Quad-Play and Service bundling strategy 2007-2012

Table of Contents

• 1.1 Evolution of the telecoms and entertainment markets
• 1.2 Market opportunities
• 1.3 Major market Trends
  • 1.3.1 Significant growth in mobile subscribers
  • 1.3.2 Falling operator revenues
  • 1.3.3 Outsourcing grows in popularity
• 1.4 Future of the Wi-Fi market
• 1.5 Evolution of household entertainment media
  • 1.5.1 Importance of broadband access
    • 1.5.1.1 IPTV prospects
• 1.6 Evolution of bundled service packages
• 1.7 Business models
• 1.8 Conclusions

• 2.1 Overview
• 2.2 Bundle definition
  • 2.2.1 Triple play definition
  • 2.2.2 Quadruple play
• 2.3 Cable vs telcos approach to bundling
• 2.4 Typical Price Structures
• 2.5 Convergence
• 2.6 IMS
• 2.7 Report methodology
  • 2.7.1 Organisation of the Report
  • 2.7.2 Aims and Focus of this Report

• 3.1 New Technologies
  • Chart 3.1: Global hybrid cellular/WLAN handset
• 3.2 Responses to falling revenues
• 3.3 Must have and nice to have services
• 3.4 Value of triple/quadruple play to service providers
• 3.5 Revenue generating options
  • 3.5.1 Fixed telephony
  • 3.5.2 Broadband
  • 3.5.3 IPTV
  • 3.5.4 Wi-Fi telephony
  • 3.5.5 Consumer VoIP telephony
  • 3.5.6 Mobile services
• 3.6 Mobile and VoIP

• 4.1 Market overview
• 4.2 IPTV is the key to effective bundling
• 4.3 IPTV is the way forward, as long as the applications are right
• 4.4 The mechanism behind IPTV
• 4.5 Technology providers
  • Table 4.1 Vendors providing IPTV technologies, 2006
• 4.6 IPTV market drivers
  • Chart 4.1: Churn rate of standalone service vs triple play packages
  • 4.6.1 Broadband penetration on the rise
  • 4.6.2 Competition between cable operators and telcos boost to IPTV market
  • 4.6.3 Choice of content is expanding
  • 4.6.4 Fibre to the home boost IPTV distribution
  • 4.6.5 High definition broadcasting is creating a demand for IPTV services
  • 4.6.6 Higher expectations among users make them look around for better services
• 4.7 IPTV market challenges
  • 4.7.1 Technical challenges
  • 4.7.2 Content challenges
  • 4.7.3 Content security
• 4.8 Commercial challenges
• 4.9 IPTV Market Restraints
  • 4.9.1 Regulatory issues
  • 4.9.2 Lack of bandwidth
  • 4.9.3 DSL coverage
  • 4.9.4 Proprietary technologies
  • 4.9.5 Consumers education
• 4.10 Market Trends
  • 4.10.1 Set-top boxes
  • 4.10.2 Fibre and DSL deployment
  • 4.10.3 IPTV services market forces
• 4.11 Target market
• 4.12 Demographic and core data
  • Table 4.2: Global cable/satellite TV, Internet and broadband households, 2007-2012
  • Table 4.3: Worldwide mobile subscribers and revenues, 2007-2012
  • Table 4.4: Mobile subscribers % by region, 2007-2012
  • Table 4.5: Mobile revenues % by region, 2007-2012
  • Table 4.6: Countries with 100%+ mobile penetration as of Q4 2007
  • Table 4.7: Cellular mobile services competition (%), 2007
  • Table 4.8: Top 10 mobile operators by proportionate subscribers, 2007
  • Table 4.9: Broadband penetration by economies worldwide, 2007
  • Table 4.10: Worldwide IPTV subscribers and revenues, 2007-2012
  • Table 4.11: IPTV subscriber by region, 2007-2012
  • Table 4.12: IPTV revenues by region, 2007-2012

