Quad Play (Quadraple Play) 2010 Report

Chapter 1: Executive Summary
Evolution of the telecoms and entertainment markets
1.2. Market opportunities
1.3. Major market trends
1.3.1. Significant growth in mobile subscribers
Fig. 1.1 - Worldwode mobile Subscriptions
1.3.2. Falling operator revenues
1.3.3. Outsourcing grows in popularity
1.4. Future of the Wi-Fi market
1.5. Evolution of household entertainment media
1.5.1. Importance of broadband access
1.5.1.1. IPTV prospects
Fig. 1.2 - Worldwide IPTV Subscribers
1.6. Evolution of bundle packages
1.7. Business models
1.8. Conclusions

Chapter 2: Introduction
2.1. Overview
2.2. Bundle definition
2.2.1. Triple Play definition
2.2.2. Quadruple Play
2.3. Cable vs. Telcos approach
2.4. Typical price structures
2.5. Convergence
2.5.1. Quad Play to Any Play
2.6. IMS
Fig. 2.1 - IMS Architecture
2.7. Report methodology
2.7.1. Organisation of the Report
2.7.2. Aims and focus of this report
Chapter 3: Issues to Consider
3.1. New technologies
Fig. 3.1 - Growth of the Smartphone market
3.1.1 HDTV and 3DTV
3.2 The World economy
3.2.1 Responses to levelling revenues
3.3. ‘Must have' and ‘nice to have' services
3.4. Value of Triple/Quadruple Play to service providers
3.5. Revenue generating options
3.5.1. Fixed telephony
3.5.2. Broadband
3.5.3. IPTV
Fig. 3.2 - Household Penetration of Digital TV. Rapid Growth.
3.5.4. Wi-Fi telephony
3.5.5. Consumer VoIP telephony
3.5.6. Mobile services
3.5.7. Mobile and VoIP

Chapter 4: Global Market Analysis and Forecasts
4.1. Market overview
4.2. IPTV is the key to effective bundling
4.3. IPTV is the way forward, as long as the
applications are right
4.4. The mechanism behind IPTV
Fig. 4.1 - IPTV Architecture
4.5. IPTV market drivers
4.5.1. Broadband penetration on the rise
Fig. 4.2 - World Internet User Distribution
Fig. 4.3 - World Broadband Distribution
4.5.2. Competition between cable operators and telcos boost to IPTV market
4.5.3. Choice of content is expanding
4.5.4. Fibre to the home boost IPTV distribution
Fig. 4.4 - FTTH Solution
4.5.5 Heightened user expectations
4.6. IPTV market challenges
4.6.1. Technical challenges
Fig. 4.5 - IPTV End Users
4.6.2. Content challenges
4.6.3. Content security
4.7. Commercial challenges
4.8. IPTV market restraints
4.8.1. Regulatory issues
4.8.2. Bandwidth
Fig. 4.6 - Bandwidth requirements for triple play
4.8.3. Proprietary technologies
4.9. Market trends
4.9.1. Set-top boxes
Fig. 4.7 - Sales of digital set top boxes. Breakdown by service type
4.9.2 Fiber deployments
4.9.2.1 DOCSIS 3.0
4.9.2.2 How does FTTH affect the data rate?
4.9.2.3 Data boom drives backhaul equipment spend
4.9.3. IPTV services market forces
4.10. Target market
4.11. Is there consumer interest in Quad Play?
4.11.1. Interest in convergence
Fig. 4.8 - Factors that would influence US Internet users to purchase mobile phone services from their fixed line communications provider
Table 4.2 - World TV data

Chapter 5: North Americas
5.1.1. Market overview
5.1.2. Demographic and core data
Table 5.1 - North American, Internet, broadband and cable/satellite households 2008-2013
Table 5.2 - North American mobile subscribers
Table 5.3 - North American total IPTV subscribers
5.1.3 Service Demand
Fig. 5.1 - North American subscription patterns
5.1.4. Fixed-line displacement
5.1.5. Services revenues provision of bundle services will increase in line with the rise in subscribers
Table 5.4 - Revenue growth from bundled services, US market
5.1.6 Challenges
5.1.6.1. Lower margins and revenue from promotional offers aimed at attracting customers
5.2.1.1 AT&T
5.2.1.2 Qwest and Centurylink
5.2.1.3 Cablevision
5.2.1.4 Brighthouse Networks
5.2.1.5 Comcast
5.2.1.6 Cox Communications
5.2.1.7 Time Warner Cable
5.2.1.8 Pivot
5.2.1.8.1. Why did it fail?
5.2.1.9 Verizon
5.2.2 The Canadian Market
5.2.2.1 Rogers Telecom Inc.
Table 5.1 - Rogers Telecom Q1 Results 2010
Table 5.2 - Rogers Telecom 2009 Revenue
Table 5.3 - Rogers Operating 2009 Profit
5.2.2.2. Videotron
5.3. North America overview

