The Future of Triple-Play: Growth opportunities, key challenges and competitive strategies : Market Research Report

The Future of Triple-Play: Growth opportunities, key challenges and competitive strategies

Published: Jun. 1, 2009 - 140 Pages

The Future of Triple-play
Executive summary: Market context: from pure-play to multi-play; The competitive environment; Service provider case studies; The future of triple-play services
Chapter 1 Introduction: Introduction; Who is this report for?; Definitions; Digital pay-TV (DTV); Digital terrestrial TV (DTT); Internet Protocol TV (IPTV); Internet TV; Mobile broadband; Mobile Internet; Mobile TV; Triple-play; Video on demand (VOD); WiMAX
Chapter 2 Market context: from pure-play to multi-play: Summary; Introduction; Defining triple-play; Telcos and cable operators vie for dominance; Triple-play market trends and drivers; Fixed-lines in decline as mobile takes center stage; Combating falling fixed-line revenues; Spending on fixed-line telecoms services is falling; Mobile telephony penetration continues to rise; VoIP offers a low-cost alternative to traditional voice services; Broadband uptake is continuing apace; Broadband markets reaching saturation point in development markets; Broadband pricing under pressure; Bandwidth demands will continue to increase; TV market in transition; The business case for IPTV; Strong growth anticipated; Regional demand for IPTV; Triple-play inhibitors and threats; Infrastructure limitations delay rollout; The impact of regulation; New competitors are emerging
Chapter 3 The competitive environment: Summary; Introduction; Competitive pressure reaches new levels; More competition on the horizon; Changing strategic aims; Reducing customer churn is a top priority; ARPU becomes the key metric; Extending existing customer relationships; Comparing the key triple-play protagonists; Emphasis of bundles vary according to providers’ key strengths; Cable providers are building on video success; Building on video strength; On the offensive in voice and broadband; A short-term advantage in triple-play?; Telcos face a steep learning curve and high risks; IPTV is a defensive move for most; Telcos are playing catch-up in the TV market; Fiber network deployment crucial for future competitive positioning; Partnering for success; filling service gaps with best-of-breed; providers; Taking a content-centric approach could be a step too far; Significant challenges remain; Taking a consumer-centric approach; Triple-play services offer benefits to consumers; Bundled offerings offer cost-savings; But triple-play services do not always offer best value; Uptake on the rise: UK triple-play case study; Targeting the right demographics will pay dividends; Emerging competitors threaten the status quo; Wireless services add mobility to the mix; Adding mobility to the mix; Mobile broadband further challenges fixed-line operators; WiMAX could threaten existing business models; Satellite operators excel in TV, but lack fixed-line assets; Partnerships are vital; Could triple-play success spell the demise of satellite?; Web-based video services could divert consumer spending online; A disruptive force in the video delivery arena; Web-based services benefit from changing market conditions; Pay-TV at risk?
Chapter 4 Service provider case studies: Summary; Introduction; AT&T (US); Triple-play strategy and developments; Forging ahead with fiber deployment; Strong TV growth; Restructuring reinforces multi-play aspirations; Integrated multi-service offerings gather pace; Satellite partnerships offer bundling options; Advanced services provide differentiation; Investment in multi-platform services; Operational performance; BT (UK); Triple-play strategy and developments; A hybrid approach to TV service delivery; Bundling restrictions removed; Targeting the mobile broadband opportunity; Fiber deployment gathers pace; Exploiting wholesale opportunities; Rumored re-entry into mobile market; BT Fusion evolves; Operational performance; Deutsche Telekom (Germany); Triple-play strategy and developments; A focus on infrastructure upgrades and bundled services; Football rights drive service appeal; Price cutting is ongoing; Try before you buy; Differentiation via service enhancements; Online services gather pace; Operational performance; France Telecom (France); Triple-play strategy and developments; A focus on content; Three-screen strategy aims for differentiation; Satellite services fill the network void; Operational performance; Verizon (US); Triple-play strategy and developments; Differentiating through