Internet Video & The Next-Gen Set Top Box: A Revolution in Access Devices, 2008-2013

Table of Contents

• Executive Summary
• 1.1. An Industry on the Cusp of Change
• 1.2. Changing Business Models
  • 1.2.1. The Players
• 1.3. Internet Video Device - The Next Set Top Box
• 1.4. Market Forecast

• Introduction
• 2.1. An Industry on the Cusp of Change
  • 2.1.1. The Threat of Emerging Technologies
  • 2.1.2. Drivers of the Future of the Entertainment Industry
  • 2.1.3. New Models of the Industry

• Consumer Trends
• 3.1. Consumer Trends Visible Amid Many Choices
• 3.2. TV Screen Dominant and Becoming More So
• 3.3. High Definition TV
• 3.4. Entertainment Spending
• 3.5. What Consumers Want - More Content
• 3.6. When Consumers Want It - Time Shifting
• 3.7. Where Consumers Want It - Mobile
• 3.8. Impact of the Internet

• Industry Roles and Players
• 4.1. Production, Aggregation, and Distribution Segments of the Entertainment Industry
  • 4.1.1. Combining Production, Aggregation, and Distribution
• 4.2. Revenue Streams
  • 4.2.1. Advertising
  • 4.2.2. Importance of Ratings
  • 4.2.3. Advertising in the New Distribution Channels
  • 4.2.4. Syndication
  • 4.2.5. Paid Content
    • 4.2.5.1. Consumer Paid Services
    • 4.2.5.2. One-Time Viewing vs. Owning the Content
  • 4.2.6. Revenue from Aggregators and Distribution Channels
• 4.3. Movie Producers
  • 4.3.1. The Threats of Different Types of Distribution
  • 4.3.2. Impact of Video and DVDs
  • 4.3.3. Changing Release Windows
  • 4.3.4. Impact of Changes in Marketing Tactics
• 4.4. Television
  • 4.4.1. Golden Age of Television
  • 4.4.2. Rise of CATV
  • 4.4.3. Television Advertising
  • 4.4.4. Television Content: Internet and VOD
• 4.5. Cable TV
  • 4.5.1. The Rise of the Cable Channels
  • 4.5.2. Cable Take Share from Broadcast Television
  • 4.5.3. Cable TV Reaches Maturity
  • 4.5.4. Cable TV Revenue Stream
  • 4.5.5. New Services Require Capital
• 4.6. Satellite
  • 4.6.1. Enter DBS

• Internet Video
• 5.1. A New Distribution Channel
• 5.2. Internet Video Distribution - Streaming and Downloading
• 5.3. Advantages of the Internet
• 5.4. Internet Aggregators
  • 5.4.1. Music Aggregators
  • 5.4.2. Movie Aggregators
  • 5.4.3. Broadcast Television
  • 5.4.4. Other Potential Aggregators

• The Next Set Top Box
• 6.1. Developing an Ecosystem
• 6.2. Internet Video Device Specifications
  • 6.2.1. Plug-and-Play Devices
  • 6.2.2. Remote Controls and Program Guides
• 6.3. Likely Platforms for An Internet Video Device
  • 6.3.1. Satellite
  • 6.3.2. IPTV VOD
  • 6.3.3. Cable VOD
  • 6.3.4. PC
  • 6.3.5. Consumer Electronic Devices
• 6.4. Imagine the Possibilities

• Market Forecast
• 7.1. Overview of the Market
• 7.2. Forecast Overview
• 7.3. Device Forecast
  • 7.3.1. Satellite Devices
  • 7.3.2. Cable Devices
  • 7.3.3. Telco TV
  • 7.3.4. Consumer Devices
  • 7.3.5. PCs Connected to TVs
• 7.4. Internet Video Revenue Forecast
  • 7.4.1. Advertising
  • 7.4.2. Revenue from VOD
    • 7.4.2.1. Television Producers
    • 7.4.2.2. Movie Producers
    • 7.4.2.3. Satellite
    • 7.4.2.4. Telco TV
    • 7.4.2.5. Cable
• 7.5. Conclusion

