FTTH Conference 2009 Yankee Group Next Generation Access Services

1,044
-1

Published on

Published in: Technology, Business
0 Comments
5 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
1,044
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
0
Comments
0
Likes
5
Embeds 0
No embeds

No notes for slide

FTTH Conference 2009 Yankee Group Next Generation Access Services

  1. 1. Next Generation Access Services An analysis of next generation service portfolios across the world Benoît Felten Senior Analyst bfelten@yankeegroup.com Vince Vittore Program Manager vvittore@yankeegroup.com © Copyright 2007. Yankee Group Research, Inc. All rights reserved.
  2. 2. Context and sample • This study aims at analyzing the service portfolios of next generation access operators around the world in order to identify • The nature of services currently offered by service providers to their NGA customers around the world • The attractiveness, relative profitability and technical requirements of these services • The directions in which service providers are developing new services or envisage to develop services in the future • Yankee Group and the FTTH Council jointly decided to include the following 20 service providers* in the study: * Even though some of the projects analysed are open access and therefore not technically service providers themselves, the terminology of « service provider » is used throughout the study for reasons of simplicity. © Copyright 2008. Yankee Group Research, Inc. All rights reserved. February 6th, 2009 Page 2
  3. 3. Overall analysis of strategies • Throughout the study it became apparent that three different strategies were at play on the market. These strategies drive different approaches to services: The broadband utility strategy The expand and cash-in The keep it premium strategy focuses on the access. They aim to strategy consists in a wide aims for sexy NGA services at provide high quality reliable network deployment with little premium prices, to address a small internet access to as many service added value until a critical customer base without customers as possible. mass of customers is met. cannibalising existing revenues. Often Witnessed In: Often Witnessed In: Often Witnessed In: Local/municipal projects Local Operators Incumbents Utility led projects Altnets Cable Operators Altnets Cable Operators Low competition countries/areas ARPU TAKE-UP © Copyright 2008. Yankee Group Research, Inc. All rights reserved. February 6th, 2009 Page 3
  4. 4. Service portfolio overview 3D-TV Widespread Apps on TV Entertainment (Open STB APIs) Services Growing Interactive NPVR TV Content Emerging Web Catch-Up E-Administration on TV TV Advanced Envisaged EPG Remote Web 2.0 Elderly All HD On TV Exclusive Care Integrated Content Communication Wider-Economy FMC User TV on PC Services Services Home Shared-TV Commercial Surveilance DVR FMC TV HD Videophony Terminal Rich VoD E-Education Free Nat’l Videophony Voice Calls Home Free Int’l E-Health IPTV Monitoring IP Traffic Calls Telephony Information Child Protection Wireless Up to 50/20 HSI Home Network Mg’t Up to 100/100 HSI QoS Guarantee LAN Router Home Tech Support Up to 1000/1000 HSI Enabling Services © Copyright 2008. Yankee Group Research, Inc. All rights reserved. February 6th, 2009 Page 4
  5. 5. Enabling Services Highlight Free’s Rich Environment • Free’s bundled offer is constantly upgraded with additional services. Currently, Free boasts 24 services, 9 of which are enabling services. • These services are not revenue generators, but the richness of the bundle is an acquisition driver in itself. 802.11n Wireless BPL 10Go Online Web on TV Disk space and Website Formatting LAN Router Self-managed IPv6 latency and priority FTP for in-home Parental addressing setting content sharing Control (PC>STB) © Copyright 2008. Yankee Group Research, Inc. All rights reserved. February 6th, 2009 Page 5
  6. 6. Communication Services Lyse’s Enhanced Convergence Altibox Altibox Altibox Altibox Tale Kontroll SMS Kontant monthly 49NOK 0NOK 0NOK 0NOK subscription 0.79NOK 0.79NOK Call Setup 0.59NOK 0.79NOK 0.99NOK 1.29NOK Per mn 0.59NOK 1.29NOK 0.39NOK 0.69NOK Per SMS 0.59NOK 0.69NOK • Smart Familie is free for all Altibox mobile phone subscribers. It includes the following features: • Free calls and SMS between all family phones, fixed and mobile (up to 6 mobile Additional features phones in a Family) • email on mobile (Pay as you Go) • Single family bill • Mobile voicemail alerts on TV Homescreen • PVR control from mobile web © Copyright 2008. Yankee Group Research, Inc. All rights reserved. February 6th, 2009 Page 6
  7. 7. Entertainment Services Verizon’s Interactive Media Guide • Powerful EPG designed to have no lag and intuitive navigation • Sleek layered look • Powerful search functions that include the DVR and PC in the results • Movie trailers for VoD • Embedded widgets that display traffic information, weather, etc. © Copyright 2008. Yankee Group Research, Inc. All rights reserved. February 6th, 2009 Page 7
  8. 8. Wider Economy Services Surewest’s Home Security Service • Surewest is marketing a starter security package that includes an IP camera, a door/window sensor, wireless gateway and software for $199. • The company also charges $9.95 per month or $105.99 per year for access to a protected web portal that allows to control camera(s) and sensor(s) © Copyright 2008. Yankee Group Research, Inc. All rights reserved. February 6th, 2009 Page 8
  9. 9. Key Learnings Economics & Usage & Services & Business Model Network Impacts Innovation • Most service portfolios are • FTTH users currently • A number of FTTH currently designed to drive use 5 to 10 times as much operations are already adoption access line capacity as profitable DSL users • HD is a key driver for • Service prices vary adoption and the target for • FTTH-only operations widely accross service providers is to deliver tend to be net geographies 2+ simultaneous HD streams contributors of traffic to • The SoHo market is the wider internet • NGA ARPUs are reliably underserved with NGA 30+% above DSL ARPUs service offers and seems to • Peering and transit be a disregarded low-hanging dynamics are evolving • Broadband in itself is a fruit driven by NGA profitable product (in fact, the most profitable for • Video communications are seen as a crucial service and many players) enabler of wider-economy services, but are still underdeveloped © Copyright 2008. Yankee Group Research, Inc. All rights reserved. February 6th, 2009 Page 9
  10. 10. Thank you for your interest! Benoît FELTEN bfelten@yankeegroup.com M: +3 618 243 189 Please visit our website: www.yankeegroup.com © Copyright 2008. Yankee Group Research, Inc. All rights reserved. February 6th, 2009 Page 10

×