Table of Contents
- Table of contents
- Table of exhibits
- Acronyms and abbreviations
- Companies mentioned in this report
- Executive summary
Section 1: The demise of pure play and the necessity of triple play
- 1.1 Options to fill the gap in the portfolio: build, acquire, or partner
- 1.2 The irrelevance of the “subscriber and the advent of the RGU
Section 2: Multi-play positioning and pricing strategies
- 2.1 Discounts reign supreme
- 2.2 More than a single-bill proposal, quad play is about richer service
combinations15
- Country snapshot - Why Canada is one of the world' s leading
triple-play markets
- 2.3 The flip side of discounts: potentially declining revenue
- 2.4 Revenue preservation through multi-play works better for some than
others
- 2.5 Using “free” services to drive growth
- 2.6 Providing value beyond price
- 2.7 Can operators charge a premium for VoIP?
- 2.8 Multi-play offerings lacking TV will be a difficult sell in medium
term
- 2.9 A segmented approach can extend the reach of triple play
- 2.10 The future of multi-play: from bundled services to blended services
Section 3: Service bundling and the challenge of regulations
- Country snapshot - Brazil: service providers adjust to the challenge
of regulating multi-plays
- Country snapshot - Mexico: a convergence agreement and asymmetric
regulations
Section 4: Measuring the bottom line: triple play will drive margins for some players only
- 4.1 Bundles are good for cable
- 4.2 Multi-play not as good for telcos, but they still need it
- 4.3 For satellite and mobile players, multi-play will hurt margins
- 4.4 Pure integrated players (FastWeb/Free Telecom) see high margins
Section 5: Bundled services forecasts
Section 6: Carrier multi-play profiles: positioning, pricing, performance
- BSkyB: Using triple play to protect core TV business
- A mix of technologies enables triple play
- Triple play with free voice and broadband
- Responding to competitive pressures
- Triple play helps ARPU
- Lessons learned
- Clearwire: Looking to partnerships to push WiMAX-based triple play
- Triple play enabled by partnerships in the works
- Discounts in exchange for customer agreements
- Competitive prices but less value
- An increase in ARPU
- Quad play on the horizon with additional partnerships
- Comcast: Pushing large bundled discounts, seeing top-line and
bottom-line success
- All-cable triple play
- More aggressive on discounts
- Triple play driving broadband growth?
- Number one in triple-play market share
- Comcast quad play: beyond the bundle
- Lessons learned
- NET Servicos: Using triple play to drive broadband share in Brazil
- The first Brazilian player to offer triple play
- Pricing: 20 package combinations
- Competitive against telco/DTH bundles
- Using triple play to drive broadband market share
- Verizon Communications (US) - Triple play to protect voice, pushing
fiber
- A PSTN-inspired triple-play package
- No major discounts here
- Priced at the same level as cable, but not as discounted
- Triple-play market share could be better
- Lessons learned
- Virgin Media: Facing a challenging triple-play environment, and
quad-play uptake is still slow
- Early to the quad-play game
- Insistent on discounting
- Protecting the landline business
- An increasingly competitive market for multi-play
- Rising triple-play penetration but flat revenue
- More mobile customers under contract
- Lessons learned
- Vodafone Arcor: A mobile operator gets into DSL to maintain revenue
share
- Bundled service offers led by substitution
- Mobile quad play opportunities: mobile TV and femtocells
- Lessons learned
- VTR: A tiered approach to service bundles - one size doesn' t fit
all
- Three tiers of triple play
- Competitive pricing
- Number one in triple play
- Quad-play opportunities?
