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Big Dish Early 1980s 1920s POTS 1993 Cable 1950s DTV launched 1994 1984 1947 1920s 1930s 1940s 1980s 1990 1995 2000 2005 2010 Cable Satellite Mobile Cellular Broadband Broadband 1997 Telephone 1997 2006 Television POTS History of the Bundle… James J. Meyers CEO, Alpha Media
IPTV (Internet Protocol television): the delivery of programming by video stream encoded as a series of IP packets.
IPTV can be free or fee-based and can deliver either live TV or stored video to the Television one addressed program at a time
Traditional Pay-Television: all programming is broadcast simultaneously and is available by tuning to the channel.
James J. Meyers CEO, Alpha Media Super Headend Hub Office Serving Office Splitter -Fiber -Cable -Twisted Pair Legend
Verizon / AT&T: The Bundle Bundled line churn is 50% lower than voice-only lines James J. Meyers CEO, Alpha Media Source: Company Reports X X Dual-Tuner DVR X X VOD X X Phone Service X X Mobile X X Internet X X High Definition TV X X International Channels /Packages X X Basic + Premium Channels FiOS (Verizon) U-Verse (AT &T) Offerings
Verizon / Fios and AT&T / U-verse James J. Meyers CEO, Alpha Media
AT&T / U-Verse
Up To 6Mbps
18 Million homes by end of 2008
Verizon / FiOS
Up to 100Mbps
18 million homes by end of 2010
USD$ Billions Source: Company Press Releases
Telco Landscape * AT&T TV via U-Verse (18,000), Bellsouth/ DIRECTV, SBC/Dish Network ** Verizon TV via FiOS (207,000), DIRECTV(540,000) ***Qwest TV via DIRECTV James J. Meyers CEO, Alpha Media Subscribers Source: Company Reports, Leichtman Research Group
Satellite / Cable Landscape James J. Meyers CEO, Alpha Media Subscribers Television Broadband Source: Company Reports, Leichtman Research Group
Customer Satisfaction Satellite / Cable James J. Meyers CEO, Alpha Media 1,000 point scale based on seven categories: Overall Satisfaction, Performance and Reliability, Cost of Service, Billing, Image, Offerings and Promotions,and Customer Service . As communications companies venture into new arenas (like cable into voice, and telcos into video), customer satisfaction can become more difficult to achieve because they are peddling products in which they have had no prior experience selling. Source: J.D. Power and Associates
Customer Satisfaction Satellite / Cable James J. Meyers CEO, Alpha Media Source: J.D. Power and Associates
James J. Meyers CEO, Alpha Media Average Monthly Churn Sources: Company Annual report, SEC filing, MultiChannel News *Churn represents Verizon FiOS television service **Churn represents AT&T U-verse television service, U-Verse Churn over 4% +
DBS / Satellite - Past, Present, Future James J. Meyers CEO, Alpha Media The biggest year-end surprise within the multiplatform business was satellite TV with better-than-expected subscriber gains achieved by the two big DBS companies. Subscribers (1000s) Sources: Banc of America Securities (1000s) (1000s)
James J. Meyers CEO, Alpha Media DVR / HD Bundle X = Implemented O = Planned to Implement Legend DVR and HD services are becoming two additional weapons wielded by Satellite, Cable, and Telephone companies whom are vying for customers and increasing ARPU Source: The companies O O X X Time Warner X X X X Tivo O O O X DirecTV TBA O X X EchoStar O O X X Verizon X X O X AT&T O O O X Cox O O O X Comcast Programming DVR via cellphones Programming DVR via Web Multi-room DVR HD-DVR
James J. Meyers CEO, Alpha Media Average Revenue Per User (ARPU) *POTS only USD$ Source: Company Annual Reports
James J. Meyers CEO, Alpha Media Pay-TV Subscription Distribution Source: Kagan Research 2006 2015
James J. Meyers CEO, Alpha Media Broadband Subscriber Growth Subscribers Source: Banc of America Securities
Not to be Confused with Broadband Media 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Offers Major Studio content on pay-per-view basis Download-to-own service for feature films. VOD-HD Offers Burn-to-DVD Download-to-own service MAJOR studio films Netflix Cinema Now Apple - itunes (Music) Movie Link Vongo Joost “ Watch Now” Streaming movies and DVD Apple - itunes (Music / VIDEO) March: Apple TV released Apr. 11, 07 Sold : 2.5b music tracks, 50m TV shows, 2.5m movies P2P, by founders of Skype and Kazaa Pay-per-view / VOD
James J. Meyers CEO, Alpha Media Film and Video Distribution Internet Video Represents .1% of the $35 Billion generated Studio revenue in 2006 Source: Adams Media Research
James J. Meyers CEO, Alpha Media Internet Audio and Video Spending USD$ Millions USD$ Millions Source: Adams Media Research
James J. Meyers CEO, Alpha Media Consumer Spending on Internet Video USD$ Billions Source: Adams Media Research
Expect shift toward greater parity between revenue sources. User Paid Services are expected to be 45% of total revenues by 2010 Online Video’s Future James J. Meyers CEO, Alpha Media USD$ Billions Source: Parks Associates
James J. Meyers CEO, Alpha Media High-Speed Households Units (Millions) Source: Video-On-Demand: The Future of Media Networks, 2 nd Ed. Cable - 55% of market, DSL - 45% of market (2006)