U.S. MSO Triple Play Service & IP Infrastructure Report - 2005-2008 A Triple-Play Series Report - February, 2005

Table of Contents

• Introduction: Sources & Research Methodology-MSO
• Table I-1: Interview Sources
• Section 1: IP/GigE Infrastructure
• 1.1.1 MSO-CATV Infrastructure ? HFS Systems + IP Base System Upgrades
• 1.1.2 Research Focus
• Section 1: IP Upgrades
• Table 1-1: Average bandwidth allocation by service
• Table 1-2 MSOs using QAM for downstream and IP for Upstream (Video)
• OCAP May Drive DOCSIS/IP installations for video control
• Table 1-3: Status of MSO HSD, 2-way Video &VOIP?2004-2008
• Table 1-4: Future IP Plans (by 2008) ? Ranked by Importance
• Figure 1-1: Upstream Latency Comparison-Aloha vs. DOCSIS
• Table 1-5: The anvil of legacy video systems
• Figure 1-2: The Silo Problem with IP Control
• MPLS in an all IP/GigE MAN Backbone
• Table 1-6: MPLS Overview
• Figure 1-3: Use of MPLS in Unified IP Cable Service Environment
• Figure 1-4: VOD/Video Streaming on GigE/IP Backbone
• Table 1-7: VOD Streaming on a Cable IP Network
• GIGE Backbone Installs 2004-2008
• Table 1-8: MSO GIGE/IP Backbone Networks 2004-2008
• Table 1-6:Specific Network Upgrade Plans
• Table 1-7: Ranking of IP upgrade Goals (5=Highest)
• New IP-Based Services Planned
• Table 1-8: Sequence of New IP-based Services
• Table 1-9: Priorities for New IP Services (Percentage)
• Table 1-10: DOCSIS Version 1 to 3?Functions Enabled
• Section 2: DVR and Related Services
• 1.1.3 Analysis/Comments for All Review
• Section 2: DVR and Related Services
• Introduction and Overview?DVR Myth and Reality
• Basic Findings?DVR & Related Services
• 2.a: Use of DVR as Revenue-Generator/ Churn Inhibitor
• Table 2-1: Use of DVR as Revenue-Generator/Churn Inhibitor
• Table 2-2: Ranking of Reason for High Importance of DVR (5=Highest)
• 2.b: Use of DVRs with PPV (Pay Per View)
• 2.c: Use of DVRs with HDTV (High Definition TV)
• Table 2-3: Impact of HDTV on DVR usage
• Table 2-4: High Importance of DVR on HD service (5=Highest)
• 2.d: Importance of Music on DVR
• Table: 2-5: Impact of Music on DVR or DVR on Music service
• Table 2-6: Why Music Has Low import on DVR Service
• 2e: Use of Outtakes & Trailers with DVR
• Table 2-7: Use of Outtakes & Trailers for Movie/TV Show Promotion
• Table 2-8: Why Movie Excerpts Have Low impact on DVR Service
• 2f: Photo Album Management on DVR
• Table 2-9: Photo Album Management of DVR?Importance of Feature
• Table 2-10: Why Photo Album Can Impact DVR Service Sales
• 2.g: Full movie download
• Table 2-11: Full movie download service to DVRs?Level of Importance
• Table 2-12: Full Movie Download Importance to DVR Service
• 2.h: VOD/SVOD/FOD on DVR
• 2.i: Other DVR-related Functions of Importance
• Table 2-13: Other DVR-Related Issues & Opportunities
• Section 3: DVR Data Tracking Functions
• 3-a: Collection of Anonymized data from DVR usage
• Table 3-1: General Collection of Anonymous Data from DVR
• Table 3-2: Reasons for Slow Response to DVR Data Collection
