Abstract
Multi-play business models continue to gain in popularity across the telecom
and media space. At the end of 2006, more than 40% of Canada' s households
subscribed to a triple-play package, and nearly 40% of British households
subscribe to some form of packaged bundle. The trend has shattered traditional
service lines and compelled players with gaps in their portfolios to scramble
to offer their own competitive bundles. Telcos have become strong players in
the content space, with some starting pay-TV operations from scratch.
Satellite players are beginning to offer VoIP; even steadfast pure-play mobile
operators like Vodafone have felt compelled to get into the broadband business.
Is this all worth it? Pyramid Research' s new report, From Triple-play to
Quad-play: Strategies, Business Models, and Best Practices, provides an
in-depth examination of the evolution of multi-play models. Building on case
studies and examples from dozens of telco, cable, satellite, and other
multi-play providers around the world, the report analyzes multi-play
positioning (it' s about protecting the core), pricing (discounts dominate),
and the bottom-line performance of triple play (mixed). The report also
reviews the emergence of multi-play models driven by a new breed of players
(mobile, satellite, WiMAX), and proposes a rethinking of the concept of quad
play.
Key questions answered
- Is triple play indispensable? Is quad play worth it?
- What multi-play value propositions have proven most successful?
- What is the current proportion of customers with bundled packages, and
what is the expected evolution over the next five years?
- Is triple play profitable? What type of impact does the evolution to
bundles have on margins?
- What is the optimal approach for service providers to filling the gaps in
their portfolios? Acquire, partner, or build?
- How can pure-play satellite and mobile operators compete in a multi-play
environment?
- Which players derive the most benefit from bundling?
Target audience
Fixed operators: Assess the financial implications of long-term
positioning strategies to develop a successful multi-play offering. The
detailed analysis of content acquisition models, from partnerships to IPTV
build-outs, includes assessments of feasibility, technology, and content. The
in-depth case studies will help you assess competition and identify telco
triple-play best practices and profitability. Use the included market
forecasts to quantify the market opportunity.
Cable companies: Through case study analysis and market forecasts,
identify best practices to drive penetration of triple-play subscribers and
mitigate competitive risk from fixed telcos and other multi-play providers.
Use the included market forecasts to quantify the market opportunity.
Vendors: Position your offerings to triple-play service providers
through a clear assessment of the impact of triple-play solutions on their
operational performance.
Financial services, investment firms: This report will help you assess
the short- and long-term financial prospects for multi-play providers through
a review of the initial margin patterns of multi-play providers and Pyramid
Research' s forecast of the evolution of those margins.
Mobile operators: Assess the threat of future quadruple-play providers
on pure-play mobile operations. Develop your strategy now to minimize the risk
of churn to telcos and cable companies offering mobile voice as a key
component of their strategies.
Content providers, aggregators: Assess the implications of bundled
strategies on content acquisition, positioning, and cost.
Satellite DTH players: Assess possible responses to the evolution
toward bundles, including the advantages and pitfalls of partnerships and
outright acquisitions to fill gaps in service portfolios.
Companies mentioned in this report
- Advance/Newhouse
- Alice
- Arcor
- AT&T
- Belgacom
- Bell Canada
- Brasil Telecom
- BSkyB
- BT
- China Netcom
- China Telecom
- Cinemax
- Claro
- Clearwire
- Comcast
- Cox
- DirecTV
- DTHi
- Easynet
- EchoStar
- Embarq
- Embratel
- Entel
- E-plus
- Express Vu
- FastWeb
- France Telecom
- Free Telecom
- Freeview
- Globo
- Google
- GTD Manquehue
- H3G
- HBO
- Joost
- Kabel Deutschland
- KPN
- NET Servicos
- Neuf Cegetel
- NTL
- NTT
- O2
- Orange
- PCCW
- Qwest Communications
- Rogers Communications
- Showtime
- Skype
- Sprint Nextel
- T-Com
- T-Mobile
- Telecom Italia
- Telefonica
- Telefonica Chile
- Telekom Austria
- Telemar
- Telewest
- Telmex
- Telstra
- Telsur
- Telus
- TIM
- TIM Brasil
- Time Warner
- T-Mobile
- TVA
- Unity Media
- Verizon Communications
- Video Networks Ltd
- Videotron
- Virgin Media
- Virgin Mobile
- Vivax
- Vivo
- Vodafone
- Vodafone Germany
- Vodafone Italy
- VTR
- Way Brasil
- Wind
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