• 5.1 North Americas
  • 5.1.1 Market overview
  • 5.1.2 Demographic and core data
    • Table 5.1: North American internet, broadband and cable/satellite TV households, 2007-2012
    • Table 5.2: North American mobile subscriber and revenues, 2007-2012
    • Table 5.3: North American mobile subscriber and revenues, 2007-2012
  • 5.1.3 Services demand
  • 5.1.4 Fixed-line displacement trends
    • Table 5.4: North American households subscribing to bundled packages (by service type), 2007-2012
  • 5.1.5 Services revenues provision of bundle services will increase in line with the rise in subscribers
    • Table 5.5: North American market revenue growth from bundled services, 2007-2012
  • 5.1.6 Challenges
    • 5.1.6.1 Lower margins and revenue from promotional offers aimed at attracting customers
    • 5.1.6.2 Changes associated with OSS/BSS provisioning of a single bill to customers
    • 5.1.6.3 Costs of implementing a bundling strategy
    • 5.1.6.4 Developing and managing new relationships needed to offer a wide range of services
    • 5.1.6.5 Increased competition by new entrants from the IP sector
  • 5.1.7 Market drivers
    • 5.1.7.1 Reduced churn and potential for additional revenue
    • 5.1.7.2 Improved customer experience
    • 5.1.7.3 Promotional discounts and offers on bundles
    • 5.1.7.4 Bundle pricing
    • 5.1.7.5 Single point of contact for all subscribed services
    • 5.1.7.6 Competition between telcos, cable companies, and new entrants
  • 5.1.8 Market restraints
    • 5.1.8.1 Badly deployed OSS/BSS systems
    • 5.1.8.2 Regulatory hurdles that affect deployment of services
    • 5.1.8.3 High marketing costs associated with customer acquisition
    • 5.1.8.4 Competition between telcos, cable companies, and new entrants
  • 5.1.9 Market trends
    • 5.1.9.1 Merger & Acquisition
    • 5.1.9.2 Strategic alliances & partnerships
    • 5.1.9.3 Customer demands
    • 5.1.9.4 Network and service convergence
    • 5.1.9.5 Technology
      • 5.1.9.5.1 ADSL and beyond
        • 5.1.9.5.1.2 VCC is coming
  • 5.1.10 Bundle offering
    • 5.1.10.1 Bundle solutions
  • 5.1.11 Quadruple play readiness
    • 5.1.2.1 US market
    • 5.2.1.1 Telkonet
    • 5.2.1.2 AT&T
    • 5.2.1.3 Qwest
      • Table: 5.6 Qwest Individual Services and Prices when bought individually
      • Table: 5.7 Qwest Discount Bundle Packages
    • 5.2.1.4 Cablevision
    • 5.2.1.5 Advance/Newhouse Communications
    • 5.2.1.6 Comcast
    • 5.2.1.7 Cox Communications
    • 5.2.1.8 Time Warner Cable
      • Table 5.8: Time Warner Bundle Packages
      • 5.2.1.9 Pivot
      • 5.2.1.10 Verizon
        • Table 5.9: Verizon Bundle Packages
  • 5.2.2 Canadian Market
    • 5.2.2.1 Rogers
    • 5.2.2.2 Videotron
      • Table 5.10: Videotron Bundle Prices
• 5.3 North American Overview

• 6.1 Market Overview
• 6.2 Demographic and core data
  • Table 6.1: Latin American internet, broadband and cable/satellite TV households, 2005-2011
  • Table 6.2: Latin America mobile subscribers and revenues, 2005-2011
  • Table 6.3: Latin America mobile subscribers and revenues, 2005-2011
• 6.3 Quadruple Play Readiness
  • Table 6.4: Bundle service providers in Latin America
  • 6.3.1 Argentina
  • 6.3.2 Brazil
    • 6.3.2.1 Telemar
    • 6.3.2.2 Telefonica
    • 6.3.2.3 Brasil Telecom
  • 6.3.3 Mexico
• 6.4 Bolivia
• 6.5 Chile
• 6.6 Colombia
• 6.7 Ecuador
• 6.8 Peru
• 6.9 Nicaragua

