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CDNs and Data Centers to Usurp Video-on-Demand

Published by: In-Stat

Published: Jul. 13, 2009 - 60 Pages


Table of Contents


Agenda

Definitions

Summary of Conclusions (1)

Summary of Conclusions (2)

Summary of Conclusions (3)

Introduction

Huge Market Upheavals Drive Change

The Big Service Providers Steer the Boat

Macro Market Trends

Macro Market Trends (2)

What Future TV Looks Like

What Future TV Looks Like (2)

What Future TV Looks Like (3)

Summary of Factors Impacting the Internet Protocol Video Market

Content Optimized for Specific Content Delivery Networks

All the Moving Parts

The Business Model Options

Multi-Device/Multi-Screen/Multi-Platform Is the Future

The Evolving Internet Video on the TV Market

Internet Behavior Defines Future TV Viewership

Internet Protocol Networks

Some Historical Perspective (1)

Some Historical Perspective (2)

Some Historical Perspective (3)

Seven Evolutionary Technology Trends

One Disruptive Technology Trend

Network-Based TV Content Next Steps

Network-Based TV Content for Mobile

Traditional Cable TV VOD Approaches

TelcoTV (IPTV) VOD Approach

A CDN Approach for VOD

Adaptive Bit Rate Streaming

Data Centers PLUS CDNs for VOD

Most US Households have Broadband

Evolving Pay-TV Platforms

Shift to Web-Enabled TVs/STBs in 2011

Outside-the-Home Content Services

Anysource Media: Web-Enabled TV

Daily Media: Broadcast+Web

Zillion TV: Web 2.0 TV

CDNs and Data Centers RULE

CDNs and Data Centers RULE (2)

Cisco Internet Video Traffic Forecast

Share of Broadband Households, by Region

Forecast for CDN Market, by Region

Companies to Watch (1)

Companies to Watch (2)

Companies to Watch (3)

Companies to Watch (4)

Companies to Watch (5)

Companies to Watch (6)

Companies to Watch (7)

Companies to Watch (8)

Companies to Watch (9)

Companies to Watch

Abstract

Content Providers have been working on an “Internet learning curve” for the past decade. They can’t permit an entity, such as Apple, to be the control point for their content. Content companies are using their in-house engineering and software capabilities to figure out how to manage their digital assets, and working with trusted partners to create approaches that give them increased control, lower the cost of operation, and widen their revenue possibilities. The key solutions run in Data Centers, and connect using Content Delivery Networks (CDNs).

Traditional Subscription-TV services are deploying new approaches, like RS-DVR, StartOver, and Catch UP TV. TV Anywhere permits a subscriber to access their authorized Content from a PC when they are not at home. Mobile services will permit subscribers to “tap into” their at-home storage devices.

Completely new opportunities will arise for “Outside-the-Home” services that provide premium Content in public venues. Fiber-to-the-Home and DOCSIS 3.0 technologies may create high-dollar Pay-per-View opportunities.

We expect the worldwide value of CDNs to grow from about US$ 1.25 Billion during 2008, up to about US$ 2.5 Billion in 2013.It's going to be a bumpy ride.

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