Market research firm Infonetics Research released its second quarter (2Q09) IPTV, Cable, and Satellite Video Equipment, Services, and Subscribers report.
"Slow but steady IPTV and cable video subscriber growth in North America, Europe, and Asia, led by AT&T, Verizon, Belgacom, Swisscom, Telus, and KPN, helped boost the equipment market in the second quarter, particularly IP set-top boxes, middleware, and video content security software. Another significant development this quarter was the US Court of Appeals strike-down of the FCC rule limiting cable video providers from owning more than 30% of the video subscription market. This could pave the way for Comcast to pass the 30% threshold via a merger or acquisition. In a year where growth is hard to come by and corporate valuations are low, we think there could be significant M&A activity in North America in the second half of 2009," predicts Jeff Heynen, Infonetics Research's directing analyst for broadband and video.