Cable Operators’ Service, Network, and Transformation Trends

Digital TV, Digital Voice, Broadband Internet, Mobile Service, Triple Play, Quadruple Play, Bandwidth Reclamation, Bandwidth Optimization

This study provides an overview of the global CATV services marketplace. It includes analysis and forecasts of services and their uptake by subscribers, as well as their associated revenues. It also focuses on present-day video services and migration requirements and trends in industry planning for enhancements and improved interactivity by the industry, along with Triple and Quadruple Play service developments. The report addresses emerging business issues and the need for transformation as competition from satellite, telecom, DTT, and Internet video players and changing consumer viewing patterns heats up. New services such as VOD with addressable advertising, time and place-shifting, network-based DVR/PVR, and the digital and HD transition driving bandwidth expansion alternatives are also discussed.

What Questions Does This Report Answer?

  • What residential services are driving CATV growth?
  • Where and how is the industry growing and changing?
  • What competition is on the horizon for CATV operators?
  • Where will revenue growth come from?
  • What are the alternatives and what investment can be expected in spectrum/bandwidth expansion?
  • To what extent is there consolidation and transformation going on worldwide?

Who Needs This Report?

  • CATV operators
  • CATV competitors
  • STB vendors
  • Chip vendors
  • Infrastructure vendors
  • Financial community

Table of Contents


Section 1.
EXECUTIVE SUMMARY

1.1. Market Overview
1.2. Digital Transition & Digital Video Penetration Worldwide
1.3. The Competitive Quadrangle+
1.4. Anywhere, Anytime Video Service Offerings
1.5. Statistics & Revenue Trends

Section 2.
MARKET ISSUES

2.1. Improving Video Services
2.1.1. Transition to Digital TV
2.1.2. Growing Competition in TV Market
2.1.3. Shift in Consumer TV Viewing Patterns
2.1.4. Upgrading Networks for Greater Bandwidth and Services Capacity
2.1.5. Addressable, Targeted and Interactive Advertising
2.1.6. Launch of New Services
2.1.7. Emergence of New Business Models
2.2. Moving Beyond TV
2.2.1. Offering Multi-Play
2.2.1.1. Cable Voice Services
2.2.1.2. Cable Broadband Services
2.2.1.3. Mobile Services
2.2.2. Business Services
2.3. Extending Reach
2.4. Cable Operators under Pressure
2.4.1. Decisions, Decisions
2.4.2. Transform or Face Ongoing Decline
2.5. Consolidation and Private Equity Boost Cable’s Position
2.5.1. Wave of Consolidation in the Industry
2.5.2. Private Equity Senses an Opportunity in Europe

Section 3.
TECHNOLOGY ISSUES

3.1. New TV Services
3.1.1. VoD
3.1.2. From DVR to Time-Shifted TV
3.1.3. HD
3.2. Additional Services
3.2.1. Broadband
3.2.2. Fixed Voice
3.2.3. Mobile
3.3. Bandwidth Optimization
3.3.1. Bandwidth Reclamation through Migration to Digital Services
3.3.2. MPEG-4 Encoding
3.3.3. DOCSIS 3.0
3.3.4. Fiber Deep
3.3.5. Switched Digital Video
3.3.6. Universal EdgeQAMs
3.3.7. Fiber-to-the-Premises

Section 4.
KEY INDUSTRY PLAYERS

4.1. Service Providers
4.1.1. Asia-Pacific
4.1.2. North America
4.1.3. Latin America
4.1.4. EMEA

Section 5.
MARKET FORECASTS

5.1. Cable Subscriber Forecasts
5.1.1. Total Cable Video Subscribers
5.1.2. Digital Cable Video Subscribers
5.1.3. Cable Broadband Subscribers
5.1.4. Cable Voice Subscribers
5.2. Cable TV Revenue Forecasts
5.2.1. Total Cable Video Revenues
5.2.2. Digital Cable TV Revenues
5.2.3. Cable Broadband Revenues
5.2.4. Cable Voice Revenues

Section 6.
ACRONYMS

SCOPE OF STUDY
SOURCES AND METHODOLOGY
NOTES



Tables
  • Entry-Level Virgin Media Propositions, Cabled Areas vs. Non-Cabled Areas, July 2008
  • Comcast Key Operating and Financial Data, 2006 vs. 2007
  • UPC Broadband vs. Competitor Subscriber Evolution, 2006 vs. 2007
  • Examples of Cable Industry Consolidation, 2002 to 2008
  • Examples of Private Equity Investment in European Cable Industry, 1998 to 2006
  • Maximum Usable Speeds for DOCSIS/EuroDOCSIS, Megabits per Second
  • Key Player Operational Data, Asia-Pacific, 2006 vs. 2007
  • Key Player Operational Data, Canada, 2006 vs. 2007
  • Key Player Operational Data, United States, 2006 vs. 2007
  • Key Player Operational Data, Latin America, 2006 vs. 2007
  • Key Player Operational Data, Mexico, 2006 vs. 2007
  • Key Player Operational Data, EMEA, 2006 vs. 2007
  • CATV Subscribers, Analog and Digital, World Market, Forecast: 2007 to 2013
  • Digital CATV Subscribers, World Market, Forecast: 2007 to 2013
  • Digital as a Percentage of Total CATV Subscribers, World Market, Forecast: 2007 to 2013
  • Cable Broadband Subscribers, World Market, Forecast: 2007 to 2013
  • Cable Voice Subscribers, World Market, Forecast: 2007 to 2013
  • Cable Video Revenue, Analog & Digital, World Market, Forecast: 2007 to 2013
  • Cable Video Revenue, Analog, World Market, Forecast: 2007 to 2013
  • Cable Video Revenue, Digital, World Market, Forecast: 2007 to 2013
  • Cable Broadband Revenue, World Market, Forecast: 2007 to 2013
  • Cable Voice Revenue, World Market, Forecast: 2007 to 2013
  • Total Cable Revenue from Core Services (Video, Broadband, Voice), World Market, Forecast: 2007 to 2013
  • Video Revenue as a Percentage of Core Services Revenue, World Market, Forecast: 2007 to 2013

Charts
  • Cable Voice Subscribers, United States, 2001 to 2007
  • Broadband Growth, Europe, 3Q 2004 to 3Q 2007
  • Global Cable TV Subscribers, World Market, Forecast: 2007 to 2013
  • Global Digital Cable TV Subscribers, World Market, Forecast: 2007 to 2013
  • Global Cable Broadband Subscribers, World Market, Forecast: 2007 to 2013
  • Global Cable Voice Subscribers, World Market, Forecast: 2007 to 2013
  • Global Cable Video Revenue, World Market, Forecast: 2007 to 2013
  • Global Digital Cable Video Revenue, World Market, Forecast: 2007 to 2013
  • Global Cable Broadband Revenue, World Market, Forecast: 2007 to 2013
  • Global Cable Voice Revenue, World Market, Forecast: 2007 to 2013

Figures
  • Key Cable Operator Classification, Global, December 2007
  • PacketCable Specification Diagram
  • SDV Diagram