• I-1. Internet Video Devices Installed Base, 2008-2012
• I-2. Internet Video Revenue, 2008-2013

• III-1. Average Hours Spent Watching Television per Year, 2001-2006
• III-2. Adoption Rate of Consumer Electronic Devices
• III-3. HDTV Signal Reception
• III-4. Per Capita Spending on Different Types of Entertainment, 2001-2006
• III-5. US Homes with DVR, 2001-2006
• III-6. Various Types of Devices Owned by American Consumers, 2006
• III-7. Frequency of Internet Video Watching, 2007

• IV-1. US Viewer Reaction to Streaming Advertising, 2007
• IV-2. US Viewer Reaction to Streaming Advertising, by Age Group 2007
• IV-3. Movie Revenue Distribution, 2006
• IV-4. Movie Revenue Stream, 1997-2006
• IV-5. Shrinking First Run Movie Release Window, 2001-2006
• IV-6. Subscribers to Online DVD Rental Services, 1999-2007
• IV-7. Audience Share by Programming Source, 1980-2005
• IV-8. Basic Cable Subscribers, 1975-2006
• IV-9. Cable TV Revenue Sources, 2001 and 2006
• IV-10. Capital Expenditures by Top Seven MSOs by Category, 2001-2006
• IV-11. Cost Centers of Capital Expenditures, 2001 and 2006
• IV-12. US Satellite Television Subscribers, 2001-2006
• IV-13. US Satellite Subscription Television Revenue, 2001-2006

• V-1. US Residential Broadband Subscriber Growth, 2007-2012
• V-2. Content Choices for Online Videos, 2007

• VII-1. Installed Base of Internet Video Devices, 2008-2013
• VII-2. Internet Video Device Shipments, 2008-2013
• VII-3. Internet Video Market Share, 2008 and 2013
• VII-4. Internet Video Revenue, by Segment, 2008-2013
• VII-5. Video-on-Demand Market Share, by Segment, 2008 and 2013
• VII-6. Internet Video Revenue for Broadcast Television, 2008-2013
• VII-7. Internet Video Revenue for Movie Producers, 2008-2013
• VII-8. Internet Video Revenue for Satellite Providers, 2008-2013
• VII-9. Internet Video Revenue for Telco TV Providers, 2008-2013
• VII-10 Internet Video Revenue for Cable Providers, 2008-2013

• III-1. Digital Television Formats
• III-2. Individual Consumer Spending Levels as a Percentage of Total Personal Spending, 2006
• III-3. Population by Age of Head of Household, 1995-2010
• III-4. Broadcast Participation in Cable Production, 1992 and 2007
• III-5. Cable Network Monthly Carriage Fees Charged to Cable Operators, 2001-2006
• III-6. Internet Users Who Watch Videos Online, 2007

• IV-1. Revenue Sources for Selected Popular Movies, 1975-2007
• IV-2. Broadcast TV Industry Revenues from Advertising, 2001-2006
• IV-3. Impact of Recording Devices on Television Audience, 1980-2006
• IV-4. Cable TV Revenue Sources, 2001-2006

• VI-1. Features of the Internet Video Device

• VII-1. Features of the Internet Video Device
• VII-2. Installed Base of Internet Video Devices, 2008-2013
• VII-3. Internet Video Device Shipments, 2008-2013
• VII-4. Internet Video Revenue, by Segment, 2008-2013
• VII-5. Internet Video Revenue for Broadcast Television, 2008-2013
• VII-6. Internet Video Revenue for Satellite Providers, 2008-2013
• VII-7. Internet Video Revenue for Telco TV Providers, 2008-2013
• VII-8. Internet Video Revenue for Telco and Cable Providers, 2008-2013