- Lessons learned
- Additional resources
Table of exhibits
- Exhibit 1: Service providers' strategic options for filling gaps
- Exhibit 2: Impact of multi-play approach on Capex, Opex, revenue, and
control
- Exhibit 3: Sample approaches to building bundles
- Exhibit 4: Triple-play bundle discounts
- Exhibit 5: Triple-play penetration of households in selected markets
- Exhibit 6: Canada key player presence by segment
- Exhibit 7: Canada: Bell Canada and Rogers triple-play packaging
- Exhibit 8: Subscriber market shares of Vodafone Italy and its competitors
- Exhibit 9: Revenue market shares of Vodafone Italy and its competitors
- Exhibit 10: Belgacom' s multi-play combinations provide a glimpse of PSTN' s
inevitable demise
- Exhibit 11: Service bundle regulation in sample markets
- Exhibit 12: How Brazilian telcos do TV
- Exhibit 13: Multi-play providers' EBITDA margins
- Exhibit 14: Telenet' s monthly ARPU and RGU per subscriber
- Exhibit 15: Rogers' EBITDA margin for consolidated business and for
wireless and cable/telecom segments
- Exhibit 16: The triple-play effect on Belgacom' s and Telefonica Chile' s
fixed-line EBITDA margins
- Exhibit 17: Triple-play provider Opex-to-revenue ratios
- Exhibit 18: Global triple-play subscribers by region
- Exhibit 19: Breakdown of Sky' s subscriptions at the end of June 2007
- Exhibit 20: Prices of Sky' s bundles
- Exhibit 21: Sky' s baseline triple play compared with most similar packages
of BT and Virgin Media
- Exhibit 22: Sky' s highest-tiered triple play compared with Virgin Media' s
most similar package
- Exhibit 23: Sky' s share of UK pay-TV market vs. its share of UK TV market
including free satellite services
- Exhibit 24: Net additions to Sky' s TV subscriber base
- Exhibit 25: Evolution of Sky' s triple-play base and RGU per subscriber
- Exhibit 26: Sky' s monthly ARPU
- Exhibit 27: Triple-play market shares in the UK
- Exhibit 28: Sources of Clearwire' s customer base as of March 2007
- Exhibit 29: Clearwire' s broadband and bundle pricing
- Exhibit 30: US broadband prices per download speed (US$ per Mbps)
- Exhibit 31: Breakdown of Comcast' s subscription base, 2Q2007
- Exhibit 32: Comcast bundle price vs. sum of parts
- Exhibit 33: Comcast and AT&T pricing and discounts on bundles
- Exhibit 34: Comcast' s video, Internet, and phone revenues
- Exhibit 35: Comcast' s Internet, phone, video, and total ARPS
- Exhibit 36: Comcast' s total RGUs, customer relationships, and RGUs per
customer
- Exhibit 37: Comcast' s triple-play subscribers and market share
- Exhibit 38: Breakdown of NET Servicos' 3.8m subscriptions as of 2Q2007
- Exhibit 39: Price of NET Combo bundles vs. the sum of the services'
stand-alone prices, with percent savings
- Exhibit 40: Price comparison of NET bundles vs. the stand-alone services
- Exhibit 41: Savings from bundling with NET and Telefonica
- Exhibit 42: RGUs increase since the launch of triple-play services
- Exhibit 43: Subscriber growth since triple-play launch
- Exhibit 44: NET' s financial results, same-quarter comparisons (1Q2006 vs.
1Q2007, 2Q2006 vs. 2Q2007)
- Exhibit 45: Brazil' s broadband market
- Exhibit 46: Brazil' s pay-TV market
- Exhibit 47: Breakdown of Verizon' s 112m subscriptions as of 1Q2007
- Exhibit 48: Price of Verizon Freedom bundles vs. the sum of the services'
stand-alone prices, with percent savings
- Exhibit 49: Savings from bundling: Verizon vs. Comcast
- Exhibit 50: Verizon' s residential PSTN lines in service
- Exhibit 51: Verizon' s triple-play market share
- Exhibit 52: Breakdown of Virgin Media' s 15.2m subscriptions at the end of
June 2007
- Exhibit 53: Price of Virgin Media' s bundles vs. the sum of the services'
stand-alone prices, with percent savings
- Exhibit 54: Comparison of triple-play packages offered by Virgin Media,
BT, and Sky
- Exhibit 55: Virgin Media' s net additions for landline, television, and
broadband
- Exhibit 56: Virgin Media' s broadband and pay-TV market shares
- Exhibit 57: Virgin Media' s unique customer relationships and RGU per
customer
- Exhibit 58: Vodafone' s bundles - the mobile pure-play way
- Exhibit 59: Triple-play bundles in Germany
- Exhibit 60: Price of Arcor/Vodafone bundles vs. the sum of the services'
stand-alone prices, with percent savings
- Exhibit 61: Vodafone' s market share continues to decline in Germany
- Exhibit 62: Vodafone retained the top spot in terms of revenue
- Exhibit 63: VTR' s triple-play packages
- Exhibit 64: Pricing and savings from VTR' s triple-play bundles
- Exhibit 65: Comparison of VTR and Telefonica Chile triple-play pricing
- Exhibit 66: VTR' s number of customer relations and RGU per unique customer
- Exhibit 67: VTR' s number of double- and triple-play subscribers
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