The new TV service platformsThe new TV service platforms

November 2009November 2009

Gilles FontaineGilles Fontaine

IDATEIDATE

g.fontaine@idate.frg.fontaine@idate.fr

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Broadcast+ Catch-up TV

Content portalOTT premium

Home serverPersonal content

Enriched TVBest of web

Connected TVs, DVD+

Terminal +

service

Home servers

Hybrid STBBroadcast+Broadband

New TV platform services candidates

Internet Set-top-box

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Toward an advanced digital home

Just widgets or…

The future digital home solution: DVR Personal content management Remote access OTT content and services Broadcast videos

Off line or online ?

Embedded on the TV set ?

Embedded on the Telco STB ?

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Increase brand stickyness through interoperable devicesLeveraging content to increase market share and increase prices

Increase brand stickyness through interoperable devicesLeveraging content to increase market share and increase prices

Leveraging content to increase market share

Bundle content and devices for high-end customers

Spread Windows use across new devices

Develop home servers as a new high value product

Enter the residential market

Enter the TV set, media, advertising market

Extend the search business to video contentEnter the TV set, media, advertising market

Digital home players leveraging content

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Sizing the issue

40% households with a connectable device in 2012

0,0

20,0

40,0

60,0

80,0

100,0

120,0

2008 2009 2010 2010 2012

TV Display Video & Hybride Boxes Home Consoles As a % of households

Connectable devices installed base - Europe Connected consoles lead the market

Stand alone devices benefit from full digital home capabilities

Connected TV sets develop on market renewal

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Market power moving up & down the value chain

NetworkTV

channelRight holders Terminal ConsumerContent packager EPG/OS

New TV platform services

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Leading to defensive strategic moves

NetworkTV

channelRight holders Terminal ConsumerContent packager EPG/OS

Advanced STB to move

into the digital home

Securing exclusive content

Gaining space shelve on all

platforms

Controlling the eco-system

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Wrap-up: potential impacts on the TV market

New competitors on the VOD market

Theme channels challenged by OTT hulu-like non premium services

Triple-play value proposition theratened

Competition between OTT content and broadcast content leads to decrease in advertising prices

Direct distribution of (non premium) programming by US majors

Network congestion

Digital home potential revenue streams for new entrants

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About us

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Who we are

• We benefit from a 30-years reputation built on expertise and independence.

• We have built a broad network of contacts with executives across Europe, the US, Asia and Africa (Telcos, Vendors, European Commission, NRAs, …)

• Our team of 35 consultants combine a wide array of expertise (engineers, market analysts and economist) and a set of proven methodologies (regulation, benchmark, strategic analysis, forecasting…). We manage 10 dedicated practices for each main sub-field of the ICT domain.

• Our consulting capabilities build on in-house research, with proprietary data bases.

• We directly manage our international assignments, with periodic support from a global network of reputed partners covering all key markets.

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Our services

• We provide market research and business intelligence consulting services. Our assignments include techno-economic assessment, market sizing & forecasts, benchmarks, evaluation, business modeling, roadmaps.

• We also advise public bodies, and especially local authorities, to define their ICT strategy.

• We specialize in ICT markets: Telecom, Internet, Media, with specific expertise on EMEA and Asian markets, with a comprehensive approach to innovation: technologies, products & services, markets & usage.

• We also deliver our expertise in the form of market reports.

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Our services

IDATE offers a complete range of consulting services: 

IDATE teams focus on the following core skill sets:

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Our network

A global network of strategic partners

A complementary network of key partners by country and by skills

HQ / subsidary & strategic partnersKey Partners

IDATE Europe IDATE HQ (France)

IDATE Americas CENTRIS (USA)

IDATE Asia GII (Japan)

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Our Clients

Equipment AnritsuAlcatel-Lucent*Alcatel SpaceAcomeAscomAtos Origin*Cap Gemini*Ciena*Cisco Systems*ComverseEricsson*DellFujitsuHewlett PackardHitachiIBM*LGMicrosoft*MitsubishiMotorola*NecNokiaNortelPanasonicSagem*SamsungSonySiemensSK TelecomThomson*ZTE…

TelcosAxioneAlgérie TélécomAT&TBelgacomBouygues Telecom*BT*Cable and WirelessDeutsche Telekom*DoCoMo*EasynetEutelsat*France Télécom*KTMauritelNTTMaroc Telecom*Orange*Portugal TelecomQualcomm*SES Astra*SFR*TDF*T-OnlineTelecom ItaliaTelefonica*TelespazioTeliaTiscaliTunisie TelecomVodafone…

Media GroupsArteBBCBskyBCanal+France TélévisionsGloboInfogramesLagardèreM6MediasetPatheRAIRTLTF1TV CaboUPCVivendi Universal…

Banking-FinanceABN AmroBEIBNP ParibasCDC*CCFGoldman SachsHSBCIris Capital*Morgan StanleySociété Générale*…

Regulators, GovernmentAFOMANIEANRTARCEPCIAJCNCCNESCSADanish IT & Telecom AgencyDIACTEBUEDFEITOESAETNOEuropean CommissionGSM AssociationLa PosteLocal AuthoritiesOfcomOseoSacem…

ConsultingAT KearneyAccentureBain & CompanyKPMGMcKinseyPricewaterhouse-Coopers*…