The Business of Bundled Services: Consumers, Models, and Uptake

Table of Contents

The Bottom Line

1.0 Broadband Market Overview and Industry Trends

• 1.1 Current Broadband Market Penetration
• 1.2 Competitive Analysis of the Broadband Market
  • 1.2.1 Overview of High-speed Internet Packages: By Cable Operators
  • 1.2.2 Overview of High-speed Internet Packages: By Telecom Operators
  • 1.2.3 Overview of High-speed Internet Packages: By Other Emerging Operators

2.0 Video Market Overview and Industry Trends

• 2.1 Analog vs. Digital Cable
• 2.2 Competitive Analysis of Video Industry
  • 2.2.1 Telecom Operators
  • 2.2.2 Satellite Operators
  • 2.2.3 New Entrants
• 2.3 Cable's Reaction to Changes in the Video Industry

3.0 Telephony Market Overview and Industry Trends

• 3.1 Landline Telephony Market Overview
  • 3.1.1 Current Landline Penetration
  • 3.1.2 Telecom Service Providers' Reactions to the Changing Telephony Market
• 3.2 Wireless Telephony Market Overview
  • 3.2.1 Wireless Telephony Market Update

4.0 The Business of Bundled Services

• 4.1 Definition of bundled services
• 4.2 Market Penetration for Bundled Services
• 4.3 SWOT Analysis: Cable vs. Telecom operators
• 4.4 Consumers' Perspectives on Bundled Services
• 4.5 Consumer-centric Bundle Mixes
• 4.6 Consumer Psychographics and Demographics
• 4.7 Building Optimal Triple-play Packages for Different Customer Segments
• 4.8 Emerging Business Models and Opportunities
  • 4.8.1 Embrace Broadband Intensive Applications
  • 4.8.2 Promote Various Home Usage Models
  • 4.8.3 Migration to an Internet Protocol Multimedia System (IMS)
  • 4.8.4 Embrace Home Networking Opportunities

5.0 Market Implications: Emergence of Experience Providers

• 5.1 Cable operators
• 5.2 Telecom Operators
• 5.3 Satellite Operators

6.0 Market Forecasts

Resource Book

Section I: Overview of the U.S. Bundled Services Market

• Current Market Penetration of Bundled Services
• ARPU, Satisfaction Factor, and Preferred Payment Options
• Interest in Subscribing or Switching to a Triple Play Service

Section II: Conjoint Analysis of Bundled Services

• Building the Ideal Triple-play Bundle Mix
• Market Segmentation
• Building Ideal Bundles for Different Customer Segments

Section III: Analysis of Value-added Entertainment and Communication Services

• Analysis of Advanced Video Services
• Analysis of TV-Based Value-added Services
• Analysis of Internet-based Value-added Services
• Analysis of Mobile Phone-based, Value-added Services

Section IV: Profiles of Content Providers

• Yahoo!
• Microsoft

Section V: Profiles of Cable Operators

• Charter Communications, Inc.
• Comcast
• Cox Communications
• Time Warner Cable

Section VI: Profiles of Telecom Operators

• AT&T Inc
• BellSouth
• SureWest
• Verizon

Section VII: Profiles of Direct Broadcast Satellite (DBS) Providers

• DirecTV
• EchoStar Communications Corporation

Section VIII: Profiles of Value-added Solution Providers

• Integra5
• Navic Networks

Figures

The Bottom Line

• U.S. Broadband Service Subscribers: Cable vs. DSL
• Overview of High-speed Internet Packages: By Cable Operators
• Overview of High-speed Internet Packages: By Telecom Operators
• Quarterly Video Subscribers: Analog vs. Digital
• Digital Cable Market Share in Terms of Number of Subscribers: 2005
• How does DVR/PVR Drive VoD and Pay-per-View Subscription
• Video Services Preferences: By High Intenders of Additional Video Services
• Overview of High-definition Programming: By Cable Operators
• Incumbent Telecom Operators' IPTV Strategies
• Satellite TV Subscriber Growth
• Overview of High-definition Programming: By Satellite Operators
• A Summary of New Video Distribution Models
• Current Landline Penetration: By Millions of Subscribers
• Four-Quarter Avg. Wireless Net Additions vs. ARPU among Top Four Operators
• Wireless Service Provider Market Share (2005)
• Possible Bundled Service Combinations
• Market Estimate for Bundled Services: 2005
• How Do Bundled Services Affect Likelihood to Switch Current Service Provider?
• Strengths and Weaknesses: Cable vs. Telecom Operators
• Opportunities and Threats: Cable vs. Telecom Operators
• Comparison of Bundled Services: Cable vs. Telecom Operators
• Comparison of Awareness vs. Subscription to Bundled Services
• Comparison of Current vs. Perceived Ideal Monthly Payment: Dual-play Services
• Comparison of Current vs. Perceived Ideal Monthly Payment: Triple-play Services
• Ideal Triple-play Packages for the Broadest Possible Customers Segments
• Ideal Wireless Plans for the Broadest Possible Customers Segments
• Perceived Price Levels for Various Triple-Play Packages 39
• Psychographic and Demographic Profiles of Different Customer Segments
• Optimal Triple-play Packages: by Customer Segments
• An Overview of the Most Preferred TV-based Value-added Services
• An Overview of the Most Preferred Computer-related Value-added Services
• An Overview of the Most Preferred Mobile-related Value-added Services
• Most Preferred Customer Segment for Value-added Services
• Overview of Home Networking Solutions: By Service Providers
• Annual Bundled Services Revenue in the U.S.: 2005-2010