• 7.1 Market Overview
• 7.2 European triple play players
  • Table 7.1 European bundle players, Q2 2006
• 7.3 Demographic and core data
  • Table 7.2: European internet, broadband and cable/satellite TV households, 2007-2012
• 7.4 Services demand
  • Table 7.3: European households subscribing to bundled services (by service type), 2007-2012
  • Table 7.4: European mobile subscribers and revenues, 2007-2012
  • Table 7.5: European IPTV subscribers and revenues, 2007-2012
• 7.5 European market trends
• 7.6 Merger & Acquisitions
• 7.7 Quadruple play readiness
• 7.8 European Market
  • 7.8.1 Virgin Media
    • Table 7.6: Virgin Media Bundle Packages
    • Table 7.7: TV Package Details
    • Table 7.8: Broadband Package Details
    • Table 7.9: Telephone Package Details
    • Table 7.10: Mobile Package Details
    • Chart 7.1: Virgin Media Subscribers Q3 2006 - Q2 2007
    • Table 7.11: Virgin Media Revenue
  • 7.8.2 Sky
    • Table 7.12: Sky Subscribers
    • Table 7.13: Typical Sky Service Bundles
  • 7.8.3 Sky Mobile
  • 7.8.4 BT
    • 7.8.4.1 BT Total Broadband
    • 7.8.4.2 BT Fusion
    • 7.8.4.3 BT Vision
      • Table 7.14: BT Vision Package Prices
      • Table 7.15: BT On-Demand Prices
    • 7.8.4.4 BT Mobile
    • 7.8.4.5 BT Fusion Mobile
      • Table 7.16: BT Fusion Prices
  • 7.8.5 O2
    • Table 7.17: O2 Broadband Prices
  • 7.8.6 Carphone Warehouse
  • 7.8.7 Vodafone
  • 7.8.8 Orange UK
    • Table 7.18: Orange Bundle Packages
  • 7.8.9 Tiscali UK
    • Table 7.19: Tiscali Bundle Packages
  • 7.8.10 UK Market Overview
    • Table 7.20: Examples of UK Bundle Packages
• 7.9 Belgium
• 7.10 Baltic and Nordic
  • 7.10.1 Telenor
    • Table 7.21: Countries served by Telenor
  • 7.10.2 Tele2
  • 7.10.3 TeliaSonera
• 7.11 Switzerland
  • Table 7.22: Swiss Bundle Packages
• 7.12 Germany
  • 7.12.1 Deutsche Telecom
  • 7.12.2 Kabel Deutschland
• 7.13 Italy
• 7.14 France
  • 7.14.1 Orange
  • 7.14.2 Neuf Cegetel
• 7.15 UPC
  • Table 7.23: Countries served by UPC
• 7.16 European Summary

• 8.1 Market Overview
• 8.2 Demographic and core data
  • Table 8.1 Asia-Pacific data (million), 2007-2012
• 8.3 Services demand
  • Table 8.2 Asia-Pacific bundles subscription pattern, households (million) 2007-2012
  • Table 8.3 Asia-Pacific Mobile subscribers, 2007-2012
• 8.4 IPTV in Asia-Pacific
  • Table 8.4 Asia-Pacific IPTV subscribers (000) 2007-2012
• 8.5 Quadruple play readiness
  • Table 8.6: Asia-Pacific bundle service providers, Q2 2007
• 8.6 New Zealand
• 8.7 Japan
  • 8.7.1 NTT DoCoMo
  • 8.7.2 Softbank
• 8.8 Hong Kong
• 8.9 South Korea
  • 8.9.1 SK Telecom
  • 8.9.2 KTF
• 8.10 Australia
• 8.11 India
• 8.12 China
• 8.13 Asia-Pacific Summary