Chapter 6: Latin America Market Analysis and Forecasts
6.1. Market overview
6.1.1. Internet Penetration
6.1.2. Broadband
6.1.3. Mobile
6.1.4. 3G
6.1.5. Wireless future
6.2. Demographic and core data
6.3. Latin America Bundle Market
6.3.1. Carlos Slim's Latin America quad play conglomerate
6.3.2. Argentina
6.3.2.1. Grupo Clarin
6.3.2.2. Telecom Argentina
6.3.2.2.1. Regulatory issues
6.3.2.3. Canal 5 Video Comunicación
6.3.3. Brazil
6.3.3.1. Oi/Telemar
6.3.3.2. Telefonica Brazil
6.3.3.3. Net Servicos
6.3.3.4. Brazil's regulatory approach
6.3.4. Mexico
6.3.4.1. Telmex
6.3.4.2. Maxcom
6.3.4.3. Televisa
6.3.5. Bolivia
6.3.6. Chile
6.3.7. Ecuador
6.3.8. Peru
6.3.9. Nicaragua
6.3.10. Venezuela

Chapter 7: European Market Analysis
7.1. Market overview
7.2. European Triple Play players
Table. 7.1 - Seclected European Bundle Providers
7.3. Demographic and core data
Table. 7.2 - European Internet by broadband and cable/satellite TV households 2010-2013
7.4. Services demand
Table 7.3 - European households subscribing to bundled services
7.5. European market trends
7.6. Merger and acquisitions
7.7. UK market
7.7.1. Virgin Media
7.7.1.3 Virgin Media's recent performance
7.7.1.4 Virgin Media to increase spend
7.7.1.5 Virgin Media introduce TiVo
7.7.2 Sky
7.7.2.1 BSkyB prospers on HD surge
7.7.3 Sky Mobile
7.7.4. BT
Fig. 7.1 - BT Revenue breakdown
7.7.4.1 BT Total Broadband
7.7.4.2 BT Vision
7.7.4.3 BT Infinity
7.7.4.4 BT Total Broadband Anywhere
7.7.5 France
7.7.6. Telefonica Europe
7.7.6.1. O2 UK
7.8 NBC Universal's PictureBox
7.9. Top Up TV
7.10. TalkTalk TV
7.11. Project Canvas

Chapter 8: Asia Pacific
8.1 Market Overview
8.2. Demographic and core data
Table 8.1 - Asia Pacific data 2008-2013
8.3. IPTV in Asia-Pacific
8.4. China
8.5. Japan
8.5.1. NTT DoCoMo
8.5.2. Softbank
8.5.3. KDDI
8.6. Hong Kong
8.7. South Korea
8.7.1. SK Telecom
8.8. Australia
8.8.1 Telstra
8.8.2 Primus
8.9. India
8.9.1 Bharat Sanchar Nigam Limited (BSNL)
8.9.2. Mahanagar Telephone Nigam Limited (MTNL)

Chapter 9: MEA Market Analysis and Forecasts
9.1. Demographic and core data
Table 9.1 - MEA Data 2009-2013
9.2. Services demand
Table 9.2 - MEA bundles subscription patterns
9.3. Mobile service
Table 9.3 - MEA mobile subsribers, 2009-2013
Fig. 9.1 - MEA mobile subsribers, 2009-2013
Table 9.4 - MEA mobile IPTV subscribers 2008-2013
9.4. Quadruple Play readiness
9.4.1. Algerie Telecom
9.4.2. Zuku
9.4.3. Nuetel Communication
9.5. MEA overview

Chapter 10: Recommendations and Strategies for Success
10.1. Restrictions to Quad Play growth
10.2. How far has Quad Play progressed?
10.3. Overview
10.4. Strategy for Service Providers
10.4.1. Customers expectations
10.5 Strategies based on marketing approach
10.5.1. Improved services
10.5.2. Segmentation
10.5.3. Develop core customer base
10.6. Promoting basic IPTV services
10.7. Fixed-line operator strategies
10.7.1. Strategies based on outsourcing
10.7.2. Flexing financial might
10.7.3. Merging and re-merging
10.8. Benefitting from bundles
10.9. Strategy for mobile only operators
10.9.1. Partnerships
10.9.2. Strategy based on technology
10.9.2.1. Vendors
10.9.2.2. Import proven technologies
10.10. Strategy for ISPs
10.10.1. More play options
10.11. Strategies based on strategic alliances
10.11.1. Alliances and acquisitions
10.11.1.1. Benefit from a revised business model
10.11.2. Adding value
10.12. Strategies based on pricing
10.13. Target markets
10.14. Global overview