1.1 What Is IPTV?
1.2 How Does IPTV Work?
1.3 What Are the Main Pieces of the IPTV Architecture?
1.4 Technology Keys to IPTV Success
1.5 Is IPTV Ready?
Section 2: The IPTV Value
Proposition and the Evolution of the Telco Business Model
2.1 The Death of Voice as We Know
It
2.2 Emerging Telco Business Model: Triple Play to the Rescue
Section 3: IPTV Business Models and
Key Factors of Success
3.1 IPTV Success Framework: Where
Is IPTV More Likely to Be Successful?
3.2 IPTV and the ADSL Coverage Advantage
3.3 Telcos and the Content Challenge: Content Is King, to a
Point
3.3.1 Sourcing Model: From
Distribution to Creation
3.3.2 Content Acquisition: When Size Matters
3.3.3 Content a la Carte: Potentially Good for IPTV Market
Share Gains, Viability Doubtful
3.3.4 Premium Content Is Important, But Broadcast Channels Are
Critical
3.3.5 VoD: Not Quite the Present, Vital to the Future
3.3.6 Successful IPTV Is About a Focus on Broadband — Not TV
3.4 Pricing: The Power of Bundling
3.5 Digital Terrestrial TV: Friend and Foe
3.6 The Challenge of Regulation
Section 4: IPTV Competition and Forecasts
4.1 IPTV Competition: What Cable and Satellite
Will Do
4.2 IPTV Forecasts from 2001 – 2010
4.2.1 What Exactly Are We Counting?
4.2.2 Europe, Asia Lead the Way
Section 5: Carrier Case Studies*
5.1 The Upstarts
Free Telecom
Fastweb
PCCW
Yahoo! BB
5.2 The Incumbents
France Telecom
Telefonica
Verizon
Chunghwa Telecom
5.3 The Rivals
Comcast
DirecTV
*Sample Case Study
5.1.1 Service Positioning
5.1.2 Competition and Market Share
5.1.3 Content Offerings
5.1.4 Service Pricing
5.1.5 IPTV Technology
5.1.6 Subscriber, Revenue and Profitability Performance
5.1.7 Key Lessons
Exhibit 1: Promised IPTV Applications
Exhibit 2: IPTV Technology Value Chain and Vendors
Exhibit 3: Video Compression Technology Primer
Exhibit 4: Comparative Look at IPTV Access Technologies
Exhibit 5: Voice Traffic Losses
Exhibit 6: Sample Consumer VoIP Services
Exhibit 7: Evolution of Telefónica Revenue Base, 2004-2008
Exhibit 8: IPTV Market Attractiveness Framework
Exhibit 9: Carrier Approach to IPTV
Exhibit 10: ADSL vs. Cable vs. IPTV Homes Passed
Exhibit 11: IPTV Subscribers as a Proportion of Broadband
Subscribers for Selected Carriers
Exhibit 12: Evolution of Content Ownership
Exhibit 13: Football TV Rights Costs in Selected Markets
Exhibit 14: Programming Costs per Subscriber
Exhibit 15: Market Size: Pay-TV vs. Selected Carriers
Cell/BB
Exhibit 16: IPTV Subscribers by Region 2001-2010
Exhibit 17: Evolution of IPTV Share of Pay-TV in Selected
Markets
Exhibit 18: France Pay-TV Market Share
Exhibit 19: Freebox TV Pricing Details (Part I)
Exhibit 20: Freebox TV Pricing Details (Part II) (prices in
euros)
Exhibit 21: Free Share of Broadband IPTV, Pay-TV
Exhibit 22: Freebox TV Users and Pay-TV Subscribers
Exhibit 23: Telefónica Share of Broadband IPTV, Pay-TV
(1H2005)
Exhibit 24: Imagenio Pricing Details
Exhibit 25: Imagenio Subscriber Growth
Exhibit 26: PCCW Share of Hong Kong Consumer Broadband,
Pay-TV
Exhibit 27: IPTV vs. Cable Pricing
Exhibit 28: IPTV Penetration of PCCW Consumer Broadband
Base
Exhibit 29: IPTV Pay-TV as a Proportion of Total IPTV
Exhibit 30: ARPU for Selected Pay-TV Service Providers
Exhibit 31: Major Conglomerates and Their Affiliates in the
Telecommunications and Cable-TV Markets in Taiwan
Exhibit 32: Pricing Schemes of Pay-TV Offerings in Taiwan
Exhibit 33: France Pay-TV Market Share
Exhibit 34: MaLigne TV Pricing Details
Exhibit 35: FT’s Share of Broadband IPTV, Pay-TV
Exhibit 36: Broadband Household Penetration in Japan
Exhibit 37: Pay-TV Offerings in Japan
Exhibit 38: BBTV Pricing Details
Exhibit 39: FastWeb Share of Broadband, Pay-TV, IPTV
Exhibit 40: FastWeb Pricing
Exhibit 41: FastWeb Subscriber Base
Exhibit 42: Comcast Pricing Schemes
Exhibit 43: Comcast Service Bundles
Exhibit 44: Comcast Subscriber Dynamics
Exhibit 45: ARPU Trending Up With Bundled Services
Exhibit 46: US Pay TV Operator Landscape: Subscribers and
Market Share
Exhibit 47: FiOS TV Pricing Details
Exhibit 48: Pricing Details for Pay-TV Operators in Keller,
Texas
Exhibit 49: Comparison of Households Passed by Cable and
Telcos
Exhibit 50: DirecTV Pricing Details
Exhibit 51: DirecTV Subscribers, ARPUS and Revenues, United
States