• 9.1 Market Overview
• 9.2 Demographic and core data
  • Table 9.1 MEA data (million), 2007-2012
• 9.3 Services demand
  • Table 9.2 MEA bundles subscription pattern, households (million) 2007-2012
• 9.4 Mobile service
  • Table 9.3 MEA Mobile subscriber, 2007-2012
  • Table 9.4 MEA IPTV subscribers (000' ) 2007-2012
• 9.5 Quadruple play readiness
  • 9.5.1 The MEA region
    • Table 9.5 MEA bundle providers, 2007

• 10.1 Overview
• 10.2 Strategy for service providers
  • 10.2.1 Customers expectations
• 10.3 Strategies based on marketing approach
  • 10.3.1 Improved services
  • 10.3.2 Segmentation
• 10.4 Promoting basic IPTV services
• 10.5 Fixed-line operator strategies
  • 10.5.1 Strategy based on outsourcing
  • 10.5.2 Flexing financial might
  • 10.5.3 Re-merging
• 10.6 Strategy for mobile only operators
  • 10.6.1 Partnerships
  • 10.6.2 Strategy based on technology
    • 10.6.2.1 Vendors
    • 10.6.2.2 Import proven technologies
• 10.7 Strategy for ISPs
  • 10.7.1 More play options
• 10.8 Strategies based on strategic alliances
  • 10.8.1 Alliances
  • 10.8.2 Adding value
• 10.9 Strategies based on pricing
• 10.10 Target Markets
• 10.11 Global Overview

• 3
• Adelphia
• Advance/Newhouse Communications
• Alcatel
• Allied Telesyn
• Amena
• Andinatel
• ANEW Broadband
• AOL
• Atlas
• Auna
• BB2
• Be
• Bharti Televentures
• Brasil Telecom
• Bresnan Communications
• Broadcom
• BT
• Cablecom
• Cablevisao
• Cablevision
• Call-Nett
• Canal+
• Carphone Warehouse
• CAT Telecom
• Cesky Telecom
• China Netcom
• China Telecom
• Cingular
• Cisco
• CMT
• Comcast
• Connex
• Cox
• Deutsche Telekom
• E Plus
• Eagle Rock
• EarthLink
• EastLink
• Easynet
• eBay
• Embratel
• Entel
• Entel Movil
• Ericsson
• Ertach
• ETISelect
• Eurotel Praha
• Fastweb
• FCC
• Foxtel
• France Telecom
• Freeview
• GigaBeam
• Google
• Grupo Clarin
• iiNet
• Iliad
• INTRACOM
• Iplan
• Jordan Telecom
• Kuwait Telecom
• Liberty Media
• Manx Telecom
• Maxcom
• Microcell Telecommunications
• Microsoft
• MobileIGNITE
• Mobistar
• MTC
• MTNL
• Myrio
• Net Servicos
• Net4India
• Neuf Cegetel
• Nokia
• NTL-Virgin Mobile
• NTT DoCoMo
• O2
• Ono
• Orange
• Pacifictel
• PCCW
• Philips
• Primus Canada Telecommunications
• Primus Telecommunications
• Progress Energy
• Qwest
• RabbitPoint
• Redback Networks
• Rogers/Fido
• Saudi Telecom
• SBC
• SBC/AT&T
• Shaw Communications
• Siemens
• Sistematica
• SIT
• Sky
• Skype
• Softbank
• Sonatel
• Sprint Nextel
• Sunday Communications
• Telecom Argentina
• Telecom Egypt
• Telecom Italia
• Telecom New Zealand
• Telefonica
• Telefonica Moviles
• Telemar
• Telenor
• Telewest
• TeliaSonera
• Telkom
• Telkonet
• Telmex Argentina
• Telstra
• Telus
• TerraSip
• Texas Instrument
• Time Warner Cable
• T-Mobile
• T-Online
• TPS
• TransAct
• UPC
• UTStarcom
• Verizon
• Videotron
• Vivax
• Vodafone
• Vontel
• VTR GlobalCom
• Ya.com
• Yahoo
• ZTE