next-generation network deployment; FiOS success drives revenue and ARPU; Triple-play availability on the increase; A multi-room TV experience; Verizon Hub seeks to lock in voice customers; DIRECTV partnership extends triple-play coverage; HD as a key differentiator; Promotions attract new subscribers; Operational performance; Comcast (US); Triple-play strategy and developments; Rapid uptake of digital voice services; Project Infinity developing apace; Looking to WiMAX for ‘quad-play’ service; Pricing tiers revised; Content portability on the agenda; Operational performance; Virgin Media (UK); Triple-play strategy and developments; Strong triple-play performance; Pushing the boundaries of consumer broadband; VOD continues to be a key differentiator; High definition comes to the fore; Operational performance; BSkyB (UK); Triple-play strategy and developments; ‘Switch and Save’ initiative pushes cost benefits; Sky Talk success boosts triple-play; Continued focus on advanced TV services; Exclusive content drives service appeal; Operational performance
Chapter 5 The future of triple-play services: Summary; Introduction; Identifying future trends in the multi-play arena; The emergence of quad play services; A competitive boost for telcos?; Convergence offers new possibilities; Quad-play bundling offers greater pricing flexibility; Content is where the money is; Advanced TV services offer the greatest revenue growth potential; Targeting new areas of opportunity; Converged services come to the fore; Platform-agnostic multi-play services on the horizon; Profitability should be seen as the key metric; Pricing and branding strategies will become more important than ever; Service quality and customer services are vital; Triple-play set for strong growth; Index
List of Figures: Figure 2.1: Fixed-line connections by key country (connections per 100 people), 2002 and 2007; Figure 2.2: ARPU by fixed, mobile and broadband (£), 2002-2007; Figure 2.3: Mobile connections continue to rise; Figure 2.4: Global mobile connections (‘000s) and revenues ($), 2007-2013; Figure 2.5: Mobile-only households are becoming commonplace; Figure 2.6: Global consumer broadband subscribers, by platform, 2007-2012; Figure 2.7: Global consumer broadband subscribers, by region, 2007-2012; Figure 2.8: Top 10 consumer broadband markets by subscriber uptake, end-2008; Figure 2.9: Fastest broadband speeds advertised, by platform and country, September 2008; Figure 2.10: Broadband prices are falling across development markets; Figure 2.11: IP traffic forecast, Cisco; Figure 2.12: Global IPTV subscribers and revenues, 2007-2012; Figure 2.13: Global VOD revenues, 2007-2012; Figure 2.14: Top 15 IPTV markets by subscriber uptake, end-2008; Figure 2.15: Global IPTV subscribers, by region, 2007-2012; Figure 3.16: Cable operators and telcos show increasing service overlap; Figure 3.17: Offering video services can substantially boost ARPU for telcos; Figure 3.18: Bundled offerings offer considerable cost-saving potential; Figure 3.19: Bundled services make their mark in the UK; Figure 3.20: TV becomes a vital part of the service mix; Figure 3.21: Bundled service uptake varies by demographic; Figure 3.22: The rise of mobile broadband; Figure 4.23: AT&T operational performance, Q2 2007 to Q1 2009; Figure 4.24: BT operational performance, Q2 2007 to Q4 2008; Figure 4.25: Deutsche Telekom operational performance, Q2 2007 to Q4 2008; Figure 4.26: France Telecom operational performance, Q2 2007 to Q1 2009; Figure 4.27: Verizon operational performance, Q2 2007 to Q1 2009; Figure 4.28: Comcast operational performance, Q2 2007 to Q1 2009; Figure 4.29: Virgin Media’s multi-play success; Figure 4.30: Virgin Media operational performance, Q2 2007 to Q1 2009; Figure 4.31: Triple-play drives BSkyB’s ARPU growth; Figure 4.32: BSkyB operational performance, Q2 2007 to Q1 2009; Figure 5.33: Over 100m triple-play subscribers by 2012
List of Tables: Table 2.1: Number of residential voice lines by service provider, Dec 2006 to Dec 2008; Table 4.2: AT&T operational performance, Q2 2007 to Q1 2009; Table 4.3: BT operational performance, Q2 2007 to Q4 2008; Table 4.4: Deutsche Telekom operational performance, Q2 2007 to Q4 2008; Table 4.5: France Telecom operational performance, Q2 2007 to Q1 2009; Table 4.6: Verizon operational performance, Q2 2007 to Q1 2009; Table 4.7: Comcast operational performance, Q2 2007 to Q1 2009; Table 4.8: Virgin Media’s multi-play success; Table 4.9: Virgin Media operational performance, Q2 2007 to Q1 2009; Table 4.10: BSkyB operational performance, Q2 2007 to Q1 2009

