From OTT Video to Multi-Screen:Connected Home & Mobile Video Device & Services —Global Forecast & Strategy Review—2010-2014
Multimedia Research Group, Inc.
November 1, 2010 145 Pages - SKU: BFAQ6003197
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| A lot has happened in 2010 for the Over-the-Top (OTT) market. There have been major developments in the retail segment, the Service Provider (SP) segment and the Internet segment. Some of these developments have been successful, while others have yet to get to the point where it can be seen whether they will be successful or not.
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- 1 Executive Summary
- 1.1 OTT Market Segments
- 1.2 Litigation and Regulation
- 1.3 Who Are the New and Significant Players?
- 1.3.1 Apple TV, the Sequel
- 1.3.2 Google TV
- 1.3.3 Samsung
- 1.4 Which Successful Business Models Have Emerged?
- 1.5 Key Findings
- 1.5.1 Good Content Cost Money
- 1.5.2 Good Content Has Restrictions
- 1.5.3 Advertising Has Great Promise, But Isn't There Yet
- 1.5.4 Will the iPad Become a Major Video Device?
- 1.5.5 Retailers Get Into OTT
- 1.5.6 The Traditional Operators Get Serious About "OTT"
- 1.5.7 Mobile Phone/Tablets — STB of the Future?
- 2 Architecture Overview
- 2.1 Wireless and Wireline
- 2.2 Cloud Computing
- 2.3 Hybrid Systems/HbbTV Standard
- 2.4 IPTV Over DOCSIS
- 2.5 QoS/QoE and QoT - Where Are We Now?
- 2.6 Downloading, Progressive Downloading and Streaming
- 2.7 Adaptive Bit Rate Streaming
- 2.8 What is a "Chunk"?
- 2.9 Transcoders/Clouds
- 2.10 Bandwidth (HD vs. SD) — How to Enable HD
- 2.11 ISTBs/Game Consoles/Mobile Devices
- 2.12 PC-centric IPTV Over Managed Networks
- 2.13 UI/EPG/Middleware — OTT Has Come Even Further
- 2.14 Navigation Devices — Mice, Keyboards and Remotes
- 3 Business Models for OTT Service—What's In It For the SPs?
- 3.1 Pure Models — Rent, Buy, Subscription, Ad-Supported
- 3.1.1 Rental OTT Models
- 3.1.2 Purchase OTT Models
- 3.1.3 Subscription OTT Models
- 3.1.4 Ad-Supported OTT Models
- 3.2 Mixed Source Models
- 3.2.1 U.S. OTT Services ("Skinny" Basic) Cable/TiVo (SD Only)
- 3.2.2 France DTT/OTT Service
- 3.2.3 U.K. OTT/DTT Service
- 3.2.4 Plan A: OTT + Over-the-Air (DTT) to the TV
- 3.2.5 Consumer Pricing Overview
- 3.2.6 Plan A: OTT + DTT to the TV
- 3.2.7 Plan B: OTT + Cable Using TiVo STB to the TV
- 3.2.8 Plan C: DVD Rental + Internet
- 3.3 OTT Consumer Service Ratings
- 3.4 Traditional VOD Content Models — Revenue Splits
- 3.5 Traditional DVD Business Models
- 3.6 Break-even Analysis for OTT Service (SP Perspective)
- 3.6.1 Tier-1 SP Break-even Analysis
- 3.6.2 Tier-2 Break-even Analysis
- 3.6.3 Tier-3 Break-even Analysis
- 3.7 Case Study: Toledo Telephone from VUDU to Blu-ray
- 3.7.1 Business Challenge
- 3.7.2 Solution
- 3.7.3 Conclusion
- 3.7.4 Update: Enter Blu-ray ISTB
- 3.8 Case Study: Monaco Telecom OTT/Cable Hybrid
- 3.8.1 Business Challenge
- 3.8.2 Solution
- 3.9 Case Study: Telstra's Big Pond OTT/DTT Hybrid
- 3.9.1 Business Challenge
- 3.9.2 Solution
- 4 Forecast Updates
- 4.1 What Do We Know?
- 4.2 Global Forecast
- 4.3 U.S. MVPD Operators
- 4.4 Cinema Theater Business
- 4.5 DVD Sales and Rentals — U.S.
