Cable operations and fixed-line telecoms operators continue their battle over a superior share in the triple-play arena. However, mobile operators have shown their interest in seizing a piece of the market while satellite TV providers are also complementing their core services with fixed-line offerings. The future of pure-play providers appears limited, as the credit crunch places further pressure on consumers to seek the most cost effective way of obtaining the services they need.
'The Future of Triple-Play: Growth opportunities, key challenges and competitive strategies
' is a report that examines the market opportunities and challenges for triple-play services. The report analyzes the market conditions that have driven the deployment of triple-play services, and the strategies employed by leading service providers. It identifies the challenges faced by companies, and also provides recommendations into how to best counter competitive threats, extend service portfolios, and boost revenue potential in this rapidly evolving market.
The popularity of mobile telephony is expected to continue to rise over the next four years. There will be over 5.6 billion mobile connections worldwide by the end of 2013, a 68% increase over 2007.
Mobile broadband will be a substitute for fixed-line services in markets where fixed-line infrastructure has not been widely deployed. There will be an estimated 258 million mobile broadband notebook users in 2014, with consumers accounting for almost 200 million of these connections.
It is forecast that there will be 64 million IPTV subscribers by the end of 2012, an almost six fold increase over 2007 levels.
The average consumer is not motivated by new technological offerings. Price is much more important to most than the availability of advanced services such as VOD, DVRs and high definition programming.
Use this report to
- Understand the market dynamics of the triple-play market with this report's overview of the market conditions and trends that have driven the deployment of triple-play services.
- Identify the key challenges faced by providers across the triple-play market with this report's examination of the evolving competitive environment and the ways in which companies are targeting triple-play opportunities.
- Compare different service provider strategies with this report's in-depth analysis of the triple-play approaches being employed by a number of leading communications providers across France, Germany, the UK and the US.
- Assess future trends that will affect the triple-play market with the market projections to 2012 for key communications and entertainment services including consumer broadband, mobile telephony and IPTV, including a market forecast for triple-play subscriber levels.
Explore issues including...
Demand and fixed-line communications services: Increasing levels of competition across the voice and data access sectors has diminished telcos' initial advantage showing a decline in demand for fixed-line communications. As a result, telcos have been forced to leverage their network infrastructure to deliver a broader range of applications and services to consumers.
IPTV and digital TV services: IPTV has emerged as a viable fourth platform for digital TV services driven by telcos' desire to deploy triple-play services in order to reduce customer churn levels and boost ARPU. However, moving into the TV sector is an essential step if telcos are to retain eminent players in the communication and entertainment sector.
Broadband: The rise of consumer broadband brings greater opportunities for triple-play services. Although uptake is continuing apace in less developed broadband markets, others are starting to become slow as saturation point is reached. As a result, average price points for broadband access continue to fall.
Key Topics Covered:
- What are the major trends shaping and influencing the development of the triple-play market?
- Why are service providers investing so heavily in the deployment of triple-play services?
- Which factors are likely to inhibit growth of the communications market, and triple-play in particular?
- What are the key competitive advantages of the main triple-play protagonists?
- To what extent will emerging triple-play providers threaten the current status quo?
- How do the triple-play offerings of major providers across France, Germany, the UK and US differ?
- What are the forecast market growth rates up to 2012 across consumer broadband, mobile telephony, IPTV, mobile broadband and triple play services?
- Which future trends will impact on the development of the triple-play market?
List of Figures
- The Future of Triple-play
- Executive summary
- Market context: from pure-play to multi-play
- The competitive environment
- Service provider case studies
- The future of triple-play services
- Chapter 1 Introduction
- Chapter 2 Market context: from pure-play to multi-play
- Chapter 3 The competitive environment
- Chapter 4 Service provider case studies
- Chapter 5 The future of triple-play services
List of Tables
- Figure 2.1: Fixed-line connections by key country (connections per 100 people), 2002 and 2007
- Figure 2.2: ARPU by fixed, mobile and broadband (£), 2002-2007
- Figure 2.3: Mobile connections continue to rise
- Figure 2.4: Global mobile connections ('000s) and revenues ($), 2007-2013
- Figure 2.5: Mobile-only households are becoming commonplace
- Figure 2.6: Global consumer broadband subscribers, by platform, 2007-2012
- Figure 2.7: Global consumer broadband subscribers, by region, 2007-2012
- Figure 2.8: Top 10 consumer broadband markets by subscriber uptake, end-2008
- Figure 2.9: Fastest broadband speeds advertised, by platform and country, September 2008
- Figure 2.10: Broadband prices are falling across development markets
- Figure 2.11: IP traffic forecast, Cisco
- Figure 2.12: Global IPTV subscribers and revenues, 2007-2012
- Figure 2.13: Global VOD revenues, 2007-2012
- Figure 2.14: Top 15 IPTV markets by subscriber uptake, end-2008
- Figure 2.15: Global IPTV subscribers, by region, 2007-2012
- Figure 3.16: Cable operators and telcos show increasing service overlap
- Figure 3.17: Offering video services can substantially boost ARPU for telcos
- Figure 3.18: Bundled offerings offer considerable cost-saving potential
- Figure 3.19: Bundled services make their mark in the UK
- Figure 3.20: TV becomes a vital part of the service mix
- Figure 3.21: Bundled service uptake varies by demographic
- Figure 3.22: The rise of mobile broadband
- Figure 4.23: AT&T operational performance, Q2 2007 to Q1 2009
- Figure 4.24: BT operational performance, Q2 2007 to Q4 2008
- Figure 4.25: Deutsche Telekom operational performance, Q2 2007 to Q4 2008
- Figure 4.26: France Telecom operational performance, Q2 2007 to Q1 2009
- Figure 4.27: Verizon operational performance, Q2 2007 to Q1 2009
- Figure 4.28: Comcast operational performance, Q2 2007 to Q1 2009
- Figure 4.29: Virgin Media's multi-play success
- Figure 4.30: Virgin Media operational performance, Q2 2007 to Q1 2009
- Table 2.1: Number of residential voice lines by service provider, Dec 2006 to Dec 2008
- Table 4.2: AT&T operational performance, Q2 2007 to Q1 2009
- Table 4.3: BT operational performance, Q2 2007 to Q4 2008
- Table 4.4: Deutsche Telekom operational performance, Q2 2007 to Q4 2008
- Table 4.5: France Telecom operational performance, Q2 2007 to Q1 2009
- Table 4.6: Verizon operational performance, Q2 2007 to Q1 2009
- Table 4.7: Comcast operational performance, Q2 2007 to Q1 2009
- Table 4.8: Virgin Media's multi-play success
- Table 4.9: Virgin Media operational performance, Q2 2007 to Q1 2009
- Table 4.10: BSkyB operational performance, Q2 2007 to Q1 2009
- AT&T (US)
- BT (UK)
- France Telecom (France)
- Verizon (US)
- Comcast (US)
- Virgin Media (UK)
- BSkyB (UK)
For more information visit http://www.researchandmarkets.com/research/2b2516/the_future_of_trip