• 3-b: Commercials watched or re-watched
• Table 3-3: Importance of data collection of Ads watched
• Table 3-4:Why the Delay on Analysis of DVR Ads Watched
• Table 3-5: Importance of DVR Data about Programs Recorded
• Table 3-6:Why High Importance of DVR Programs Recorded
• Section 4: ITV Services (News & Upgraded)
• Section 4-a: OCAP Related Applications
• Table 4-1: OCAP Related Applications
• Table 4-2 OCAP: Reasons for High/Low Ratings
• Section 4-b: VOD Usage
• Table 4-2.VOD Priority & Revenue
• Table 4-2: VOD Priority & Revenue (Continued)
• Table 4-3 VOD: Reasons for Highest Ratings
• Table 4-4: VOD Deployment Markets (Q1/04)
• Section 4-c: SVOD Usage
• Table 4-5: SVOD-Ratings for SVOD
• Table 4-6: SVOD-Reasons for Highest Ratings
• Section 4-d: FOD Usage
• Table 4-7: FOD Usage
• Table 4-7: FOD Usage (Continued)
• Table 4-8: FOD-Reasons for Highest Ratings
• Section 4-e: N-PVR/N-DVR Usage
• Table 4-9: N-PVR/N-DVR Usage
• Table 4.10: N-PVR/D-PVR-Reasons for Ratings
• Section 4-f: AOD (Advertising on Demand) Usage
• Table 4-11: Advertising on Demand (AOD)
• Table 4-11: 4E. Advertising on Demand (AOD) (Continued)
• Table 4.12: Advertising on Demand (AOD)--Reasons for Ratings
• Section 4-g: Games on Demand Usage
• Table 4-13: Games on Demand
• Table 4-14: Games on Demand --Reasons for Ratings
• Section 4-h: Gambling on Demand Usage
• Table 4-15: Gambling on Demand
• Table 4-14: Gambling on Demand --Reasons for Ratings
• Section 4-i: Electronic Commerce Usage
• Table 4-16: E-Com on the TV Set
• Table 4-17: Electronic Commerce --Reasons for Ratings
• Section 4-j: Camera Angles Usage
• Table 4-18: Camera Angles Usage & Ratings
• Table 4-19: Camera Angles --Reasons for Ratings
• Section 4-k: Internet Services on TV
• Table 4-20: Internet Services on TV
• Table 4-21: Internet Service on TV --Reasons for Ratings
• Section 5: Conclusion, Opportunity & Risk
• Analysis?Opportunity and Risk
• Table 5-1: Opportunity Risk Analysis?ITV Services
• VOD/MOD
• 1.1.4 Opportunity [5]
• 1.1.5 Risk [2]
• 1.1.6 Benefit to consumers
• 1.1.7 Role of IP
• SVOD
• 1.1.8 Opportunity [5]
• 1.1.9 Risk [2]
• 1.1.10 Benefit to consumers
• 1.1.11 Role of IP
• FOD/ N-PVR
• 1.1.12 Opportunity [3.5]
• 1.1.13 Risk [2]
• 1.1.14 Benefit to consumers
• 1.1.15 Role of IP
• Table 5-2: Opportunity Risk Analysis?ITV Services (Continued)
• Advertising on Demand
• 1.1.16 Opportunity [4.5]
• 1.1.17 Risk [1.5]
• 1.1.18 Benefit to consumers
• Games on Demand
• 1.1.19 Opportunity [1.5]
• 1.1.20 Risk [4]
• 1.1.21 Benefit to consumers
• 1.1.22 Role of IP
• Gambling
• 1.1.23 Opportunity [1]
• 1.1.24 Risk [4]
• 1.1.25 Benefit to consumers
• 1.1.26 Role of IP
• Table 5-3: Opportunity Risk Analysis?ITV Services (Continued)
• E-commerce
• 1.1.27 Opportunity [3.5]
• 1.1.28 Risk [1.5]
• 1.1.29 Benefit to consumers
• 1.1.30 Role of IP
• DVR
• 1.1.31 Opportunity [4]
• 1.1.32 Risk [1[
• 1.1.33 Benefit to consumers
• 1.1.34 Role of IP
• Conclusion
• Figure 5-1: Common Elements of Integrated IP On-Demand System