- 4.6 Western Europe DVD Sales
- 4.7 U.S. Online Video
- 4.8 Online Video Ad Revenue
- 4.9 Internet Set-top Box (ISTB) & OTT Service Forecast
- 4.10 Marriage of OTT, Hybrid & IPTV
- 5 Recommendations and Conclusions for Service Providers
- 5.1 Ratings for OTT Service
- 5.2 Paid Versus Free Content
- 5.3 Importance of Device Types
- 5.4 General Recommendations
- 5.5 Recommendations for Cable or IPTV Operators (For Adding OTT Service)
- 5.6 Recommendations for Internet Service Providers (ISPs or BBSPs)
- 5.7 Recommendations for Retail Chains
- 5.8 Conclusions
- 6 Addendum #1: Company Profiles
- 6.1 Company Profiles — Platforms
- 6.1.1 2Wire/Pace
- 6.1.2 ADB
- 6.1.3 Amino Communications Ltd.
- 6.1.4 APRICO Solutions
- 6.1.5 BigBand Networks, Inc.
- 6.1.6 Blinkx
- 6.1.7 Boxee
- 6.1.8 Brightcove Inc.
- 6.1.9 Cisco (Scientific-Atlanta)
- 6.1.10 Entone, Inc.
- 6.1.11 Equilibrium
- 6.1.12 Irdeto
- 6.1.13 LG Electronics USA, Inc.
- 6.1.14 Mariner Partners Inc.
- 6.1.15 Minerva Networks
- 6.1.16 Motorola, Inc.
- 6.1.17 Netgem
- 6.1.18 NeuLion
- 6.1.19 Rhozet (Harmonic)
- 6.1.20 Roku, Inc.
- 6.1.21 Rovi Corporation
- 6.1.22 Samsung
- 6.1.23 Sezmi
- 6.1.24 Sling Media, Inc.
- 6.1.25 Tvinci
- 6.1.26 Verimatrix
- 6.1.27 Verivue
- 6.2 Company Profiles — OTT Service Providers
- 6.2.1 Amazon.com, Inc.
- 6.2.2 Apple Inc.
- 6.2.3 BBC (iPlayer, YouView)
- 6.2.4 Blockbuster Inc.
- 6.2.5 Comcast (Fancast)
- 6.2.6 Crackle, Inc.
- 6.2.7 Disney
- 6.2.8 ESPN 3
- 6.2.9 Fetch TV
- 6.2.10 Google TV/YouTube
- 6.2.11 Hulu
- 6.2.12 Microsoft Corporation
- 6.2.13 Netflix, Inc. (Online Video Service)
- 6.2.14 Sky Angel
- 6.2.15 Sonic Solutions (RoxioNow)
- 6.2.16 Sony (OTT Service)
- 6.2.17 TiVo Inc.
- 6.2.18 Veoh Networks, Inc.
- 6.2.19 VUDU, Inc. (Walmart)
- 6.2.20 Yahoo! Inc. (Video Service)
- 6.2.21 ZillionTV (Online Service/ISTB)
- 6.3 Company Profiles — CDNs (Content Distribution Network)
- 6.3.1 Abacast, Inc.
- 6.3.2 Akamai Technologies, Inc.
- 6.3.3 Jet Stream BV (StreamZilla)
- 6.3.4 Limelight Networks, Inc.
