Abstract
TV-oriented Electronic Program Guides (EPGs) and Interactive Program Guides
(IPGs) are slowly being replaced by new Content and Service Discovery Guides
(CSDGs) that can “discover” content from the Internet, or from
in-home networks. ROVI, which has acquired Gemstar-TV guide, Mediabolic, Muze,
and All Music Group, has an early lead for providing “discovery”
of content and services across all available sources. As standards begin to
define the interfaces, opportunities will be created for a wide range of
entrants.
Findings include:
- 1. Three revenue segments: one-time licensing fees, recurring fees
to update guide data, and advertising.
- 2. Europe will be a key growth market for all types of Guides.
- 3. Personal content that resides on in-home networks makes the
Digital Living Network Alliance (DLNA) much more important.
- 4. The market is holding its own in spite of the current economic
situation.
- 5. ROVI is focusing on content description data bases as a key
differentiator.
Recurring fees will grow to US$ 850 million, representing 63% of the total
value by 2013. One-time licensing fees will be nearly US$ 500 million,
accounting for about 37% of the total worldwide value.
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