New Tv Service Platforms G.Fontaine Idate Nov 09


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The impact of connected TVs on the television industry: how will over the top video challenge managed TV neworks

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New Tv Service Platforms G.Fontaine Idate Nov 09

  1. 1. The new TV service platforms November 2009 Gilles Fontaine IDATE [email_address]
  2. 2. Broadcast+ Catch-up TV Content portal OTT premium Home server Personal content Enriched TV Best of web New TV platform services candidates Internet Set-top-box Connected TVs, DVD+ Terminal + service Home servers Hybrid STB Broadcast+Broadband
  3. 3. Toward an advanced digital home <ul><li>Just widgets or… </li></ul><ul><li>The future digital home solution: </li></ul><ul><ul><li>DVR </li></ul></ul><ul><ul><li>Personal content management </li></ul></ul><ul><ul><li>Remote access </li></ul></ul><ul><ul><li>OTT content and services </li></ul></ul><ul><ul><li>Broadcast videos </li></ul></ul><ul><li>Off line or online ? </li></ul><ul><li>Embedded on the TV set ? </li></ul><ul><li>Embedded on the Telco STB ? </li></ul>
  4. 4. Digital home players leveraging content Extend the search business to video content Enter the TV set, media, advertising market Enter the TV set, media, advertising market Enter the residential market Develop home servers as a new high value product Spread Windows use across new devices Bundle content and devices for high-end customers Leveraging content to increase market share Increase brand stickyness through interoperable devices Leveraging content to increase market share and increase prices Increase brand stickyness through interoperable devices Leveraging content to increase market share and increase prices
  5. 5. Sizing the issue <ul><li>40% households with a connectable device in 2012 </li></ul>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
  6. 6. Market power moving up & down the value chain Network TV channel Right holders Terminal Consumer Content packager EPG/OS New TV platform services
  7. 7. Leading to defensive strategic moves Network TV channel Right holders Terminal Consumer Content packager EPG/OS Advanced STB to move into the digital home Securing exclusive content Gaining space shelve on all platforms Controlling the eco-system
  8. 8. Wrap-up: potential impacts on the TV market <ul><li>New competitors on the VOD market </li></ul><ul><li>Theme channels challenged by OTT hulu-like non premium services </li></ul><ul><li>Triple-play value proposition theratened </li></ul><ul><li>Competition between OTT content and broadcast content leads to decrease in advertising prices </li></ul><ul><li>Direct distribution of (non premium) programming by US majors </li></ul><ul><li>Network congestion </li></ul><ul><li>Digital home potential revenue streams for new entrants </li></ul>
  9. 9. About us
  10. 10. Who we are <ul><li>We benefit from a 30-years reputation built on expertise and independence. </li></ul><ul><li>We have built a broad network of contacts with executives across Europe, the US, Asia and Africa (Telcos, Vendors, European Commission, NRAs, …) </li></ul><ul><li>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. </li></ul><ul><li>Our consulting capabilities build on in-house research , with proprietary data bases. </li></ul><ul><li>We directly manage our international assignments , with periodic support from a global network of rep uted partners covering all key markets. </li></ul>
  11. 11. Our services <ul><li>We provide market research and business intelligence consulting services . Our assignments include techno-economic assessment , market sizing & forecasts , benchmarks , evaluation , business modeling , roadmaps . </li></ul><ul><li>We also advise public bodies , and especially local authorities, to define their ICT strategy. </li></ul><ul><li>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. </li></ul><ul><li>We also deliver our expertise in the form of market reports . </li></ul>
  12. 12. Our services IDATE offers a complete range of consulting services:   IDATE teams focus on the following core skill sets :
  13. 13. Our network <ul><li>A global network of strategic partners </li></ul><ul><li>A complementary network of key partners by country and by skills </li></ul>HQ / subsidary & strategic partners Key Partners IDATE Europe IDATE HQ (France) IDATE Americas CENTRIS (USA) IDATE Asia GII (Japan)
  14. 14. Our Clients Equipment Anritsu Alcatel-Lucent* Alcatel Space Acome Ascom Atos Origin* Cap Gemini* Ciena* Cisco Systems* Comverse Ericsson* Dell Fujitsu Hewlett Packard Hitachi IBM* LG Microsoft* Mitsubishi Motorola* Nec Nokia Nortel Panasonic Sagem* Samsung Sony Siemens SK Telecom Thomson* ZTE … Telcos Axione Algérie Télécom AT&T Belgacom Bouygues Telecom* BT* Cable and Wireless Deutsche Telekom* DoCoMo* Easynet Eutelsat* France Télécom* KT Mauritel NTT Maroc Telecom* Orange* Portugal Telecom Qualcomm* SES Astra* SFR* TDF* T-Online Telecom Italia Telefonica* Telespazio Telia Tiscali Tunisie Telecom Vodafone … Media Groups Arte BBC BskyB Canal+ France Télévisions Globo Infogrames Lagardère M6 Mediaset Pathe RAI RTL TF1 TV Cabo UPC Vivendi Universal … Banking-Finance ABN Amro BEI BNP Paribas CDC* CCF Goldman Sachs HSBC Iris Capital* Morgan Stanley Société Générale* … Regulators, Government AFOM ANIE ANRT ARCEP CIAJ CNC CNES CSA Danish IT & Telecom Agency DIACT EBU EDF EITO ESA ETNO European Commission GSM Association La Poste Local Authorities Ofcom Oseo Sacem … Consulting AT Kearney Accenture Bain & Company KPMG McKinsey Pricewaterhouse-Coopers* …