- 6.3.5 mirada plc
- 7 Addendum #2: Home Network Standards
- 7.1 MoCA — Multimedia over Coax Alliance
- 7.2 DLNA — Digital Living Network Alliance
- 7.3 HomePNA Alliance
- 8 Addendum #3: Glossary of Terms
- 9 Addendum #4: Miscellaneous Specifications
- 9.1 Appendix A: PC-to-TV Models
- 9.1.1 Internet + Over-the-Air to the TV
- 9.1.2 Internet + Cable to the TV Set
- 9.1.3 Break-even Analysis for the PC Models
- 9.2 Appendix B: ISTB Specifications
- 9.3 Appendix C: Internet Survey Demographics
- 9.4 Appendix D: Break-even (ROI) Analysis Data— Tier-1, 2, 3
- 9.5 Appendix E: Condensed Break-even Analysis Data
10 Addendum #5: Streaming Protocols and Standards
10.1 DASH (MPEG/HTTP)
10.2 RTMP (Adobe)
10.3 Smooth Streaming (Microsoft)
10 Addendum #6: Can Game Consoles Become STB Replacements?
12 Index of Companies
Table of Figures
Figure 2-1: The ESPN Interface for Samsung TVs and Blu-ray Players
Figure 2-2: The Logitech Mini Controller
Figure 3-1: Netgem's ISTB Connection Diagram
Figure 3-2: Monaco's VOD Interface
Figure 3-3: Monaco's Electronic Program Guide (EPG)
Figure 3-4: Monaco's Channel Guide (overlay)
Figure 3-5: Telstra's BigPond Movie Store
Figure 4-1: Worldwide Home Entertainment: 1981-2010
Figure 4-2: U.S. Domestic Home Video Transactions: 2007-2014 (Millions)
Figure 4-3: U.S. Online Video Ad Revenue: 2009-2014
Figure 4-4: Internet-to-TV CE Devices (ISTBs) (000)
Figure 4-5: Share of Market By Internet-to-TV (ISTB) Device — 2008 to 2014
Figure 4-6: Market Share By Region: 2009-2014
Figure 4-7: Global OTT Video Revenue Growth By Region (All Smart Devices): 2009-2014 (US$, Million)
Figure 4-8: ISTB Evolution — Assumptions From Driving ISTB Forecast
Figure 5-1: Ratings for OTT Services (Phone Survey)
Figure 5-2: Viewing Habits of Internet Viewers (Internet Survey)
Figure 5-3: Ratings of Paid Versus Ad-based Content
Figure 5-4: Ratings of OTT Viewing Devices By Type (Phone Survey)
Figure 5-5: Usage of Device Types (Internet Survey)
Figure 6-1: 2Wire's MediaPortal Software Interface
Figure 6-2: 2Wire's MediaPoint ISTB
Figure 6-3: The ADB "Set-Back Box"
Figure 6-4: The ADB "Set-Back Box" Installed
Figure 6-5: The Amino Freedom Hybrid OTT Product
Figure 6-6: The D-Link Boxee Box
Figure 6-7: Entone's Janus Media Gateway
Figure 6-8: Screen Shot of Mariner's frostt Product
Figure 6-9: Mariner's HomeVu Product
Figure 6-10: Minerva's CloudMedia Screen Shot
Figure 6-11: Minerva's Search Function Screen Shot
Figure 6-12: Motorola's Medios Management Platform
Figure 6-13: The Netgem Model 8000 Hybrid ISTB
Figure 6-14: The Roku Player ISTB with Netflix Screen Shot
Figure 6-15: Samsung's OTT Interface on a "Smart TV"
Figure 6-16: Sling's SlingCatcher Product
Figure 6-17: The Apple TV Product
Figure 6-18: Sony PS3 with Screen Shot
Figure 9-1: Internet Survey Age Demographics
Figure 11-1: Xbox 360 Console
Table of Tables
Table 3-1: Basic Cable/TiVo (Monthly, US$)
Table 3-2: France OTT — One Movie + DTT (US$)
Table 3-3: U.K. OTT — One Movie + DTT (US$)
Table 3-4: Comparison of OTT Services in the U.S., France and the U.K. (US$)
Table 3-5: OTT Consumer Mixed Source Model Comparisons (Per Month Payment, US$)
Table 3-6: OTT Consumer Service Ratings (2010)
Table 3-7: Tier-1 Break-even Analysis (US$)
Table 3-8: Tier-2 Break-even Analysis (US$)
Table 3-9: Tier-3 Break-even Analysis (US$)
Table 3-10: Monaco Telecom Subscribers: 2009-2010
Table 4-1: Global Internet Users By Region (2010)
Table 4-2: U.S. MVPD Operators (Q1-Q2/2010)
Table 4-3: DIRECTV's Business Overview (US$)
Table 4-4: DISH Network's Business Overview (US$)
Table 4-5: Sky's Business Overview (US$), Subs Are Millions
Table 4-6: U.S. Cinema Theater Revenue, Admissions and Ticket Prices (US$ Billions)
Table 4-7: U.K. Cinema Theater Revenue, Admissions and Ticket Prices 2009 (£'s and US$, Millions)
Table 4-8: U.S. Consumer Spend for In Home Entertainment (US$ Millions)
Table 4-9: Europe DVD/BD Sales By Percentage
Table 4-10: Europe DVD/BD Revenue (US$ Millions)
Table 4-11: Top U.S. Online Video Properties By Unique Viewers
Table 4-12: Global OTT/ISTB Forecast (Thousands) - Installed Base (ISTB vs. PC Devices): 2008-2014
Table 4-13: Approved Netflix ISTB Devices
Table 4-14: ARPU - Global Annual OTT Video Service Revenues: 2008-2014 ($US)
Table 4-15: Regional Share of OTT Video Service Market: 2008-2014 (%)
Table 4-16: Regional Share of OTT Service Revenue (All Smart Video Devices): 2008 to 2014 (Million, US$)
Table 9-1: Tier-2 Break-even Analysis (US$) (PC-to-TV)
Table 9-2: Tier-2 Break-even Analysis (US$) (PC-to-TV)
Table 9-3: Tier-3 Break-even Analysis (US$) (PC-to-TV)
Table 9-4: ISTB + STB + DVD/Blu-ray General Specifications
Table 9-5: Internet Survey Respondents By Region
Table 9-6: Input Data for ROI Analysis (US$) (Section 3.6 Above)
Table 9-7: Condensed ROI (Break-even) Analysis for Added OTT Video Service (US$)
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