3 1 Will Consider the City Under Contract Have Unmet Needs Have Redundancy Dedicated Connection Have Fiber Fiber Available Yes No $0.05 $0.60 $1.85 $0.59 $- $0.20 $0.40 $0.60 $0.80 $1.00 $1.20 $1.40 $1.60 $1.80 $2.00 Longmont NextLight Fort Collins Cable Modem Fort Collins DSL United States Minimum Price (in USD) Per Mbps Download as Published by the OECD, September 2014 Internet Value 17 Citizen Ad-Hoc Committee 18 Eighteen citizens representing a variety of geography, skill and user level, and overall broadband interest. This group has been engaged to: • Review and discuss materials provided by City staff and Uptown Services • Help staff design communications for the broader public • Be a liaison to the public regarding current process, engagement opportunities, and to share questions Staff anticipates convening the group meeting about every six weeks throughout 2016. Expert Review Panel 19 Purpose of the Expert Review Panel: • Provide independent, expert technical review during the development of the broadband plan so that critical questions are posed and assessed. • Review and discuss documents by City staff and Uptown Services to ensure that the project’s feasibility, sufficiency in information collected, and communication needs are being addressed. Time Commitment – at least three times in 2016 1st meeting – May 2, 2016 Expert Review Panelists 20 Lev Gonick • Chief Executive Officer, OneCommunity • Founding member, GigU Rob Houlihan • Chief Technology Officer, Cedar Falls Utilities Blair Levin • Senior Fellow at Brookings Institute • Served as Executive Director of the Federal Communications Commission’s 2009 National Broadband Plan, and as Chief of Staff for the FCC 1993 - 1997 Deb Socia • Executive Director, Next Century Cities 2016 Timeline 21 Questions? 22 Fort Collins Shared Access Pasadena Typical Municipal Price levels in Fort Collins benchmark as high for capacities below 200M but are more competitive at higher capacities. Average spending per connection is $1,575 per month… Source: Fort Collins Depth Interviews among 23 commercial institutions (2016) and Pasadena Depth Interviews among 19 commercial institutions (2014).