Abstract

The Future of Triple-Play

Growth opportunities, key challenges and competitive strategies

Report Overview

Cable operations and fixed-line telecoms operators continue their battle over a superior share in the triple-play arena. However, mobile operators have shown their interest in seizing a piece of the market while satellite TV providers are also complementing their core services with fixed-line offerings. The future of pure-play providers appears limited, as the credit crunch places further pressure on consumers to seek the most costeffective way of obtaining the services they need.

‘The Future of Triple-Play: Growth opportunities, key challenges and competitive strategies’ is a report published by Business Insights that examines the market opportunities and challenges for triple-play services. The report analyzes the market conditions that have driven the deployment of triple-play services, and the strategies employed by leading service providers. It identifies the challenges faced by companies, and also provides recommendations into how to best counter competitive threats, extend service portfolios, and boost revenue potential in this rapidly evolving market.

Key Findings

The popularity of mobile telephony is expected to continue to rise over the next four years. There will be over 5.6 billion mobile connections worldwide by the end of 2013, a 68% increase over 2007.

Mobile broadband will be a substitute for fixed-line services in markets where fixed-line infrastructure has not been widely deployed. There will be an estimated 258 million mobile broadband notebook users in 2014, with consumers accounting for almost 200 million of these connections.

It is forecast that there will be 64 million IPTV subscribers by the end of 2012, an almost sixfold increase over 2007 levels.

The average consumer is not motivated by new technological offerings. Price is much more important to most than the availability of advanced services such as VOD, DVRs and high definition programming.

Use this report to

Understand the market dynamics of the triple-play market with this report’s overview of the market conditions and trends that have driven the deployment of triple-play services.
Identify the key challenges faced by providers across the triple-play market with this report’s examination of the evolving competitive environment and the ways in which companies are targeting triple-play opportunities.
Compare different service provider strategies with this report’s in-depth analysis of the triple-play approahces being employed by a number of leading communications providers across France, Germany, the UK and the US.
Assess future trends that will affect the triple-play market with the market projections to 2012 for key communications and entertainment services including consumer broadband, mobile telephony and IPTV, including a market forecast for triple-play subscriber levels.

Explore issues including...

Demand and fixed-line communications services: Increasing levels of competition across the voice and data access sectors has diminished telcos’ initial advantage showing a decline in demand for fixed-line communications. As a result, telcos have been forced to leverage their network infrastructure to deliver a broader range of applications and services to consumers.

IPTV and digital TV services: IPTV has emerged as a viable fourth platform for digital TV services driven by telcos’ desire to deploy triple-play services in order to reduce customer churn levels and boost ARPU. However, moving into the TV sector is an essential step if telcos are to retain eminent players in the communication and entertainment sector.

Broadband: The rise of consumer broadband brings greater opportunities for triple-play services. Although uptake is continuing apace in less developed broadband markets, others are starting to become slow as saturation point is reached. As a result, average price points for broadband access continue to fall.

Discover

What are the major trends shaping and influencing the development of the triple-play market?
Why are service providers investing so heavily in the deployment of triple-play services?
Which factors are likely to inhibit growth of the communications market, and triple-play in particular?
What are the key competitive advantages of the main triple-play protagonists?
To what extent will emerging triple-play providers threaten the current status quo?
How do the triple-play offerings of major providers across France, Germany, the UK and US differ?
What are the forecast market growth rates up to 2012 across consumer broadband, mobile telephony, IPTV, mobile broadband and tripleplay services?
Which future trends will impact on the development of the triple-play market?

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The Future of Triple-Play: Growth opportunities, key challenges and competitive strategies

Table of Contents

Abstract