Resource Book

Possible Bundled Service Combinations

• Awareness of and Subscription to a Multiple-Service, One-Bill Option
• How Did You Hear about the Multiservice Option?
• Current Market Penetration of Multiplay Services
• Number of Broadband Households Subscribing to Bundled Services
• Service Providers for Multiservice Packages
• Reasons for Not Subscribing to a Bundled Service
• Adoption of Dual-Play Services among Broadband Subscribers
• Dual-Play Services: Type of Service Providers
• Adoption of Triple-Play Services among Broadband Subscribers
• Triple-Play Services: Type of Service Providers
• Current Penetration for Quad-Play Services: by Industry Type
• Current Monthly ARPU for Multiservices
• Factors Influencing Satisfaction Level with a Multiservice Provider
• Current Satisfaction Level with a Multi-Play Service Provider: by Type of Internet Service Provider
• Preferred Payment Option for Bundled Packages
• Monthly Discount Expected for an Automated Bill Payment Option
• Likelihood to Select Internet + Telephone + Video Services or Internet + Telephone + Wireless Services as a Single Package
• Likelihood to Switch Service Provider for Triple-Play Packages
• Preferred Service Provider for Triple-Play Packages
• A Bundled Service Plan
• How Important are Individual Services?
• Ideal Triple-Play Packages
• Ideal Wireless Plans
• Perceived Price Levels for Various Triple-Play Packages
• Segmenting Consumers based on their Interest in Triple-Play Services
• Psychographic and Demographic Profiles of Different Consumer Segments
• Optimal Triple-Play Packages: by Consumer Segment
• High-Intenders Interest in Additional Video Services
• Amount Willing to Pay for Additional Video Services
• Interest Level in VoD Services: Plan A* vs. Plan B**
• Differences between VoD Plan A* vs. Plan B**
• Additional Services Desired for a Service Bundle: TV-based Services
• Additional TV-Based Service Desired for a Service Bundle: by Consumer Segment
• Monthly Fee a Subscriber Is Willing to Pay for Additional TV-Based Services
• Additional Services Desired for a Service Bundle: Internet-Based Services
• Additional Internet-Based Services Desired for a Service Bundle: by Consumer Segment
• Monthly Fee a Subscriber Is Willing to Pay for Additional Internet-Based Services
• Likelihood to Discontinue an E-mail Account from an Independent Service Provider
• Subscription to Local and/or Mobile Phone Services
• Compare the Likelihood to Discontinue and Subscribe to Local Phone Services
• Additional Services Desired for a Service Bundle: Mobile Phone-Based Services
• Additional Mobile Phone-Based Service Preferences: by Consumer Segment
• Monthly Fee a Subscriber Is Willing to Pay for Additional Mobile Phone-Based Services
• Yahoo! Financial Overview
• Microsoft Financial Overview
• Charter Financial Overview
• Charter Subscriber Base
• Charter Bundled Package
• Charter Voice Package
• Charter Internet Package
• Charter Video Package
• Comcast Financial Overview
• Comcast Subscriber Base
• Comcast Voice Packages
• Comcast Internet Packages
• Comcast Video Packages
• Cox Financial Overview
• Cox Subscriber Base
• Cox Bundled Packages
• Time Warner Financial Overview
• Time Warner Financial Overview
• Time Warner Bundled Packages
• Time Warner Voice Packages
• Time Warner Internet Packages
• Time Warner Video Packages
• AT&T Financial Overview
• AT&T Subscriber Base
• AT&T Voice Packages
• AT&T Video Packages
• AT&T Internet Packages
• BellSouth Financial Overview
• BellSouth Subscriber Base
• BellSouth Voice Service
• BellSouth Internet Packages
• BellSouth Video Packages
• SureWest Financial Overview
• SureWest Subscriber Base
• SureWest Bundled Packages
• SureWest Voice/Internet/Video Packages
• Verizon Financial Overview
• Verizon Subscriber Base
• Verizon Bundled Package
• Verizon High Speed Internet Packages
• Verizon Voice & Video Packages
• DirecTV Financial Overview
• DirecTV Subscriber Base
• DirecTV Video Packages
• EchoStar Financial Overview
• EchoStar Subscriber Base
• Dish Network Video Packages
• i5 SDP Product Suite Overview
• Navic Network Solutions Overview